I keep hearing that the CFA is really important if you want to go far in finance, but I’m not sure if it’s something I should start working on right away. Is it really necessary to have a CFA, or are there other ways to build a successful career in finance? I’m trying to figure out if I should prioritize this or focus on gaining more practical experience first.
Thanks for your help and insights!
Great question. It really depends on where specifically you want to work in finance, but in general, it is not universally necessary.
For example, in investment banking and private equity, a CFA is relatively rare, whereas in other parts of public equities, for example, it's quite common.
I'd be happy to give more nuance about your situation in particular, so please reach out and set up a free introductory call so we can discuss further!
