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Hello Sir,

              I am currently in my final year of B.TECH and secured a job as a Business Analyst. I am interested in Investment area and later have plans for an MBA. I came to learn about CFA for investment professionals. Is CFA a substitute for MBA for a career in Investing. Which one is better? Will I get jobs in equity research etc if I passed CFA without an MBA. Is MBA really important for entering into Investment field or will CFA be enough? If CFA is important, should I start preparing for it from now itself, please suggest me what are the sources or books to start preparation. Please tell me any other information about CFA if I should Know.

Thanking you, Sir.


Posted 2 years ago

Soumen Chatterjee

CFA (US) is sharply focused on portfolio analysis, investment strategy and asset allocation. If you are keen on becoming an Investment Manager, the knowledge and skills that CFA imparts will be indispensable. 

You will find some of the top Fund Managers of India like Prashant Jain (HDFC), Anand Radhakrishnan (FT), etc. have an MBA, perhaps because CFA was not so prevalent 2 decades back. However, a few of them did follow up with a additional CFA. 

MBA imparts with more generic skills for general management. Even MBA with a Finance specialization can't impart you with the requisite skills for a career in Investments. However, be prepared to spend around 4 years to complete all 3 levels of CFA. 

Hope this helps. Do write back with your views and comments.

Posted 2 years ago

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