1:1 CFA and Equity Research Mentorship

Whether you’re preparing for any level of the CFA Program or exploring a career in equity research, this session is designed to help you build a structured plan.

Having cleared all three levels of the CFA Program while working full-time and currently working as a Buy-Side Equity Research Associate, I can help you with:

1. Building a realistic CFA study plan (Level I, II or III)
2. Time management while balancing work or college
3. Understanding difficult concepts and exam strategy
4. Navigating the CFA journey and avoiding common mistakes
5. Career guidance for students interested in equity research and public markets
6. Resume reviews, interview preparation, and breaking into finance roles

My objective is to help you approach both the CFA Program and a career in finance with greater clarity, structure, and confidence.