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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Financial Advisor Experience

On 08/31/2012, in Financial Advisors, by Jordan Wilson

In Questions to Ask Financial Advisors, the first thing to review is your potential advisor’s professional credentials.

The second question to ask is, “What experience do you have?”

Relevant experience is obviously an important factor. Here are some things to consider. 

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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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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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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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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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