SeanWest

I have an MSF and the CFA charter, but for some reason that is not sufficient where I work. They could care less about those two and only care that I get the CFP, pretty much because the principals of the firm are CFPs. They actually discouraged me and in some ways penalized me for doing the CFA. In my opinion the CFP is a soft designation for people who couldn’t do the CFA, CPA, law or business school, and retail brokers and other wolves in sheep’s clothing, but whatever, I’ll take my time doing the CFP just to appease them. I am tired of chasing after designations. My wife, who is a JD, thinks this is completely ridiculous as well.