It's been a while since I posted something so here's an update. I decided to take this year off from the CFA. Will focus on obtaining the PMP, CTP(Certified Treasury Professional), and get certified in SAP Finance module(the system Ive been working with). A couple of reasons for this:
- can get 3 certifications this year
- started a new job that has me supporting the Treasury department. About as close as I've ever been to stuff I've learned in the CFA curriculum. Pretty cool to work with Interest Rate Caps, Forward, cash flow hedges, etc. My background has helped me tremendously when speaking to the business users I support.
- just couldn't brutalize myself for another 4 months. Will pick it up next year.
- I'm realizing I can carve out a very nice niche for myself if I go this route. Not too many folks can do both the IT side and the Finance/Accounting side so having these skills will position me well going forward.
I need to get going on updating the Secret Sauce for Level 2 which I will begin shortly since some of you should be ramping up on your studies now. This is around the time I started last year so now would be a good time to update the document.
6 comments for this post
How beneficial do you think the CTP is? Is there much demand for people with the designation?
Seems to be pretty in demand for folks in the Treasury profession. Mostly in Corporate Finance in industry. If you're set on a Wall St path, probably not as much unless you want to work on the Treasury side of the house. Lots of overlap between the curriculums and the test seems to be much easier, which is another reason I'm going for it.
Jim, you are indeed a role of aspiration to me, "I Salute You"...I wish you good luck in treasury function. Let us know how you getting on from time to time. Wish you well.
Fabulous post and I am grateful for the good information always shared on this post. It is always valuable in managing my cfa techniques.
Hey,
Your posts are really inspiring. Keep it up. Are you in a position to get the Level 3 secret sauce?