CFP Importance

How important is it to get a CFP if I plan on working in wealth management as a career? I am currently on a team working under a wealth advisor and am fully licensed. I want to take my education to the next step but am really struggling for motivation to study for and take a big test. I basically tell myself I'm going to do it but never put my money where my mouth is. So yes I want to do it, but I also want to know that it is worth it so I can commit easier.

Thanks for any advice!

Comments (3)

Sep 11, 2019

What do you do now? Where do you want to go in WM? Do you want to be a FA yourself or do something else?

Sep 12, 2019

I assist the wealth advisor for a smaller bank in managing her book. It is not strictly HNW clients and we manage about $500MM. I would like my own practice down the road for HNW clients or move to a larger bank (MS, JPM etc.).

Sep 13, 2019
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