Optional · 1 of 3
Credentials that open doors
CFP (Certified Financial Planner)
The standard mark for financial planning. Degree, coursework, exam, 6,000 hours of experience (4,000 on the apprenticeship path) and an ethics check.
CFA (Chartered Financial Analyst)
Three hard exams, aimed at people who pick investments rather than advise families.
CPA (Certified Public Accountant)
Tax knowledge is the single most useful thing a wealthy client wants from you.
Insurance licenses
State issued, quick to get, and needed if you want to advise on life insurance or annuities.