Working on my CFP. Enjoying it so far, except for the financial calculator part. This seems outdated, when Excel and other online tools exist. Seriously, has anyone been with a client in the past decade where they whipped out an HP 12C and “wowed” their client?

likehelpful

Any advice on how to find a CFP? Or any suggestions in the DC area? Parents are thinking about retiring soon and need more advice/guidance than I feel comfortable giving

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Anyone took CFP exam? How hard is it compared to CPA? And how many hours prep?thanks

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Considering becoming a CFP and CFA but I’d like to know what the job market looks like. For those of you who are practicing, how long were you searching for a job and are you satisfied with your experience thus far?

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At this point all I care about is salary what would result in your opinion most money •CFP •CPA •prestigious MBA •CFA •CAIA •coding boot camp I’m at $85k now

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Any idea what the average compensation is for a Non-sales associate with 15 years experience and a CFP (large city)...

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What would be a comparable salary/bonus for someone 15 years in the industry as an associate with a CFP... client service but no business development experience? @northwestern mutual

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Just started a new job and after doing some research found out they do not offer a Roth 401k. My choices are limited to a traditional 401k or After-Tax Contributions. After speaking with a friend who’s a CFP, he suggested I contribute only to the After-Tax, but I wanted to validate that advice here. If it helps I’m 24 and my current base is around 110k. Thanks in advance!

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What is the quickest way to jam a bunch of CFP CE credits in? I'm 20 hours away and have a July 31st deadline ugh

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I’m looking for a referral to a Certified Financial Planner. I want someone to help me paint my full financial picture, and start to lay out what the next 30 years look like wrt kids college, FIRE, Etc…. Thanks y’all.

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For those of you with the CFP designation, did it help you win over business much more so than prior to you getting the designation?

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What nuggets of wisdom do you fishes have for someone who is thinking of getting a CPA/CFA or CFP deep into my career (have a different qualification). What is the most straightforward way (self-financed, since I have another qualification)? These would compliment my work as an actuary.

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33 year old with MBA thinking about a career change from financial services consultant to certified financial planner. Any advice?

likesmart

Anyone know of any resources where you can get dual credits for CPA/CFP continuing education?

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Anyone have a financial advisor with CFP that is licensed in NC they would be willing to refer and their AUM minimums. Wife and I need recommendations

Thoughts on getting CFP when done with CPA (1 test left) and pivoting from audit to personal financial planning? Estates, taxes, savings, etc. Or should I just stick the OG plan and go into industry FP&A when I make senior/CPA?

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My uncle, and aunt, had about $750k in investments scattered across 14 different retirement accounts, brokerage accounts, annuities, on different platforms. They are 65. Three months ago they asked me if I could help them consolidate everything. I agreed. We started the process and this week the last of the funds came into their new Vanguard accounts!

Question: how do I scale this work organically, as a side hustle? I have an MBA in finance, but no CFP or other financial planning designation.

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I am taking the CFP exam in July. I currently have my RICP but I struggle with how to market the designation. I’m fearful that I will have the same problem with the CFP. What do you do to show people you have these designations aside from having the letters after your name? @

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Can I start an LLC and manage people’s money through a fund account without being a licensed CFP or having passed the series 7, etc?

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Looking for a FA preferably a CFP to join our team in Columbus Ohio.

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So I am a W-2 salaried CFP at a small IRA and I have a neighbor who runs his own practice and asked if I knew anyone who would be looking for part time paraplanning work. After thinking about it I got to wondering if its compliant and okay for an advisor to do something like that on the side for extra income or would that be considered a conflict on interest as an OBA?

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Hey everyone . What is the best approach / program for a seasoned advisor to pass the CFP via self study program ? Thanks

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Please debate: college football is less fun now that the top 3 spots each year in the CFP are Bama, Clemson & Ohio state with the 4th seemingly open to Georgia, ND, Oklahoma? If you agree, what would mix it up?

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Currently in public accounting but want to specialize and focus on managing client's money (In terms of a budgeting perspective) and helping them save money. I assume this would go towards the tax planning and CFP route. Not sure how to ask my boss and present it this method. Thoughts?

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I’m looking for a fully licensed FA with 3-5 years experience in the North Dallas,Tx area. Small BOB preferred.
The position is salaried with discretionary bonus. The advisor must be people oriented and desire to obtain the CFP designation.

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I don't have anyone else who gets this, but I hit my personal goal this year in almost every category; revenue, income, AUM growth, etc. Our fiscal year ends in October and I ended the year with a bang. Just super excited and I hope everyone else knows, this business is worth it when you put in the time and effort! Edit: also passed CFP in March!

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At what point in my career should I consider taking the CFP? Almost 4 years in the business and have my AAMS and CRPC designations already.

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Thoughts on the CFP designation? Is it still worth considering or have stringent regulations muddied the waters? My goal is to have as many certifications under my belt as possible (to serve my clients the best I can) and I’m wondering which path I should pursue.

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1) What’s a globally-recognized certification/designation that you would recommend to someone with a non-traditional finance background? Would like to level-up my career 2) can anyone comment on the CFP?

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Is it unrealistic of me to sit for the CFP exam in March if I start studying next week? I have three years of experience as an FA and I plan to study 2 hrs/night Mon-Thurs and all day on Sat/Sun

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Anyone use Kaplan for their CFP prep? What were your thoughts on it...

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

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I am looking to drop my series 7 and join an RIA. I’ve finally accepted that the BD environment is a terrible fit for me. I would like to join an RIA team because I’m just over 5 years in and I would like to have some mentors to continue learning from, but if I can’t find the right fit then my plan is to launch my own. Where to start looking for an established RIA? I have not completed my CFP yet.

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HEEELLPPPP 35 no savings no retirement need investing advice or contact for a reputable certified financial planner to help set up some investments for me....

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Can anyone share some insight as to working in personal income tax and/or financial planning in Boston? I’m hoping to use my current CPA license and work toward a CFP. I’ll be job searching soon and would appreciate any advice, and happy to get you that referral bonus 😉

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Does anyone know of a good CPA and or CFP in silicon beach?

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Hey fishbowlers! Question concerning compensation for an FA assisting the main advisor on a $135M book. I am doing a lot of the work now as he is going to retire in 4-5 years and he is taking a step back. I do all the investment management in the account. Only 4 years of experience but I've picked this up quick, am series 9-10 licensed and halfway through the CFP.
What is fair compensation for someone like me? I don't know what is typical or fair.

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Does anyone have thoughts on leaving big 4 to work at a private wealth management firm? Have a CPA would consider getting CFP if it would help fit the requirements. Had someone reach out and haven’t done a ton of research yet just wanted to get some base level opinions.

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I’m 27 years old and married. A CFP from Northwestern Mutual is reaching out trying sign me up for a whole life insurance, supplemental disability, and obviously some mutual funds. I have PwC’s 10x salary supplemental life insurance and I hear that whole life is a scam so not sure if I need more. Don’t think I need more disability insurance but my spouse may need it. I have 115k in investments spread across diff vehicles. Do I need a CFP and should I sign up for mutual funds?

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I work at a big med tech company as product manager. I have multiple markets under my responsibility. I am turning 30 in few weeks and I hold an MBA.
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Hello Fishes,

I am currently working in healthcare as a coordinator and pursuing mba full time in Canada - I’ll be graduating in September.. I wish to get into finance, specifically investment banking or asset management or fintech. I already hold ~4 years of experience from India.
I would appreciate any leads or referrals in such industries.

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Will PwC sponsor or reimburse certification cost (S4 HANA) ?

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How much would you renegotiate your current salary to if you picked up a new HR Cert? (PHR, SPHR, SHRM, IHRM, etc)

I have been looking at the curriculums for Harvard Business School's Master of Business Administration and Harvard Extension School's Master's in Management. They both have the same requirements, generally speaking, including a field immersion course that serves as a capstone in the Master's in Management, which is fairly new. If I am not able to gain admission to Harvard Business School, but wanted a similar educational experience to become a consultant, should I attend Harvard Extension?

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Hoping to get my PHR in the next year or so. Outside of employer reimbursement, are there other opportunities for this to get funded? I know SHRM Foundation offers scholarships for the CP, but I am looking for PHR specific help. Thank you! :)

Dear fishes,
I am a dental doctor ,PGDHHM, MBA( hospital management).Worked for almost 5 years in prestigious tertiary care hospitals in India as Asst.manager operations & Program Manager Cardiac Sciences.
I moved to Netherlands with my husband & because of language constraint & government operated healthcare I didn’t get job. Now moving to USA(Dallas,Tx) on L2 visa & can do job immediately. I have a job gap of 5 yrs.What are the chances & opportunities toget job in healthcare management roles.

Hello Fishes.
I work in India as an in-house contract attorney. I want an opportunity outside my country. Is it possible to take up a job in a different country without doing any course or certification?
Please DM me for any open opportunities.

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How to get a PSM certification

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SAP FICO Consultants looking out for change may contact me .
MBA/CA preferred with at least 3/4 years of relevant experience.

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looking into rolling old 401k into a Roth IRA. I just graduated from MBA and therefore have only worked a few months in 2022. Am I correct in thinking that the taxes I pay will be lower than if I did this in any other year where I worked the full year? Any other drawbacks or things to think about?

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Guys, I am APHR certified and practiced Organization Development for several years and I still had problems getting a new job after migrating to the USA. I have been researching and learning and what I found out was to switch career minimum; needed is education (first not not certification to show you have practiced new skills). This will lead to new skill sets which will lead into more experience.

Hi guys,
I am currently working as a servicenow consultant in Infosys and I want to get into a BA profile in future. I have an MBA in HR and marketing and a BTech in CSE. I have already cleared my ECBA certification and I wanted to know what all skills should I acquire to transition into that role in or outside of ServiceNow.

Looking forward to your tips and suggestions

TIA

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Is there any additional tangible value in getting the CIPM in addition to the CIPP (I.e., will a company hire a candidate with both the CIPP and CIPM over one with just the CIPP, if both candidates have same YOE)?

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Hello! I’m looking for study materials for the PHR. Does anyone have recommendations for cost effective resources or perhaps willing to part with your study materials?

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Hello!
Which consulting firms in EU/UK region are open to hire internationals? Currently hold an MBA and work experience in US but looking to move to EU/UK area.

TIA

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Is it me or mass media was partially responsible for dividing society into vaccinated and not vaccinated people?

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Just had a first round phone interview (work the group manager) for a job I realized I don't want. I would, however, be interested in a related job in a different department/practice. What do I say in my thank you letter to say I'm not interested in the job at hand but keep that door open to a job in the other department?

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Who loves their job? Where do you work PM me, looking to make a move as a full life cycle recruiter. 10 years technical recruiter & love what I do. Time to move in from what AWS has become. PM me or just let me know what great company you work for.

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Any dancers in this group (salsa, bachata)?

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How do you incorporate warm up/bell ringer problems so that kids actually complete the problems and not just use that time to socialize?

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Booked a twelve day trip to Lebanon/Jordan. I’ll be traveling solo as a black woman. Would love any insight anyone may have about that. I’ve traveled to all six continents so very familiar with nuances of race in different places. Just looking for advice on Lebanon and Jordan in particular. Also, any tips for the best way to split the time? Here’s what I’m thinking so far:

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any tips for getting approval on ideas/trends with executives who just.. don’t get it? we’ve tried pulling refs, articles, etc but it’s always a challenge

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Can someone help me what will be salary in hand?
Is it the desired salary for a candidate with 5.8 yoe and my current fixed salary is 14.10 lpa.

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All addictions are welcome. Sobriety, just like everything else in life, happens one day at a time. Remember, “Nothing changes if nothing changes."

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Do y’all get holiday gifts for the people you support?

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Hi fishes, i have 6 years of work experience .HR round for pepsi is scheduled for tomorrow for L5 role. Current package is 7.6L including variable. How much should i ask during salary discussion?

Hi All,

Got an offer from CTS , the joining date is 17th Oct but my release from current org is not before 7th Nov. I told the HR about this clearly, but he still made it 17th Oct stating that this can be extended. Would this work? Anyone has amy thoughts about this?

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As a creative applying on LinkedIn- do you send a cover letter?

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I get that you’re “old fashioned.”

I don’t care. Please message me before you call. (ESP at 8am 🙄)

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We’ve broken through the resistance.... how.low.can.she.go!!

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