I'm finding myself on this career path at 27 years old. As an excellent student yourself, you are building an infrastructure for me through this content. I know I'm late to the party, but thank you for sharing.
@straighttalks-ajsrmek323
Жыл бұрын
Glad the videos could help! 27 is still so early to start.
@dbl2trpl3
Жыл бұрын
Same here friend! I’m 27 in Nov and I’m deciding whether to take CFA and then CFP or just CFP
@kevinb4978
4 жыл бұрын
Hey, thanks for making this video. Answering a lot of questions I've had. Wish I had this video a year ago. Glad the CFP wasn't too difficult after the CFA. Also glad to hear passing the CPA qualifies for the accerated path. Appreciate ya.
@straighttalks-ajsrmek323
4 жыл бұрын
Happy to do it.
@1mselliott
4 жыл бұрын
Great insights AJ! Watching this as I finish up studying Level 1 FRA. One of the reasons I want to tackle CFA first is like you mentioned it’s makes it easier down the road if you do want to do the CFP.
@ianpeters9565
Жыл бұрын
Thank you. This was very informative and helpful for decisions I'm currently making. I will check out more of your videos.
@niranmojo
Жыл бұрын
I agree CFA is 10 times tougher than CFP
@shaunleonard4738
4 жыл бұрын
Congrats on passing!
@mohamednofal4725
3 жыл бұрын
thanks for making such informative videos :) Will you make a video of all Finance certificates out there? it would also be great if you give a bit of information on each and who would benefit the most from each one of them.
@straighttalks-ajsrmek323
3 жыл бұрын
I don't think I can cover them all, but I might do this covering maybe the top 10, sure!
@jordanhatch8784
3 жыл бұрын
Great video Aj! As always my brother 💜
@RodrigoMedeirosFinance
4 жыл бұрын
Congrats on passing! Good insights!!
@deeppatel4029
4 жыл бұрын
Hey AJ, really great videos keep it up! is there any chance you can make a video on your story though? like your educational career through high school, college, work, and just how you found your interest in Finance/Accounting?
@straighttalks-ajsrmek323
4 жыл бұрын
Hadn't thought about that one. I will certainly do this!
@MrEynomis
4 жыл бұрын
Thank you for making this video. I am 25years old working at a credit union as an investment advisor rep and I was wondering which designation to pursue first. CFA or CFP?
@straighttalks-ajsrmek323
4 жыл бұрын
Watch the video for some advice on this!
@skateata1
9 ай бұрын
Thank you very much. I work in financial aid at a university and I want to obtain more certifications.
@hemangibohra3311
3 жыл бұрын
The work that we do after Cfp is that work experience enough for cfa entrance exam
@seanmoriguchi8817
4 жыл бұрын
Hi AJ, Top video! Could I request a video on the IMC programme? It’s the baby sister of the CFA provided by the same institution, but easier to obtain quickly and still allows myself to be a member of the CFA institute. I feel the qualification could be used to get my foot in the door in the FS industry. Then later on I could specialise in a more complex qualification. Many thanks!
@straighttalks-ajsrmek323
4 жыл бұрын
Thanks, Sean! But I don't know anything about the IMC program.
@akildavis8090
4 жыл бұрын
AJ, thanks for the video. Can you explain your strategy for mastering the estate planning area? I am having difficulty of identifying the many trust and deciphering between them. Thanks
@straighttalks-ajsrmek323
4 жыл бұрын
Sure, this was the toughest section for me as well.
@licdoarshuali
3 жыл бұрын
What are career prospects for Chartered Wealth Management???
@Aj_98
5 ай бұрын
Just finished my masters in finance need to undergo one of the two not sure which one. I prefer ultimately to own my own business and become self employed so perhaps cfp.
@straighttalks-ajsrmek323
5 ай бұрын
Yea if you want to work with retail clients, the CFP is likely better!
@corydavis3374
4 жыл бұрын
Which helped more in passing your security licenses? Series 7 and others
@straighttalks-ajsrmek323
4 жыл бұрын
I did the licenses before these exams so they weren't a factor.
@Firestriker098
3 ай бұрын
I'm in the insurance industry and pretty new to finance in general but I want to gain more knowledge to help create better value for my clients. Would you recommend CFP or CFA. Or are these designations not useful for the industry.
@straighttalks-ajsrmek323
3 ай бұрын
The CFP is great, but its overkill if you are just going to do insurance. BUT if you want to get into broader financial services, go for it!
@Firestriker098
3 ай бұрын
@@straighttalks-ajsrmek323 Thanks for replying. Much appreciated! ☺️
@tinyearthcreations2754
2 жыл бұрын
Thank you for this informative video! How did you gain the experience hours for the CFP certification?
@straighttalks-ajsrmek323
2 жыл бұрын
In my regular day job as a financial advisor.
@Henry.Nibler
Жыл бұрын
Currently 30yo math and fin undergrad, masters in financial services. The CFP material looks relatively easy due to my experience in the field. I am curious if I pass servicing my book to someone if I can pass the CFA in one year if I just exclusively focus on it.
@straighttalks-ajsrmek323
Жыл бұрын
No, you can't take the exams that often.
@Codyflips
2 жыл бұрын
what job should I get while Im going to school to get CFA/CFP ??
@phamtrandoanh6771
3 жыл бұрын
Thanks for making this video. What is your thought on taking the CMT - Chartered Market Technician after complete the CFA Program?
@straighttalks-ajsrmek323
3 жыл бұрын
Not a bad idea if you want to be a trader! I know some CMT people who speak highly of that program.
@JKInvestments
2 жыл бұрын
CFA is 10 times more difficult than CFP according to this video.
@larrygiangreco7254
6 ай бұрын
AJ great video, I heard on another one of your videos that you would recommend that anyone looking to complete the CFP as quick as possible to do the CHFC to be eligble to sit for the CFP exam. Do you know if this is still the quickest way?
@straighttalks-ajsrmek323
6 ай бұрын
It is one quick way, yes!
@larrygiangreco7254
5 ай бұрын
@@straighttalks-ajsrmek323 what program did you use, and would you recommend it?
@straighttalks-ajsrmek323
5 ай бұрын
@@larrygiangreco7254 Kaplan, and yes I would.
@myrmidons2k528
Жыл бұрын
How did you do on the case studies on the cfp exam?
@Felipe97264
4 жыл бұрын
Thanks fot the video! One question, Wich Material have you used for studying for the 3 levels off CFA?
@straighttalks-ajsrmek323
4 жыл бұрын
Wiley, and the CFA curriculum.
@jnordman86
Жыл бұрын
Any idea how to get the hours for the CFP if your day job doesn't include the CFP activities? I'm considering this field as a side gig & something to leverage even more as retirement comes closer.
@straighttalks-ajsrmek323
Жыл бұрын
Hmmm, good question. My guess is that you are just required to work in some full time job that does count towards their experience requirement for them to ever give you the letters.
@RadhikaMeera
2 жыл бұрын
Great video ! Thank you sharing your journey . Quick question. : career changer here abs preparing for CFP exam . Then will head to CFa with Mark Meldrum . Do you need accounting knowledge to study CFA , rather would it help you to have accounting knowledge to attempt CFA
@straighttalks-ajsrmek323
2 жыл бұрын
Thanks! Yes accounting knowledge does help with studying for the CFA exams.
@harrisonbailey9884
2 жыл бұрын
you're incredibly intelligent
@straighttalks-ajsrmek323
2 жыл бұрын
Thanks for the hype!
@vaibhavdhamane4697
3 жыл бұрын
Hi Im Vaibhav(26) from india.Persuing Cfp and wish to do cfa in future.I Like your Content.I Wish to work Abroad. Any one Suggestions Or opinion you wish to Tell me.
@straighttalks-ajsrmek323
3 жыл бұрын
My best suggestion is to work more than everyone else!
@gokulnaththeboss08
3 жыл бұрын
There is no market for cfp in India. Atleast get ca inter
@terry6643
2 жыл бұрын
혹시 공학용 카시오 fx9860 g3로 재무 기능 tvm 기능만으로는 CFP와 CFA 문제 풀이 안될까요?
@majd9956
4 жыл бұрын
I'm registering for Level 1 May session, will there be enough time to study? I will have 6 and a half months! A lot of people told me that it's not doable and I should consider registering for August since I'm a fresh graduate who wasn't that good at college, but now I have both motivation and time! What do you think would the realistic decesion?
@straighttalks-ajsrmek323
4 жыл бұрын
That is plenty of time if you get in 3 good hours each day!
@explorewithrocky6122
Жыл бұрын
Pls share which university in Canada provides certification for cfa and cfp and what’s the cost involved for both the cases.
@straighttalks-ajsrmek323
Жыл бұрын
Neither the CFA or CFP are taught at universities. They are both administered by their respective organizations.
@explorewithrocky6122
Жыл бұрын
@@straighttalks-ajsrmek323 Thanks for your reply. Will do my home work and get back to you for more suggestions .regards
@kday9847
3 жыл бұрын
Can you do Financial planning for businesses doing 50mil+
@straighttalks-ajsrmek323
3 жыл бұрын
Sure.
@hemangibohra3311
3 жыл бұрын
I want to try for both the exam will it be beneficial
@straighttalks-ajsrmek323
3 жыл бұрын
Yes, they can be!
@charmainephasoana6850
3 жыл бұрын
Do you want to do them all at once? Like enrol to both exams and study for both at the same time and complete during the same year???
@straighttalks-ajsrmek323
3 жыл бұрын
@@charmainephasoana6850 No way.
@charmainephasoana6850
3 жыл бұрын
@@straighttalks-ajsrmek323 lols I'm just wondering how it works
@engenhariaefinancas
3 жыл бұрын
AJ, do you know a free site with CFA exercises?
@straighttalks-ajsrmek323
3 жыл бұрын
I don't know of one, no. Let me ask around.
@engenhariaefinancas
3 жыл бұрын
@@straighttalks-ajsrmek323 thank you!!
@pinakpanisatpathy5136
3 жыл бұрын
Can I know what is your job profile?
@straighttalks-ajsrmek323
3 жыл бұрын
Wealth management.
@pinakpanisatpathy5136
3 жыл бұрын
@@straighttalks-ajsrmek323 That's Great... And that's my dream job too....
@igazii6258
4 жыл бұрын
Do u play pubg??
@straighttalks-ajsrmek323
4 жыл бұрын
Nope. League and Cod.
@sincerelysurfing9707
9 ай бұрын
You're not speaking from (work) experience, are you?
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