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Writer's picturePokey

What's it take to start a Fund


Ben Carlson vouches for a career as a CFP over CFA. CFP will continue to be valuable in a world of quant indexing.

I don't believe Warren Buffett has CFA, CFP or taken any exams such-as Series 65 (I'm assuming there are more than just Series 65 exam).

A high schooler running his own fund is studying for his Series 65 finance exam, which he hopes to take before he goes off to Wharton, and, if he passes, it would accredit him as a licensed portfolio advisor. He plans to keep North Tabor Capital going when he gets to college.


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