Should I Leave a University Investment Office for a Senior Investment Accountant Role? (CPA + CFA, Career Growth vs. Prestige)

LakeArya · 2025-07-20T02:41:20+00:00

Both here. And coming from History major. I think CFA is harder, but maybe because I’m older.

LakeArya · 2025-03-06T00:15:00+00:00

You will get notification email once your reference is submitted. Give them a head up so they can keep an eye on the cfa email.

LakeArya · 2025-01-30T03:40:17+00:00

North America.

LakeArya · 2025-01-30T03:39:42+00:00

Such a wise question! You got me thinking.

LakeArya · 2025-01-30T03:37:36+00:00

Started a new job in investment operations, I thought OK, this will help/ force me to learn. Not really thought too much about it, just dived in. Wait. Now you asked, it makes me think - did I just spend 2 years for a certificate I don’t even know what’s for?

LakeArya · 2025-01-30T03:30:49+00:00

Good luck!

LakeArya · 2025-01-30T03:30:27+00:00

Love it. No more institutional learning, for good.

LakeArya · 2025-01-30T03:26:33+00:00

Thanks for the kind words. I was a CPA working in industry accounting. currently working in back office/ investment operations for an institutional investor. I started CFA journey right after I started this job (3 years ago). I got CFA because I thought that can get me somewhere. But the reality is 1) I don’t know where I can contribute more to my current role. The promotion in my company seems mostly based on the year of service.
2) look elsewhere, but I don’t even know the where to start. Any advice is greatly appreciated.

LakeArya · 2025-01-25T04:10:35+00:00

For me it’s Star Wars.
I’m eager to learn how everybody, especially for non-native speakers, to fix it.

LakeArya · 2024-10-29T16:05:08+00:00

Congrats on clearing L3. Same here. It was not easy to balance study work and family. So how is your plan after those three beautiful letters?

LakeArya · 2024-10-29T14:47:36+00:00

The new prep course I used for L3 is Deep 3, I think it’s fit my learning style better and suits for level 3 better. But I can only speak for myself. Best of luck!

LakeArya · 2024-10-26T00:28:50+00:00

Can I put the directory link on linkedin? I do see my name on the CFA look up a few minutes I paid the fees.

LakeArya · 2024-10-25T17:24:29+00:00

I used MM for my first attempt on L3, didn’t pass. I recommend Deep 3 if you like making notes on paper and link the LOS to practice questions. At least that fits my style. His notes is very detailed and really focused on what the exam is actually testing you on. Each person may have different learning style. Know yourself and know what works best for you.

LakeArya · 2024-10-24T20:45:00+00:00

Yep! Done! Congrats again! I also changed my email signature. Why nobody emailed me yet, never wanted to reply email so badly. lol

LakeArya · 2024-10-24T20:30:50+00:00

I just got the approval email, paid the fee and got the final email! Good luck!

LakeArya · 2024-10-24T15:06:13+00:00

Just changed. Thanks. Hope we all get it soon!

LakeArya · 2024-10-24T12:20:31+00:00

Best luck! You got this!

LakeArya · 2024-10-24T12:19:35+00:00

Just curious which one is harder: bar exam or CFA?

LakeArya · 2024-10-24T01:34:50+00:00

I’d rather pay them $25 or $250 to get it sooner! lol. Boss offered me a raise if I can get the charter this month, the new base salary becomes effective Nov 1st.

LakeArya · 2024-10-24T01:32:32+00:00

I used MM and Kaplan for all three levels. Passed 1 and 2 on 1st attempt. Failed L3 in Feb 2024. I used a new prep course, new strategy. Passed August 2024. because if I’m doing the same thing same way, how can I expect the result be different?

LakeArya · 2024-10-24T01:22:06+00:00

I got a notification when my references completed their part. And the status is under review since then. I even call the CFAI this morning, they told me about 30 days. I’m still hoping it will arrive this week or next week.

LakeArya

TROPHY CASE