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Professional Finance Designations

On 02/01/2013, in Career, Education, by Jordan Wilson

This week I discussed with university students various professional financial designations. As well, potential career paths that the different finance related certifications may offer.

There are a multitude of available financial designations. Three common ones include: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and even Chartered Accountant (CA) or Certified Public Accountant (CPA).

Today, I want to quickly link to a few posts I have previously written on this topic.

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CFA Relevant Work Experience

On 09/18/2012, in Career, by Jordan Wilson

Earning a Chartered Financial Analyst (CFA) designation requires two components. You must successfully complete the academic side by passing three levels of exams.

You also need to accrue 48 months of approved work experience.

Today a few comments on what constitutes CFA relevant work experience.

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CFA Exam Process

On 09/18/2012, in Career, by Jordan Wilson

I get many questions on how one becomes a Chartered Financial Analyst (CFA).

The CFA designation provides strong professional credentials to a variety of careers. However, it is not an easy designation to earn. If you wish to become a CFA, be prepared for a lengthy ordeal. But one that I think is worth the effort.

There are two components in becoming a Chartered Financial Analyst. One involves passing the technical exams. The other is accruing approved work experience.

Today a look at the exam process for becoming a CFA.

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CFA Exam Pass Rates

On 03/07/2012, in Career, Formal Education, by Jordan Wilson

The Chartered Financial Analyst (CFA) designation is beneficial in many career paths. Not just for those interested in becoming financial analysts.

There are many other positions that benefit from a CFA charterholder.

Attaining the CFA designation is not a simple exercise. But this explains, in part, why the CFA designation is highly regarded around the world.

The current exam results reflect the challenge of achieving a CFA charter. 

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Goal Achievement – CFA Exams

On 01/06/2012, in Career, Informal Education, by Jordan Wilson

In the post, New Year Resolutions?, we looked at how to find free time in life.

Free time to achieve a resolution, perhaps related to a career or personal objective.

Then making the most of that free time by developing a structured game plan for success and focussing on attaining the goal.

Today we will use the Chartered Financial Analyst (CFA) exams as an example. 

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A November 2011 survey of financial professionals predicts a somber outlook for 2012.

Each year, a worldwide sample of Chartered Financial Analysts (CFAs) are invited to participate in a Global Market Sentiment Survey. As the title suggests, the survey looks at “market sentiment, performance, and market integrity issues in 2012.”

The survey also provides predictions on growth in the global finance profession.

The report makes for interesting reading.

Although I did not participate in this years survey, I share many of the findings. 

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Careers as a CA/CPA, CFA, or CFP

On 09/14/2011, in Career, by Jordan Wilson

What are the similarities and differences between professional financial accountants, Chartered Financial Analysts (CFA), and Certified Financial Planners (CFP)?

Being all three, this is a question I get asked a lot.

And right now as students begin to contemplate their career options, it is a topical issue.

So how do they compare? 

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How to Optimize Your Education

On 03/26/2011, in Formal Education, by Jordan Wilson

I was asked by a reader for recommendations on universities that specialize in “wealth management” or “investment banking” studies.

It is difficult to give specific recommendations as there are so many variables that go into the right choice for each different individual. Cost, courses offered, area of specialization, distance from home, friends, location, commute, extracurricular activities, etc. All these play a part in determining the best option for a student.

And, as she is based in Singapore, my direct knowledge of universities in the region is limited. If any readers have advice, please leave a comment.

However, I can provide a few general comments on where and what to study.

How to optimize your education and increase the probability of a successful career.

My examples are finance related, but the principles relate to any field of study. 

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CFA versus CFP

On 12/27/2010, in Career, Formal Education, by Jordan Wilson

A reader wrote in to ask two related questions.

One, is the Chartered Financial Analyst (CFA) or the Certified Financial Planner (CFP) designation more difficult to obtain?

Two, which is the more “valuable” designation?

Interesting questions that I shall try to answer.

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Many Finance Career Options

On 09/06/2010, in Career, Formal Education, by Jordan Wilson

Often I am asked about programs for those wanting to enhance their finance credentials.

There are a variety of options out there.

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