I went from Deloitte -> capital one -> credit union as business analyst but ended up becoming a sr financial analyst in a FP&A team I got an offer from a client in a bank. I’m trying to settle my career and wanted some advice. Should I be pursuing any certifications such as CFA or a MBA degree if I wanted to get to the VP level in the far future? I currently have 7 YOE and trying to look at what my career path would be like any insights would help!

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CFA won’t help if you’re in FP&A

It demonstrates a level of commitment, competence etc. which can be good. But it’s unlikely you will ever use anything that you learn (it’s heavily asset management focused).

I’m UK based so can’t speak to value of an MBA but most finance forums will all tell you that CFA isn’t worth it and won’t help you progress, which I think addresses your second point around leadership.

Obviously markets are very different but spending time honing your skills, developing your weaker areas will be the most effective way to progress typically

As in the VP level within FP&A?

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