Many Finance Career Options
Often I am asked about programs for those wanting to enhance their finance credentials. There are a variety of options out there. This article from Investopedia provides a nice summary of nine such...
View ArticleCFA versus CFP
A reader wrote in to ask two related questions. One, is the Chartered Financial Analyst (CFA) or the Certified Financial Planner (CFP) designation more difficult to obtain? Two, which is the more...
View ArticleProfessional Designations in Finance
In my last post, I compared the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. A bit of an apples and oranges comparison. This post will briefly discuss...
View ArticleCareers as a CA/CPA, CFA, or CFP
What are the similarities and differences between professional financial accountants, Chartered Financial Analysts (CFA), and Certified Financial Planners (CFP)? Being all three, this is a question I...
View ArticleFinancial Planning Week in Canada
October 17 through 23 saw the Financial Planning Standards Council celebrate their 3rd annual Financial Planning Week in Canada. I am sure fun and games were had by all. Financial Planning Standards...
View ArticleBrokers Versus Fiduciaries
HighTower Advisors has created a great video comparing investment brokers with fiduciaries. A broker is someone who takes a fee in exchange for executing a transaction. They provide a service in return...
View ArticleValue of Financial Planning
I believe that successfully growing wealth over the long term is more about the financial planning process than just the actual investment selections. That is why I preach a holistic approach to wealth...
View ArticleProfessional Finance Designations
This week I discussed with university students various professional financial designations. As well, potential career paths that the different finance related certifications may offer. There are a...
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