Is there an age limit for pursuing the CFA designation?

Hey everyone,

I’m wondering if I’m too old to start the CFA journey. I’ll be turning 39 soon and I’m thinking about taking Level 1 this fall. I’ve got some experience in finance and already have a few credentials under my belt (ACCA, CAIA, and an MBA).

To be honest, I don’t expect the CFA to change my job title or boost my salary much at this point. But I can’t shake this feeling that I should go for it anyway. I’m really interested in learning more and getting that certification. Plus, there’s always that hope it might open up new opportunities.

I’m thinking about using Uworld or Wiley study materials, along with some video courses. Has anyone here started the CFA program later in their career? Any advice or reasons why I should or shouldn’t do this?

Thanks for your input!

There’s absolutely no age limit for pursuing the CFA, Ethan. At 39, you’re bringing a wealth of experience to the table, which can be a significant advantage. Your existing credentials (ACCA, CAIA, MBA) provide a solid foundation for tackling the CFA curriculum.

While it might not immediately impact your job title or salary, the CFA can enhance your professional credibility and deepen your financial knowledge. It’s also an excellent networking opportunity, potentially opening doors you hadn’t considered.

Regarding study materials, Uworld and Wiley are reputable choices. Consider supplementing with online forums or study groups for added motivation and diverse perspectives.

Ultimately, if you’re passionate about expanding your expertise and challenging yourself, go for it. Many professionals start their CFA journey later in their careers and find it rewarding. The key is to align it with your personal and professional goals.

Remember, continuous learning is valuable at any age. If you decide to proceed, approach it with clear objectives and a realistic study plan. Best of luck with your decision!

Hey there Ethan85! :wave:

No way are you too old for the CFA, my friend! Age is just a number when it comes to learning and growing in your career. I actually know a couple of folks who started their CFA journey in their 40s and even 50s.

With your background in finance and those impressive credentials, you’re already ahead of the game. The CFA could be that cherry on top of your professional sundae, you know? :cherries:

I’m curious though - what’s driving your interest in the CFA now? Is it purely for the knowledge, or are you eyeing some specific opportunities down the road?

As for study materials, Uworld and Wiley are solid choices. Have you considered joining a study group? It could add some fun to the process and keep you motivated.

One last thing - don’t underestimate the networking aspect of the CFA. Even if it doesn’t immediately change your job title, the connections you make could be game-changers.

So I say go for it! You’ve got nothing to lose and potentially a lot to gain. Keep us posted on your journey, will ya?

hey ethan, cfa is ageless. your finance creds are huge! study group can boost motivation and networking is a cool perk. not too late to learn, even if it’s just for the thrill. what’s pushing you to start now? let us know, cheers!