Related Posts
🔑 This is an excellent conversation for Black people determined to succeed in non-diverse environments!
🎯 Join today https://joinfishbowl.com/bowl_fcvfbpeipr
😎 Be sure to turn on Networking when you join if you’d like to connect with other Black people to give and get support, encouragement…and share career opportunities

More Posts
Additional Posts in Financial Advisors
Best technology to use that LPL has?
Booyahh, landed hedge fund number 2 for IPOs.
What is a deeply held truth that you believe?
New to Fishbowl?
unlock all discussions on Fishbowl.



Depends on your role and what you want to do. I know a financial advisor who got his cfa and IMO it was a complete waste of time and money. But I also know someone managing a stock portfolio for a family office with a cfa, and he needed it to do what he does.
I’ve been considering it as well and I think it boils down to what you plan to do in your career path. I assume it would look better when working with high net worth clients as opposed to smaller clients in a branch. Or if you want to transition to an analyst role at some point.
I’m in branch.
Why not the CFP instead?