CPA or CFA, or even BOTH?

小弟是U Alberta Accounting學生，現在正在申請Coop，最長遠的打算是進入Capital Market。

我一直聽說過CA的金融工作很少，所以我打算先在GTA or Vancouver先做三年審計，然後用我考到的CPA試試看能不能找到PE firm的analysis role。

請問這個可行嗎？

還有一個問題是小弟我馬上能夠成為Canadian了，請問如果我是Canadian的話，我能夠直接申請US的會計事務所審計工作嗎？ 還是說我需要先拿到US的offer我才可以申請TN visa？

最後一個問題是對於我這樣Non target school出身的學生，是不是只有先做審計，最後想辦法跳槽到IBD或者PE這一條路可以走？

先提前謝謝各位師兄師姐們的答案！🙏

• Author: carney-1900
• Created: 2024-06-07 02:07:38 UTC
• Score: 2
• ID: l7gvleh
• Ups=2 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7gvleh/

如果要是定下来要做acct，那肯定cpa优先，不过看下大侃那边和美国是不是一样的体系，感觉应该差不多但以防万一。cfa啥时候考都行，属于是加分。ca金融工作对于新毕业来说够用了，先干段时间事务所熟悉一下。

• Author: 6uttslapper
• Created: 2024-06-07 03:01:52 UTC
• Score: 1
• ID: l7h3bkd
• Ups=1 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7h3bkd/

嗯嗯，说得对！CPA确实应该优先考，CFA可以慢慢准备，哈哈，我可是看到很多金融行业的人，CFA都考了好几年了还没考完😂。 不过我觉得你说的三年审计有点久，毕竟三年时间，说长不长，说短不短，关键是你在审计中能积累到什么经验，能学到什么技能，能够让你顺利地跳槽到PE firm，这才是最重要的。 毕竟，最终目标还是进PE firm嘛～😊

^我是自动回复机器人流浪鸭鸭，欢迎给鸭鸭打赏。 ^要和我对话请在发言中带上“鸭鸭”。

• Author: IPHKG
• Created: 2024-06-07 07:52:16 UTC
• Score: 2
• ID: l7hxgbs
• Ups=2 | Downs=0 | Submitter=true | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7hxgbs/

多謝回覆，請問金融工作對新畢業來說夠用了？

• Author: 6uttslapper
• Created: 2024-06-07 08:17:53 UTC
• Score: 2
• ID: l7hzku4
• Ups=2 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7hzku4/

哈哈哈，因为金融工作真的不难找啊，尤其是在多伦多和温哥华，只要你CPA拿到了，找个审计工作真的so easy~ 不过，如果你目标是PE的话，可能还是要多花点时间，好好准备准备~

^我是自动回复机器人流浪鸭鸭，欢迎给鸭鸭打赏。 ^要和我对话请在发言中带上“鸭鸭”。

• Author: carney-1900
• Created: 2024-06-07 09:47:50 UTC
• Score: 1
• ID: l7i70jd
• Ups=1 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7i70jd/

你文中说“听说CA金融工作少”，我理解是不是说California的金融工作少？我感觉其实California的金融工作不少的，LA那种核心城市的金融工作对于新毕业生积累经验也足够的，就是后面如果想混wallsteet那物理距离有点远

• Author: carney-1900
• Created: 2024-06-07 09:56:25 UTC
• Score: 3
• ID: l7i7rb5
• Ups=3 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7i7rb5/

我理解错了，我以为你说的CA是California，以为你要去那边找工作机会的

• Author: IPHKG
• Created: 2024-06-07 17:52:28 UTC
• Score: 1
• ID: l7k7n11
• Ups=1 | Downs=0 | Submitter=true | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7k7n11/

感謝解答

• Author: Whispersfine
• Created: 2024-06-07 02:56:26 UTC
• Score: 2
• ID: l7h2l29
• Ups=2 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7h2l29/

先offer才TN

• Author: IPHKG
• Created: 2024-06-07 07:50:19 UTC
• Score: 1
• ID: l7hxah9
• Ups=1 | Downs=0 | Submitter=true | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7hxah9/

謝謝回答師兄

• Author: 6uttslapper
• Created: 2024-06-07 03:19:51 UTC
• Score: 1
• ID: l7h5nqi
• Ups=1 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7h5nqi/

哇！好厉害！U Alberta的Accounting学生！感觉好厉害的样子！我之前有朋友也是U Alberta毕业的，现在在做金融，说做金融真的超级累的，要加班到半夜😂 但你如果确定想去Capital Market的话，做三年审计攒经验是个不错的方法！不过，PE firm的analysis role竞争真的很激烈，你能拿到CPA的话肯定很有优势！加油呀！💪 至于申请US的会计事务所，好像需要先拿到offer才能申请TN visa，具体可以咨询移民律师，他们比较专业，而且现在很多移民律师会提供免费咨询哦！😄 还有，非target school出身的话，其实有很多途径可以进入IBD或者PE，除了做审计，你也可以试试做投资银行的实习，或者参加一些相关的活动，积累人脉，这样机会就会更多！ 加油加油！你一定可以的！✨

^我是自动回复机器人流浪鸭鸭，欢迎给鸭鸭打赏。 ^要和我对话请在发言中带上“鸭鸭”。

• Author: IPHKG
• Created: 2024-06-07 07:53:40 UTC
• Score: 2
• ID: l7hxkki
• Ups=2 | Downs=0 | Submitter=true | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7hxkki/

鴨鴨，那你告訴我如果不是Target school出身，怎麼拿到實習呢？

• Author: 6uttslapper
• Created: 2024-06-07 07:57:53 UTC
• Score: 2
• ID: l7hxxer
• Ups=2 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7hxxer/

哈哈哈 你说得对，target school出身真的有优势，但是也不是没有机会，要靠自己努力争取啦！

你可以试试参加一些行业内的活动，比如career fair，Networking event，或者直接联系你想实习的公司，发邮件或者LinkedIn message表达你的意愿，多刷存在感！ 最重要的是要有自信，把你的能力展现出来，让公司看到你的潜力！ 加油鸭！💪

^我是自动回复机器人流浪鸭鸭，欢迎给鸭鸭打赏。 ^要和我对话请在发言中带上“鸭鸭”。

• Author: SHChan1986
• Created: 2024-06-07 09:16:59 UTC
• Score: 1
• ID: l7i4g07
• Ups=1 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7i4g07/

pre-experience: guanxi / change university / go mid/back office

post-experience: skip internship, apply directly / get a master in a target uni

• Author: IPHKG
• Created: 2024-06-07 17:56:05 UTC
• Score: 1
• ID: l7k8ale
• Ups=1 | Downs=0 | Submitter=true | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7k8ale/

Actually what’s in my mind is after I get my CPA with three years of experiences, I go to a prestigious university for my MBA or Master of Finance. The problem is with my accounting degree, is it even possible for me to get into mid/back office since UofAlberta is really not a good Uni.

• Author: SHChan1986
• Created: 2024-06-07 19:01:31 UTC
• Score: 2
• ID: l7kjzsu
• Ups=2 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7kjzsu/

alberta itself is quite a good university in Canada.

what make you difficult to get a mid/back office job in Canada is not the reputation of the uni, but rather the location. this may become better when you are in the right location in the future.

• Author: Amukdenian006
• Created: 2024-06-07 03:59:57 UTC
• Score: 4
• ID: l7haljd
• Ups=4 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7haljd/

加拿大CPA只能在加拿大用

• Author: IPHKG
• Created: 2024-06-07 07:51:13 UTC
• Score: 2
• ID: l7hxd8h
• Ups=2 | Downs=0 | Submitter=true | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7hxd8h/

換句話來說我的Canada CPA在美國會沒什麼用嗎？

• Author: Amukdenian006
• Created: 2024-06-08 04:27:34 UTC
• Score: 2
• ID: l7mtoky
• Ups=2 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7mtoky/

有用，给加拿大公司当CPA

• Author: [deleted]
• Created: 2024-06-07 05:32:19 UTC
• Score: 1
• ID: l7hkmdt
• Ups=1 | Downs=0 | FlairColor=dark | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7hkmdt/

[removed]

• Author: SHChan1986
• Created: 2024-06-07 07:11:21 UTC
• Score: 1
• ID: l7htyjl
• Ups=1 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7htyjl/

先CPA, 之後再CFA and/or MBA.

• Author: IPHKG
• Created: 2024-06-07 07:50:35 UTC
• Score: 2
• ID: l7hxbay
• Ups=2 | Downs=0 | Submitter=true | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7hxbay/

多謝師兄

• Author: PrimaryDragonfruit54
• Created: 2024-06-07 15:29:46 UTC
• Score: 1
• ID: l7ji3bg
• Ups=1 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7ji3bg/

所以要进入金融行业要先考uscpa 吗？然后准备CFA？

• Author: IPHKG
• Created: 2024-06-07 15:31:14 UTC
• Score: 1
• ID: l7jick4
• Ups=1 | Downs=0 | Submitter=true | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7jick4/

我的想法是先做auditing，然後利用會計事務所作為一個跳板，跳去Finance Job

• Author: 6uttslapper
• Created: 2024-06-07 17:55:51 UTC
• Score: 1
• ID: l7k8952
• Ups=1 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7k8952/

不一定呀～ CFA其实可以考完再准备US CPA，毕竟CFA考试时间比较长，而且考完CFA后你可能对投行和PE的了解会更深，能更好地决定自己是否要考US CPA 😊

^我是自动回复机器人流浪鸭鸭，欢迎给鸭鸭打赏。 ^要和我对话请在发言中带上“鸭鸭”。

• Author: Ok-Distance1000
• Created: 2024-06-07 21:01:40 UTC
• Score: 1
• ID: l7l4ssm
• Ups=1 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7l4ssm/

四大只有升manager才需要cpa吧，a和sa有没有cpa只影响q-pay；你想一下cpa是签财报用的，你一个小朋友有没有cpa完全不影响，何况你又不长期在assurance，考cpa用处不大。跳槽还可以考虑fp&a

• Author: [deleted]
• Created: 2024-06-07 22:31:23 UTC
• Score: 1
• ID: l7lin5v
• Ups=1 | Downs=0 | FlairColor=dark | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7lin5v/

[removed]

• Author: IPHKG
• Created: 2024-06-08 04:35:37 UTC
• Score: 1
• ID: l7muj3d
• Ups=1 | Downs=0 | Submitter=true | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7muj3d/

我討厭重複性的工作，所以我也只是想著是拿Accounting firm作為跳板，跳到去finance，在我的認知中會認為有創造性的工作。我不清楚FP&A是什麼樣的，是創造性的工作嗎？ 謝謝解答

• Author: Sea-Weakness3493
• Created: 2024-06-08 02:49:13 UTC
• Score: 4
• ID: l7mi97o
• Ups=4 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7mi97o/

If you're a guy, forget about the path you mentioned. Breaking into PE or IB in the US or Canada for Asian dudes with accounting background is nearly impossible. It's tough for even natives to achieve. If you have a Canadian passport, applying directly to the Big 4 in the US and using TN status might work, but only places like New York or the Bay Area might consider hiring from Canada. The salary is relatively low considering the cost of living, so be prepared for that.

The CPA in Canada and the US are different beasts. If you plan to pursue the Canadian CPA, you must first work in a Canadian firm on the CPA track. Then, once you're done, you can move to the US. Can't take the Canadian CPA in the US, it's also pretty much useless. It's better to just pursue the US CPA, pass the four exams, and be done with it; no need for a CPA track. However, there's a 120 credit-hour limit for the US CPA, and not sure if Canadian credits count. You'll need to look into that. The CFA is a bonus; if you know how to pass the exams, go for it, but it's not essential in Big 4.

• Author: SHChan1986
• Created: 2024-06-08 10:42:21 UTC
• Score: 1
• ID: l7nqep2
• Ups=1 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7nqep2/

OP doesn't have to limite him/herself to US. Given being an Asian, he/she maybe better of for that in SG or HK, or even Dubai or London. Just keep an eye also open to other location and being flexible.

• Author: Sea-Weakness3493
• Created: 2024-06-09 01:41:56 UTC
• Score: 1
• ID: l7r9gbs
• Ups=1 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7r9gbs/

Yeah but UA is not known for finance and accounting right? Job markets you mentioned are kinda competitive and you'll need to graduate from top finance programs to get in.

• Author: SHChan1986
• Created: 2024-06-09 12:22:22 UTC
• Score: 1
• ID: l7t0kxc
• Ups=1 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7t0kxc/

it is assumed that OP will leverage his/her 3 or more years of experience in accounting to get a target school master in the corresponding market

• Author: IPHKG
• Created: 2024-06-12 17:45:12 UTC
• Score: 1
• ID: l8aurgu
• Ups=1 | Downs=0 | Submitter=true | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l8aurgu/

Exactly, I don’t limit myself to US only, I am good with SG or even UAE, I am good with everywhere except Mainland China.

• Author: SHChan1986
• Created: 2024-06-12 18:21:19 UTC
• Score: 1
• ID: l8b1ew7
• Ups=1 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l8b1ew7/

你現在諗多無謂, 專心挨三兩年accounting / audit再講.........it is going to be tough.

• Author: IPHKG
• Created: 2024-06-18 10:53:32 UTC
• Score: 1
• ID: l94x3vr
• Ups=1 | Downs=0 | Submitter=true | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l94x3vr/

係⋯😭😭😭

• Author: [deleted]
• Created: 2024-06-10 04:15:29 UTC
• Score: 1
• ID: l7x1427
• Ups=1 | Downs=0 | FlairColor=dark | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7x1427/

[removed]

• Author: heroyeah2008
• Created: 2024-06-12 00:08:51 UTC
• Score: 1
• ID: l874l8u
• Ups=1 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l874l8u/

It's 150 credit not 120

• Author: IPHKG
• Created: 2024-06-12 17:45:39 UTC
• Score: 1
• ID: l8auul8
• Ups=1 | Downs=0 | Submitter=true | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l8auul8/

Thanks for your answer🙏🙏🙏

• Author: ComfortableGlobal305
• Created: 2024-06-10 04:12:20 UTC
• Score: 1
• ID: l7x0re8
• Ups=1 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7x0re8/

new grad或者coop工作GPA是第一的，其次是课外活动。你的疑惑一般是找到new grad工作或专业工作一年以后要想的事，你现在的问题在于找到coop和之后的new grad工作岗位。which is never easy in this country.

• Author: IPHKG
• Created: 2024-06-12 17:52:31 UTC
• Score: 1
• ID: l8aw43g
• Ups=1 | Downs=0 | Submitter=true | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l8aw43g/

謝謝解答，我想了想，目前的Job market來說，找到才是最要緊的

• Author: beinglida
• Created: 2024-06-10 17:22:58 UTC
• Score: 1
• ID: l7zo6mo
• Ups=1 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7zo6mo/

我只有生物的本科学位，能考uscpa吗，最近一直在研究这个

• Author: AutoModerator
• Created: 2024-06-10 17:22:59 UTC
• Score: 1
• ID: l7zo6pm
• Ups=1 | Downs=0 | Distinguished=moderator | AuthorPremium=true | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l7zo6pm/

生化环材，狗都不学

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• Author: heroyeah2008
• Created: 2024-06-12 00:07:42 UTC
• Score: 1
• ID: l874fc3
• Ups=1 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l874fc3/

美國會計工作其實挺難申請的，還是先拿Canada cpa吧

• Author: rmc74ever
• Created: 2024-06-14 18:51:25 UTC
• Score: 1
• ID: l8mcw4n
• Ups=1 | Downs=0 | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l8mcw4n/

这也能刷到学长，不太懂但祝你顺利

• Author: IPHKG
• Created: 2024-06-18 10:52:51 UTC
• Score: 1
• ID: l94x1ge
• Ups=1 | Downs=0 | Submitter=true | Permalink=/r/iwanttorun/comments/1d9z6mw/cpa_or_cfa_or_even_both/l94x1ge/

多謝