CFA, CFP or CFP, CFA

The.Unit.Root Wrote:
——————————————————-
> mwvt,
>
> I’ve had both for about a year now (CFA first),
> work at a fee-based financial planning firm, and
> put CFA, CFP . If you’re working with HNW
> clients, you’d be suprised the number that know
> about the CFA.
I am getting more HNW clients lately. I hope you are right. That would be a nice bonus.
 
cjones65 Wrote:
——————————————————-
> mwvt9 Wrote:
> ————————————————–
> —–
> > I know I have a biased sample here, but you
> guys
> > would really put CFA first or CFA alone if all
> the
> > people that you are giving the card to don’t
> know
> > anything about it?
>
>
> People are dumb. I definitely wouldn’t put CFA
> alone because people who don’t know about the
> program, however little sense it makes, might
> dock you points based on the assumption that you
> don’t have a CFP. That said, can’t you see what
> others at your firm have done in this situation?
I am a partner in a small firm and nobody else has this combo (or any combo with a CFA), I can assure you of that.
 
mwvt9 - I think you should get a promotion to HNW or institutional money mgt where people recognize the credential.
 
After CFA, I am going to get my CFP.
I personally do not like putting letters on my business card.
But I would put them alphabetically.
Storko, CFA, CFP, MBA
 
mwvt9,
First of all from a Wahoo to a Hokie, congratulations on getting the job done. I did as well.
I also have the CFP designation. and there is no question that I am doing
CFA, CFP.
 
jasonms Wrote:
——————————————————-
> mwvt9,
>
> First of all from a Wahoo to a Hokie,
> congratulations on getting the job done. I did as
> well.
>
> I also have the CFP designation. and there is no
> question that I am doing
>
> CFA, CFP.
I remember you well wahoo. Good job.
 
Come on man. CFA, CFP.
Your clients will notice both of them, and you’ll feel better about it since the CFA is obviously more important to you.
 
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