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38 years old Wealth Manager with 10 years experience: CFA, MBA in Finance, or MBA in Marketing?

Patrick

Patrick Dsouza  |1008 Answers  |Ask -

CAT, XAT, CMAT, CET Expert - Answered on Feb 12, 2025

Patrick Dsouza is the founder of Patrick100.
Along with his wife, Rochelle, he trains students for competitive management entrance exams such as the Common Admission Test, the Xavier Aptitude Test, Common Management Admission Test and the Common Entrance Test.
They also train students for group discussions and interviews.
Patrick has scored in the 100 percentile six times in CAT. He achieved the first rank in XAT twice, in CET thrice and once in the Narsee Monjee Management Aptitude Test.
Apart from coaching students for MBA exams, Patrick and Rochelle have trained aspirants from the IIMs, the Jamnalal Bajaj Institute of Management Studies and the S P Jain Institute of Management Studies and Research for campus placements.
Patrick has been a panellist on the group discussion and panel interview rounds for some of the top management colleges in Mumbai.
He has graduated in mechanical engineering from the Motilal Nehru National Institute of Technology, Allahabad. He has completed his masters in management from the Jamnalal Bajaj Institute of Management Studies, Mumbai.... more
Amol Question by Amol on Jan 23, 2025Hindi
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i am 38 ,working for edelweiss company as wealth manager and overall experience 10 year combined of insurance, banking and wealth management and i am b.com passed only ,holding certification of irda and amfi only whereas i need advise that whether shall i go for CFA or mba in finance or mba in marketing to grow myself financially and career prospective. kindly advise

Ans: Executive MBA would be a good option as that could give you a good job in the industry if you do it from a good college. CFA is good option if you want a RIA license and start something from your own.
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