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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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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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Professional Designations in Finance

On 12/28/2010, in Career, Formal Education, by Jordan Wilson

In my last post, I compared the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.

A bit of an apples and oranges comparison.

This post will briefly discuss comparable financial designations.

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