[f-workshop] jumpstart a career in finance
Post on 15-Apr-2017
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Jumpstart a Career in Finance
Social Activities of
Financial Model doesn’t matter
Scholarship Contest
Jumpstart a Career in FinanceAGENDA
Session 1Jobs & Skills in Finance
Bui Quang Duy Investment Manager
Session 2The Real Meaning of CFA
Le Hoai An, CFASenior Financial Analyst
Session 3Panel Discussion
Jumpstart a Career in FinanceAGENDA
Session 1Jobs in Finance & Skills in Finance
Session 2The Real Meaning of CFA
Session 3Panel Discussion
Jumpstart a Career in FinanceAGENDA
IT’S YOUR PLAN!
Jumpstart a Career in FinanceSpeakers
Le Hoai An, CFASenior Financial Analyst
Phoenix CapitalLecturer
Banking University of Ho Chi Minh City
Bui Quang Duy Investment ManagerLombard Investment
LecturerFGate
Jumpstart a Career in FinanceSession 1
JOBS & SKILS in Finance
Bui Quang Duy Investment Manager
FINANCE & INVESTMENT
INDUSTRY
INVESTMENT AND ASSETS MANAGEMENT
Fund managementAlternative InvestmentsWealth ManagementPrivate Equity
INTERNAL CONTROL & ASSESSEMENT
FINANCE & INVESTMENT SERVICES
OTHER
Research and AnalysisFinancial AdvisoryInvestment Banking
TreasuryRisk ManagementCompliancePerformance Measurement
Corporate FinanceDevelopment FinanceStructured FinanceBankingInsurance
ACCOUNTING & AUDITING
Accountant Audit/AssuranceTax
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 ManagerDirector /
Senior Manager
Partner / C-Suite
ENTRY LEVEL / EXPERIENCED
MIDDLEMANAGER
SENIORMANAGEMENT
Skills in Finance
12
FINANCE & INVESTMENT SERVICES
Analytical skill, modeling
Communications: verbal, writing, presentation
Customer relationship management
Skills in FinanceINVESTMENT 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
Skills in Finance
INTERNAL CONTROL & ASSESSEMENT
Analytical skill
Broad knowledge: legal and industry
Integrity
Skills in Finance
ACCOUNTING & AUDITING
Analytical skill, modeling
Strong finance & accounting understanding
Skills in Finance
OTHER
Analytical skill, modeling
Maths / Big Data / Asset valuation / Banking
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 financeo Reading: useful habito Taking professional certificates: is CFA the best program?o Participating in professional courses and workshopso Learn from seniors
To be effective: identify where you are, where you want to be, how to fill the gap
Jumpstart a Career in FinanceSession 2
Le Hoai An, CFASenior Financial Analyst
CFA Program
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
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
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
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
STUDYING METHOD
o Self study using CFA Curriculum
o Group study creates synergy
o Try to create an artificial environment about financial world
Useful Website
SeekingAlpha.com
Seeking Alpha.comBloomberg.comForbes.comCNN Money.comThestreet.comDifferencebetween.netInvestorword.comInvestopedia.comAnalystforum.com
Bloomberg.com
Seeking Alpha.comBloomberg.comForbes.comCNN Money.comThestreet.comDifferencebetween.netInvestorword.comInvestopedia.comAnalystforum.com
Forbes.com
Seeking Alpha.comBloomberg.comForbes.comCNN Money.comThestreet.comDifferencebetween.netInvestorword.comInvestopedia.comAnalystforum.com
CNNMoney.com
Seeking Alpha.comBloomberg.comForbes.comCNN Money.comThestreet.comDifferencebetween.netInvestorword.comInvestopedia.comAnalystforum.com
TheStreet.com
Seeking Alpha.comBloomberg.comForbes.comCNN Money.comThestreet.comDifferencebetween.netInvestorword.comInvestopedia.comAnalystforum.com
Differencebetween.net
Seeking Alpha.comBloomberg.comForbes.comCNN Money.comThestreet.comDifferencebetween.netInvestorword.comInvestopedia.comAnalystforum.com
Investorworld.com
Investopedia.com
Analystforum.com
Abcdef.com
Bookso The Intelligent Investor – Benjamin Grahamo Buffettology - Marry Buffet & David Clarko Outsiders -William N. Thorndike Jr,o The ETF Book - Richard Ferrio The Little Book That Beats Market - Joel Greenblato The Interpretation of Financial Statement - Benjamin Grahamo Market Wizards - Jack D. Schwagerso Fooled By The Randomness - Nassim Talebo The Mindset of The Strategist - Kenichi Ohmaeo On Writing Well - William Zinsser
Jumpstart a Career in FinanceSession 3
PANEL DISCUSSION
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