Top Skills Every CFA Level 1 Candidate Must Master! | Ask FinTree #25

[@740dailyolivia]

I love how you make even the most difficult topics feel so approachable. It’s a reminder that growth comes from taking it one step at a time.

[@architsharma8933]

Continuation to previous question: are financial stocks a value trap ? also finance ministry has called a meeting of MFIs, to discuss micro finance space. And there have been rising defaults of unsecured personal loan in hdfc and kotak. And i read that “in big bank space - the reduction in NPA metrics is all due to denominator expansion only. Bad loans on absolute basis keep increasing. Q2)A avg investor whose complete portfolio is 1 or 2 lakhs. How could he do what VC’s do, assuming vc’s need sizeable investment amount.

[@architsharma8933]

Markets been very interesting these days why don’t we discuss Nifty for 10 minutes. What’s happening? What might happen ? What has happened ?

[@devanshkumar9368]

Working in Big MNC and great work environment but with less growth opportunities and same mundane work (Talking about backend work/ IT services) or Working in small firm with poor work environment but good Growth opportunities and doing the work you love to do (Talking about Research Analyst or Financial Advisor)

[@Aslantechy]

This time last year I considered crypto without much knowledge and decided to have a consultation with a fiduciary, and it was incredibly insightful. I got into the market with 15k, One year and a couple of months in, and I'm up with 750k. I truly cannot stress enough how helpful experts in this field are!

[@Bobby-Truck]

this is quite huge! would you mind revealing info of your advisor here please? in dire need of portfolio rebalancing

[@Aslantechy]

I don't know if I am permitted to share much here, I take guidance from ‘Madeleine Howells’ a renowned figure in her industry with over a decade of work experience as an investment advisor

[@Aslantechy]

She's mostly on Telegrams, using the user name

[@Aslantechy]

Madeleinehowells1

[@Aslantechy]

Tell her I referred you. She'll definitely guide you

[@abhishekpansaniya4147]

THANKYOU SIR WE ALL ARE VERY GRATEFULL TO YOU 🙏 VIDEO IS VERY INSIGHTFULL & VERY MUCH CLARITY

[@nayanyadav4527]

I've got a question that I really want to ask. It's a pretty big deal, but I feel like you're the best person to talk to about it. I have a question about the skills and certifications needed to earn an annual salary of 8 lakhs ( just an hypothetical figure). What technical and financial competencies should a candidate possess to justify this level of compensation? For example, while a CFA Level 1 certification is valuable, lacking practical experience may not be enough for a higher salary. What qualifications or skill combinations are essential for securing a package of 8 lakhs?

[@goutam8414]

Hello Sir, Please share your view on Paper Industry. The Usage of Paper is still high even though digitization has gained importance. Thank You sir.

[@arpitabhansali2077]

Hello sir, What are the risks to the role of fund manager or what are the points one must be aware of if they divulge into the field of fund management further?

[@JonTrivedi]

Sir in our industry there one skill that you need the most apart from other skills is the communication and articulation skills, you need to be good orator as well but the thing is that i am just like you i am not coming from peoper english background so i just wanna know how can i improve my communication skill and build a confidence while speaking in public as well.

[@40shravansec37]

hi sir, I have started my investing journey fairly recently and i want to expand my knowledge in finance. Since finance is a very vast field, it can be a little overwhelming to process this niche. Can you please tell me any path/roadmap that i can follow or how did you initially start and learn things in this field. Thank you in advance!

[@ojaspatki772]

Hello Sir It has always been said that analysing the Statements of Banks is different of analysis any other businesses. Can you talk a little as to what metrics we can look at while analysing banks with the example of a Not Big Bank [Example: IDFC First Bank maybe?]

[@Healthtrack-u1w]

Do you believe that, in today's information age, large fund houses and institutional players have an "information edge" over retail investors? Many of them have access to tools like Bloomberg Terminal and other costly paid services, which are often beyond the reach of most individual investors. If not, then why are they willing to pay such high subscription fees? And how can we close this information gap?

[@AkshatJain-i4k]

Hey everyone, i want a advice from you guys , last year i passed my 12th with commerce ( without maths) after that i give cuet my score my score was not that good i get a good college so rather studying in a tier 3 college and wasting money on college i thought of not going to a college and taken a dummy addmission in a college of my city only for degree and wouldn prepare for CAT ,but later i realised that only top 10 b school are worth it(in my opinion) and getting into them is very difficult even after getting 99percentile in the interview round i would be rejected bcoz i dont have any academic achievement and my ug degree is also waste. So i keep searching other courses and got to know about cfa which i feel is interesting and to check my interest in finance i also give nism 8 and enjoyed studying it But the problem is that i don't no from where to start Cfa, would cfa only with a tier 3 college degree will give me a good job and is only CFA is worthy in India.. Please some one help me i now that the comment is to big with weak english but if someone has any guidance for me please guide me ..

[@Financeforyou118]

Hello sir Just cleared L2 and I'm looking forward to work now (0 workex) I really got interested in ML and tech recently and I'm learning it online Do you think there are areas where ML and finance intersect nicely and where can I learn about it more (the intersection and career opportunities in that overlapping area) Second question is if I get into market risk for now do I need frm or cfaL2 would be enough? Thank you and your yt videos were of great help especially for villagers like me who don't have access to physical classes

[@Shruti_sy]

Hello sir, I have 2 questions CFA L-1 candidate:- i) Do i need an MBA to get into Private Equity (where should i start now & Impact of AI in Finance) ii) How to apply CFA concept practically in real life (to make sure I'm not cramming)

[@viraj5479]

Why Technical Analysis Sucks? Please Explain Quantitative Analysis.

[@architsharma8933]

Everything that doesn’t work for us, sucks!.

[@harshita12]

TLDR: CFA L2 candidate wondering to stay in same company or leave now, focus on exams and then look for better role Hello sir, I am currently a CFA L2 candidate (May 2025) and am working as a finance intern in a non-financial services company. The internship will end by March end but I am sure I'll get a full time offer. I don't see a lot of learning and growth opportunities in the company, and some of the given work is accounting and taxation, which I don't want to soo. Option 1: I complete my internship (March), study for exams (May) and then look for a decent role. Option 2: I stay in my current company and look for decent roles after exams to avoid gap. Please advice. Also, this is my first work experience and I graduated in 2023. Thank you!

[@penchalsai1015]

Sir, after completing cfa level 3, can we do something on our own instead of working for corporates. If possible, Can you please give some guidance on those areas, so that we can focus on them from level 1 itself.

[@sakshigautam351]

Hello Sir, I am a CFA L1 candidate appearing in feb 2025, I have 3.5 years of experience till now in financial reporting and investment performance reporting. I recently switched to a treasury role for better pay and better work environment mainly. Was this a bad decision? considering that I want to build my career in core finance what should be my next steps? Reply

[@vaibhavimishra452]

I have just passed my CFA Level 1 exams. I was a part of Nov'24 batch at Fintree, I wanted some career coaching. Who can I contact at Fintree?

[@Ankitacute01]

Hello Utkarsh, I am an International Student, currently pursuing MSc in Finance (Banking and Risk Management) from Ireland. - Passed CFA L2 (Nov 2024) - 10+ years experience in Indian Public Sector bank in Retail and Commercial Credit and Operations Kindly guide me to related roles where CFA and MSc Finance degree can add value. Thank you in advance.

[@_vaibhav]

Hello Sir, I have completed my MBA in finance from Indira School of Business Studies in Pune (a tier 3 college) grad in BA economics. I made a detailed research report on Tata Motors and was fortunate enough to get a job in sell side equity research in Mumbai through my work. I am planning to write CFA L1 in November 2025. I know how the field of equity research works. I have developed skills like research, financial modelling, statements analysis on a basic to intermediate level. I also follow a lot of fund managers and investors, and watch their videos and read memos and books to develop a mindset of a good investor and and stock picker. I want to be a research head at a good buy side firm or maybe start my own fund 10-15 years down the line and also make money from stocks for myself. What roadmap would you suggest me to achieve the goal further from my level? Is this goal even achieveable in the next 10-15 years? Also what sector should I choose to specialise? (currently I track automobiles)

[@saurabhkumar5731]

Did u get job after mba?

[@_vaibhav]

@saurabhkumar5731 Yes I did

[@Coldstartt]

Can we connect ​@@_vaibhav

[@sp16198]

hii sir, cleared my cfa l1 attempt, currently I have one offer from Morningstar as an MDP Associate, but I think I am getting underpaid as they're offering 4lpa I have 1yr of exp as eq dealer with ctc of 3lpa. but the main advantage is they are offering reimbursement for cfa l2&l3 your views on this role & should I take it or look for better opportunities, also what will be the range that looks fairly paid as I cleared my L1

[@Ambidextrous01]

Hi Sir, I'm CFA L1 candidate may attempt, i got a offer from boutique wealth management firm, for a research role with 1.5 - 2 yr commitment should i go for it. I want to know it from your perspective.

[@Siya-e7w]

Hello sir, I got my CFA level 1 result yesterday and I did not pass. I am planning to re appear in May 2025. Can you please guide me on what should be the correct approach. Thank you!

[@i_iyash]

Waste management is trading now a days lets discuss antony waste And sg mart

[@apurvadahibhate4141]

Hello Sir I did not pass my CFA level 1(Nov2024) When should I reappear , I am a full time student what should be my next step.

[@aniketh2724]

Hi Sir, I have cleared CFA L1 and am currently preparing for CFA L2 ( I have 2.5 years of work ex in Deloitte)..I am also planning to do my MS Finance in USA (Baruch University). I am not sure whether it is a good decision to study in USA or should I complete my cfa in india and find opportunities here. Please can you guide me on this?

[@RadhaRaniKeSewak]

Buddy y spend so much in usa, get ur charter here , do mba here.

[@TradingTales333]

Hello Sir, Currently I am working in a CSR role in MNC company, I have cleared my CFA level 2 also I have experience of 3 years now, I am confused between what should be my further step, 1) Go for CFA level 3 with Job 2) Do Financial modeling + Python, because I don't have any of this skills and little interested towards stocks research with Job 3) Leave Job and do 1 & 2 option