Macro Hedge Funds: MBA or Masters for Success ? | Ask FinTree #12

[@darshjain1879]

Thank You for your videos and content on KZbin, I cleared CFA L2 using your free content along with schweser. Starting to apply for jobs now. Thank You once again.

[@tareshverma9684]

@@darshjain1879 In the same boat darshan, all the best!

[@PrabanjanB]

I love the way you explain things in finance, especially “dedollarization.”. Thanks for explaining.

[@sourabhbhosale7131]

What key parameters should be considered when selecting a mutual fund for investment?

[@epiceconomics]

Dear Sir Finance professionals should learn Power BI , SQL , Python or not ? Which one do you recommend if required ?

[@sumanlaha2928]

Sir suggests some good finance books I am not a huge fan of reading books but i need to increase my knowledge so suggest some good books (Beginner Level) to start reading

[@tareshverma9684]

Thank you for doing this Utkarsh, these sessions are extremely valuable. Sessions feels like the "Ask the expert" lifeline from KBC😂. I have one last question regarding L3, l self prepared for L1 and L2 and cleared them in one go, is this possible with L3 as well? Or is it better to take help of lectures atleast for L3? Thanks

[@sagarpohani8271]

Hey Utkarsh sir, In your previous videos, you shared great tips on finding VCPE, AIF, and asset management firms on the SEBI website. Would you happen to have any advice on how to identify boutique investment bank firms? Also, would they be interested in someone who has cleared CFAL1 and has a year of experience in equity dealing? What specific skills do they typically look for? I'm even ready to learn financial modeling if that's what it takes.

[@yashwadkar38]

Hey Utkarsh,I've heard that the big investors don't use Excel and DCF then why recruiters look for skills like modelling (where the forecasts predicted are mostly wrong),rather than the ability to read financials and stock picking skills

[@rajmore2241]

Santos De Cartier, Obscure choice sir.

[@rushiikeshbhapkar]

Can you suggest some books like Zero to One which helps you understand business, vc markets and some books for economics as a beginner.

[@sanjaynair10]

I recently cleared CFA Level 2 and am currently confused whether to use Schweser or the official curriculum for Level 3. The vast content of the curriculum is a bit intimidating, though I understand it’s more comprehensive. However, I prefer studying in a more concise manner. If I rely on Schweser, along with EOC questions and BB examples from the curriculum, do you think that would be sufficient to clear Level 3?

[@josejacob3689]

Im currently in India doing L2. Like you said, MS in Finance has a lot of overlapping contents with CFA; but will it be helpful if I want to study and build a career in USA. Isnt MBA (USA) too early if im having experience less than 5 years

[@rasmeetsingh6030]

after cfa level 1 should u start for l 2 or learn modelling skills?

[@harshi-jain25]

Is it advisable to take CFA exams in quick succession (ie, max 1 year between each level) as one will be in the flow of studying and knowledge gained from previous level(s) is fresh in the mind? How would you suggest to plan when to take the exams?

[@RohitSharma-pd9su]

Hello Utkarsh! I'm currently working in retail loans in a co-operative bank in Mumbai. My job is to issue sanctions by checking eligibility. Most of the work I do is just manual work involving typing out the whole sanction in MS Word. How can I switch into core finance roles? I have 6 months of internship experience in internal audit and 6 months in my current role. I'm a CFA L2 candidate and a qualified CMA (India). How can leverage my CMA degree?

[@anshulsahu5824]

Sir, what is your specialized industry in terms of researching. As I'm getting deeper into Power sector, there are lot of government restrictions and there is lot of room for demand but the power plants ain't fully utilized in term of capacity. Why govt not relaxing their policies?

[@jatinbabani4450]

Salary expectations after cfa level 2 and financial modelling skills (2 projects) without any work experience

[@yeeahsh]

Sir I am a final year BBA student. I have completed my 3 month equity research internship. I am looking forward to FRM when should i start preparing?

[@harshjain7815]

Hi sir, cleared CFA level 3 results came out 2 days ago. Im working in equity research (US stocks) at transparent value. Looking to switch into indian market buy side roles. Will L3 help in salary negotiation or interview shortlisting? Any other roles i can target after CFA? Please help

[@nisha0204]

Utkarsh sir, Could you please recommend some equity investing & portfolio rebalancing books that helped you to take decisions with conviction in your investment journey?

[@stayinvestedbuddy]

utkarsh sir, dhanish sharma this side. thanks you answered my question on 12.10.2024. Now the level I result is out and I did not clear it. should I continue with my earlier plan of shifting to pune, joining level I coaching at fintree and doing job to puruse my studies also. thanks in advance sir.

[@richahaldankar8070]

Hi Utkarsh. Firstly big thank you. I cleared L1 August with help of your free content and schwezer. I want to join fintree for L2. What would be an ideal timeline for prep with full time job? Will I be able to complete portion well in advance for august 2025 exams? Thanks

[@hiteshgupta1426]

Hi Sir, If someone wants to appear in CFA L2 in May 2026 ... what would be the best road map as most prep providers are giving classes for 2025.

[@stayinvestedbuddy]

utkarsh sir, i did not clear cfa level I exam this time. Now I need one job to start earning income for monthly expenses. moreover, getting cfa degree is also priority. what is your advice please. please take my question sir. thanks and regards.

[@LI_XIN_BRO]

Sir I have completed my graduation in finance and I have gd experience building 3 statement models, DCF, Comparable company ( Comps) for both indian and US based company's I don't want to do CFA becz it cost alot now do you think by being gd in modelling and finacial statement analysis can I get a gd job finance role and should I add in cv the models which I have build as projects

[@kunalsrivastava1529]

Sir, Please upload more crash courses of other subjects for level 2 Nov 2024 on your youtube channel. I desperately need them as i cant afford to purchase it.

[@meet7811]

I am a CFA Level 2 candidate and have received a job offer from SBI Securities for the position of Relationship Manager, which is a 100% sales role. Should I accept the offer?

[@harshjain7815]

Hello sir, i have cleared L3. Have 2 years experienced in equity research US stocks. Planning to do masters abroad, I've heard i can get gmat/gre waivers if i have L3. So which country should i target. Thankyou

[@yashwadkar38]

I'm a 21 yr old currently pursuing L1 and along with equities I track forex market as well, just like in equities it is run by fundamentals but at a global level,any advice on how can I make a career out of this?

[@stayinvestedbuddy]

sir today your voice and video is not clear. please fix it. thanks

[@OjalAmaral]

Passed cfa l1 but can't find a job plz help

[@viraj5479]

don't you think MBA in India is a scam. Especially for ppl without work ex. How much do you think it adds value to your knowledge?

[@viraj5479]

don't you think MBA in India is a scam. Especially for ppl without work ex. How much do you think it adds value to your knowledge?

[@TechieSush-w3h]

Mba is not meant to add knowledge