Should I get my MBA or CFA first?

Asked by: Mr. Zackery Gottlieb Sr.  |  Last update: June 18, 2026
Score: 4.3/5 (33 votes)

Choosing between an MBA and CFA first depends on your career focus: prioritize the CFA for investment management (equity research, portfolio management) to gain deep, technical, and cost-effective expertise. Choose an MBA first for leadership, broader business management, or career pivoting, as it provides networking and a wider skill set, often aiding in studying for the CFA later.

Should I do MBA first or CFA?

  • Early-career (0--4 years): MBA more useful if you need to pivot industries, build leadership skills, or lack business fundamentals. CFA better if you want a straight investment analyst path.
  • Mid-career (5--10+ years): MBA helps for executive transition, entrepreneurship, scaling into management.

Is a CFA or MBA more valuable?

Neither the CFA nor the MBA is universally "better"; their value depends on your career goals, with the CFA offering deep investment expertise for roles like portfolio management and the MBA providing broad business skills for leadership and strategy, often through strong networking. The CFA is ideal for specialized finance careers (research, asset management) and is globally recognized for technical depth, while an MBA offers flexibility across industries (consulting, general management) and often higher senior leadership representation, with top school prestige being crucial. 

Should I get CPA or MBA first?

Even if you decide not to obtain both an MBA and a CPA license, there isn't a “best” or “worst” option. You should choose the path that most excites you. Both an MBA and a CPA will create a number of career options for you, many of which are lucrative. You should go with the passion that drives you.

Can I do CFA while pursuing MBA?

Yes one can pursue CFA after their MBA in finance and but you can also pursue it along with your MBA so that you can save your time and can start your career as early as possible!!

CFA - Pros, Cons and Myths

41 related questions found

Do JP Morgan hire CFA?

If you aspire to be employed by JP Morgan, ICICI Bank, or an international consulting behemoth like EY, the CFA certification provides that competitive advantage.

Is the CFA losing its value?

The CFA remains highly relevant, especially in investment-driven roles. It's still the gold standard for professionals in portfolio management, equity research, and institutional asset management,thanks to its global recognition and ethical focus.

Does CFA replace MBA?

CFA is ideal if you want to deepen technical expertise and move up in investment roles like portfolio management, equity research or asset management. MBA is better if you want to broaden your skills for consulting, corporate strategy, or leadership positions.

What are the disadvantages of CFA?

Some of the major negatives to attaining the CFA credential are the long time frame for completing the programme, the inability to guarantee a job, limited opportunities to utilise the certification outside of investment-related positions, and the extensive amount of work required to attain the CFA.

Is CFA harder than MBA?

CFA is one of the toughest courses in the field of finance. To clear every level, the candidate needs to dedicate at least 300 hours of learning. MBA, on the other hand, is much easier as compared to CFA.

What is the average age of CFA Level 2 candidates?

(Though this only includes the June exam for 2018; the average age for December test takers ticked slightly higher – between 0.2 and 0.3 years – from 2013 through 2017). For Level II, the average age at registration has dropped from 28.6 to 28.1 over the last five years.

Do most millionaires have MBAs?

Of the top 100 people in the Forbes Billionaires list, 11 have MBAs, though there are more business school alumni included in the list who pursued other degrees—for instance Warren Buffett, the third richest man in the world, who holds a Bachelor's degree in Business Administration from the University of Nebraska.

Does Mark Zuckerberg have an MBA?

Entrepreneurs Without MBAs: Steve Jobs, Bill Gates, Mark Zuckerberg.

Did CFA remove the 90th percentile?

The 10th and 90th percentiles were removed from the report because we have added scale scores. Scale scores add more precision to your results interpretation. The 10th and 90th percentiles only provide a comparison of your result against other candidates in the same administration.

Can an average person do CFA?

In spite of all odds, average students pass CFA exams regularly by: Employing study schedules with an emphasis on key subjects. Focusing on ethics and key notions, which have high exam weighting. Utilising quality preparation materials and practice exams.

Is 35 too late for CFA?

Average Age of CFA Candidates

Although many candidates are in their late twenties or early thirties, the Program has a wide age range. Many begin at 35, 40, or even 50. Some of the most thoughtful, determined candidates are the ones who start later. Experience is not a burden.