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WSO Free Modeling Series - Now Open Through
July 31, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
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+Bonus: Get 27 financial modeling templates in swipe file
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Since you're on the CFA track already, I wouldn't recommend the CPA. Assuming its business valuation, you'll find much more value from the CFA.
When pursuing designations Valuation people go for the CFA or ASA (if they know they want to stay in valuation). Those with CPAs had it before joining.
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