Do You Need the CFA for Wealth Management? – CFA for Financial Advisors

Do you need the CFA to work in wealth management? The information learned throughout the CFA program can be very beneficial to a career in wealth management. But there is so much content in the program, that no person will ever have to use all of it. The day to day responsibilities of a financial advisor can be drastically different depending on the structure of the firm that they work in. And depending on your daily responsibilities, you will utilize different pieces from the CFA material. In this video we are going to look at how the CFA charter can apply to various types of wealth management careers. If you are either a CFA candidate, you may want to pass the CFA exams to work in asset management.

If you have an idea of something you want me to cover in depth, please let me know because I take your requests seriously. Will be back with more CFA Exam tips in a couple of weeks so please submit more questions you would like to hear answered. Love you all!

- AJ

Please SUBSCRIBE for new videos every week! ▶ https://www.youtube.com/channel/UCF8oQ_rYiZ4xu5HHagy30Tg

Let’s connect:

Twitter: https://twitter.com/asrmek
LinkedIn: https://www.linkedin.com/in/aj-srmek-cfa%C2%AE-cfp%C2%AE-12a95492/
Patreon: https://www.patreon.com/StraightTalks
TikTok: https://www.tiktok.com/@straighttalksyt?lang=en
Webull: https://act.webull.com/kol-us/share.html?hl=en&inviteCode=Lr5IVIoBkzm8

Contact Email: [email protected]


*** The information in this video is not intended or implied to be a substitute for professional financial advice. All content, including text, graphics, images, and information, contained in this video is for general information purposes only and does not replace a consultation with your financial or tax professional***