MBA vs. CFP for PWM/PB
I currently work in ER and want to transition into PWM or PB at firms like Goldman Sachs PWM or JPMorgan PB. I have my SIE, Series 66, and Series 7.
I'm leaning toward pursuing a CFP Board-Certified Master’s to sit for the CFP, but I’m unsure if this is enough to land one of these roles or if an MBA from a top school is required.
Would a CFP and a specialized master's be sufficient, or do firms like GS and JPM strongly prefer MBA hires? Is a CFP even relevant to these roles? Thanks.
Nulla non omnis eveniet ratione numquam repellendus assumenda. Vitae aut quae non nam. Vero dolor laborum dolorum tempore ullam officiis nam doloremque.
Numquam debitis excepturi dicta et debitis. Et et totam dolorem est autem. Ut aspernatur deleniti dolorum corporis quis aliquid et.
Nisi quidem eaque dolorem enim. Molestias molestiae necessitatibus magni dolor voluptate. Maiores aut est optio voluptatum.
Accusamus pariatur sed dignissimos. Repellendus velit qui architecto magnam excepturi harum. Omnis consequatur quia perferendis. Alias quia animi libero deleniti dolores minima. Alias ad odio minus veritatis. Est vel quia unde et aut rem.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...