<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a>Wondering if you need the CFA to break into banking? Curious what the SIE is, or whether a CPA helps you land a role in private equity? You're not alone—exam questions are by far the most common DMs we get. So in this episode, we finally break it all down.We’re joined by Joyce Schnurr, Senior VP at Kaplan, who walks us through the differences between licensing (SIE, Series 7, 63, 79) and credentials (CFA, CPA, CFP, CAIA), who actually needs them, and how they impact your finance career. Whether you're entering investment banking, sales & trading, asset management, or wealth advisory, we cover which exams matter—and which ones don’t. We also talk exam structure, pass rates, and how new rules may let you fund prep with a 529 plan.Plus, we dive into the latest market drama—TACO (Trump Always Chickens Out), bond market crowding, and the beauty M&A boom featuring Hailey Bieber’s near-billion-dollar deal. As always, it’s markets, career advice, and pop culture—through a Wall Street lens.Shop the MAY SALE: - Buy the FULL IBD / PE course for 20% off <a href='https://courses.thewallstreetskinny.com/offers/aRFGuhoh?coupon_code=MAY2025'>HERE</a> - M&A Standalone Course $50 OFF <a href='https://courses.thewallstreetskinny.com/offers/MPrsBiFU?coupon_code=MAY-MA'>HERE</a> Enroll in the Financial Modeling Talent Accelerator <a href='https://thewallstreetskinny.com/financial-modeling-talent-accelerator/'>HERE</a> Join the Fixed Income Sales and Trading waitlist <a href='https://courses.thewallstreetskinny.com/waitlist-opt-in-1'>HERE</a> Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS... <a href='https://public.com/disclosures'>...</a>

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161. Should You Get the CFA? All Your Testing Questions Answered with Kaplan's Joyce Schnur

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