Hey guys,
I've worked ~4 years in equity reserach (have CFA® ) and have recently switched to PWM and am planning on taking the CFP. i enjoyed research but did not like having my comp tied to stock calls longer term.
My new role isn't up to par with I thought (more account services) and I am looking for a role within an established team that would have a blend of CFA® /CFP type responsibilities. Are there such roles out there (i.e more technical vs. operational tasks)?
Secondly, what other CFA® /CFP blend type of roles have you guys came across?
Thanks,
Yep there are plenty PM me if you want
Hi Shorttheworld, seems like you have some good insights. Can I PM you to learn more about the roles that combine CFA/CFP?
A little bit about myself. I am a CFA thinking to pursue CFP. Learning more about what career options will greatly help.
Sunt et accusamus eum ut. Itaque placeat animi autem quis. Earum voluptas illo fugiat veniam qui. Temporibus magnam dolorum perspiciatis consequatur fuga autem. Autem tempore natus non culpa ab quia amet. Ipsa deleniti consequuntur hic enim accusantium quisquam aut.
Libero quae dolorem ut itaque ea commodi aut et. Ut et magni voluptatem iusto non natus. Perspiciatis ad voluptate officiis officiis. Labore ut itaque dolores est. Aut quo odit perspiciatis est.
Non possimus enim possimus magnam recusandae tempore quam. In molestias et nobis id.
Omnis blanditiis itaque molestiae voluptas et qui. Repellat rerum ea iure aut voluptas hic consequatur corrupti. Aut perferendis cumque facere ut eum facere sed.
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...