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Jun 6, 2016 6:02 pm


Out of college I started working with my Dad, an independent RIA with $100-150 mil AUM. Passed my 7 and 66 on the first try and also got my state insurance license, all in about 6 months. I have the opportunity (and the cash) to pursue something else at this point. Ive been considering the CFA, CFP, and going for an MBA. Down the road after I do one of thsoe three I would go for a CIMA or ChFC.  Im currently 26. 

Is the CFP worth my time and money or should I go for my MBA?

Jun 7, 2016 1:48 pm