Personalised Finance Career Roadmap with Saurabh, CFA, FRM

If you want more than general career advice and need a structured plan, this session is for you.

We will evaluate your current profile and create a practical roadmap for moving toward your target finance role.

We will cover:

1. Profile Assessment

• Education

• Certifications

• Work experience/internships

• Technical skills

• Current strengths and weaknesses

2. Career Mapping

We will identify suitable career paths across areas such as:

• Banking

• Financial Markets

• Risk Management

• Equity Research

• Investment Banking

• Treasury

• Model Validation

• Quantitative Finance

• Financial Consulting

• Valuation

3. Skill Gap Analysis

We will identify what is currently missing from your profile.

This may include:

• Finance fundamentals

• Accounting

• Financial modelling

• Excel

• Python

• Statistics

• Derivatives

• Risk Management

• Projects

• Interview preparation

4. Certification Strategy

We can discuss CFA, FRM, MBA, Financial Engineering and other relevant qualifications.

5. 6–12 Month Action Plan

You will leave the session with clearer priorities around what to learn, what projects to build, which roles to target and how to position yourself for those opportunities.

This session is particularly useful for people who feel they are learning many things but are unsure how everything connects to their career.