How to Break Into Finance & Switching Careers (CFA, CFP, Worth it?)

In this video, Certified Financial Planner & CFA Charter-holder, Silvia Manent & Urmi Hossain discuss how to break into finance and switch careers. We also talk about if the CFA is worth it?!
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[@fahmi9376]

This was so interesting and relatable! Thank you ladies 💕

[@urmihossain]

anytime xoxo

[@SilviaManentFinancialAdvisor]

Thank you Fahmi!!!

[@addingtonmosesnsobila1302]

OMG, I am the happiest person on planet earth rn, I am so joyed discovering your channel, thanks for putting out content like this.

[@SilviaManentFinancialAdvisor]

Awww thank you so much!!!

[@EmilyDowgialo]

This was super interesting! I totally agree that it’s not a good look to bounce around instead of sticking to a job for a few years. It’s so hard on hiring managers!

[@urmihossain]

totally :)

[@SilviaManentFinancialAdvisor]

Yes!! Our generation has issues sticking to a job but I would never hire someone jumping on a day to day basis!!

[@traetonmcglohon4563]

Interesting orgin story ! I got my start in credit suisse as well. Networking is the 🔑 key!

[@SilviaManentFinancialAdvisor]

I LOVED CREDIT SUISSE!!!! I miss it the people were amazing and Zurich is the best place to live hands down! I wish I was half swiss!

[@LUdaxia]

Hi Silvia, thank you so much for the video. Just get hired as a financial advisor in a leading company! One thing I think really matters for a career changer is signing up for the CFP board! HR will see your resume and assume you are serious about an advisory career. Just keep swimming!

[@SilviaManentFinancialAdvisor]

Yes!!! The CFP was an amazing designation and I am very happy I got it!!

[@TheSupernoel25]

Why am I watching this 2 Years after... good video. I am a Lending Product Manager, but have always been keen on Financial advisory. I wonder, if it's the right time to move to switch careers without being impacted financially.

[@EarthWindandFIRE7]

Great content. Because you have the CFA do you find yourself managing most the assets yourself or do you use models and focus on relationships?

[@SilviaManentFinancialAdvisor]

I manage the assets myself! I have my own investment portfolio that I have for my clients actually!

[@bradtomlin6621]

Is it possible for career changers to go straight to independent RIA if they have a good knowledge of the industry?

[@user-mf2er1yx2p]

I am currently working in Accounting and I really want to get my foot into the Finance Industry. How would you suggest I do this? I work for a private media firm that does not have a huge department. I don’t know if I should gain more experience in my position or find a new position at another company.

[@SilviaManentFinancialAdvisor]

I would try to get an internship or volunteer experience at a financial advisory firm so you can see if it’s really what you like to do!

[@catwilkinson6882]

sorry but this is a naive viewpoint. if someone has changes careers it shows that they are not a slave to an institution and have confidence in themselves. if they stay it shows that you are a good employer