AuthorTopic: Career Advice for a CFA newbie
mchu
@2017-05-21 10:37:24
Hi everybody!
I am currently considering enroling in CFA level 1. But just need a little bit career advice to help me make this commitment. I have bachalor in Marketing, master in communications. Now I am an investment consultant in one of the big 5 banks in Canada. I am planning to move to the states either end of this year or next year. I am very interested in Financial industry. I like what I am doing for now, but do want to move to Portfolio management if that is possible.

Here is my game plan. Continue what I am doing now, gain more experience, mostly sales experience, and finish CFA level 1 or 2, and start looking for jobs in portfolio management side. How does this sound? Please give me some advice, thanks a lot! Oh,forgot to mention, I am in my late 20s.
schweitzdm
@2017-06-11 03:10:20
CFA isn't a sure-fire way in, but it'll definitely make you stand out.

CFA Discussion Topic: Career Advice for a CFA newbie

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