1) What’s a globally-recognized certification/designation that you would recommend to someone with a non-traditional finance background? Would like to level-up my career 2) can anyone comment on the CFP?

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CFA

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If there’s an answer to this question I’d say it’s definitely CFA. But I don’t think that alone can do much for your career, honestly.

CFP is really only for personal wealth management and also kind of a ‘check the box’ thing.

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Agree. But it’s still a solid credential.

People keep saying the CFA doesn’t carrying the weight it use to then you look at compensation for CFA people and that’s not what we seem to be seeing on the market

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I feel like CFA is what you do with it. I’ve seen plenty of people leverage it and then some people stay in operations/ compliance with a CFA. CFA is very subjective

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C’mon... CFA CFA CFA. Not crazy helpful alone but this is really an obvious answer.

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CFA isn’t worth what it used to be when I took it 12 years ago but still very sought after in finance. MBA is able to be used outside of finance and will help for management type roles. Depends what you want to go for long term.

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I feel like only an MBA in a top 20 school is worth it, any other MBA won’t get you far

CFA

CFA

I agree on the CFA but that alone won’t do much for you.

Agree that a CFA alone doesn’t do much for you. If you’re in front office/investment management roles, experience matters more. Where CFA could make a difference is in an analyst training program early on.

Ya I agree but it’s a powerful start work on something in conjunction

F the CFA 🤷🏾‍♂️ unless you’re going for specific high finance roles

Waste of time and won’t set you apart from others.

My suggestion is MBA and/or Networking, with a suggestion to prioritize the latter

Disagree. Everyone and their mother gets an MBA. Nothing special about them at all

Few people are able to actually pass all 3 levels of the CFA exam and obtain the required work experience. Even if you don’t work in a specialized field, everyone in the financial industry recognizes the work that went into that charter. It definitely does set you apart from other candidates-ever job I’ve interviewed for have brought up the charter because it’s more rare

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Do the MBA and CFA

CFP is sort of a minimum standard for giving personal finance advice...not necessarily going to be a financial boost for your career...so I sort of agree that it’s a “check the box” thing.

Non-finance major here. Gonna take CFA 1 in February for the single purpose of fulfilling the needs of old-fashioned VPs/MDs to have reassurance that I know what annuities are.

Yes, it may help to reassure some people about your analytical skills. No, it won’t advance your career by itself.

It depends on what you are looking to do? Happy to chat privately if can help

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