AuthorTopic: Getting both CFA and CPA
@2020-03-17 03:51:00
Just a question; do you think it will be beneficial to get both the CPA & CFA ? or will doing the other Cert be a complete waste of time ?
@2020-03-24 14:51:31
It depends on your job, interests, motivation, etc. I'm a CPA and work at a family office. CFA curriculum is interesting to me and adds value since our office has our hands in all facets of wealth planning.

Now, if you are in the tax department of an accounting firm, it may not make much sense to do the CFA... or conversely an Investment manager it may not make sense to the CPA.

So, yes, it just depends.

CFA Discussion Topic: Getting both CFA and CPA

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Thanks again for your wonderful site ... it definitely made the difference.
Craig Baugh

Craig Baugh