Sophie Macon 
To become a CPA in New York, you’ll need to meet the following requirements: New York’s CPA education requirements are changing on 1 August 2027, when the current 150-semester-hour pathway will be replaced by a “CPA Evolution Model” pathway with revised content area requirements. The sections below cover education, the exam itself, experience, age and …
To become a CPA in Texas, you’ll need to meet the following requirements: Texas is in the middle of a transition: A new law has created two parallel pathways to certification, with different total education and experience requirements depending on which you choose. The 120-hour requirement to sit the exam applies either way. The sections …
To become a CPA in Pennsylvania, you’ll need to meet the following requirements: Pennsylvania offers three separate pathways to certification based on your education level, each with a different experience requirement attached. Choosing the right pathway for your situation can mean the difference between 1 year and 2 years of required work experience. The sections …
Financial planners help individuals to reach their long term financial goals. From planning for retirement, to offering the structure and strategy needed to enable clients to make the most of their finances, financial planners advise on a range of issues including tax, investments, budgets and inheritance. Combining expertise with a client-first approach, financial planners provide …
Wealth management offers something rare in finance: seven-figure earning potential without investment banking hours. Senior wealth managers at top firms earn $500K to $5M+ annually, working 50-60 hour weeks instead of the 80-100 hours typical in investment banking. The catch? It takes 8-15 years to reach that level, and your income depends entirely on building …
New to CFP exams, or simply need the latest key CFP exam dates? Here’s a neat summary of all the upcoming CFP test dates in the US, so that you can register early to get lower registration fees. We have included a handy frequently asked questions (FAQ) section too, to answer any CFP registration questions …
Latest CFA pass rates (May & Aug 2026): Level 1 43%, Level 2 43%, Level 3 50%. Historical averages since 2014: L1 40%, L2 45%, L3 50%. Pass rates dropped dramatically during pandemic (L1 hit 22% low in July 2021) but are recovering toward pre-pandemic norms. First-time test takers pass at significantly higher rates than …
When it comes to building a successful career in financial planning, choosing the right certification can play a crucial role in shaping your future. The ChFC (Chartered Financial Consultant) and CFP (Certified Financial Planner) are two of the most respected credentials in the financial planning industry, each offering a distinct approach to financial planning. But …
There has been a few changes in schedule and frequency to the the CFA exam dates in recent years. For those considering the CFA exams: No worries, we’ve analyzed all available CFA pathways and mapped them out for you in our clearcut CFA Journey Planner – check it out! CFA exam schedule: A quick summary …
Quick summary: In 2026, there are five primary CFA entry requirements: 1) Meet the education and/or work experience requirement in one of the following ways: have a bachelor’s degree, or be a university student within 23 months of graduation, or have 4,000 hours of professional work experience, or have a combination of 4,000 hours of …