If you were young (or looked young) and were switching over to this industry, would you pursue a degree in finance to give you more credibility? What about a certification(cfp,aams,etc)?

like
Posting as :
works at
You are currently posting as works at

I have an MBA; it doesn't help me int this busines and clients don't care about it. I also have the CFP and it is much more relevant, but will only help you win clients as much as you market it. If I was looking to hire an FA, I'd take a history major that is a natural at sales over a CFP/AAMS/MBA/etc. any day of the week, because that is the kind of person that will be successful as an FA.

like

I would get a CFP before I would go back to school for a degree, especially if you already have some sort of college degree. Nobody cares about your college degrees if you have a CFP. And you can market the CFP big-time (as well as get some good bang from the industry). It's not like you're going to walk around saying, "Hi, B24 - BS in Finance". The AAMS would be useful for your own knowledge (if you were brand new and knew nothing about personal finance), but it will do zero for credibility. It's a good "primer" to see if you are a good fit for taking the CFP. And you can do it in just a few months, and it's cheap. Personally, I think the AAMS (or something like it) should be a requirement to get into the business. At least it gives you some basic exposure.

like

Get your CFP and join the FPA & list your name on Plannersearch. Folks are seeing the TV ads and looking for a CFP.

like

I'd buy a good looking pair of glasses and get to work. Worry about all the certs latter.

Related Posts

Is there a way to go into an AE role with just SDR experience at a different company?

like

Feeling discouraged about my career path. A year into this job and I feel like I’ve taken a step down in terms of growth and responsibility from my last job. I used to be in a position where (cont...)

like

Anyone regret getting a MBA? If so, why and which school did you attend?

like

Anyone get GSAP then pivot to MBB post-MBA?

like

What is the best position to move from consulting to a tech company? Seems like a lot of post sales roles.

likehelpful

What are some non-firm exit options for restructuring associates? Third year at v30 dreaming of a better future 🤔

like

I'm being asked to be involved in product pricing for the first time, and lack any knowledge or experience in that area. Any suggestions on courses or books or websites? I'm considering the Pragmatic Marketing pricing course, so would be interested to hear from anyone who has taken it.

like

What does Senior Consultant Level 3 Rank 42 denote at EY GDS? How's the promotion cycle at this level?

like

Hello everyone, I wanted to understand I have done BBA and after that MBA in banking as minor and have been working as Fraud investigations Advisor I want to advance in my career so which certification is good CAMS or CFE, the Investigations I am currently doing are system automated we just have to follow the SOP and take action on the account, can anyone guide me how to proceed further in my career path and which certification can help me to advance in my career. YOE 7 years

like

ACCA or CFA for advisory field/ deal/ financial analyst ? Which one is easier ? And if ACCA was chosen will it still help in the above mentioned fields ?

like

Any good books or articles worth reading on product marketing and analytics? I come from more of a technical and general product management background, so I personally feel like I lack on the marketing side. Like Search engine optimization, etc. Thank you.

like

Hey I’m currently at an Fortune 500 IT company as a consultant working functionally. I’m not a developer and not a data scientist. I’m looking to move towards solutions architect roles, is AWS or Azure certifications gonna hold much weight if my experience isn’t really super technical only have 2 years out of undergrad where I got a degree in civil engineering. Also looking to speak to any AWS Or Azure solution architects that can chat through what the role looks like thanks!

like

How soon is too soon to quit a job? I took what seemed like a great offer, with competitive pay, a hybrid schedule, and 15% travel. However, I’m about 1.5 months in and the job is miserable. I’m working 50 hour weeks with no breaks to keep up with the demand, there is minimal training or support, I can’t work hybrid yet, I get 24/7 phone calls, and they’ve asked me to travel once a month for the remainder of the year. At this point, I’m only staying for fear of how it will look on my resume.

like

MBB folks, I’m a Product Manager (non-tech company) and interested in working at MBB.

Which level/role does MBB can offer me ?

like

I’m currently a tax accountant with 5 YOE. I want to move into a business analyst role I’ve applied for entry level positions (competition is wild) and willing to get certs. I have great hard and soft skills that should transfer pretty well. Any advice on getting the ball rolling? Should I get a mentor? I’ve seen a lot of layoffs too which kind of makes me wonder if it’s worth it.

like

Currently doing MVA insurance defense. Just the job I got out of law school. I’ve been really trying to switch to IP. Will I have any problems? Only been practicing for 6 months.

like

So I have completely lost interest in my area of practice mainly because I haven’t been exposed to many matters (our team is really slow) and I am the most junior in the team. So billable work is never constant. I feel like this has impacted my interest and stagnated my growth. I am thinking of moving into a different area of practice that I’m interested in. Has anyone ever done this? I’m actually depressed and I really hate being given work now. I have ADHD. Please advise

like

My group director wants me to start working with the initiation phase and eventually become a project manager. What are the best online courses and certifications for advertising?

like

Thoughts on giving up a remote public accounting job to get into industry? They have flexibility if you have something going on but want people on-site. Anyone make this move? Thoughts? Advice?

likefunny

Seeing a lot of ppl talking about MBA sponsorship who are from consulting firms. Any idea if IB also offer sponsorship for B schools? If so, how does it work?
Starting soon in IBD could be helpful!

like

More Posts

Anyone here have friend(s) with benefit? How has it been working for you?

like

Any insight into Chartis case interviews?

like

Opinions of PR Council vs PRSA?

like

Anyone need reference in Capgemini please DM me with location, designation and tool.
I will share my mail id do that you can share your CV.

like

Profile review
Undergrad: top 20, 3.45 gpa, math major
3 YOE at big 4 as a data and analytics consultant
2 YOE at amazon as a bie and data scientist
ORM

Haven’t taken GMAT officially yet but am getting my 720 on first practice test

Looking into tuck, Kellogg, Yale SOM, and stern

Looking to move to Accenture Startegy - M&A practice. Can anyone explain the actual work that is done? Trying to understand where is would fit.

like

Hello,

I have got an offer from persistent systems and salary discussion is in progress.

I am going to be placed in some cloud BU. In which they are going to give training and allocate in projects which requires cloud expertise.

Any idea about that Unit?

Yoe - 6
Tech stack - .net + azure

like

Hi Fishes- I have an offer from Deloitte for Bangalore location and Coforge has matched the same and joining location is Greater Noida which is near to my city and Bangalore is too far. Should I accept the coforge offer or join Deloitte as it's a bigger brand ??

likeuplifting

What topics would be of interest to attorneys looking to meet CLE requirements in 2021?

like

If you lateraled from mid law to big law, what did you wish you knew beforehand? Would you go back? What are some positives ($$ aside!)?

like

What are the side effects of a small dosage of Adderall? I am thinking about getting tested, as this bowl has made me realize I may need to be. What has been keeping me from doing so for years was fear of being put on medication, but now I feel like although I’m almost 40, my career would vastly benefit from being diagnosed, or at least ruling it out.

likehelpful

I have offer of 8.5 LPA from mindtree. Another company offered me 11LPA. Will mindtree revise the offer.

Hi I'm working as a data engineer and having 1.4 YOE with current CTC as 4LPA, what will be good time for me to switch and how much CTC should I expect?

Do we have etl testing opening in Adobe?

Does anybody know what's the monthly salary range for Talent Acquisition Manager in Israel?

Any IBMers here? I'm joining in a couple weeks so I figured I'd scope out what's up.

I had customers tell me how amazing the salads I make for them. It’s great that I can make salads that good!

like

Does anyone have experience with cyber capabilities @Charles River Associates?

Worst HR at CapG. Each time I call them to inquire about the offer status, HR DECREASE THE PACKAGE BY 2 Lacs saying we are not getting approval. I have stopped calling now. This is ridiculous

funnylike

Drop TV show emojis and let us guess. 🤔💭

like

Additional Posts in Financial Advisors

How do you sign your emails? Close with �Best�? �regards�, etc.?

like

Anyone have the CTFA designation?

like

Has anyone heard of, or tried using, the Paladin Registry?

like

Happy day. Firing a client that is a time suck and emotional drain today. Life is already better.

likeupliftingsmart

Any tips for an introvert at a networking event? Find it hard to talk to people and keep a conversation going

like

I’ve gained 12lbs since I started my career 4 years ago. How are the rest of you doing?

like

Does anyone use a digital notebook and/or digital pen? What is the best solution? Like to take notes by hand but don’t like retyping or referring back to all the time.

like

What’s your firm’s position with regard to the regulation of the CFP standards coming Oct 1st?

like

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

like

Best non-finance book you read recently that helped you in your career?

like

Does any other firm have as an extensive travel program as EDJ?

likehelpful

I'm having a cold streak where a bunch of my leads are choosing to stay in the sidelines to "ride out" the volatility. I'm literally seeing this with everybody, from prospects to existing clients.

like

For those of you who have had to increase soft skills as a means to grow and expand client relationships, how did you go about this?

like

Anyone getting their LPL emails on an iPhone? I'm wondering how hard they look at the Phone at the annual audit. Not that I'm doing anything they can't see, I'm just always paranoid.

like

Thinking about having my wife stay home w/ kids. Her job pays 100% of our health benefits today. Curious, are there options for group health insurance through like alumni or other associations? Cont

like

How do people have time to workout during the week? I work so many hours.

like

I hate making mistakes and I'm so hard on myself and I can't stop crying about this thing that doesn't even matter!! I know we're not saving lives here so why does it feel like the end of the world

like

Married peeps, joint or separate checking accounts?

like

Anyone try public speaking coaches to train them how to be a better seminar speaker? Posture, tone, subliminal onstage stress relievers etc..?

like

Do you make your bed before work? What’s your morning routine?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal