Get a six-figure role in finance

Without prior experience, connections, or finance degree, guaranteed.

Why breaking into finance feels out of reach for most people

Most people feel stuck: they want better pay, credibility, and growth — but lack the roadmap into finance.

They don’t have a finance degree, the right network, or industry mentors. And traditional paths like MBA take years, thousands of hours of study, and still don’t guarantee a career transition.

Meanwhile, you’re juggling a demanding job and personal life — making it even harder to break in and make this change.

Our core features

Career Roadmap

Get a step-by-step entry path tailored to your background and goals — showing you exactly how to move into finance, even with no prior experience

Mentorship

Work 1:1 with mentors who’ve successfully transitioned into six-figure finance roles, so you get insider guidance and proven shortcuts relevant today

Community

Join a vibrant network of fellow finance professionals sharing insights, support, and proven success tactics to get into high finance

Warren Buffett

“The best thing I did was to choose the right mentors”

Your Journey at a Glance

From confusion to clarity — every phase builds momentum

Is Charter Mastery For You?

We're looking for motivated candidates with a growth mindset

This program is for you if…

✅ You’re serious about landing a top job in finance or consulting...

✅ You value direct access to elite mentors who've walked the path you're determined to follow...

✅ You’re coachable, action-oriented, and ready to put in the work...

✅ You want a structured roadmap that eliminates guesswork and accelerates your growth...

✅ You're tired of generic advice and want tailored feedback for your specific situation that actually moves the needle.

This program is not for you if...

⛔️ You’re looking for a quick fix or passive content with no accountability...

⛔️ You don’t plan to engage with mentors, submit  deliverables, or attend our live sessions...

⛔️ You're unwilling to invest a minimum of 5 hours weekly toward your career goals...

⛔️ You’ve done limited research and are just trying to enroll to land a high-paying job, but don’t fully appreciate how competitive recruiting is...

⛔️ You want results without putting in the effort.

7 Pillars to Help You Land Top Offers

This is how you'll get a job that pays over $100,000 a year

Custom career strategy and laser focus

Personalized roadmap tailored to your background, goals, and time availability.

• Identify the most realistic finance lanes (Investment Banking, Private Equity, Asset Management, Corporate Finance etc.) for you.

• Step-by-step plan to close gaps fast — skills, positioning, and interview readiness.

• Built with guidance from real finance professionals who know how hiring decisions work.

Get your assets tailored

• Resume, LinkedIn, and Cover Letter rebuilt 1-on-1 with experts from top finance firms.

• Each asset engineered to maximize recruiter conversions and interview invites.

• ATS-optimized formats with an impactful bullet-style to impress hiring managers.

• Consistency across all materials — one clear story, one strong personal brand.

Grow your network in the industry and start landing interviews

Build a laser-focused target list of 20–30 firms per lane and know exactly who to contact, when, and why.

Run structured LinkedIn & email sprints with proven scripts, follow-up rhythms, and a simple tracker so networking becomes a predictable.

Turn events and mentor access into interviews using our playbooks and targeted warm intros from six-figure finance professionals.

Detailed interview prep for all stages + negotiate the best terms to kickstart your career

• Mock interviews with investment banking and finance professionals.

• Master technicals and behavioral frameworks used in real top-tier interviews.

• Continuous feedback loops — every mock gets you sharper for the next round.

• Salary and offer-negotiation coaching to secure the best possible terms.

Get unlimited 1-1 mentorship and support by six-figure finance professionals (e.g. IBs, PEs,VCs)

• Direct access to mentors with deep experience in elite finance roles.

• Unlimited messaging + scheduled 1-1 calls for full accountability.

• Insights into firm culture, expectations, and hidden recruiting patterns.

• Real professionals guiding you — not generic career coaches..

Leverage our full unique methodology and plug & play systems

Structured 7-module system — from positioning to offer acceptance.

• Career tracker and Notion dashboard to visualize every step of progress.

• Templates, scripts, and tools pre-built so you focus only on execution.

• Designed for busy professionals — minimal friction, maximum impact.

Six-figure job guarantee - or your tuition is free

• If you follow the program and don’t land a six-figure role, we keep working with you free.

• Full transparency: clear milestones, review calls, and accountability checkpoints.

• Your success = our success — risk-free investment in your future.

Charter Mastery Founder and Head Mentor

Haaris Zamir

 

Haaris is an investment banker and co-founder of Charter Mastery who switched into finance from a STEM background (Imperial College London). He passed all three CFA exams on the first attempt, rapidly advanced to leading deals.

He launched a YouTube channel to share effective study/career methods, then broadened his mission to help capable professionals from any background access elite finance roles.

Frequently Asked Questions

What is Charter Mastery?

Charter Mastery is a career mentorship company that helps people transition into six-figure finance roles. We provide the custom career planning, mentorship, resources, methodology and community you need to successfully break into the industry, with a job placement guarantee.

Who is this program for?

Our programs are designed for people trying to break into finance, especially mid-career professionals who want to transition into finance without starting over from the ground up. If you feel stuck in your current role, underpaid, or looking for more prestige and growth, we’ll help you switch careers step by step.

What if I don’t have a finance background?

No finance degree? No problem. Most of our clients start with zero finance experience. We specialize in helping people break in from other industries — with a clear plan, skill-building, and networking strategy.

What if I’ve failed before (CV, applications, interviews)?

Many of our clients tried on their own and didn’t succeed. With our structured guidance and accountability, you’ll avoid common mistakes and have ongoing support until you land the role.

I’m unsure if finance is the right path for me. What should I do?

We’ll help you assess whether finance fits your skills, goals, and lifestyle. If it’s right, we’ll show you the fastest path in. If not, you’ll still gain more clarity on your career direction.

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