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US News & World Report

CFA vs. CFP: The Difference Explained

By Coryanne Hicks

“CFAs are most likely to work on the ‘buy-side’ in large-scale corporate situations, such as mutual funds, hedge funds, and large investment firms,” says Corbin Blackwell, a certified financial planner at Betterment. “Their day-to-day duties typically include actively managing portfolios, researching equities, and buying large portions of securities.”

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This article originally published September 30th, 2019 on US News & World Report