AuthorTopic: Advice Needed for a financial analyst
@2010-01-06 21:43:07

I have been a financial analyst for a number of years in the UK and moved to Canada 3 years ago.

My work has mainly been calculation based - redress calcs/comparative calcs/actuarial etc and I have been a contractor for the last 6 years doing work for Assurance companies/actuarial firms /Pricewaterhousecoopers etc etc.

Since being in Canada I have taken (and passed) the Canadian Securities Exams as follows:

Canadian Securities Course (CSC)
Investment Management Techniques (IMT)
Portfolio Management techniques (PMT)
Awarded the Canadian Investment Manager status
Technical Analysis Course (TAC)
Conduct and Practices Handbook (CPH)
Ethics Module (Institutional Clients)

And have been awarded the Felloship of the Canadian Securities Institute (FCSI)

I am aged 39 and want to get into a research analyst or Portfolio/Fund Manager role and wondered if with the above and experience and with studies for CFA (L1 in June) will I be OK

I have also run my own financial consultancy business for the past 6/7 years and been Director/CEO etc of it.

I live just outside Vancouver BC and would appreciate any advice on companies/agencies/firms that I should be approaching and what I should be pushing as my main area of skills.

Many thanks for your help in this matter

Kind regards

@2007-01-14 20:29:41
I was hoping that I would get some constructive feedback on the forum.

Your assistance in this matter would be apreciated.

@2010-02-28 12:25:14
I would really apreciate some feedback on this subject.

Kind regards


CFA Discussion Topic: Advice Needed for a financial analyst

To post a new topic or reply to a topic, please log in or register for a free user account.

I am happy to say that I passed! Your study notes certainly helped prepare me for what was the most difficult exam I had ever taken.
Andrea Schildbach

Andrea Schildbach