Career Switching? How to Break Into Finance Without a Finance Degree

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  1. Learn the basics via online courses
  2. Build a portfolio — even simple Excel financial models can show skills
  3. Network with finance professionals via LinkedIn or events
  4. Get certified — CFA Level 1, Financial Modeling Certification, etc.
  5. Start in entry-level roles like operations analyst or finance assistant

Your past skills (data, communication, management) are more transferable than you think.



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ABOUT DIRECTORS
BHAVNA GOEL

B.COM (HONS.) LADY SHRI RAM COLLEGE, FCA, CFA, FRM, CAIA

20+ Years of Industry Experience in field of Equity Research, Valuation, Portfolio Management, Investment Banking


GURMEET KUMAR

BBA, MBA (FINANCE), FRM, CAIA

20+ Years of Industry Experience in field of Derivatives Research, Option Valuation and Strategies, Portfolio Management and investment Banking