AuthorTopic: How is my game plan? Need advice
@2016-07-18 13:56:04
Hi everybody,
I am considering to take CFA Level 1 in Dec. Need a little bit advice. I am current working as an Investment consultant for one of the big 5 banks in Canada. And I am also planning to move to the states maybe next year. I like what I am doing for now, but want to move to the portfolio management side if that is possible. So here is my game plan. I want to do CFA Level 1 in Dec. After Level 2, I will start looking for a job in portfolio management, how does this sound? Will appreciate any advice. I have a bachalor in Marketing, master in communications. No formal financial education, except I have CSC & CPH, and selling mutual funds now. I am in my late 20s. Thanks so much, guys.

CFA Discussion Topic: How is my game plan? Need advice

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I just wanted to share the good news that I passed CFA Level I!!! Thank you for your help - I think the online question bank helped cut the clutter and made a positive difference.
Edward Liu

Edward Liu