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CFP Study Programs
I have just passed the last part of the CFP curriculum and can now sit for the test next year. I am looking for suggestions on which program to use below: Kaplan Zahn Dalton Brett Danko Wiley Any suggestions would be much appreciated! Thanks
Should a Charterholder in a FA facing role in AM list the CFP on his card?
So, I work in a non-sales, but licensed role at a major AM firm. I interface with the wholesalers providing technical support for sales several times a month during sales to FAs. I got my CFP about eighteen months ago, because I knew all the material from a prior job, and work would give me time off...
Young Canadian Looking For Career Advice
Hello! I'm in search of some Canadian financial career advice and I hope this is the right place to ask. Details - 22 year old Canadian living in Ontario, just south of Toronto - Graduated in 2016 with a degree in Economics - Completed CSC (Canadian Securities Course) registered with the MFDA -...
Making the jump from Analyst to PM/RM
To those in the field of Asset Management /Wealth Management. I was wondering if anyone could shed some light on how they made the jump from analyst to PM/RM in the wealth management field. I'm a fairly recent college grad, and currently an analyst at a boutique wealth management firm and I'm...
Transition into VC from Private Wealth Management/CFP. Advice?
Hi all! I am new to this forum so thank you for listening to my personal career issues. Hopefully someone else has been in my position and can provide some insight. Background: I graduated summa cum laude with a finance degree and a minor in entrepreneurship. I love the startup scene and am a due...
CFA®/CFP roles + PWM question
Hey guys, I've worked ~4 years in equity reserach (have CFA® ) and have recently switched to PWM and am planning on taking the CFP . i enjoyed research but did not like having my comp tied to stock calls longer term. My new role isn't up to par with I thought (more account services) and I am...
Financial Advisor for which firm?
I'm in an interesting position where I'm ready to pull the trigger and take a shot at some of the bigger names in financial planning/advising. With your experience, can you tell me which Financial Advisory program is the best? I'm debating between Morgan Stanley , Merrill Lynch , Wells Fargo , and...
This thread is long enough, no need for further comments, thank you
Hello all! This will be my first introduction to this new forum. I have heard many positive things about the people and resources on this site, so I look forward to being impressed again and again by members here. The long story short is I look forward to giving whatever I can to this site. Im...
CFP Designation For Private Banking/Asset Management
Anyone able to speak on how useful or weighted this is for elite pwm / private banking jobs including the ones that involve the portfolio management side of things? is it only useful for the 'sales'? thanks
Should I bother putting that I interned for a CFP on my resume?
So for around 6 months I interned at the office of a CFP doing typical internship work and learning about the business. He manages only around 50 million in assets. My question is would this work even help me in securing something significant if I listed it on my resume? Or would there be a way to...
FAs/PWM Guys - Can We Get The Real Scoop? THX
So I know many HF / PE guys, mid to late 20s, who at some point during college interned with a retail broker/financial advisor ("FA")/private wealth manager. You know, those resume padding internships (many unpaid) where you are an FA's gopher for a summer "learning about the stock market"! Despite...
Has anyone worked as a freelance Financial Planner in their spare time?
When I finish school I was planning on doing a little part time work serving as a financial planner and as an accountant doing 20-30 hours a month so I can use my my apartment etc. as a tax write off. Has anyone on this board done this to make a little extra spare cash? What were your experiences?...
Next Steps in PWM/Financial Planning
Hey guys I'm a junior majoring in financial planning with a 3.6 GPA. Last summer I interned at a top 5 RIA doing comprehensive wealth management. Mostly technical internship but I did get some face to face time with clients on the golf course and around the office. I was wondering what kind of next...
Best CFP program to prep for the test?
My colleague/superior has asked me to find him a CFP program that he can use to prep for the CFP test. I figured why not go on WSO and ask for suggestions since you guys have always helped me in the past. He already has a CFA and is looking to add the CFP designation. He wants to go through a prep...
CFP designation -Help/Question
What can one expect with a CFP ? And I mean just the CFP , no undergrad studies. Thanks.
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