Hi there, I’m wondering if it’s worth it to get the CFA, if so, what career moves would you make and what positions to look for/apply? I have the Series 7, 66, 9/10, health and life insurance, did an accreditation program for private wealth advisor through my current work, studying for the CFP to sit for the exam sometime in 2023 and have the MBA. I currently work in private wealth management. Any other recommendations are welcome.

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If you’re still young with no kids, I’d say go for it. It’s not a must, but a great credential to have in pwm, even if you’re in the advisor role.

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Thanks! Yeah still young and no kids, plenty of time and still some motivation left

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