I requested reimbursement for my CFA fees prior to registering and they’re saying I would need to commit to 24 months following exam day (Nov-25) to avoid full repayment, with no proration. I was able to negotiate it down to 18 months starting today, but damn lol. Is this common? We’re a super small firm so I get it but just curious if this is common.

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

Great! Had mine in 11 months. I got freaked out too

like

Mine was 12. But I told the place I moved to. They said they would reimburse

Oh nice! I will keep that in mind. Also, I suppose this topic could be brought up again later once I pass or after 12 months or so to see if there’s flexibility.

I left a year after mine and had to pay it all back. All my accrued vacation days went to covering most of it

Your investment bank is paying for CFA? Surprised they reimbursed any money at all

I would think it’s more common than not but I could be wrong.

I got it reimbursed after 12 months. I think this is pretty standard.

Related Posts

can a writer explain the new season of Dave to me?

like

Auto rebalance (every 90 days) or manually rebalance as needed? I'd rather be more passive but willing to do it myself to save money. Btw if anyone ACN knows rebalance cost structure, please share.

like

My post is for a lot of folks here who complain about managers not budging to negotiations and not offering package ,what you are expecting.I have one thing to say,there are lot of ibm employees who moved to kyndryl. Inspite of lot of contributions they are earning meagre salary.Now do you expect these people to hire you for more package most of time the package you are demanding is more than what these managers draw. So pls do not look at kyndryl as any other startup.Thanks.

like

I have an initial recruiter phone interview with Square Thursday. Is it it just a phone call or is it a video call and they didn’t specify. If it’s a video call what’s the dress code like? I’m coming from consulting so all my interviews were in suits. Any tips to get past the recruiter phone screen?

like

Which would you rather? Internal at MBB or client-facing at Big 4/ACN?

like

I judge the company I work every time they misspell my name even though I’ve corrected it over and over again. It tells me they don’t care and don’t want to make the effort. It’s in my email, my email signature, on my profile, etc. How hard is it to look it up and spell it correctly?!

like

Flying Qantas (One World). Will the segments count towards my AA status?

like

Best hotel in Phoenix? Prefer Marriott but open to others if it’s a great spot.

like

What are the chances of jumping from IQVIA strategy consulting to T2 or MBB? Have previous 6 yrs exp at b4 management consultant in ops and worked some projects with S& and +2 years corporate and value and access in IQVIA

likefunny

I received a call from Infosys after 20 days of interview for offer discussion, I was ok with the offer , HR said she will get back, what can I expect next?

like

You, a jr AD, in disbelief on your first One Show stage appearance

Post Photo
like

What are some interesting non-tech/insurance/advertising/consulting careers where data science is applied? Thinking of epidemiology and economics

like

Hi Fishes, I need your advice!

I joined CG 6 months back and was on training for 3-4 months for Dynamics CRM, completing multiple MS certifications. Post that I was mapped to an account for the project & was under shadow.

After shadow completed it seems like there's no project openings in the account for which I was selected. And now management wants me to go for other certs.

Please help me know whom can I approach & ask for project openings/tagging. I'm worried as it's already been 6 months!

Are there any FIFA pro players here? Friends PS4 is here with me and I'm learning to play Fifa 19. Im ok but want to get better. Any pros who can answer questions and give me tips?

like

Going to austin! I’ve done the bars/restaurants on Rainey/6th and shops on congress. This time I would love to explore more of the parks/suburbs/cool attractions on the lakes etc. can someone give me some suggestions!?

#LTIMINDTREE SAP Drive on 10th Dec
Dm your Emailid and jobcode to register.

Post Photo
like

CRC up 45% - any play here for puts?

Any way to get in one of these IPOs prior to them opening up to the wider market?

like

Here to tell you guys that each of us mending from either leaving a bad relationship or having some leave us: things are going to be amazing for us! I believe if for myself and I am so happy! And meeting new people is FUN. Laughing with friends and being yourself, away from all the drama, pain. Liberate yourself by deciding this breakup is your evolution into your best self!

likeupliftinghelpful

Has anyone been able to get the LVxNike sneakers today?

like

Additional Posts in Investment Banking - IBD

Is breaking into equity research/coverage teams as hard as breaking into traditional advisory/M&A IB being from a non target school with a non finance degree?

like

Any recommendations on brushing up on PowerPoint?

like

I just graduated from a nontarget in Dec 2020 & am currently interning at PwC before I go back to do my Masters. My initial plan was to accept my full time offer and slowly work my way into IB.

I see postings right now for FT IB analyst programs. Should I even try applying online?

Ik recruiters don’t really read cover letters, but I learned about banking rlly late into college. i’m the daughter of blue collar workers who don’t speak English so I never really knew what jobs were “prestigious”

like

Any thoughts on BNP M&A in nyc

like

When my portfolio was going nuts 🚀💰 made over $100k profit last year and on same process this year.

Post Photo
like

Has anyone who lateraled for an experienced IB role gotten moving expenses reimbursed? If so, how much was it? Thanks

like

Thoughts on analyst to associate promote in IB?

like

Economy is shrinking folks - just got my IBD interview cancelled due to hiring needs “changing”… I will continue to prepare and be ready for the next opportunity.

like

Late stage analyst 1 at a mid-market heavy TMT focused M&A boutique in London. Keen to increase exit opps and realise it may be worth trying to lateral to a BB / name brand. Any opinions / advice on achievability? If low, what’s the best move here.

like

Thoughts on PJT strategic advisory?

like

Does Barclays UK help it's employees who are interested in getting financial/ accounting certifications?Barclays

like

DB ECM - does anyone have a view?

like

Just signed an offer and moving to Chicago in about a month. Unfortunately, I don’t know anyone there. Any best practices for finding roommates?

like

What are bonuses like for a first year IB Analyst in London? (Think US banks like GS, MS, Citi etc.)

like

How do you find out who’s “top bucket” and who’s not? Do they disclose this? Also how do you become one?

like

Folks - when you calculate the total diluted share counts, does the result have to tie to the reported diluted share counts on the most recent filing (either 10K or 10Q)?

like

What’s the best VDR and why is it datasite?

like

Anyone know of any banking analyst lateral opportunities in Chicago? Looking to jump to BB/EB. Any insight to the shops around here is much appreciated!

like

Equity research associate considering to pivot into IBD. Is this a wise choice? Heard ER is an exit for some of the IB folks out there.

like

What does the branch transfer process look like for UBS? I'm wanting to transfer from my current office to one closer to home.

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