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Wealth Professional | 09 Jun 2015, 09:15 AM Agree 0
Candid comments by a 20-something advisor on the eve of the CFA exam suggests some firms may have hurt rather than helped the chances of some test-takers.
  • Arthur Salzer | 13 Jun 2015, 02:25 PM Agree 0
    I was told my my HR manager at a bank 20 years ago that I should not take my CFA designation. And, that the bank would not pay for it. My response was, that I would not be where I was if I had waited for the bank to pay for all of my previous education.
    Don't let anyone stop you from learning.
  • Larry Gaucher, BSA, CFP, CFA | 18 Jun 2015, 07:04 PM Agree 0
    That sounds typical, analysis can slow down the sales process. Good luck with the course!
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