8 Comments
 

CFA is a must for PWM

"After you work on Wall Street it’s a choice, would you rather work at McDonalds or on the sell-side? I would choose McDonalds over the sell-side.” - David Tepper
 
sfbroker

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.

All guys i know in PWM were encouraged (read: made to) do the CFA. Moreover, when would you like to do your CFA, when you're jnr or when you have a family and old?
"After you work on Wall Street it’s a choice, would you rather work at McDonalds or on the sell-side? I would choose McDonalds over the sell-side.” - David Tepper
 
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