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CFA

Putting both CPA and CFA on resume - ONTARIO CANADA

Hi all, 

I am writing a resume to apply for Financial Analyst/Accountant positions and I have a question. Just so you know, I have been kind of out of the job field for 3 years running a small family business which I have now closed. Prior to this experience, I have been working as an accountant for 2 years.

I am enrolled in CPA program as well as CFA level 2. Should I put both on my resume or will it seem that I am confused with my career path? The reason why I am doing my CFA exams is because I want to learn finance and I don’t really care for a Charter.

Any deadline to complete the requirement for work experience

Hi, 

I have completed cfa level 2. But i have a disability and often find it hard to hold a job. I would like to know if there is any deadline (after u have passed level iii) within which u have to fulfuill the work experience requirement to keep ur qualified status or to obtain cfa charter position. What if i never go for work experience? Would i still be called cfa qualified (rest of my life)?

Weird question, i know. But please answer. It will b helpful

Sasha

CFA Scholarship

Did anybody apply for and got scholarship two times in a row?

For June 2019 level II exam I received scholarship. Want to apply again for level III June 2020. The thing is, the winners will be chosen after Dec. 1st, but the deadline for early registration is October 2nd. If I don’t win, then I’ll pay $300 more for standard registration fee.

Is it better to apply and wait for the results, or pay early fee. I believe if u paid already exam fee, then u will not receive scholarship even though you’ve been chosen for it, or am I wrong?

The payoff is:

Calculating bond YTM

Hi!

I am calculating the YTM of a 2-year bond with the following structure:

(1) It paid fixed coupon of 10% for the first year. Coupon paid semi-annually.

(2) It paid float rate + 4% spread for the next year. Coupon paid semi-annually.

Please help me calculating the YTM. I have no remaining knowledge on bond valuation and such.

Does your company reimburse you if you pass CFA Exams?

Hey Everyone,

Just wondering how your companies handle you passing the CFA exams. My old company would reimburse the exam and the study materials, my new one not so much. So I’m wondering how other firms handle the reimbursement situation, although I understand that the firm doesn’t need to reimburse anything at the end of the day. 

Career Switch at 30 - Switch to VC from research?

Hello guys and gals,

I just turned 30 and have been in equity research for 4+ years - was looking for some career advice. I feel very much stuck in my current role (equity research), terrible hours low pay. However, when I look at options in Asset Management, things dont seem great there as well with ETFs killing mutual funds.

My ideal goal would be to move to growth equity or VC shop, but I am not getting much traction there. I was wondering if I am being unrealistic in my goals or if there is a something I should try to maximize my opportunities to move to VC?

Download study material for member

Hi! 

I am contacted to work part-time as an lecturer for a CFA prep program. In the past, I could do a Google search and download the material as a member. But now, I can’t seem to google anything. 

Do you know how to look for them in the official website? Please let me know. I am looking for Equity for level 1 & 2.

Tax on Gifted common vs preferred shares?

I know if you receive common shares as a gift, you’re taxed on the total fair value as if it were income.

What about preferred shares that are convertible to common shares? If they are received as a gift, are they taxed at the common share equivalent fair value, or at the preferred par value?