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I am currently a Math Major at Cal Poly, San Luis Obispo and I was recently researching what it is exactly I would like to do when I graduate and I came accross the position of finanacial analyst.
What things should I start doing my last few quarters at Cal Poly in order to make a move into that profession? Are there some classes I can take that would give me a jump up? I know I want my career to be in finance so do you have any sggestions? Are there any licenses that you think would be useful on my resume such as the series 65 (investment analysis)? How does a recent graduate start to move towards this career? Who would hire me? Where should I look? I am currently doing an internship with the accounting department of a corporation, but what else can I do to help employers want me?

2006-08-16 04:22:54 · 4 answers · asked by charlitacr 2 in Business & Finance Personal Finance

4 answers

There are a number of things you could do to make you more marketable to financial institutions, in financial analysis:
- get very good grades
- take all of the investment courses that your school offers
- get familiar with the state of current academic research dealing with financial analysis and portfolio theory (Financial Analyst's Journal is a good place to start)
- consider getting a CFA (this is NOT an easy undertaking, it requires lots of study and three difficult exams).
-consider getting an MBA or a PhD.
You won't be able to get a series 65, or any other NASD certification, until you are employed by a NASD member firm.
As most financial analysts make quite a good living, the competition for these jobs is severe; they are usually located on one of the major financial centers, especially NYC.
good luck

2006-08-16 04:48:31 · answer #1 · answered by Michael K 6 · 0 0

I dont know much about anything else, But the importance of a good resume cannot be over-emphasized :)

check out my profile for some samples, make a dashing resume and then all the best :) follow ur heart nd land ur dream job :)

all the best :)

2006-08-19 12:26:20 · answer #2 · answered by Anonymous · 0 0

Definetly take advanced accounting courses. Usually for this position a CPA is prefered or required.

2006-08-16 12:16:28 · answer #3 · answered by fasb123r 4 · 0 0

try to get your CFA, or chartered financial analyst designation. That is the most valued financial credential world-wide...
http://www.cfainstitute.org/

2006-08-16 12:03:02 · answer #4 · answered by jlcaooscl 3 · 0 0

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