I’m looking to hire a producing FA in the Allen, Tx.
Must be self motivated and willing to earn CFP.
Base salary provided the first year.

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Relocating to Columbus, OH area. Would prefer to transition to Independent. Have over 5 yrs as lead advisor experience and cfp. Could probably transition 4-5m and help with existing book.

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I have a CFP question. I’m thinking of getting mine and I read online about all the required course work and capstone course before you can sit for the test. But I keep reading posts (more inside)

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New CPA in our building and asks are you a CFP? I say no and she says "Oh I was jw cuz I have people ask if I know a good planner." We agreed to talk but I need a way to deflect the "non-CFP" thing

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I'm considering pursuing the CFP designation. Which school did you choose and why?

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I want to start on the chfc and cfp but the courses are 8k through American college. Is there a better alternative out there? I definitely think there's value in them but that's a bit steep for me

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6 week cram sesh for CFP. Any recommendations?

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What is the best program EJ offers to obtain your CFP?

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Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!

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The idea of a CPA/CFP combo to me makes a lot of sense and seems like if someone were to market it well they could do well. Are there any that do okay?

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For my FAs who are also CPAs (or anyone who knows I guess 😊) - do you know if there is a way to simultaneously get your CPE for the CPA while also preparing for the CFP? Continued in comments...

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How do you answer "what is your value proposition?" Finding it difficult to distinguish myself. I'm a CFP, fee-only, and use globally diversified, rules-based portfolios but so does everyone else

likesmart

If I'm looking to have the CFP completed 12-18 mths from start date, what would be a solid prep course/program you guys would recommend? Any pref to online classes vs. in-person classes?

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I was invited to an event hosted by an insurance group. One of the three principals is a cfp but is not registered as a rr or iar. Does the cfp board let this happen?

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Thinking about Ken Zahn for CFP review? Better than Dalton?

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The only 5 people who have EVER asked me if I am a CFP... BTW I'm not... have been Millennials and gen-xers looking to start DCAing $250 a month into a Roth. Not 1 person of significant wealth. LOL

likefunny

CFP B/D soon going Indy RIA Hybrid - looking to acquire books of business in North Metro GA, Or throughout the southeast specifically GA, FL, SC, NC, TN, or AL, or TX. Contact me (678)994-6448
James

How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?

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I have my CFP and my CRPC. I’ve thought of dropping the CRPC and just maintaining the CFP. Thoughts?

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CFP designation even though not a fee base planner. Do you see any conflicts of interest/ misleading? Should a CFP be required to be a fee based planner?

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I now have both CFP and AAMS. Does anyone know if there is a standard in prioritizing the designations?

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So its almost 2 yrs for me and starting to feel like I should have some letters after my name. Looking for a designation that is worth having but not intense as the CFP

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Anyone take the CFP online? Looking at the self paced versus online video instructor versus go to local University. Looking for any insight.

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Why do people go to CPA's for investment and insurance advice? It drives me insane. I don't give tax advice even though I'm a CFP.

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Hey Fish, passed my first CFP Course Exam this morning. Feeling great but can’t share with co-workers, so please share my joy!

likeupliftinghelpful

Thinking about going from independent to a bank so I can have a salary and lead sources. I have my CFP, what would a base salary range look like?

likehelpful

I've been working for a "discount broker" helping 400 clients with $300M AUM. $150k total comp Avg. CFP and motivated. Feeling under appreciated lately. Is the grass greener on the other side?

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I’m looking for a CFP program that offers asynchronous distance learning with the option to extend for a masters degree.

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Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.

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Best designation for working with high net worth clientele? The CFP is obvious, but want to work my way up to it. I was thinking the AWMA. Thoughts???

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I'm interested in hearing from those that hold the designation:After achieving the CFP did you/how did you announce it to your clients?

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CFP program recommendations? considering FSUs fast track platform

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CFP study tips? Just started program this week.

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Does Kaplan's MS in Financial Planning prepare you to sit for the CFP?

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Best CFP continuing education providers? Not looking to just get the credits done, but something in depth to relearn things I️ may have forgotten.

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Mba vs CFA? I have my cfp. Next year I want to start either the CFA or a part time MBA application.

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Those who have earned their CFP (recently?)- what program did you use for the education component? What did you like most and what did you like least about the program?

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I'm CFP & RIA with 12 yrs experience. My wife and I are planning to relocate from the Big City to a suburb, pop: 75,000. My goal is to open an office there and grow my book to the next level. Advice?

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Short of committing to the CFP program, what other designations do people think are the most useful/effective?

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1)Mid 30s, Michigan, CFP. Conducting due diligence to go RIA (IAR & RR regs currently at protocol member firm). Suggestions? Do/Don't? Contacts? Expense templates? Avoid ___?Expectations for yr1/yr2?

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Related Posts

Hi everyone! Does Mackenzie hire people without an MBA degree or any Master's degree?

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Worth applying for a gmat waiver versus submitting a sub-700 score or just not apply round 1 in hope score goes up?

Gmat: 690
GPA: 3.34
CPA FDD Manager effective 10/1
Post mba goal: IB

Also looking into Executive Assessment before round 1. Any advice appreciated.

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Hi Fishes,
With overall 8+ IT experience and 4+ java development , how can Professional scrum master (PSM-1) certifications will help in
1. Enhancing technical profile
2. Career growth
3. For better salary package?

like

Tip for anyone taking the CAIA exam, get UpperMark. Was using willey and was abt 1/2 complete and borrowed a friends test bank … night and day much harder and honestly was more like what I expected

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Compensation expectations for VP level at 100M VC fund? 8 YOE consulting plus top 5 MBA

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Has anyone had issues accessing official gmat practice exams on the mba website? I’ve been trying for the past 30 minutes and the exams aren’t even loading/I have no option to start the test. 😓

like

Is getting an ICF certification really with it? Pros and cons, please.

like

How does everyone feel about the online SHRM learning for SHRM-CP and SHRM-SCP for Certification?
Do you skip around? Do you follow the path? Where does one start?

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I make 195 in an internal role but am applying to outside consulting opportunities. I’m an experienced manager with an mba and a cpa. How much comp should I be targeting? Thinking about asking for base of 200, bonus of 25% … reasonable? Unrealistic? Should I ask for more? I hear the market is crazy right now. Please help.

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This might be a long shot but I'm looking for a volunteer who is trying to break into a federal career. Maybe a transitioning veteran, recent grad, or career-changer.

I'm pursuing my master career coaching cert and need to do a recorded 45-minute session. You don't have to be identified if you don't want to.

The single session is all I'm asking but could certainly turn into a longer lasting coaching relationship (at no cost), if you like.

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Hi everyone - I am looking for a new role and would appreciate your support. Thank you in advance for any connections, advice, or opportunities you can offer.

BACKGROUND

Corporate Professional | 4 years of experience |

Operations - Insurance & Reinsurance | Payments processing | Cash Application | Collections |Customer Interaction.

EDUCATION

MBA Finance (Awaiting Results)- Pune University 2022

MCOM in Business administration - Pune University 2020

BCOM in Banking in Finance 2018

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Is 30% scholarship for MBA a very good achievement or a very normal one these days?

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What benefits in terms of tuition reimbursement does Citi provide. Does Citi provide reimbursement for FRM and CFA certifications.

Also does Citi allow leave to be carry forwarded or leave encashment ?

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Hi fishes! I had asked for benefits other than CTC which Bank of America provides & now that I've completed 1 month here, here's the list of allowances you'll be getting irrespective of position/band:

1. Sodexo: 1300 p.m./ 15,600 p.a.

2. Transport allowance: 900 one way, 1800 two ways p.m./ 21,600 p.a.

3. Internet: 1500 max p.m. (other than that, one time installation charges)

4. Tuition fee: Any certification related to your field. Like CFA, FRM etc. 3,00,000 p.a.

(See Comments)

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Thinking about jumping in with Berkeley's flex option for the evening / weekend MBA.

Thoughts?

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Post MBA: associate at McKinsey strategy or associate at Morgan Stanley IB? Please help. Really struggling with the decision and not sure what’s the right move

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I am interested in getting the AWS Cloud Practitioner cert (foundational). I’m tech-savvy, but have not been involved in Cloud work. Any idea on how difficult the exam is?

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Bain & Company Best non-MBA master’s program to get into consulting in US/EU (preferably MBB)Boston Consulting Group McKinsey & Company Bain & Company Kearney

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Is a 529 account worth it for MBA?

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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?

likehelpful

Additional Posts

Rate my TC offer:
PE Ops role, West Coast high COLA city
Fund w/ ~$5B AUM
Base: $220K
Bonus: 75%
Carry: 50 bps (linearly vested)

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Currently I make a base of $63k/yr and $1k/mo in bonuses pre-tax. I manage a performance for a team of licensed insurance agents (service-based role in a direct business environment), maintain our business relationships, and support adhoc training needs. Is there anyone else in this type of role who is able to share how this compares to similar positions and your general location?

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Hi team, Cgi is hiring for below skillsets: Senior java developer ( Java 8,11, spring boot, Cassandra, MQ, TSQL and cache )

Java and unix

Automation Test lead

Informatica, ETL, SQL

IOS, Swift, objective C

LDAP OSB, SQl

Forgerock IG product

Please dm me if you are interest in any of the above positions.

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I don't know if this is a recent change but I’m seeing postings for junior copywriter/community manager roles. Have these roles always been attached or posted at a junior level? Is this merged role worth considering as someone young in the industry with more traditional intern and freelance copy experience.

like

Does Google value FAANG experience over consulting? Say if a person is trying to get into Google from Apple, will it be considered easier?

like

How long after transitioning did you start to feel comfortable in your role? Feeling major imposter syndrome in my first 3 months

like

How should one properly calculate total comp? Base + bonus + stock options? Should you only include options that vest that year or include the total $ granted that will vest over 4 years?

How is it like being part of the Working Capital team? How does the daily work look like for consultants?

like

I have cleared 3 rounds with Deloitte for PMO Role, have an upcoming final Partner Round, any idea what that is?

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Is commute from herndon(near frying pan road) to ft Belvoir or mead or crystal city or DC really bad? I have some offers but from Google maps it says up to 50 mins one way... not sure if it's too much... but the pay is decent
I do have ts sci with ci poly and have Java experience. Ideally maybe Reston, chantilly,herndon, Fairfax best spots...30 min or so commute. Looking around 200

like

NY/NJ riders - anyone in for a meetup one of these weekends?

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Anyone bought / buying TRAC?

like

Hello fishes, i am set to join Accenture as a Cloud Data Architect . However the Job Profile offered is Data Engineering -AM & job Family Group is Analytics and Insights. The JD shared during the interview says : Project Role Description : Assists with the data platform blueprint and design and Key responsibilities is a. Pre-sales and solution ownership of sales pursuits data analytics related services for cloud b. Own end to end RFP or RFI etc. Does it mean work is on presales only ?

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Anyone working on a project for requisition ID 547016BR having below requirement
Req#: 547016BR

Your Role and Responsibilities
Be involved in data engineering activities like Creating pipelines / workflows for Source to Target etc.

Responsibilities:
You will be involved in the Azure Data platform implementation. Willing to work in shift timings 2PM to 11PM

If yes , Let me know as soon as possible

Hi all , can i get referral for software engineer- Angular and the req : 007ZP2

Does UBS pay relocation bonus?

like
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What are some of the best consulting firms for digital strategy roles? Looking for a change and was wondering which of the T1/T2 firms have digital practices in Canada. I have applied to ATK and McK. BCG is working to establish their presence in Canada but their team is focused on establishing top down. Bain doesn’t have digital focus. Can anyone shed some light on other T2 firms?

like

I’ve been stung! How could that be? 🐝

funny
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