Remove cfa-for-investment-banking
article thumbnail

The CFA for Investment Banking: Do the New Changes Make It Worthwhile?

Brian DeChesare

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. I first criticized the CFA in a 2009 article , which generated a lot of angry comments. But earlier in 2023, the CFA Institute announced the biggest changes to the program since it started.

Banking 59
article thumbnail

Age and Investment Banking: When Is It Too Late to Break Into the Industry, and What Should You Do If You’re “Too Old”?

Brian DeChesare

There are few topics as heated as age and investment banking. But unlike other controversial topics – crypto, the CFA, or social media censorship – this one rarely generates long-running online arguments. What should I do with my life if I’m too old for banking?”. Do I have any chance if I’m above the age of X?

Banking 98
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Appraiser Newsroom - Untitled Article

Appraiser Newsroom

He has taught courses on business valuation to the Internal Revenue Service, the National Judicial College, the Hong Kong Society of Accountants and on behalf of the World Bank in St. William Scally, CFA | Marcum LLP William Scally is the national leader of Litigation Advisory Services. Petersburg, Russia.

article thumbnail

The Front Office, Middle Office, and Back Office: How Banks Organize Their Dungeons

Brian DeChesare

Yes, if you’re working at a large bank, it’s generally best to be in a “front office” (client-facing) role. First, note that these terms apply only to investment banks and related finance firms (private equity firms, hedge funds, etc.).

Banking 94
article thumbnail

Appraiser Newsroom - Untitled Article

Appraiser Newsroom

CFA, FRM , is the leader and managing director in the complex securities & financial instruments practice at Stout. Ashcraft, MBA, ASA, CFA , is a senior vice president at Columbia Financial Advisors. Baker, ASA, CFA , is a member/partner at CapVal -American Business Appraisers. The countdown has begun!

article thumbnail

Careers in Finance with Raafat Hashem

Andrew Stolz

Skilled in Investment Banking, Investment Advisory, Financial Risk, Corporate Finance, External Audit, Internal Audit, and Financial Planning. Strong business development professional who graduated from CFA Institute. Invest in lots of diversified resources to be able to understand valuation.

Finance 52
article thumbnail

The Credit Analyst Career Path: How to Get Into Finance Through the Side Door

Brian DeChesare

For example, if you work in Debt Capital Markets or Leveraged Finance or a closely related area such as corporate banking , technically, you are a “credit analyst.”. Investment banks, investors, and lenders then use these ratings in their analyses. This definition is so broad that it could refer to dozens of roles.

Finance 79