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CFA vs. CFP: What's the Difference? | Bautis Financial
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Are you looking for a skilled financial advisor? Here's the difference between a CFA and CFP®...
A Chartered Financial Analyst (CFA) is like having a masters degree in finance. CFAs primarily serve institutional and corporate clients.
A Certified Financial Planner (CFP®) studies more than just investments. CFP®s also learn wealth management, tax planning, insurance, retirement and estate planning. CFP®s serve individuals and families to help them achieve their financial goals.
Both certifications take years of study and require passing through exams, resulting in professionals who are ready to serve clients.
THANKS FOR WATCHING! Please comment with any questions below. We would love to hear from you.
FOLLOW US:
@BautisFinancial
A Chartered Financial Analyst (CFA) is like having a masters degree in finance. CFAs primarily serve institutional and corporate clients.
A Certified Financial Planner (CFP®) studies more than just investments. CFP®s also learn wealth management, tax planning, insurance, retirement and estate planning. CFP®s serve individuals and families to help them achieve their financial goals.
Both certifications take years of study and require passing through exams, resulting in professionals who are ready to serve clients.
THANKS FOR WATCHING! Please comment with any questions below. We would love to hear from you.
FOLLOW US:
@BautisFinancial
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