CFA or MBA for Investment Management/Asset Management

Graduate School Business School - MBA
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  1. You have to be sponsored by your company to get a CFA.

  2. you don’t need a CFA to get into asset management. What’s your major? Finish undergrad and get an entry level job in Ops, IT, Finance, Sales or Accounting at a big shop. There are tons of them. Buy side might be easier (JP Morgan, Prudential, Fidelity etc… )

  3. you don’t need an MBA from a “top school” (or any) to get into asset management.

  4. Once your are working, start studying for the CFA. If you are feeling optimistic and the company pays, start a masters in finance at night (if you are you a business major now) or MBA (If you are not a business major). Take a couple of classes a year, and you will be done in a few years.

A CFA is 10x more valuable than a grad degree once you are in asset management. But you have to be in to get it. That’s not that hard. Its not the Secret Service!