I passed my CFA Level III and I’m wondering what kind of immediate salary bump I should be advocating for. My current manager congratulated me but didn’t mention anything about a promotion or a raise to go along with the letters. I don’t want to be the guy with a charter making the same as someone without one. How do you guys usually frame the I got certified, pay me more conversation?

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Have that conversation before you get it. Now you are with the burden of proof to show how much more value you bring with it. Depends a lot on the company. Sometimes there is a set in stone bump, and others you have to fight for.

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Congrats! that's definitely a huge achievement. If was required/expected in your current role, don't expect much unless you can generate substantial net new value as a result. Also, if your firm paid for it, that's another reason to measure expectations. But if looking elsewhere, it should help you position yourself into more attractive/competitive ranges.

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Congrats on the accomplishment. It could help you move to a different company and make more money, but I wouldn’t expect a change at your current company. From what I’ve seen, they don’t automatically increase salaries for things like that.

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Congrats!!!

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Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.

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I know that's depends on the amount I have to travel (and potentially stay) but at the moment this is unknown. Past 8 months was just twice a month + 2 nights stay.

The only thing I know is it won't be every week, the return trian ticket is about £80-100, depends I could plan ahead.

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