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Is getting the CFA to pair with CPA worth it

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Just add as many letters to end of your name as you possibly can. Once you have a bunch of letters following your name saying that you know stuff a mile wide and one inch deep, you won’t need to do any work to develop technical skills or develop relationships to win client work. Everyone will instantly recognize you as an expert with all those letters and throw all the cash they have at you no questions asked.

likefunny

This was meant to be more of a question of if people found sitting for the exam to be worth it from a knowledge/technical skill development perspective. I work in FSI so I was just thinking of ways to become more technically sound. But go on and have your fun

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It’s worth it as long as you are exploring financial services roles. DM me for details. Happy to assist.

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In all seriousness be strategic about it. CFA is really only worthwhile if you want to go into asset management and you think the designation will help you get there. If you want to get it because you think it will make you look more intelligent in your current audit/tax/consulting role at Deloitte don’t waste your time. Once you get senior enough nobody cares about your designations other than the bare minimum ones required for the job. To get promotions at senior manager and above you have to make a business case and an extra designation doesn’t count as a business case.

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What value does it have for something like wealth management? I usually think it is mainly for institutional investment management, but it seems to cover wealth a bit as well and I am seeing some with it at RIA firms

Depends what you want long term , no point if you want to go into internal audit

Any thoughts about AICPA’s ABV - Accredited in Business Valuation?

Yes getting some Chik Fil A along with your CPA is 👍

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