[F-workshop] Jumpstart a career in finance
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We are keen on sharing the necessary preparation from your next future. You should take care for your thinking and skills. Finance is always the most competitive environment for self-inspired professionals
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[F-workshop] Jumpstart a career in finance
- 1. Jumpstart a Career in Finance
- 3. Financial Model doesn’t matter
- 5. Jumpstart a Career in Finance AGENDA Session 1 Jobs & Skills in Finance Bui Quang Duy Investment Manager Session 2 The Real Meaning of CFA Le Hoai An, CFA Senior Financial Analyst Session 3 Panel Discussion
- 6. Jumpstart a Career in Finance AGENDA Session 1 Jobs in Finance & Skills in Finance Session 2 The Real Meaning of CFA Session 3 Panel Discussion
- 7. Jumpstart a Career in Finance AGENDA IT’S YOUR PLAN!
- 8. Jumpstart a Career in Finance Speakers Le Hoai An, CFA Senior Financial Analyst Phoenix Capital Lecturer Banking University of Ho Chi Minh City Bui Quang Duy Investment Manager Lombard Investment Lecturer FGate
- 9. Jumpstart a Career in Finance Session 1 JOBS & SKILS in Finance Bui Quang Duy Investment Manager
- 10. FINANCE & INVESTMENT INDUSTRY INVESTMENT AND ASSETS MANAGEMENT Fund management Alternative Investments Wealth Management Private Equity INTERNAL CONTROL & ASSESSEMENT FINANCE & INVESTMENT SERVICES OTHER Research and Analysis Financial Advisory Investment Banking Treasury Risk Management Compliance Performance Measurement Corporate Finance Development Finance Structured Finance Banking Insurance ACCOUNTING & AUDITING Accountant Audit/Assurance Tax
- 11. Typical Career Paths INVESTMENT AND ASSETS MANAGEMENT INTERNAL CONTROL AND ASSESSEMENT FINANCE AND INVESTMENT SERVICES OTHERACCOUNTING & AUDITING Analyst / Officer Associate / Senior Officer Vice President / Manager Director / Portfolio Manager Managing Director Junior staff Senior staff Manager Director / Senior Manager Partner / C- Suite ENTRY LEVEL / EXPERIENCED MIDDLE MANAGER SENIOR MANAGEMENT
- 12. Skills in Finance 12 FINANCE & INVESTMENT SERVICES Analytical skill, modeling Communications: verbal, writing, presentation Customer relationship management
- 13. Skills in Finance INVESTMENT AND ASSETS MANAGEMENT Analytical skill: finance, operation, strategy, macro Broad knowledge: investment industry, companies Communications: verbal, writing, presentation Relationship management Logical thinking, reasoning Good with numbers and modeling
- 14. Skills in Finance INTERNAL CONTROL & ASSESSEMENT Analytical skill Broad knowledge: legal and industry Integrity
- 15. Skills in Finance ACCOUNTING & AUDITING Analytical skill, modeling Strong finance & accounting understanding
- 16. Skills in Finance OTHER Analytical skill, modeling Maths / Big Data / Asset valuation / Banking
- 17. Skills Development Skills can be divided into hard & soft skills How to improve your skills: the 10,000-hour rule of practice Prerequisite for practice: background theories and knowledge How to build a strong foundation to develop in finance o Reading: useful habit o Taking professional certificates: is CFA the best program? o Participating in professional courses and workshops o Learn from seniors To be effective: identify where you are, where you want to be, how to fill the gap
- 18. Jumpstart a Career in Finance Session 2 Le Hoai An, CFA Senior Financial Analyst CFA Program
- 19. PURPOSES of CFA Program o Basic financial background o Develop analytical skills o Getting used to pressure o One step closer to the practice world
- 20. How CFA program has been Studied in Vietnam? o It’s a magic for your career o You can know everything about Finance o $1500 for CFA level 2 and $3000 for CFA level 3 o Passing the exam will prove your ability o You can do everything with CFA certificate o You can have advantage in your CV if you have passed some levels
- 21. DIFFICULTIES The difference between: o Study culture between Vietnam and US o Capital market between Vietnam and US o Career path between Vietnam and US
- 22. WHEN CFA IS NOT SUITABLE? o You are working and want to work in commercial banking o You are interested in management, marketing o You are not really good at English o You can’t read heavily o You don’t have a background in Finance
- 23. STUDYING METHOD o Self study using CFA Curriculum o Group study creates synergy o Try to create an artificial environment about financial world
- 24. Useful Website
- 32. Books o The Intelligent Investor – Benjamin Graham o Buffettology - Marry Buffet & David Clark o Outsiders -William N. Thorndike Jr, o The ETF Book - Richard Ferri o The Little Book That Beats Market - Joel Greenblat o The Interpretation of Financial Statement - Benjamin Graham o Market Wizards - Jack D. Schwagers o Fooled By The Randomness - Nassim Taleb o The Mindset of The Strategist - Kenichi Ohmae o On Writing Well - William Zinsser
- 33. Jumpstart a Career in Finance Session 3 PANEL DISCUSSION