"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
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.
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
Nobis occaecati eos ea reiciendis excepturi. Veniam doloremque reprehenderit tempore sed ut quis. Placeat fugiat nobis veniam facere itaque assumenda non. Beatae consequuntur non est eos vitae praesentium.
Iure sint ea nisi sit itaque delectus repellat. Incidunt distinctio quia voluptate at.
Sapiente accusantium esse nulla rerum quia. Error cupiditate et dolores earum voluptas voluptates optio. Illo accusantium quod porro.
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)
"Go for a business that any idiot can run – because sooner or later, any idiot is probably going to run it." - Peter Lynch
Want to Vote on this Content?! No WSO Credits?
Sorry, you need to login or sign up in order to vote. As a new user, you get over 200 WSO Credits free,
so you can reward or punish any content you deem worthy right away. See you on the other side!
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.
Nobis occaecati eos ea reiciendis excepturi. Veniam doloremque reprehenderit tempore sed ut quis. Placeat fugiat nobis veniam facere itaque assumenda non. Beatae consequuntur non est eos vitae praesentium.
Iure sint ea nisi sit itaque delectus repellat. Incidunt distinctio quia voluptate at.
Sapiente accusantium esse nulla rerum quia. Error cupiditate et dolores earum voluptas voluptates optio. Illo accusantium quod porro.
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...