Building a Financial Planning Business with the CFA® Charter | CFA® Institute Career Conversations
It is a first-person account of leaving an institutional finance role to start an advisory firm, aimed at professionals weighing a similar move. The material also covers how the charterholder designation was used for credibility and confidence, and the role of mentorship and professional networks.
Summary
By the running an ria deskA CFA Institute Career Conversations episode in which Arielle Jacobs Bittoni, CFA, CFP, describes how she moved from mortgage-backed securities and municipal finance to launching her own registered investment advisory firm. She discusses building a financial planning business, career transitions in finance, the benefits of the CFA Program, women in investment management, and networking through a CFA Society. She also offers career advice for aspiring CFA Program candidates and for women considering the charter.
- Bittoni's career spans mortgage-backed securities and municipal finance before she launched her own registered investment advisory firm.
- She covers entrepreneurship and what goes into building a financial planning business.
- She discusses the benefits of the CFA Program and career transitions in finance.
- She addresses women in investment management, networking through a CFA Society, and advice for candidates considering the program.
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