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Danny Ahmed, CFA (not verified)
23rd October 2013 | 1:00pm

Hi Jason,

Thanks so much for your advice, and the book list. I’m strongly considering going back to school for my graduate degree in Finance. I’ve always intended on completing it, but have held out for an employer to subsidize some of the tuition, instead of having to take out a loan for the whole cost. When I was studying for the CFA exams, and after ultimately getting the charter, I did not think an MBA was all that necessary in landing a job in equity research or portfolio mgmt. That’s where I want my career to progress towards. But with my experience as a Sr. Financial Analyst in industries outside of financial services, and a project manager earlier in my career, I’m thinking an MBA will be necessary. As a charterholder, I’ve been overqualified for all my past experiences as an analyst - I know that’s because I don’t have actual real world experience in asset and wealth management. An Finance focused MBA program feels like the only way to go to get into that field.

However, I'm reading blogs online that unless the MBA is from a top 2 grad program (Harvard, Stanford, e.g.) than it isn't worth the investment. Do you have any thoughts on this?

Btw, I ordered The Intuitive Investor today.. Looking forward to getting my hands on it. :)

Thanks,
Danny