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I graduating with a bachelor’s in finance 5 years ago and did quite well in finance courses (4.0). I had a broker position lined up for after graduation and had planned to work towards the CFA Charter as well. I lost my dad unexpectedly just before graduation and got thrown off track for some time. Long story short I have settled into a career in retail banking. I am considering taking the level 1 exam next June and I am aware of the time commitment, etc. But would it benefit my desire for a career change if I were to pass the level 1 at this point?
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@gajun What may help you with this, is the link that Sophie posted a few threads ago: http://www.300hours.com/blog/what-is-cfa-good-for
If you’re in retail banking at the moment and seek to move to brokerage or analyst / portfolio manager positions in the future then it seems that the CFA Charter would be a good fit for your needs in terms of the concepts and practices that it teaches. You must realize however that it’s not an instant ticket to a new or better job, and your own skills, interview technique and other factors will play a significant part.
It should boost your chances of getting a foot in the door somewhat though.
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