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WSO Free Modeling Series - Now Open Through
June 30, 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.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
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CFA is a must for PWM
What are you looking to do within PWM?
CFP might be better.
There are many designations for PWM. I think I would have a better client base with a CFA and CPWM.
Clients don't know what any of those mean and it wouldn't really help in the end. CFA would be helpful if you do PM work and manage the clients money
Build your practice and worry about which designation you need later. I have seen countless people fail in PWM regardless of their education or credentials.
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