Any Fish have a CPA? Was it worth the time investment to pass the exam?

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I do, but it was how I started my career. Good background for your the corporate retirement plan space where I use my Series 65. Also work the corporate employee benefit market.

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I do. I’d say it has made a difference but I’m early on in my FA career. I went to grad school and got my CPA experience when I knew I wanted to switch careers. So it was a 1.5 year detour for grad school in accounting and a 1.5 year detour for the actual exam process. It’s allowed me to increase revenues by being able to prepare returns and I think clients/prospects appreciate the additional expertise that comes with having actually worked for a CPA firm for several years instead of just saying “go talk to your CPA”

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In NY it's hard because even if you meet the education requirements and are good at taking tests you have to work for a CPa for a year FT or two PT

Michigan is 2 years along with Required annual CE to maintain license to practice.

Just hire one...much easier.

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