Is being a CPA before PWM a good idea?
Hi everyone.Im currently majoring in Accounting with a minor in Econ at a semi-target in Canada with a pretty high GPA. My school has good recruiting for the Big 4 so I'm planning on going into tax and earning my CPA but my overall goal is to
Is going into Big 4 tax for a few years then exiting into PWM with my CPA a bad idea? Should I be entering it as early as I can? Also, are there any certs/degrees that most wealth managers have? Should I aim to get a CFA or MBA as well? I know MBAs have nothing to do with PWM but simply because clients must see education as an extra reason to trust you as their advisor.