10 нояб. 2022 г. · CFA is far more technical and superior in every way, CFP is more about becoming a good sales person while applying fundamentals.

7 авг. 2024 г. · CFP if you want to work with people and plan. CFA if you want to be a portfolio manager or stock analyst. Two very different designations.

20 окт. 2022 г. · I did the CFA first then finished the CFP, but between the two; CFA was more quantitative, more portfolio management, financial instruments, hedging etc.

13 авг. 2024 г. · CFP if you want to talk with the public and help them. CFA if you want to talk to spreadsheets and other CFAs.

2 дек. 2021 г. · CFP is a certification for people who are going to advise retail investors. If you want to manage a mutual fund or similar fund, a CFA is clearly superior.

13 авг. 2024 г. · CFA is the top finance credential. CFP is enough to do the job, but is essentially just the private wealth management content from L3 with dues ...

19 сент. 2024 г. · CFP is much more common sense stuff if you've been an advisor for a while but CFA level 1 is just hardcore memorization and technical knowledge.

10 нояб. 2022 г. · In my opinion, CFP is MUCH more intuitive vs CFA. It is more something that you can relate to your own/family member's lives and finances.

17 сент. 2024 г. · CFA would lean more into institutional advisement, but there's always strategic asset allocation, portfolio construction and model building for ...

18 апр. 2024 г. · CFP is for advising clients in general and comprehensive planning without getting in-depth on any specific topic. CFA is for financial analysis and better ...