[Q]

I don’t know if this is really the plave to ask this question but, What is a more exciting career becoming a CPA or Being a financial advisor. I currently work for a very GOOD CPA firm (No Names) and I am pretty close with being done with my CPA. I started in January, and have made it through one busy season. The problem is that I do not like the work I do. I am an Auditor, and it is very boring. To much little detail to pay attention to and nothing about it is exciting at all. This profession is so hyped up in school and I am here to tell you that I DO NOT KNOW WHY! I always told myself if a job pid me enough money i’ll deal with it even if I hate it. That’s definitely not true I hate being an auditor. I am strongly thinking about switching careers and being a Financial advisor for Merryl Lynch. I will still have a CPA and with get a CFP, and all of my series liscense that are required to be a Financial Advisor. If anyone would care to share there opinion i’d really appreciate it.

[ForgottenOne]

have you ever considered CPA PFS (Personal Financial Specialist) designation? CPA is a very prestigious designation. Almost everyone knows what a CPA is, what a CPA does, and how a CPA could help, and more doors will open for you being a CPA – not so much for a CFP. Unless you want to become CFA, I'd say don't even bother going for a CFP.

PFS vs CFP

AUD - 86
BEC - 76
FAR - 75
REG - 83

Forgot

[rhayder]

Switch to tax as that will provide you with opportunities to offer strategies that use tax advantaged vehicles such as life insurance and annuities and trusts.

AUD - 82
BEC - 89
FAR - NINJA in Training
REG - 88

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[Ryan – Just Another Dollar]

I definitely agree that getting some tax experience could be valuable for your career/life. Tax gets more into the ‘trusted advisor' category and there's a lot more opportunity for networking. The work itself can be just as mind-numbing, but it's definitely something a financial adviser should know to talk about.

B - 88 (2/16)
A - 84 (4/16)
R - 73 (6/16), 82(7/16)
F - 67 (1/16), 84(4/16)

Ethics - 93

Roger course & Ninja MCQ - HiYa!

[Author]

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