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