Super random question- any tax folks do their cfa and/or caia by any chance?

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Not CFA or CAIA, but I did CFP with support from my firm (paid for all of it). I really enjoyed it and think it both sets me up for more opportunities when it comes to career, as well as sets me apart from other tax professionals with just a CPA. It’s well connected to my particular industry, so YMMV but it has been a positive for me.

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Thanks. Did you take the challenge route or take the courses? How long before the exam did you study? One month or more? It seems for those who the CFP is their first certification, they study months in advance but I’m not sure if it’s an overkill.

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