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Topic
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Life after CPA…Has anyone gone down the PFS path?
If so, are you working at a traditional accounting firm or are you with a large financial planning firm like Northwestern Mutual or Edward Jones?
What’s your day to day? Are you specialized in a particular area?
What other certificates do you hold? Are these required or “nice to have”?
Any advice or tips for new people pursuing this path?
TIA
REG 69, 73, 80 (lost credit), 80!FAR 62, 69, 72, 79!
AUD 71, 84!
BEC 64, 71, 82!
Done!
REG: 69, 73, 80!
FAR: 62
BEC: TBD
AUD: TBD
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