I’m taking the CFP courses through the AC. Someone said I should sign up to become an Enrolled Agent while taking the tax planning course. Any advantage to that? I don’t want to prepare returns.

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I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

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Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

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Can sit for CFP vía challenge route bc Im a CPA. Wife/baby due in April, have April 15th tax deadline, and all of my continuing education is due by the end of March. Is it suicide to test in March?

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Anyone have success charging an hourly fee for financial planning? Considering making a jump into it, have cfp designation, but am mostly commission at the moment. Won’t be a total switch.

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We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

funny

CFP question. Does this mean I can it tomorrow?

I have this then this other notice

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I keep hearing that the CFP is worth it. What makes it worth it? The knowledge, the credibility, the confidence? All of the above I assume. Do you have prospects seek you out?

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Is the cfp as hard as people says it is?

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According to new rules, if you have a CFP you have to give up your 7.. Correct?

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Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

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Has anyone used Betterment premium? It’s like regular Betterment but with .4% fee instead of .25% and a 100,000 min deposit. It comes with a CFP to help with financial planning and such...

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Anyone here taken the CFP?

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What’s your firm’s position with regard to the regulation of the CFP standards coming Oct 1st?

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Is it worth to get an MBA? I have my CFP already and see I can get the degree online at Murray State by completing 8 total courses. Is it even worth it? other university’s that give CFP credit?

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Anyone recently take the March CFP exam? If so, how are you feeling, especially having to wait a month before getting the results?

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Just finished the CFP exam and feel like I absolutely bombed it. Is that normal?

Every question had 2 legit answers.

Brain is absolutely fried. Bourbon and cigar, please

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Anyone in Louisiana looking for a partner? Looking for someone that’s interested in Fee-only, CFP(coming soon), passionate and vocal about fiduciary standard

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I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

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Best study guide for CFP?

I have CFP but see need for more managed account in my practice. Would it be wise to get CIMA (Certified Investment Management Analyst) to obtain more knowledge and skills? Thank you.

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I’m a CPA/FA and want to sit for the CFP exam. When I took the CPA I used CPAExcel and I loved it bc it broke down the material into “bite sized” lessons. Anything like that for CFP? Continued..

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Any one use Kaplan to prep for the CFP? I used it for series 7 and 66 and it worked. Just curious if anyone has used it.

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Have started studying for the CFP. Any advice out there?

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Looking to expand my knowledge beyond basic portfolio and planning but really not into full commitment of cfp. My junior advisor will be getting it. That said, what is a good way to learn/designation

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Can I do PCS TAX as a finance major and pursuing my CFP? Or is a CPA 100% necessary? Any advice would help.

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I’m a CPA in advisory (IT/Internal audit) but my real passion is personal finance. I’m getting the CFP but I want to know if there’s opportunity in the b4 to get that experience or do I have to quit?

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Starting the CFP in January... gonna use a scheduled, 11 month program through dalton. Any advice?

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Anyone have a great CFP that works with folks remotely (I.e., via Skype or FaceTime) or in Boston? Looking to learn about the unknown, e.g., tax loss harvesting, 529s and other similar vehicles, etc

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Big disrespect to UCF in the CFP poll... Michigan above? Thoughs?

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Any recommendations for CFP Programs? So many options! Also, has anyone taken Series 50, I’m using STC and wondered how the exam is. Thanks!

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Will begin studying for the CFP in a month or so using the Dalton review. Should I fork out the extra $1,000 or so for the guaranteed to pass feature? Any reviews on the Dalton program?

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Out of curiosity, what designations do you have? CFP, CFA, CIMA, ChFC, etc. Do you feel that your having, or not having, a designation has put you at an advantage/disadvantage?

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10 years in the industry, CFP, support role at an RIA. Just accepted an FAA position at Morgan Stanley. Has anyone been through the program? Any insight or tips welcome..

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Has anyone gone for their CFP? Thoughts or insight?

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Have my CPA but thinking about becoming a certified financial planner after leaving public accounting. How difficult and time consuming is the exam compared to the CPA? Is it worth it?

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Recently got my CFP and wanted to push more in the planning direction. Kind of young for seminars so I thought maybe do more door knocking. What do you think about no soliciting signs though?

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I really want to get the CFP asap but I’m torn bc all of my time & energy is currently going into building my practice and I’m only about 16 months in with a relatively long way to go. Continued....

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Feeling like a failure. Took 2nd exam for CFP. Failed with 67. Tomorrow I call school and see what I can do. Any suggestions other than cry and get some tequila?

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Sorry for beating a dead horse, but looking for opinions on CFP vs ChFC.

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I have no plans in leaving PA anytime soon but I figure maybe I should look into another certification that holds value and makes me more marketable compared to my peers. Appreciate any thoughts and advice.

- Also considering going to a t14 MBA in future.

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Would MBB firms ever pay for your MBA tuition if you got your MBA prior to joining? Like if you agreed to stay on for X number of years and they pay down your loans. Does that happen?

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Any tips/warnings/advice on potentially trying to move from Big 4 to either MBB or a T2 boutique firm? I’m anticipating reaching M1 in Big 4 within the next 12 months. I really like my current practice, but frankly as I eye comp across the bowl, I’m hungry for more elsewhere, even with the recent Big 4 bumps. I have 5 YOE (3 consulting, 2 industry) all within somewhat niche subject matter, as well as my MBA (non “prestigious” school however). Any thoughts or clarifying questions are welcome, TIA

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Which certification will look better on a CV, a CSPO or a SAFe Product Owner/Product Manager?

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Got an offer for 60k pounds + bonus for London location at Sr Consultant level in FS industry. How good/bad is the offer? Please suggest.

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People joining TCS at Senior Consultant designation with 12 years exp, with no MBA degree or even from with exceptional experience in niche technologies is truth these days.

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Makes me wonder if companies are really enjoying so called great resignation period. What's the thought ?

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Can anyone provide some guidance to taking the CFE? As in which membership option to choose from followed by when exactly can we take the exam, if the entire amount is reimbursed or not? Just a generic timeline and additional required info. Don’t want to sign up yet if the exam dates are not flexible. Thank you.

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Good day,

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Sometimes it is not...

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Words of Wisdom

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Hi Fishes need your suggestions please. I have an interview with PWC for GCP DE Manager, currently working in pure technical role as data engineer. YoE 12.5, cctc 10.5 and holding offers till 23.5 fixed and few more in pipeline, expecting till 27 with 40 days left in np. How much can I ask for a senior manager level in PWC AC Bangalore and how difficult is the work and transition from pure technical to managerial role? I am still bit reluctant to leave tech side, is it good in long run?

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