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Thread: CFA or CFP

  1. #1
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    CFA or CFP

    Hi,

    If someone completed mba in finance and working with a corporate banking company since their mba education. Which course would be better ( CFA or CFP ) to enhance their career?

  2. #2
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    Quote Originally Posted by icofp View Post
    Hi,

    If someone completed mba in finance and working with a corporate banking company since their mba education. Which course would be better ( CFA or CFP ) to enhance their career?
    If you want to move into Asset Management/Equity Research roles, then CFA is the way to go. However CFP is better for roles in Private Wealth Management.

  3. #3
    outlookmoney
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    I would like to suggest you to consult with any relative or friend who knows about these courses they could give you the right opinion about these courses.

  4. #4
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    HI,

    We have following digital PDF's/Soft copies for 2015 study materials available at very reasonable price:

    1. 2015 CFA all levels

    2. 2015 FRM-I & II

    3. 2015 ERP

    4. 2015 CPA

    5. 2015 CAIA

    For further details and samples please drop an email at digitalbookscenter@gmail.com
    Last edited by digitalbooks; 01-06-2015 at 12:25 AM.

  5. #5
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    reply

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  6. #6
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    HI,

    We have following digital PDF's/Soft copies for 2015 study materials available at very reasonable price:

    1. 2015 CFA all levels

    2. 2015 FRM-I & II

    3. 2015 ERP

    4. 2015 CPA

    5. 2015 CAIA

    For further details and samples please drop an email at digitalbookscenter@gmail.com

  7. #7
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    I am a Certified Financial Planner (CFP) and I took the CFA Level 2 exam a week and a half ago. I work for a boutique wealth management firm and our clients are primarily individuals and families (my career is primarily personal finance). The CFP designation is much more relevant for working with individuals because the topics cover everything you would see in someone’s financial situation (Investments, Insurance, Taxes, Estate Planning, etc.). The CFA designation is a much deeper dive into investments, which is great, but if you are trying to work in personal finance, you are going to see a lot more “Should I contribute to a ROTH IRA, or traditional IRA?”, vs. “What is the currency gain/loss when company X translates their sales into their presentation currency”.

    At the end of the day, they are both great designations and I would recommend pursuing both, but the CFP designation is going to give you more bang for your buck if you are trying to focus on personal finance.

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