Any CFA bees?

posted 3 years ago in The Lounge
Post # 3
Member
244 posts
Helper bee
  • Wedding: October 2014

@SFBride1220:  I have a masters degree in finance and have taken prep courses, but have never taken the exam.  Frankly, I cant afford it! Of course, if I pass, it will be worth it, but I am terrified of blowing all that money, traveling, and failing. What were your experiences with levels 1-2?  Do you have any suggestions? Did you take the exam right after college?

 

I have a career I love in a semi-related field, but with this economy, know that back up options are always good.  Do you think it will grow your career significantly?

 

Thanks 🙂

Post # 6
Member
244 posts
Helper bee
  • Wedding: October 2014

@SFBride1220:  Thanks for your advice!  Its nice to know that if I fail, it’s not the end of the world, and that it can be overcome. I am going to have a lot of down time this year, so maybe I will register for part 1 either in june or january.  I am only 2 years out of college and I have taken ethics prep courses for level 1. do you think I can do it by June?

Post # 7
Member
244 posts
Helper bee
  • Wedding: October 2014

@SFBride1220:  for June, mine is also right around the corner!  The last time I checked (I was looking at december sites at the time) I would have had to drive a few hours.

Post # 10
Member
110 posts
Blushing bee
  • Wedding: January 2014

I’m a CPA bee – does that count? 🙂

 

Post # 11
Member
244 posts
Helper bee
  • Wedding: October 2014

@SFBride1220:  Thanks!  I am still so on the fence if it will help me or not!  I finished my masters before I turned 21, my work ethic is something I am very proud of.  It helped to get me the job I have now (I am a statistician/analyst for a retail company) but being in retail, there is always the “unknown” factor.  I have to think more about how many hours I will be able to commit!

Post # 12
Member
2687 posts
Sugar bee
  • Wedding: September 2015 - Ketchum, ID

@SFBride1220:  Can you explain to me what CFA is? What can it do for you, what jobs can you get, pay outlook, etc. I’m still in college, so I’m very curious about job fields haha. What are the different levels you’re talking about? Is each test a different subject? 

Post # 13
Member
1327 posts
Bumble bee

I work in banking – wealth management to be exact, although I’m not an advisor – and my aunt was telling me the other day that my career in the finance industry will be really limited if I don’t have any designations, which I don’t now.  Having your CFA will open many doors, and if you have an MBA on top of that like she does – that’s where you can make big bucks. (My aunt works for Goldman.)

Since I don’t want to be an analyst, fund manager, or anything like that, and I’m really not into it, I really don’t want to take it.  I’m still grappling with this one. :/

Good luck to you, though! 🙂

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