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.
Apply?
Thanks smart ass
Network.
You likely have bankers from your school and friend groups.
Agree with MD1, use your network or create one from scratch. Also start hitting your technical prep because as a lateral, a big part of the process will be checking your financial skills.