Posted in: Experienced, Switching Sectors 5 October 2008 5 answers
Anonymous

Question: SII masters in wealth management or CFA to fast track into inv ana or fund mgt

Answers (5)

  1. I’d say CFA, due to its international recognition but at 4 years (inc work experience) it’s no fast track.

  2. Industry experience helps for financial analyst roles.

    The CFA is usually encouraged by the employer. Demonstration of being in the programme, with some progress is good to show.

  3. SII is only recogized in the UK. one should think globally imo, hence CFA

  4. The SII Masters has been developed by the industry for the industry. It is aimed at staff preparing to work as/working as discretionary portfolio managers; private bankers; and IFAs dealing with high net worth clients. It is not designed as a fast track into investment analysis. The qualification concentrates on on-the-job activity with around 40% of the 200 hours recommended study time, over 18 months, allocated to working with client case scenarios. It provides academic recognition for candidates’ competence and keeps them up to date with changes and new practices in the industry. For further details, please contact simon.walker@sii.org.uk

  5. sii is more academic and it requires more details and accuracy in answers.
    CFA more practical amd more globally recognised.