關於CFA的問題

To take CFA examination, as long as you have a relevant degree, you can take the examinations, but if you want to charter, you must have relevant 4 years working experience.

You just apply outline at the CFA website below.

In order to have 4 years relevant experience, you must find a job that is relevant to qualify for CFA e.g. stock broker, FX broker, financial planner, research analyst, investment analyst.......

One of the main jobs of a financial planner is to plan the investment strategy, style, returns, risk, time horizon........ for your clients , which is one of the topics covered in CFA, so I think CFA is related with financial planner.

To a certain extent is right, you will need to fulfil sales quota, but after you get CFA together with your financial planner experience, you have many choices on jobs.

I recommend you to get a CFA first, along with financial planner experience, you will have good prospects.