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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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Alphabet Soup of Designations

On 08/25/2012, in Financial Advisors, by Jordan Wilson

In Financial Advisor Qualifications, I noted there is a veritable alphabet soup of financial service designations. There are so many different accreditations that it can be difficult to assess and compare financial professionals.

So the timing of this announcement was interesting (at least to one with no life, like me). 

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Financial Advisor Qualifications

On 08/23/2012, in Financial Advisors, by Jordan Wilson

In Questions to Ask Financial Advisors, the first item to consider is the professional qualifications of your potential financial advisor or planner.

What qualifications and credentials does he have to indicate that he is able to assist you with your wealth management requirements?

Qualifications alone do not guarantee that a financial advisor is competent. Not by any stretch. But possessing appropriate professional credentials is a bare minimum for consideration. Plus, professional credentials may provide comfort in other areas which may be advantageous.

Let’s look at what I mean.

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October 17 through 23 saw the Financial Planning Standards Council celebrate their 3rd annual Financial Planning Week in Canada.

I am sure fun and games were had by all. 

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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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Considering a Career as a CFP?

On 04/05/2010, in Career, Formal Education, by Jordan Wilson

Have you thought about becoming a Certified Financial Planner (CFP) in Canada?

Or have you ever wondered just what being a CFP is all about?

If you answered yes to either question, here is some information for you.

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