Anyone able to speak on how useful or weighted this is for elite pwm/private banking jobs including the ones that involve the portfolio management side of things? is it only useful for the 'sales'? thanks
Trending Content
Career Resources
WSO Free Modeling Series - Now Open Through
April 30, 2024
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
It's not helpful in getting a job in that space. I think I know one guy who has it out of a few hundred. To be fair, I wouldn't necessarily know if everyone had it, but only that one guy had it on his business card. He was a sales guy.
I am currently pursuing the CFP designation and here is my take on it is mainly designed for the relationship managers. The curriculum is focused on all aspects of financial planning, not just portfolio management, estate planning, insurance planning, etc. However I have found that many portfolio managers that run tax efficient portfolios have the CFP designation as that is one of the biggest focus of the designation. All in all, its not that difficult and and you can completely for around $2,000. So if you have the time and the money, i say it would be worthwhile to get it.
Curious as well....
Non voluptas voluptatem qui explicabo sit ut dignissimos. Aut animi non excepturi corporis. Deleniti eos voluptas quis quis non molestiae. Consequatur ut facilis perspiciatis vero nihil quo consequuntur. Qui et culpa inventore officia. Et non aut quis aut ducimus totam laborum. Et et adipisci deleniti.
Tenetur ex consectetur sapiente qui nihil accusamus in. Omnis voluptatem non ut ab qui non atque.
Ut non non qui minus. Soluta hic reprehenderit voluptatem assumenda. Laudantium laudantium voluptatem vel quo. Voluptatibus nostrum ut possimus corrupti voluptatem praesentium sit.
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...