I currently work full time supporting internal wholesalers by analyzing annuity replacements, comparing fees, riders, and product features. I’m trying to break into business valuation, equity research, M&A or similar and have had 1 final round interview for a valuation analyst role but did not secure an offer.

I’ve attached my resume. I have equity research, student investment fund, and valuation modeling experience. Is my background competitive for entry-level roles? What would you change about my resume or prioritize to improve my chances?

I am also earning my FINRA 7 license and am planning on enrolling in the FMVA certification.

Any honest feedback is appreciated!

Hi guys, If you are someone from real estate valuations domain, pls share your insight on-

1. What are the exit opportunities.
2. What is the future of the domain.
3. Is it good as a fresher/Analyst.

Any insight on this domain would be highly appreciated!

hey I wanted to ask you for some career advice
i'm thinking of learning financial modelling and python for finance, but I’m really confused about whether i should spend ₹30–40k on a proper course or just learn it for free through YouTube and build projects
what do companies actually look for in freshers for valuation/equity research roles? is a paid financial modelling course actually worth it?

28 with 5 years of accounting experience. Is pivoting to a financial analyst role feasible?

i need someone who works in finance to guide me on a path on what to do and how to secure jobs internships etc i just started off with university in the uae and picked finance as my major and im rlly confused if it has a future as many people say buisness is not a good path to go down and is very competitive im thinking about doing a masters elsewhere maybe that will help me get jobs and stuff ? can someone whose in this field please help me plan my life forward and tell me if its worth it to continue🫩

Hi everyone,
I’m looking for some realistic advice on how to pivot my career by mid-2027. I feel incredibly stuck and know I am being severely underpaid for my experience, but my location makes things a bit tricky.
My Background:
Experience: 10 years at one of the biggest banks in America, working entirely within the home loan / mortgage division. I have received 2 promotions over the decade, but my total income has only increased by about $10/hour since I started.
Education: Bachelor’s Degree in Finance.
Current Status: I am currently making $27/hr. For the last few years, my annual raises have been capped at just a few cents (barely 40 cents a year), with zero opportunity for internal growth or further promotions.
The Catch: I live in a very small town that is nowhere near a major city or financial hub. My current employer allows me to work 100% permanently from home due to personal circumstances. Because of this, my next career move must be fully remote.
What I’m Doing Now:
I recognized that my current bank is a dead end, so I am actively studying for my CAPM (Certified Associate in Project Management) certification to give myself a launchpad into a new field. I want to transition out of my current role and into a new company by mid-next year.
My Questions for the Community:
Given 10 years of mortgage banking experience, a finance degree, and an upcoming CAPM, what specific career paths or job titles should I target that heavily favor remote work?
Has anyone successfully transitioned from retail banking/mortgage operations into corporate project management or FinTech? How did you position your resume?
What industries or specific remote-first companies tend to value a banking operations background?
I am ready to put in the work to transition, but I’m just not entirely sure which direction to aim my arrows. Any advice, resume tips, or job title suggestions would be deeply appreciated!

What are the best short term courses to boost the cv for a finance fresher role in ER or relevant roles

Hi everyone!

I’m currently working as an Account Executive and have around 19 months of experience in accounting. However, I want to transition into the finance domain, particularly Corporate Finance, Financial Modelling, or Financial Analysis.

I’ve been upskilling myself and have spent considerable time learning financial modelling and financial analysis, but I’m struggling to figure out the right next steps to make this transition successfully. Despite all the preparation, I feel like I’m missing practical direction on how to become job-ready and land a good opportunity in finance.

I’m looking for honest, practical guidance and a reality check from people who are already working in these fields or have made a similar transition.

I’d really appreciate your insights on:

\- What should I focus on next to become job-ready?

\- Where might I be lacking, and how can I identify those gaps?

\- Are projects, certifications, or practical experience more valuable when applying for entry-level finance roles?

\- What is the realistic path to transitioning from accounting into corporate finance or financial modelling?

I’m willing to put in the work; I just need clarity on where to direct my efforts. If anyone has been through a similar journey or is currently working in these fields, I’d be grateful for your guidance and advice.

Thank you! 🙌

Hello guys, I want to do a Cfi fmva course and build a Buy side project for a company and try to enter the finance industry through M&A. Two months ago, the price was ₹12k, and when I'm trying to enroll in the program, it's $249, and post taxes it's almost 350. Their Help Assistant also says that cfi FMVA lite is 12k, but I cannot find it anywhere and on the global portal, the self study program for fmva is almost 400 bucks pre tax.

Can anyone help me with it

As the title say , This might sound lame question but but Please guide me on what are important formulas one should practice for FP&A as a beginner.

I'm based in Toronto and looking to transition into commercial credit analysis, commercial lending or credit risk.

My background:

• International Business Management diploma from Niagara College
• Public Relations certificate from York University
• Banking experience at Bank of Africa
• Customer service and payment processing experience in Canada
• Microsoft Office Specialist: Excel Associate certification
• French-English bilingual

I'm considering investing in one of the following programs:

1. Commercial Credit Administration Program — Credit Institute of Canada (approximately CAD $1,486 including tax)
2. Commercial Banking & Credit Analyst (CBCA) — Corporate Finance Institute
3. Moody's Certificate in Commercial Credit — Canadian Securities Institute
4. Another certification or program you would recommend for someone with my background

My priority is not simply learning the material. I want to choose the qualification that would add the most credibility to my résumé and improve my chances of getting interviews for entry-level Credit Analyst, Commercial Lending Analyst or Credit Risk Analyst positions at established Canadian banks or commercial lenders.

If you were hiring for one of these roles in Canada, which of these qualifications would you value most on a candidate's résumé, and why?

Would you invest approximately $1,500 in the Credit Institute program, choose the CBCA or Moody's certificate, or spend the money on something else entirely?

I'd particularly appreciate responses from Canadian bank employees, commercial credit analysts, credit managers and hiring managers. I'm looking for honest industry insight rather than promotional opinions from the training providers.

Thank you!

Hello was wondering if I could get any input on what company I should pick between the two. They're both summer 2027 internships. Mainly looking at which has better exit opportunities or if there is a big difference between the two.

Hi everyone! I’m a 23-year-old BBA Finance graduate based in Delhi with 9 months of accounting experience and training in Financial Modelling and Valuation (FMVA). I’m focused on building my career in core finance, particularly Financial Analysis, Financial Modelling, and Valuation. I’m looking to apply my financial knowledge and analytical skills in a suitable role and am open to relocating for the right opportunity. I’d appreciate suggestions on relevant companies and platforms to explore.

Hey my people, i have a year and 6 months in financial services this is my first job I’m looking for advice from people in the same field.
I want to get better at my job, expand my financial planning knowledge, and hopefully work towards becoming a CFP professional one day.
For those who are experienced paraplanners or have progressed into financial planning:
What helped you excel in your role?
What skills or knowledge should I focus on developing?
What do you wish you knew when you first started?
Any tips, resources, or courses you’d recommend?
I’d love to hear your experiences and learn from you guys. Any advice is welcome! ❤️

Hi everyone!

I’ve recently completed my MBA in Finance and would love to hear from people currently working in finance roles.

From your experience in the industry, what technical skills should a fresher genuinely have to become job-ready and perform well in interviews?

For example, how important are Advanced Excel, accounting fundamentals, financial statement analysis, financial modelling, Power BI, and other tools?

If you’re a finance professional or someone who recently started your career, I’d really appreciate your advice on:

• Which skills are essential for getting the first job?
• Which skills do recruiters actually test during interviews?
• Are there any skills that freshers often overlook but are important at work?
• If you had to recommend just three skills to learn first, what would they be?

I’m looking for honest, practical advice from people with industry experience so I can focus on the right things instead of trying to learn everything at once.

Thanks in advance!