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> Finance Major? To Become CFA?, Want to know the study route

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TS DamianOoi89
post Dec 7 2018, 12:50 AM, updated 5 months ago

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Basically i have worked in insurance for 8-9 years already and my highest education level is CPU (Canadian Pre-University) which is high school diploma in Canada. Right now i am keen to continue my studies especially finance and i have no idea which path to take. do i have to enrol 3-4 year finance degree in uni or straight go for CFA since i have been working in insurance line for sometime already
Holocene
post Dec 11 2018, 10:03 PM

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QUOTE(DamianOoi89 @ Dec 7 2018, 12:50 AM)
Basically i have worked in insurance for 8-9 years already and my highest education level is CPU (Canadian Pre-University) which is high school diploma in Canada. Right now i am keen to continue my studies especially finance and i have no idea which path to take. do i have to enrol 3-4 year finance degree in uni or straight go for CFA since i have been working in insurance line for sometime already
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So here's the thing about CFA, the program covers a broad range of topics relating to investment management, financial analysis, quantitative analysis, equities, fixed income and derivatives, and provides a generalist knowledge of other areas of finance.

Depending on what you want your career path to lead to you might not need a CFA. You can consider a CFP instead if you're looking to move towards an in-depth look of Personal Finance.

You should also check out the requirements to register for a CFA program: https://www.cfainstitute.org/programs/cfa/r...nt-requirements

Best,
Jiansheng
Holocene
post Dec 14 2018, 07:45 PM

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QUOTE(Manada @ Dec 13 2018, 08:57 PM)
Many people want a CFA, but only a handful achieved it. Especially since you have worked for almost a decade, I assume you have family to take care of and other commitments.

Can you really achieve it??
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Sounds like you're a CFA 🤣😂
MalboroLight
post Dec 20 2018, 02:21 PM

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If you are determined enough, just do CFA.

Nowadays, a finance degree (especially local) can't really help you.

Your words give me a feeling that you want to progress. Don't let other people tell you that you can't do it.

I have a mate who passed 3 levels consecutively at the age of 40 (passed level 3). He has no prior experience in finance. He is just determined enough.

I also have another friend who was a high flyer (first class, dean list) during our degree time failed miserably in Level 1.




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