Comments on: CFP VS CFA, Is There More Than One Letter Difference?

By: The Bull

The Bull — Mon, 28 Sep 2009 13:08:09 +0000

Like its properly mentioned above a CFP makes you a generalist with a more client focus approach. Its more comprehensive in the sense you are exposed to the different aspects of financial planning (i.e Investment, taxation, estate, insurance, risk, etc.). Of course you might have a CFP charterholder being a specialist in Investment with also a CFA designation or a CPA designation being a specialist in taxation. Being an MBA in Finance myself, I still believe from an advancement as well as recognition point of view in addition to have a Bachelor degree or Master degree it always pays to have either a CFP or CFA , of course depending on whether your job is more analytical or client centric. Its also good to know that a lot of financial jobs require you to be CFP or CFA in addtion to hold a degree.

By: The Financial Blogger » Blog Archive » Cash Value Versus The Annuity From Your Pension Plan – What You Need To Know

Wed, 13 May 2009 10:02:02 +0000

[...] is why it is important to meet with a financial planner in order to know which situation is best for you according to your investor [...]

By: Sunil Bundiwal

Sunil Bundiwal — Tue, 20 Jan 2009 14:20:37 +0000

I am agree with you but I dont think CFP would be help in Accounting work.

By: The Financial Blogger

The Financial Blogger — Sun, 14 Sep 2008 19:11:07 +0000

Charles,

I think the MSc in Finance will bring you more toward a research career. I don’t know if you can have a great career with a MSc but I personally didn’t much job requiring such diploma. CFA and CFP and accounting titles and definitely more in demand.

By: Charles Martineau

Charles Martineau — Sat, 13 Sep 2008 21:05:10 +0000

First of all, happy birthday! Second of all, thanks again for the meeting we once had this summer. Lastly, I have a question for you:

- Is it possible to have a good finance career with a MSc in Finance without ever having a CFA or CFP? By that I mean, is mostly all finance position requires a CFA or CFP? Or CFA/CFP are the most prestigious ones and if you don’t have either one of them you will end-up nowhere…

Thanks mike!

By: The Financial Blogger

The Financial Blogger — Fri, 12 Sep 2008 23:24:31 +0000

Doh! I am so sorry, I don’t know what was I thinking about… CFA is Chartered Financial Analyst!!

By: The Financial Blogger

The Financial Blogger — Fri, 12 Sep 2008 20:59:27 +0000

You are right!

thx, I just edited the post

By: sundae1888

sundae1888 — Fri, 12 Sep 2008 18:54:11 +0000

“While both beasts are Certified Financial Something, the CFA is way different than the CFP. In order to get your CFP, you must successfully write 3 exams that are usually organized across several countries in June (the same date since it is the same exam).”

I think you meant “In order to get your CFA” in the above paragraph…

By: Random

Random — Fri, 12 Sep 2008 16:20:21 +0000

Actually, CFA stands for Chartered Financial Analyst, not certified.