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Running an RIA · Talk

How a team of accounting students found a future in finance

The episode is a look at one entry point into the investment industry, useful for professionals who hire, mentor or sponsor early-career talent. It shows what students say they gained from a mentored, team-based competition, including technical skills, communication and local professional networking.

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Summary

By the running an ria desk

An interview from the CFA Institute Research Challenge with the team from Princess Sumaya University for Technology in Jordan. The students describe moving from accounting coursework into investment analysis, breaking an overwhelming competition into discrete tasks, and building confidence in public speaking and team communication. They also discuss working with professors and mentors, networking with finance professionals and companies in Jordan, and considering the CFA Program and a career in investments.

  1. The team describes moving from accounting studies toward a deeper understanding of finance and investment analysis.
  2. They explain managing the challenge by breaking it into clear tasks rather than treating it as one overwhelming project.
  3. Students cite professors, faculty members and mentors as central to the experience.
  4. The team networked with finance professionals and companies in Jordan and represented their university and local CFA Society at Jordan's first appearance at that stage of the competition.

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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

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