What's The Difference Between A CFA®, CIMA®, CPWA®, CFP®, And CPA/PFS?

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7 reviews with 5 stars

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(Updated: April 25, 2013)
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(Updated: April 25, 2013)
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Wow! Good one, Andy. Thanks.

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(Updated: April 25, 2013)
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Excellent presentation. Clear delineation of differences between the various credentials. It would have been nice to have a little more discussion of the "wealth management" issue (as pertains to the definition). As Andy stated, this webinar would be useful for educators and/or potential candidates (including students or Next Gen advisors-to-be) in trying to understand some of the distinctions between credentials. Very good job.

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(Updated: April 25, 2013)
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(Updated: April 25, 2013)
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it was good. Jim was really pretty fair in his juxtaposition of CFP v CPWA

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