What's a certification or course that really helped you grow in your career? I'm feeling a little stagnant in my career and want to take a meaningful step forward. Just not sure what I should do. I mainly want to specialize in investment advisory & portfolio management ... would love it if the recommendations align with these two areas of interest.

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

Ultimate goal? Maybe CFP. However, I just started studying for my APMA (Accredited Portfolio Management Advisor) designation so I can have discretion over client accounts. Not sure how useful it is in the broader industry, my new job requires it. Sounds as if it would be right up your alley, however.

Industry peers of mine have taken a few different routes in their continuing education - some are doing the certified divorce financial analyst (CDFA), a master's in tax (lots of online programs), master's in financial therapy (Kansas State University), equity compensation analyst (ECA), certified private wealth advisor (CPWA), chartered special needs consultant (CHSNC), accredited estate planner (AEP), enrolled agent (EA), etc.

I personally think the ChFC is a joke - if you're going to do the coursework for the CFP cert, put in the time to understand the material enough to pass the test.

Lots of options to specialize into what makes you curious - major props to you for committing to bettering yourself for your clients! Cheers 🥂

To boot, the CFP cert is baseline. Get that then add some extra flavor if you want 👍

Related Posts

Hiya Fishes,
Since I joined FishBowl, I found only negetives about pwc irrespective of India or SDC. Can you guys please provide info on the good things of this org if any... TIA for the responses.

like

If you could choose any organization in this space, which one would you want to work for and why?

like

Hi there, I am in process of interviewing with the Goldman Sachs India, for a VP Positions. Any idea about the annual salaries for such positions? It is a global position in Investment domain.

likehelpful

What is the most number of documents you’ve filed at once using Federal ECF? I had reason to look back today, and my record exceeds 170. Reaching that “filing submitted” page is a core memory at this point, but I’m sure it’s not that uncommon?

like

Does FI considers counter offer 1 week before joining?
Is it okay to show them the counter offer?

I work for a smaller firm and it feels like people stay on the bench forever waiting for projects. Do people at most firms have a project lined up when their current one ends? Bench life is killing me

like

Strategy& fish - i’m currently recruiting for org strategy. Ive talked to associates (in the healthcare practice) and theyve mentioned that it doesnt matter whether youre in corp strategy, org strategy, etc and that you’re pretty much pooled by industry when it comes to staffing.

Can someone confirm this? Also, what do you expect the restructuring to look like?

like

Any good books or recommendations on sales? Sales tactics trips and tricks?

like

Silicon Valley Bank or American Express.
AmEx paying slightly less than SVB.
Yoe: 8
Skill: ServiceNow

like

Hi sharks,
How much salary will I get monthly if my ctc is 7 LPA and employers pf is 37800 rs so total ctc is 7.37 lpa.? Company is Oracle financial software service.

like

I’ve always gotten the advice that when you want to switch jobs you should take interviews from places you’re not actually interested in, so you can understand your value in the market and have better negotiating power.

I’m doing that rn - took a couple interviews to gauge my skills, my market value, and see what I need to work on for interviews that I actually care about.

However, I feel really guilty about wasting their time and going all the way knowing I’ll just say no at the end. Wwyd?

like

What are some companies that hire attorneys fully remote with 3-5 YOE? Even if there are not openings currently, I am curious to know so I can keep my eyes peeled for openings that may come up.

like
like

I got an offer as an Associate Consultant in KPMG Global services in the ServiceNow team. Should I join how it is for learning and work life balance?

like

Anyone attending LUNCH with SAP Leadership @ DUSI Pune office on 1st July?

like

Hi All, what is the process for id card as a new joiner in CTS

like

We have multiple openings in Analytics and Data Science team here at HDFC Bank for various locations. Drop in a message is you are looking out for such and opportunity. HDFC Bank

like

Hey y’all! What state are you from?

Hi,

My technical round has been scheduled with TCS for front end, angular developer position.

Can anyone please help me, which type of questions generally asked in this video interview.

like

Where do you usually buy your clothes? How much do you typically spend in a month?

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

Scan your QR code to download
Fishbowl app on your mobile

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