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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13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

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My paraplanner is wanting to get started with his CFP. It's been a while since anyone in my office has needed to go through a program. Looking for advice, what path should I suggest; Kaplan, Bryant University, Boston CFP, something else I don't know about? Looking for your ideas on what might be best to use as an educational source for the CFP these days?!? Thank you.

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I’m considering leaving Public Accounting to become a Certified Financial Planner. Have any of you other fishies looked into this?
What are some things to consider?!

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Is getting your CFP worth the investment? I am in my 30s and plan on staying in this industry as an FA until I retire. Lately I’ve been getting asked if I offer any fee-only options and I know you can’t be fee-only unless you’re a CFP... Do we see the industry headed this way?

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Fellow young female FAs— How are you making it in the industry? I am getting burnt out from people not taking me seriously no matter what I do. You’d think being a CFP candidate, dressing professionally, and knowing my stuff would get me there but it doesnt. [more in comments]

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Looking into certifications like the CFP or CFA but they’re so expensive and I can’t afford the upfront cost right now. Are other certs like APMA and CDFA worth it?

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ChFC or CFP? And why? Also, take in consideration not having a Bachelors

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Does anyone have any resources for free ethics training for CFP requirements?

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I am planning to do CFP. What are the opportunities I'll get after completing CFP?

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Any CPAs here also a CFP (Certified Financial Planner)? What was the process like getting the CFP designation?

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Those who have their CFP: how have you used/marketed it effectively to enhance your business? Just earned mine and curious how others have benefited.

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*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

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Anyone else take the CFP this cycle?

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Sitting for the CFP in March. Any tips on how to best maximize the next 3 weeks?

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My 2020 goal is to either obtain my AAMS or CRPC designation. Which one holds more industry strength? My end goal is to get my CFP. Thoughts?

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I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

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I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

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Hey guys, know this isn’t strictly finance. But anyone have CFP study material (Wiley) they are no longer using?

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I have CPA and am thinking about getting another certification. CFA may be too difficult for me. Would CFP a better and useful certification to get that will add value to you on resume/job?

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Anyone have CFP Prep books they don’t not need anymore?

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What is a good website to compare financial advisor options? I’m looking at individual profiles on NAPFA and CFP but I am not getting a good sense of which firms / agents are better than others.

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Related Posts

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What is WLB balance like at big banks for associates hired from MBA? How many hours per week?

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Hello I am pursuing ACCA and also I am working in accenture and have 2.6 yrs of experience in accounts and finance profile I am actively looking for job change can any one help me please contact 9411836185

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Do you feel like your MBA prepared you for the consulting interviews? Like after the MBA, did you understand how to size up a market and so on?

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I am looking to get into consulting firms in the Netherlands preferably in M&A space.
Does anyone have a recommendation for a recruiter or recruitment firm who could help me?
I have close to 3 years of experience in Financial due diligence and valuation. I am also a newly qualified ACCA accountant.
Open to share more details

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Hello,
I graduated with my MSN with an emphasis in health informatics last year and I am still having difficulty finding a job. Everyone is requiring 3+ years experience. I am currently working on getting my certification in hopes that will help. Any other ideas on where to look for jobs in this field with little to no experience outside school?

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Hi Fishes,
Anyone needs referral in Infosys please DM me.
We have openings for Java Developer, .NET developer, DevoOps consultant, React JS developer, AWS developer, Azure developer. Feel free to contact.

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For an MBA graduate of 2018 batch (new IIM), is 25 lpa current CTC decent or is he underpaid?
2 years of pre mba work ex as well.

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Hi All, Any Managers at EY Parthenon in London office who can share any insights into the salary for Managers/ Directors? MBA and 5+ years of experience? Thanks in advance!

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Is a 529 account worth it for MBA?

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I’m in asset management sales and keen to accelerate my learning in alternatives (private equity, private debt, real assets, liquid and semi-liquid alternatives) so I can have more productive discussions with clients. 1) What are some good news platforms to stay updated on alternatives space in Asia? 2) Besides CAIA, any educational platforms to learn more about alternatives?

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CIPD vs. SHRM?

Anybody did the apics certification in logistics ? I have the choose between the cslp and cscp but not sure which one I should be doing

Hey, please help me out.
I have 3.5 YOE and I'm into development. I want to move into management. Upon advice from some people I decided to pursue Executive MBA.

How is MBA in Consultancy Management from BITS Pilani?

Post Photo
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I'm a pca in TN with around 8 years of experience. I am making 13 a hour. Is that low?

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Has anyone taken the CAIA ? Any tips ?

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Been asked to present my current client’s plan and PCA in second interview for a role. Am I being over cautious by not feeling comfortable with this?

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Don't you think it's high time ppl start calculating in hand salary and how much % hike to ask n all?? I feel that's immatured behaviour when few of them ask these questions 😐
Itna padliya, coding bhi ati h, exp bhi h... Phr kyu??

likefunny

I’m a business analyst for a large scale custom system for a client. My goal is to pivot to being a Product Manager in industry. Would a scrum master certification help my resume or should I do an AWS one? Already have other agile certifications

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Additional Posts

My agency has started planning Black History Month, and it got me thinking...

Between the white people suddenly realizing systemic racism is real, the death of George Floyd, and the recent insurrection in DC, do we think more brands are going to do or say anything meaningful this year than in year's past?

likesmart

LMAO what do Afro Latinos look like? I just asked a creative to include more pictures of Afro-Latinos in our hispanic messaging and she said "I tried to find pictures of videos that looked authentic but they didn't have the right look, it's a very specific look". So no black people in the ad cause this white passing lady needs to gate keep who looks latina enough. The blond, blue eyed women in the photos passed though... UGHH.

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I am in the market for a Rolex, budget is 5k. Any recommendations pls

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Interested in connecting with other play-based preschools housed in public schools.

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ਝੋਨੇ ਦੀਆਂ ਤਿਆਰੀਆਂ ।।

Post Photo
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I never do this but I need some objective advice. My wife is 5mo pregnant and my sister is getting married. Wedding was adjusted because of COVID but she set the date knowing I might not be able to attend as I’d have to fly there. Now I’m conflicted because if I attend, I’d have to quarantine for 2 weeks away from my wife and miss a couple DR appts. I’m her only support where we live. Would be stressful for her but I’m getting immense pressure from my parents to attend the wedding. Advice?

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How does the future look like for trellix as a combined company?

$100 in wellness subsidy (spend $200, get $100 back) - any recommendations?

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I got notice everything at the new firm is good to go. Now to give notice. I’m dreading it. I really really like my boss but this opportunity is too good to pass up. How do you even start? I’ve been in this role 8 years. How to give notice?? Yikes! I’m giving about 2 1/2 weeks notice. 10/17 start date. Any help is appreciated!!!

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Kingdly share your view fishes

Post Photo
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Is love blind? Have we figured it out yet?

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Has anyone freelanced (remotely) for a company overseas? How did you handle contract/payment?

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Anyone kind to refer me to Google? I have a strong profile with 10 years of consulting experience implementing IT projects. Looking for PLM centric roles at Manager level. ✌️

likefunny

What is a good spot in Atl to propose? Any fine dine restaurant or maybe a point with a good city skyline view (except for that PCM rooftop)?

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Waiting for God of War and for Bungie to grab Halo back from 343 Industries since Destiny has always been trash.
. . .S/O to Horizon Zero Dawn though.

Any vendor recommendations for Philadelphia? We have our venue, now need florals, photographer, videographer, etc. thank you!

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What are some of your strategies to help push out “what your company has been up to”? Utilizing platforms such as LinkedIn, IG, company websites are covered! How else do you prefer to promote company events?

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Please who knows about the advisory practice within the PwC financial crime unit (Canada Acceleration Centre)? I understand it is a client non-facing advisory role. Would it be a good career decision for someone coming from GRC firms like Kroll, Control Risk or Exiger? I am concerned about the negative reviews relating to the PwC acceleration centres in general, and getting stuck in a role which does not provide growth opportunities. Thank you.

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