I have a BA in Business Administration and currently working for an investment company. Would I need to get my MBA in finance? Any information would be helpful.
2007-08-27 02:20:21 · 2 answers · asked by meetbleek23 3 in Business & Finance ➔ Investing
Previous answer is good except for the part about "in most states".
Unlike a CPA, a CFP is not legally regulated and doesn't give you any special privelidges under state law.
It is a privately issued credential that documents a certain level of education and experience. See below.
2007-08-27 03:05:06 · answer #1 · answered by Ted 7 · 0⤊ 0⤋
CFP: Certified financial planners must meet experience and education requirements and pass a 10-hour exam in most states.
A financial planner who has completed study and passed examinations in risk management, investments, tax planning, retirement planning, and estate planning. Must have a minimum level of three years experience, continue to update knowledge in the field, and adhere to prescribed code of ethics.
Continuing Education/Experience Requirements: 30 hours every 2 years
Hope this helped.
2007-08-27 09:27:45 · answer #2 · answered by loancareer 3 · 0⤊ 0⤋