Looking for some guidance. I have no finance education(Communication undergrad). Broke into financial industry the past two years by working for a brokerage company and getting my Series 7, 63, 66. I’m interested in asset management or investment analyst. I recently decided to pursue a dual MBA/MS Finance (doing MBA first). Would getting my MS Finance make sense if I’m wanting to be an analyst and end up taking the CFA?

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MS in Finance relates more heavily with the CFA Level I. One of my friends got her MS in Finance at Johns Hopkins and said CFA was so much easier for her only because she got her MS in Finance.

MBA doesn't seem as analytical as CFA

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Spot on. MBA covers the core business functions, overall business context, and cross-functional decision making. Finance covers quantitative analysis, financial structure, financial modeling, analytical decision-making, some deal management, and risk management.

BS Finance. MBA. CPA for 30 years.

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