Can someone in IB let me know the steps I need to take to get there? I’m currently in Branch banking and have a BS in finance from a non Ivy League. I have been considering taking the Level 1 CFA exam

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An MBA from a decent school is probably the most simple route

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Thank you so much for the help!

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Def take the CFA and a proper study course beforehand. It’s a tough test with literally a 40% pass rate. Also, take the SIE and see if your firm will sponsor your series 7. Basically, get all the credentials you can.

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I was thinking the December one would probably be better for me right now. Even if I only have level 1 complete by then, does it still make me a lot more attractive as a candidate?

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