CFA, CFP or CFP, CFA

CFA General
#1

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

#2

This sounds like a good problem to have :wink: Nice work mwvt9!

#3

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.

#4

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 :slight_smile: 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.

#5

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.

#6

CF * ( A + P )

#7

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

#8

maratikus Wrote: ------------------------------------------------------- > dlpicket Wrote: > -------------------------------------------------- > ----- > > CF * ( A + P ) > > CF(A,P) Only maratikus…

#9

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

#10

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

#11

1

#12

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?

#13

Congrats. 3

#14

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

#15

100% choice 1.

#16

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?

#17

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.

#18

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.

#19

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.

#20

This poll is subject extreme to sampling bias.