CFA, CFP or CFP, CFA

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mwvt9's picture

I just passed level III and have all the relevent work experience to get the Charter, so it is just a matter of time now.

I am going to order business cards but don’t know which order to put the designations in as I currently hold the CFP also. I am asking for AF’s help in this monumental decision.

Relevant facts:
- I work with individual clients who know what the CFP is, but almost all will have no idea about the CFA (+1 CFP first)
- CFA was harder (+1 CFA first)
- Would like to get to instiutional money in the future (+1 CFA first)
- My firm holds itself out as a fee-only financial planning firm (+1 CFP first)

What do you think? Vote:

1= CFA, CFP
2= CFP, CFA
3= who cares you idiot

Bonus point for best CFP flaming

Watch Peter Olinto, JD, CPA introduce you to the Elan Guides CFA Learning System
QuantJock_MBA's picture

This sounds like a good problem to have ;-)

Nice work mwvt9!

SkipE99's picture

definitely 1

CFA is like 3 CFP Cumulative exams, harder to get, and thus I think should be first. I am also attempting the combo as I already have CFP, but my plans were set back a year this go around with a magnificent 8 band fail.

mo34's picture

mwvt9 Wrote:
——————————————————-
> I just passed level III and have all the relevent
> work experience to get the Charter, so it is just
> a matter of time now.
>
> I am going to order business cards but don’t know
> which order to put the designations in as I
> currently hold the CFP also. I am asking for AF’s
> help in this monumental decision.
>
> Relevant facts:
> - I work with individual clients who know what the
> CFP is, but almost all will have no idea about the
> CFA (+1 CFP first)
> - CFA was harder (+1 CFA first)
> - Would like to get to instiutional money in the
> future (+1 CFA first)
> - My firm holds itself out as a fee-only financial
> planning firm (+1 CFP first)
>
> What do you think? Vote:
>
> 1= CFA, CFP
> 2= CFP, CFA
> 3= who cares you idiot
>
> Bonus point for best CFP flaming

Congratulations on passing. I would go with option 3 :) I personally got my charter last year and the FRM 3 month later but did not order new business cards yet, I have a full box of old cards that I need to get rid off first. I added the CFA to my email signature block, but not the FRM.

In your case I would just put CFA.

jbaldyga's picture

i think putting CFA last highlights it more. when you glaze over a business card, you’re more likely to notice what’s at the end of the name, IMO.

dlpicket's picture

CF * ( A + P )

maratikus's picture

dlpicket Wrote:
——————————————————-
> CF * ( A + P )

CF(A,P)

mwvt9's picture

maratikus Wrote:
——————————————————-
> dlpicket Wrote:
> ————————————————–
> —–
> > CF * ( A + P )
>
> CF(A,P)

Only maratikus…….

dlpicket's picture

Its pronounced “Chartered and Certified Financial Analyst and Planner Respectively”

mwvt9's picture

I like this ^, but why did you put Chartered first?

bhill020's picture

1

mwvt9's picture

I know I have a biased sample here, but you guys would really put CFA first or CFA alone if all the people that you are giving the card to don’t know anything about it?

$tarving_Banker's picture

Congrats.

3

I will preserve high ethical standards in investment banking
- Luis Caselles Pérez

mpnoonan's picture

jbaldyga Wrote:
——————————————————-
> i think putting CFA last highlights it more. when
> you glaze over a business card, you’re more likely
> to notice what’s at the end of the name, IMO.

It is custom to put whatever is more important closer to your name. Not last. FYI

MP Noonan

ws's picture

100% choice 1.

cjones65's picture

mwvt9 Wrote:
——————————————————-
> I know I have a biased sample here, but you guys
> would really put CFA first or CFA alone if all the
> people that you are giving the card to don’t know
> anything about it?

People are dumb. I definitely wouldn’t put CFA alone because people who don’t know about the program, however little sense it makes, might dock you points based on the assumption that you don’t have a CFP. That said, can’t you see what others at your firm have done in this situation?

There's no brow like low-brow.

hh's picture

MWVT - I’m in the same boat and am going to put CFA, CFP
The CFA will stand out either way to anyone who knows what it is, and I agree with the post above that many people will best recall the last designation - which will work fine with your personal clients.

Bankin''s picture

If I were listing multiple designations I’d probably list them in order from most to least challenging, but I really don’t think that it matters.

The.Unit.Root's picture

mwvt,

I’ve had both for about a year now (CFA first), work at a fee-based financial planning firm, and put CFA, CFP . If you’re working with HNW clients, you’d be suprised the number that know about the CFA.

SJZ's picture

This poll is subject extreme to sampling bias.

XSellSide's picture

maratikus Wrote:
——————————————————-
> dlpicket Wrote:
> ————————————————–
> —–
> > CF * ( A + P )
>
> CF(A,P)

LOL, exactly what I was going to write!

CONGRATS MWVT9!!!!

I vote #1

mwvt9's picture

Thanks guys

Number 1 it is…

mwvt9's picture

The.Unit.Root Wrote:
——————————————————-
> mwvt,
>
> I’ve had both for about a year now (CFA first),
> work at a fee-based financial planning firm, and
> put CFA, CFP . If you’re working with HNW
> clients, you’d be suprised the number that know
> about the CFA.

I am getting more HNW clients lately. I hope you are right. That would be a nice bonus.

mwvt9's picture

cjones65 Wrote:
——————————————————-
> mwvt9 Wrote:
> ————————————————–
> —–
> > I know I have a biased sample here, but you
> guys
> > would really put CFA first or CFA alone if all
> the
> > people that you are giving the card to don’t
> know
> > anything about it?
>
>
> People are dumb. I definitely wouldn’t put CFA
> alone because people who don’t know about the
> program, however little sense it makes, might
> dock you points based on the assumption that you
> don’t have a CFP. That said, can’t you see what
> others at your firm have done in this situation?

I am a partner in a small firm and nobody else has this combo (or any combo with a CFA), I can assure you of that.

bhill020's picture

mwvt9 - I think you should get a promotion to HNW or institutional money mgt where people recognize the credential.

storko's picture

After CFA, I am going to get my CFP.

I personally do not like putting letters on my business card.
But I would put them alphabetically.

Storko, CFA, CFP, MBA

jasonms's picture

mwvt9,

First of all from a Wahoo to a Hokie, congratulations on getting the job done. I did as well.

I also have the CFP designation. and there is no question that I am doing

CFA, CFP.

mwvt9's picture

Thanks for the feedback.

mwvt9's picture

jasonms Wrote:
——————————————————-
> mwvt9,
>
> First of all from a Wahoo to a Hokie,
> congratulations on getting the job done. I did as
> well.
>
> I also have the CFP designation. and there is no
> question that I am doing
>
> CFA, CFP.

I remember you well wahoo. Good job.

GMofDen's picture

#1 for sure.

McLeod81's picture

Come on man. CFA, CFP.

Your clients will notice both of them, and you’ll feel better about it since the CFA is obviously more important to you.

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