Episode 14: Passing CFA Level 3 Without a Finance Degree - with Antony Wilson
Description
Welcome to the FOURTEENTH episode of The Smart Money Show! 💸
This week, we’re joined by Antony Wilson, a second-year Investment Analyst at Lane, Clark & Peacock, one of the UK’s leading firms in pensions and investment consulting! Antony’s story is proof that there’s no “right” path into finance, he studied Biomedical Sciences at the University of Manchester, sat CFA Level 1 off his own back, and is now a CFA Level 3 pass-holder working closely with clients to shape long-term investment strategy. 📈
We dive into how he made the pivot from science to finance, what the CFA journey really takes, and how he keeps a strong work-life balance while thriving in a demanding role. An inspiring episode for anyone thinking about breaking into finance from a non-finance degree! 🎙️
Guest Contacts:
Antony Wilson - https://www.linkedin.com/in/-antonywilson/
Chapters:
0:00 - Intro 🎙️
2:29 - From Biomedical Science to Finance 🧪
6:47 - Transferable Skills & The Value of a Non-Finance Degree 🧠
11:10 - The Pivot: Independent Trading & The Application Grind 📈
24:34 - Conquering the HireVue Interview 💻
27:51 - The CFA Journey: Motivation, Funding & Management 📚
38:06 - CFA Level 1 vs 2 vs 3: The Brutal Reality 💥
42:25 - Is the CFA Worth It for Students Today? 🤔
46:49 - A Day in the Life: Investment Consulting at LCP 💼
53:10 - What Would Surprise Students About the Job? 😮
58:09 - Future Plans & Final Reflections ✨
1:01:31 - The Biggest Takeaway for Aspiring Professionals 💌
1:02:18 - Outro 👋
As always, stay tuned to us weekly as we bring you unheard insights, professional guests and a few laughs! 💚
Check out our work and connect with us here: https://linktr.ee/thesmartmoneyshow
Please be advised, none of our episodes constitute as financial advice and we will never attempt to do so.
United States
