Has anyone gone CAIA route ?

likehelpful
Posting as :
works at
You are currently posting as works at

Related Posts

Honest thoughts on best qualifications to go after to break into PE from consulting - should I go after ACA/CFA/CAIA? I feel I’ve only got the patience to do one of these 😂

like

Hi 🐠, question on CFA / CAIA- are either worth pursuing if you want to “up” your professional bonafides? I don’t come from a background in finance, but work primarily w/ PEGs like so many of us.

like

Hi everyone

I'm in a business development role based in Asia. May I get your thoughts/pointers on the CAIA?

I'm aware that the CAIA is not as popular in Asia compared to the CFA. From my knowledge, there are no CAIA holders in my current firm within the Asian region, despite dealing with alternative investments.

Would be happy to hear your thoughts regarding the CAIA, and study tips if you have any!

like

CFA or CAIA?

CAIA vs CFA?

like

Anyone on the distribution side of private funds ? Currently at a liquid alternative 40act fund and working on my CAIA. I was wondering how difficult the jump is to the other side. Any context would be helpful!

like

At this point all I care about is salary what would result in your opinion most money •CFP •CPA •prestigious MBA •CFA •CAIA •coding boot camp I’m at $85k now

like

Looking for advice on types of roles I should be searching in financial services. I am an expert communicator, both written and verbal (many publications, and pre-consulting/fs career in public speaking), and a great salesperson. Want to be able to keep writing and attending conferences, as well as have a sales component. I don't enjoy working with back office banking robots. I can play the part short term, but have bristled on longer term engagements with human potatoes. 8YOE, Series, & CAIA

like

Has anyone done the CAIA credential? Care to explain your journey?:)

like

Tip for anyone taking the CAIA exam, get UpperMark. Was using willey and was abt 1/2 complete and borrowed a friends test bank … night and day much harder and honestly was more like what I expected

like

Has anyone taken the CAIA ? Any tips ?

like

CMT vs CAIA?

I currently work in sales for an asset manager and have an MBA. Would like a designation, one that’s applicable to asset management and has some status/recognition. Appreciate any thoughts or insights. (Also dont want to take CFA)

like

More Posts

How do you report a coworker for safety concerns?

like
like

Leaving this firm and my team the week before our client files. Sorry I can’t take it anymore. I have dreams to peruse.

like

Do you have good exit ops from EYP TSE?

like

I have offers from below companies, please help me to select one. I am currently working from Pune.
1. LTI Pune - 22.50 lpa (20.50 fixed+ 2 Variable)
2. Globallogic Pune - 24 lpa Fixed
3. HCL Bangalore - 26.40 lpa (23 Fixed + 3.40 Variable)
4. Persistent Pune - 25 lpa

like

HCL Technologies.

Please suggest

Post Photo
like

I’m a Pro now, baby!

likefunny

Just got harassed on the subway. Nothing major happened but the person was clearly on drugs and kept asking me to give her back her belongings. She followed me as I tried to get away from her on the platform and cornered me in the subway car. As an Asian woman I really don’t feel safe in NYC anymore.

like

Strange, but this new therapist asked me to send him zoom invite for our first session. Is that how it’s done normally? I told him my company doesn’t allow me to share my work zoom outside. Then he said that he’s kinda new to zoom that’s why he’s asking. He quickly sent me a zoom invite though

helpful

4000 dead in 1 day!!! STAY REMOTE ONLY!!!

Post Photo
likeupliftinghelpful

Is there a link to apply for fast track challenge for SPG platinum status?

like

Went on a short coffee date with a person who was nice, but I just don’t think we’re compatible. What’s a kind text I can send to explain, after they said we should see each other again?

like

Not loving associate life at my firm. Recruiters say that the clock is ticking on exiting, but we have variable comp and I've worked a ton this year- I'd like to stick it out until bonus season

like

How is everyone preparing their clients or employers for Core Web Vitals?

like

It's my starting year year at KPMG Global with 10.5 months till this September . I was eligible for this year's hike . Got a 2 rating. Will my hike percentage / bonus be comparatively less than the folks who have more than years of experience with 2 rating ?

like

Has anyone started their own company in the tech space after working at a startup?

like

In EY india, we have technical interviews before client interview. If I clear the technical interview, what are the questions asked in the client round? I am a java backend developer. And client is a very reputed firm in investment banking area.

like

Have been over 100% utilized YTD until rolling off 3 weeks ago. My practice's leads in the pipeline keep evaporating and now the closest possible engagement is at least 2-3 weeks out. (Cont)

Hi Fishes,

Any openings for WMS Consultant (Experience in WMS flow and Manhattan WMOS versions)?
YOE :3.5
Kindly please refer
Thanks in Advance 😊

like

Additional Posts in Accounting

Help me out here. I have big four background and CPA. Currently working as senior accountant at start up and mostly likely will be promoted to Accounting Manger or even assistant controller in a few months. Trying to decide if I want to go down the FP&A pivot route, stay in current role (smaller company so I do all accounting aspects including controls and tech accounting) or jump to a larger public company for a while and do a technical/sec role. Ultimate goal is CFO. Any advice?

like

I hate it when your tax manager thinks that he is an auditor and starts to leave pointless comments just to try to show that they are adding to the team.

like

PwC $50 for physical exam through virgin pulse

Is there any sort of check on this?

like

I'd rather do the work myself then have to deal with GDM day and night. So many questions and so much time spent talking to them to have them get anything right. 😣🔫

like

I told myself several years ago that if I wasn’t happy in my job by the time I turned 30 I’d quit. I’m turning 30 this week and still hate my job and haven’t quit. 🤦🏻‍♂️🤦🏻‍♂️

likefunny

So you can’t make partner at EY tax anymore? Seems pointless to stick around

like

With the way the proposed child tax credit is written won't it result in millions of families owing April 2022 or having their refund reduced by $2k/child?

Obviously it's better to get the money earlier (and the $1k/$1.6k temporary boost) but non accountants likely won't feel that way after they've already spent the money.

like

Think they'll mind me taking PTO this week?

like
like

If you want to make a switch - learn something new and work with a diverse team in pwc tax… hit me up!

funnylike

As a staff 1 about to be staff 2 in fall, the incoming staff 1’s received a much higher offer than the offers given when I started (over $5k) After bonuses/promotions happen in august and I potentially find out I’ll be making less than someone under me… how could I approach this? ESP if I like staying in the firm/office I’m at.

likefunny

People, look at the big picture, your misery is temporary, keep your head down and keep working and you will be rewarded with more work

like

I applied for a job at a competing firm. Partner interview went great. On the next call they told me they liked me but I don’t have enough experience yet, said to keep in touch and told me what kind of projects to try and get staffed on. Are rejection calls a common thing? Or are they being sincere?

like

Looking at the current job market, I think wise decision is to make any possible moves. People staying are treated unfairly.

likesmart

A client keeps booking my time as a contingency, and then drops my hours last minute. They’ll book my hours on the scheduling tool, then not have any actual work to do. How do I bring this up as a concern without ruffling feathers? It’s so frustrating and hurts my utilization when the firm just upped the util metrics this year /:

like

When you do an expat rotation/assignment:

1. Do you maintain your U.S. salary during the rotation OR instead is it adjusted to reflect the foreign country’s market?

2. Do you receiving a housing allowance during the rotation? Any idea how much?

like

Thoughts on leaving tax to get into accounting advisory (CFO, controllership and bookkeeping)?

like

What are the pros of staying in core tax as opposed to transitioning into a more specialized higher paying service line?

like

as someone trying to make the switch to international tax from partnerships, what are some things i will be asked in the interview/ expected to know?

like

Some of you would look so much better if you slept for 5 less minutes and put that time into your appearance.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal