Career Switch from Mechanical Engineering to Finance

Ankit Srivastav (0 Points)

28 May 2025  

"I’m a working professional with an engineering background, currently in the government sector, and I’m planning to transition into the finance field over the next few years. I'm looking for insights from those who’ve either made a similar switch or are already in the finance domain.

Could you please share the minute details that should be taken care of while making this transition? For example, skill gaps to address, certifications that truly help (CFP, CWM, CAIA, etc.), practical experience strategies, and industry expectations.

Also, what should be the right approach in terms of time management, networking, and learning order — especially while balancing a full-time job?

Any advice on mistakes to avoid, hidden opportunities, or resources that helped you would be greatly appreciated. Thanks in advance!"