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Find your best path in accounting and finance with UWorld’s elite instructors and clear guidance on CPA, CMA®, and CFA®: Roger Philip, CPA, CGMA: Chief Creative Officer and lead CPA instructor at UWorld, former Deloitte auditor, and founder of Roger CPA Review Monte Swain, PhD, CPA, CMA, CGMA: Retired professor and UWorld lead CMA instructor Peter Olinto, JD, CFA, CPA (inactive): Legendary instructor and UWorld global lead for CFA and CPA What’s inside: 00:00:00: Welcome and topic overview 00:00:41: What UWorld is and who they serve 00:01:32: Acquisitions and speaker lineup 00:03:38: Why we are here and where to begin 00:04:14: Passion, money, and motivation 00:04:47: 2 directions and where CMA fits 00:05:14: Core skills to build for your career 00:06:27: Why finance candidates need accounting 00:07:45: Roger’s background and approach 00:09:29: Becoming a CPA 00:11:42: CPA career paths in public, private, government, and nonprofit 00:14:22: How to become a CPA and exam changes 00:15:31: AUD, FAR, and REG 00:16:30: ISC, BAR, or TCP? 00:17:42: How to pick your discipline 00:19:02: Exam structure, scoring, and timing rules 00:21:10: Education, experience, and ethics exam 00:23:07: Becoming a CMA 00:24:46: Why pursue the CMA and global recognition 00:26:31: Careers with the CMA, controller to CFO 00:27:51: CMA I topics and analytics focus 00:29:43: CMA II topics and ethics 00:31:11: Which CMA part to take first 00:32:49: CPA versus CMA skills comparison 00:33:50: CMA exam format and essay strategy 00:35:48: Road to CMA and 7-year window 00:36:46: Becoming a CFA 00:36:50: When to start and investing in yourself 00:36:49: Peter’s background from CPA to CFA 00:40:31: Why the CFA? 00:45:28: Asset classes and portfolio building overview 00:49:02: CFA curriculum, levels, and study time 00:51:30: CFA exam format, vignettes, and essays 00:53:29: Steps to the charter and work experience 00:55:46: Timing, internships, and competitive edge 00:57:13: Stack credentials and build on accounting basics Want more CFA content? https://finance.uworld.com/cfa/ Say hi: LinkedIn: / uworld-finance Instagram: https://www.instagram.com/uworldfinan... X: https://x.com/uworldfinance