Hi, I'm AJ Srmek! I'm a CFA charterholder and CFP professional working in wealth management as a financial planner.
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Here, fixed for you :) S - HF, PE A - IB, Trading, AM B - Equity Research, Fixed Income Research, Sales C - Corporate Finance, Retail Banking, Wealth M. D - Compliance, Back Office
If you take the ChFC route, do you need to complete the experience requirement prior to being able to sit for the CFP? Or can you sit for CFP after completing the CfHC coursework alone?
Wtf Man Money Tier List? How about u add a twist: 100million dollars in F tier because u starting abusing drug, else u dont need a fucking CFA to figure this out🤣
AJ, what do you think of CFA vs. MFS, as someone who already has an MBA? Feel like I could deepen my knowledge in Finance as the MBA was a bit more general. Would you get a CFA or pursue an MFS in my case?
What in finance does not succumb to greed? You talked about dwindling candidates. That means revenue across the board is down. The test is very expensive when compared to other tests. CFA is a nice to have. It is not a requirement. Meaning, you can get any job a CFA can with an MBA, CPA, licenses, and a combination there of. Money is the real issue. You can’t survive being “Rolls Royce” all the time. You may have to have a “Ford” business model. They either have to change their pricing or, allow people to pass so that they can get their investment back. Who has time to keep failing a charter than is not mandatory and can be replaced with other designations? As hard as you have to study and for the duration, you may as well get another degree that has a network association of grads that will get you plugged in. In adds little value beyond saying that you are smart.
I definitely wanted to tell as little people as possible that I took CFA Level 1. Just sat for it in August, felt okay, but I’m not 100% confident I passed. I just don’t want to fail, and have people tell me “Oh that’s fine, you can just take it again, you have time”. Studying for the exam while working full time has been frustrating, and I don’t think people understand the dedication you have to put in.
