Hi sir, I'm currently doing my CFA L1 and i want to become an entrepreneur. And the reason I took CFA is because I like finance and in the future i want to start something on my own in finance. But the question I have for you is finance is a very hard niche to start a business on, so do you have any recommendation of the type of business which is relatively easier to start and what are some of the jobs i should opt for to increase my skill set to start my entrepreneurship journey.
1. How does declining market liquidity in certain asset classes, like corporate bonds, influence pricing and spreads during times of stress 2. If a recession were to hit in the next 12 months, what asset classes or sectors would you overweight and why?
Hello Sir....I just deferred my CFA level 1 and I'm struggling how to approach from now May/Aug attempt. I haven't registered yet i want to make sure I'm in good shape this time. Also i feel stuck, very hard to find a job/internship what should i do now. Bcom graduate 2022, worked as accounts executive till oct 2023
Hi, I recently gave my CFA Level 1 exam and am considering buying Fintree's Financial Modelling course. I’m trying to understand if financial modeling is a skill that employers value and whether, combined with Level 1, it could help me secure a good internship or entry-level position. Alternatively, I’m also thinking about pursuing an equity research course. Could you guide me on which option might be better aligned with landing a job or internship?
Hello Sir, I have a TVM question. Some uses P/Y and C/Y function in financial calculator to convert rates. While I prefer using 2nd + ICONV function to get the rates. But our answers mostly differ. Could you please talk about it. Like if the interest rate is 4.2% compounded quaterly. I normally convert it to Effective and then divide by 12 (Montly payments). While others use P/Y = 12 and C/Y = 4. Question being - calculate the FV of 400 payments made at thr beginning of the month for 5 yrs. Interest 4.2% compounded quaterly.
Thank You for doing these sessions sir. I wanted to know your view on how to choose the pathways for L3 Aug 2025. What should we keep in mind regarding preparations and questions format for the 2 newly introduced pathway.
Thank you so much for this amazing video! Just a quick off-topic question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?
Is it normal to struggle with choosing a finance field? I'm interested in quantitative finance to understand institutional trading, and I aspire to be a hedge fund manager. However, I’m also drawn to the lucrative opportunities in private equity
Hello sir.I am working as an financial analyst in Mumbai researching about various startups and there's no valuation part much involved in the process. And sir this is my first job. Do u consider this as a good opportunity? I am graduated this year and Cleared my CFA L1 in August attempt this year.
Sir I just gave my level 1 exam on Nov 14, so in the mean time till results come out, what should I do? I have a deep in interest in financial markets as a career like I want to work on the trading desk of big IBs or asset management firms. Equity research personally doesn't interest me much, but learning global macro and expressing my views through various asset class is what excites me. How can I get better at this stuff?
Sir like you said to read curriculum, but it may not be possible now to read the whole curriculum, can you please list some important chapters or topics that are a must read for Level 2.
hi utkarsh, we see many jobs posted as financial analyst, investment associate etc and when we land up their it is mosty operations, sales or copy paste work, so if someone wants to get into core finance, what all job roles to target and how to get to know that is this core finance?
Hello Sir.. What happened to fund manager's or sell side equity research analyst in a bear market. I mean they really compensated well or lay offs situations arises?
HI sir, im a L3 candidate and i have chosen the private markets pathway, and it contains some concepts which were also in L1 and L2, and some other prep provider said that CFA do not ask questions from the previous level concepts.. is this true? and will there be any constructed responses questions on ethics in L3?
Hello Utkarsh Sir, I recently completed my Level 1 exam on Tuesday. Before that, I worked as an equity dealer for a year and left my job in July to prepare for the exam. I have two questions: 1) My previous salary was 3 LPA plus 1 L in variable incentives. In my upcoming interviews, is it reasonable to request a salary hike based on 4 LPA or should I consider 3 LPA as the base? ( incentives is only mentioned in pay slip ) 2) I took a 3-4 month break for exam preparation. Could you suggest a strong justification for this gap that I can provide during interviews?
I'm preparing for CFA L1 exams with Kalpan Schweser Books 2024 edition and planning to attempt exams in August 2025. Shall it be sufficient, since I haven't registered for my examd yet i dont have access to CFA institute cirriculum.
I’m an L2 candidate (Attempt in Nov ’24, age 22) with 15 months of delta hedging experience. I want to switch to investment banking or fund management, but I’m confused between the both. Can I delay this decision by taking a common job like sell-side equity research? Should it be a boutique firm?
Hi utkarsh, i have cleared both parts of FRM and Level 1 of CFA including 4 yrs i worked in merchant banking domain but due to no growth I switched to work at a service-based IT company with an international bank as a client. While the pay is good, the daily IT-related tasks feel frustrating. Should I continue in such roles and transition into product management, leveraging my CFA+FRM credentials? Do these qualifications align with such a profile?
Hello sir.... I have just passed CFA Level 1 and working as credit research in one of the rating firms. I want to transition to Equity research but because I am already in credit research it is becoming tough for me to get job in equity. Should I do this transition or dose credit research also have equal amount of money going forward
Hi sir,
I'm currently doing my CFA L1 and i want to become an entrepreneur. And the reason I took CFA is because I like finance and in the future i want to start something on my own in finance. But the question I have for you is finance is a very hard niche to start a business on, so do you have any recommendation of the type of business which is relatively easier to start and what are some of the jobs i should opt for to increase my skill set to start my entrepreneurship journey.
+1
Sir,
Why would financial institutions take credit default swap instead of hedging by call or put . explain with a example pls
1. How does declining market liquidity in certain asset classes, like corporate bonds, influence pricing and spreads during times of stress
2. If a recession were to hit in the next 12 months, what asset classes or sectors would you overweight and why?
Hello Sir....I just deferred my CFA level 1 and I'm struggling how to approach from now May/Aug attempt. I haven't registered yet i want to make sure I'm in good shape this time. Also i feel stuck, very hard to find a job/internship what should i do now. Bcom graduate 2022, worked as accounts executive till oct 2023
Hi, I recently gave my CFA Level 1 exam and am considering buying Fintree's Financial Modelling course. I’m trying to understand if financial modeling is a skill that employers value and whether, combined with Level 1, it could help me secure a good internship or entry-level position. Alternatively, I’m also thinking about pursuing an equity research course. Could you guide me on which option might be better aligned with landing a job or internship?
If i am holding good quality stocks, does buffet strategy of buy and forget makes sense nowadays?
Could you please explain the job role of a sell-side analyst and outline the key responsibilities of this position?
Hello Sir,
I have a TVM question. Some uses P/Y and C/Y function in financial calculator to convert rates. While I prefer using 2nd + ICONV function to get the rates. But our answers mostly differ. Could you please talk about it.
Like if the interest rate is 4.2% compounded quaterly. I normally convert it to Effective and then divide by 12 (Montly payments).
While others use P/Y = 12 and C/Y = 4.
Question being - calculate the FV of 400 payments made at thr beginning of the month for 5 yrs. Interest 4.2% compounded quaterly.
Thank You for doing these sessions sir. I wanted to know your view on how to choose the pathways for L3 Aug 2025. What should we keep in mind regarding preparations and questions format for the 2 newly introduced pathway.
Thank you so much for this amazing video! Just a quick off-topic question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?
Is it normal to struggle with choosing a finance field? I'm interested in quantitative finance to understand institutional trading, and I aspire to be a hedge fund manager. However, I’m also drawn to the lucrative opportunities in private equity
Hello sir.I am working as an financial analyst in Mumbai researching about various startups and there's no valuation part much involved in the process. And sir this is my first job. Do u consider this as a good opportunity? I am graduated this year and Cleared my CFA L1 in August attempt this year.
Sir I just gave my level 1 exam on Nov 14, so in the mean time till results come out, what should I do? I have a deep in interest in financial markets as a career like I want to work on the trading desk of big IBs or asset management firms. Equity research personally doesn't interest me much, but learning global macro and expressing my views through various asset class is what excites me. How can I get better at this stuff?
Sir like you said to read curriculum, but it may not be possible now to read the whole curriculum, can you please list some important chapters or topics that are a must read for Level 2.
Hi utkarsh, i have given cfa level 1, should i start for nism certifications or learn Financial modelling first?
Sir is glowing 😜
hi utkarsh, we see many jobs posted as financial analyst, investment associate etc and when we land up their it is mosty operations, sales or copy paste work, so if someone wants to get into core finance, what all job roles to target and how to get to know that is this core finance?
Hello Sir.. What happened to fund manager's or sell side equity research analyst in a bear market. I mean they really compensated well or lay offs situations arises?
HI sir, im a L3 candidate and i have chosen the private markets pathway, and it contains some concepts which were also in L1 and L2, and some other prep provider said that CFA do not ask questions from the previous level concepts.. is this true? and will there be any constructed responses questions on ethics in L3?
Hello Utkarsh Sir,
I recently completed my Level 1 exam on Tuesday. Before that, I worked as an equity dealer for a year and left my job in July to prepare for the exam. I have two questions:
1) My previous salary was 3 LPA plus 1 L in variable incentives. In my upcoming interviews, is it reasonable to request a salary hike based on 4 LPA or should I consider 3 LPA as the base? ( incentives is only mentioned in pay slip )
2) I took a 3-4 month break for exam preparation. Could you suggest a strong justification for this gap that I can provide during interviews?
I'm preparing for CFA L1 exams with Kalpan Schweser Books 2024 edition and planning to attempt exams in August 2025. Shall it be sufficient, since I haven't registered for my examd yet i dont have access to CFA institute cirriculum.
I’m an L2 candidate (Attempt in Nov ’24, age 22) with 15 months of delta hedging experience. I want to switch to investment banking or fund management, but I’m confused between the both. Can I delay this decision by taking a common job like sell-side equity research? Should it be a boutique firm?
Sir what to expect on exam day. Are exams online or offline. Can we take exam at the comfort of our house or would recommend to travel exam center.
CAIA certified
Hi utkarsh, i have cleared both parts of FRM and Level 1 of CFA including 4 yrs i worked in merchant banking domain but due to no growth I switched to work at a service-based IT company with an international bank as a client. While the pay is good, the daily IT-related tasks feel frustrating. Should I continue in such roles and transition into product management, leveraging my CFA+FRM credentials? Do these qualifications align with such a profile?
Hello sir.... I have just passed CFA Level 1 and working as credit research in one of the rating firms. I want to transition to Equity research but because I am already in credit research it is becoming tough for me to get job in equity. Should I do this transition or dose credit research also have equal amount of money going forward
Hello sir
I’m studying computer engineering third year , I want to do something in which I can earn more can you suggest me ,thank you