cfp career path

CFP Career Paths: A Master Guide

If I knew about financial planning as a potential career path years ago whilst at university, I probably would have chosen to become a Certified Financial Planner (CFP) instead of a short lived, unsustainable career in investment banking. Why? It’s because to me, a CFP career is highly flexible, combined with a good mix of …

Read more

cfa vs caia comparison

CFA vs CAIA: Which Is Superior? Or Do Both?

CFA and CAIA designations can appear very similar at first sight, especially since the introduction of the CFA Level 3 Specialized Pathways, as they both target investment and financial professionals. However, there are differences in global recognition, breadth and depth of topics studied, career focus and exam difficulty. They could even be a complementary set …

Read more

chfc vs cfp

CFP vs ChFC: What Are The Big Differences?

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 …

Read more

Should I retake CFA exams?

How To Get Promoted at Work: The Ultimate Guide

Investing your time and energy in years of dedicated study and work experience is a typical route towards professional career success. In many finance careers, there is often a clear hierarchy leading to an ultimate management role with a highly lucrative salary.  Learning how to get promoted at work is therefore crucial, but why do …

Read more

cfp pass rate

CFP Pass Rates: How Difficult is the CFP Exam?

Aside from career progression and salary information, one of the main considerations for potential CFP candidates to embark on the qualification is the CFP pass rates. It is a common question we get asked when our readers compare between CFP vs CFA. CFP exam difficulty matters in the overall decision making too. An exam that …

Read more

cfa level 1 fra

CFA Level 1 FSA: Our Cheat Sheet

Note: this cheat sheet is updated for the latest 2025’s curriculum. Ah, I remember the days where I looked at the sheer volume of formulae and concepts in CFA Level 1 FSA (Financial Statement Analysis) in despair. And how I felt 5x worse when studying Level 2’s FSA section… Financial Statement Analysis is one of …

Read more