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How difficult is it to change tracks from accounting to investment banking

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    • Avatar of AnkitaAnkita
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        • CFA Level 2
        26 Mar 2018 at 8:12 pm
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        Hi everyone!

        I am currently a CFA Level 2 candidate. As a recent immigrant to Canada, I had a hard time finding a job here, but eventually landed myself an entry-level role with a major consultancy firm in their PMO office, where I have to track the financial health of their projects. The role is more accounting-based, and I am quite sure my experience here would not count towards CFA. I have close to 2.5 years of experience working with an investment bank in India before, and I would love to do more of economic research and asset management, which is why I took up CFA. Any thoughts on how feasible it is to change fields, especially in a tight market? On a personal note, I think I should stick with my current company for some time since its a great brand and will also give me ample opportunities to network, and most importantly because they gave me an opportunity when I needed it the most. However, the fact that it does not even count towards my CFA is a little demotivating, and I am faced with the question, “If its really worth pursuing CFA?” I am married so I have a lot of other commitments too. Any thoughts to re-kindle my spirits lol?? 

      • Avatar of manish84002manish84002
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          • Undecided
          10 Apr 2018 at 2:19 am
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          Accounting requires typically data management ( u r working on airport level ) and using skills where as investment banking deals with advicing your customers on investment based products. U evaluate utility of product , need of customer basically u are the part of the crew of plane and above this job u can also consider fund manager job ( top most job)….. in this job u are the pilot of the plane.

        • Avatar of AkshitAkshit
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            • CFA Charterholder
            04 Jun 2018 at 9:23 pm
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            Hi Ankita,
            I would strongly say to pursue CFA considering all the circumstances of yours. I will also say that you are exhibiting some emotional biases that you want to stick to the employer as they yielded you an opportunity when you needed it the most. I would not be surprised if your experience may be counted by CFAI. There can be a lot in store for you so, please finish it and let the ball rolling. Thanks

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