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I won’t say the things you learned from CFA program are totally irrelevant to Treasury jobs.

The fundamental knowledge in finance you gained from the CFA curriculums would definitely help you along the way. However, frankly, like any other exams, what you can get out of the program are mostly concepts and theories. The program will not provide you an intense (practical) training on FX related topics, therefore, to help you do your current job, I would suggest that you go take some training courses on FX through your local Treasury association.

Long term, pursue the CFA charter would help your future career path if you want to stay in finance.
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Replies, comments and Discussions:

  • Joyce, are things we learn in CFA relevant to what we do in Treasury?
    eventually I will responsible for forecast all currencies FX trend, manage risks (hedge positions), hedge testing, and disclosure section in F/S.
    where is the best source to learn those things, other from my mentor.
    if CFA is not relevant to what i'm gonig to do, then maybe i should take some courses that are more relevant? e.g. courses from Treasurer association etc.?
    thanks!
    • CFA is 万金油 in finance. It'll help to do a treasury job. It even covers a lot topics on accounting, what do you know.
      • CFA takes too long.. but i only want to spend max. 3 years in Treasury. Then move on to the next department.
        I want a intense course which is effective&efficient and targets people like me (without strong background e.g. no MBA, no master degree, no other designations) to do treasury job.
        hehe...
        • then don't do CFA - it's not only too long, also needs dedication and commitment. I guess you can ask your boss/coworkers re intense training in treasury mgt
          • yes.. i agree.. at least 3 years with limited social life.
    • I won’t say the things you learned from CFA program are totally irrelevant to Treasury jobs.
      The fundamental knowledge in finance you gained from the CFA curriculums would definitely help you along the way. However, frankly, like any other exams, what you can get out of the program are mostly concepts and theories. The program will not provide you an intense (practical) training on FX related topics, therefore, to help you do your current job, I would suggest that you go take some training courses on FX through your local Treasury association.

      Long term, pursue the CFA charter would help your future career path if you want to stay in finance.
      • btw, if you are really interested in Treasury and want to be a professional in Treasury, go for CTP designation. :)
        • Thanks a lot Joyce...
          I am behind everyone in my department. I haven't touched Finance since I graduated from University.
          they have a high expectations on me, to pick up the job as quickly as possible. my mentor has a very strong finance bg, and his hobbies are monitoring the market and doing technical analysis.
          i'll never be able to do his job... sigh~~~ and with that crap CGA exam coming in Dec, a lot of pressure now.
          • then learn from your mentor, that's the most practical way to learn. :)
            • ai~~~~~ why my life is so hard???
              • be happy...... Everyday is a special day!!! ;-)
              • 对啊,如果是Paris Hilton,life就没那么hard了
        • hi, Specialady. as you mentioned the FX trainning provided by some association, do you have any recommendation on it? I goggled it. is this one popular in the industry? thanks a lot. http://www.afponline.ca/pub/a/join_afp.html
          • You prefer in-class or online training? TMAC offers a two day seminar on FX, here is the link.
            • thanks a lot, specialady.