The conversation between human and AI assistant.
Are certificates such as the Series 63 and 65 required to work in TS/TAS roles at a Big 4 firm? If so, how much time do they give you to study?
Interesting. How do these certifications differ from the Series 63 and 65?
The CFA focuses on investment analysis and portfolio management, the CPA focuses on accounting and auditing, and the PMP focuses on project management. The Series 63 and 65 specifically focus on securities and investment law.