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I tutor for cfa if anyone needs help.
Has anyone taken the CAIA ? Any tips ?
I am currently pursuing a position to be a 401k workplace planning consultant with Fidelity Investments. I would like to connect with someone who has gone through that training and early hiring process to make sure I have a solid understanding of the position. This is specifically for the Raleigh/Durham NC area if possible.
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Bump.
I've seen our JDs add CFP and LLM to their creds to bridge the knowledge gap. CTFAs will add to trust knowledge of you want to consider that route. Good luck!