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.

like

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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I exited to FAANG from big4 and part of me is seriously thinking about getting an mba to go to mbb. Does that make any sense?

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Hello,

If IBM GBS offers executive MBA programme to the employees or that's not possible while working in IBM GBS?

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Anyone have any idea when the hiring freeze might end within AWS ProServ? I’m currently at Amazon and have a TS clearance, PMP & CSM. I come from a Big4 consulting firm with a background in Enterprise Performance. I’ll be honest and say I’m not feeling very safe in my current role with the ongoing layoffs. Instead of leaving, I’d love to go back to my “consulting roots” and join the ProServ team. I’m taking my AWS Certified Cloud Practitioner exam next weekend. Hoping this freeze is lifted soon.

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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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Thoughts on getting a CAMS certification as a Staff/Senior?

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Program manager question: do you have your PMP, SAFe, or Scrum Master certification? Has it impacted your job options and compensation?

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Hi fishes,
I need guidance for EY GDS SaT_Strategy Hub_Senior Analyst. I have 1.5 Yoe but the role mentioned 3-6 yoe.
Is it still worth applying or is there any analyst role for this?
PS: experience post Tier 2 MBA

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So, a recruiter gave me feedback that my lack SPHR or SHRM-SCP is causing my resume to be knock out by AI and human recruiters despite my position and work history in Multinationals and being in Technology. They suggested that we put SPHR ( Lapsed). I let it lapse in 2017. What is your opinion? Plus if I were to take another certification - should I take SPHR or SHRM-SCP?

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Advice on taking and passing the SPHR exam?

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Anyone here work for RBCs Climate team, or any of the Big 5 banks climate work? Would be interested to chat about the work you’re doing, currently at a T2 firm with an MBA but looking to mix it up.

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Anyone prepping for the SHRM-CP test? I’m taking a prep course this fall and would love tips or to know if there are any study groups out there!

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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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Hi All,

One of my friend is looking for jobs in Gurgaon/NCR in HR domain. She’s is currently pursuing MBA in HR and is in her final year.

She has ~1.5 years prior work experience. And she’s looking for opportunities in HR Core domains.

Please comment or DM if you have any relevant openings on the same and looking to hire MBA freshers.

Total YOE: 1.5
Relevant YOE: Fresher
Preferred Location: Gurgaon/NCR

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Is it worth it to recruit for a PE Associate role if your current plan is to get 2YOE, go get an MBA and pivot afterwards? Seems like most people can’t /won’t stick around to make it to the top and end up doing something else anyways.

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I am 7yrs into fed gov consulting after a postdoc at NIH (PhD, MBA), not doing LiSci work which I misses. Recently moved away from DC and want a change in career - can someone told me more about the career trajectory of CI? Is it join the firm and “climb the corporate ladder”? Thanks!

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MBA? / yoe consulting / title / company / age / salary

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Hi everyone, anyone know of opening at their company that will connect? I’ve been doing FP&A work in higher Education for about 6 years and would like to break into Tech/fintech. I have an MBA and all the relevant experience (KPIs, modeling, ad box analysis etc…)

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Interviewer asked what my current salary / bonus is and I told them.

I got the offer and it’s exactly the same base/bonus as my current role. (Though they’ll also give me so stock options in the private company).

Can you share what is reasonable % increase to get for salary / bonus when switching jobs? I know the team really likes me.

funnylike

Hi sharks,

Tredence or Commonwealth Bank ?
Need help to decide which company to join.
YOE is 13
CBA is offering 5%more
Role : Manager Analytics

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Hiring @Trianz for mentioned positions. Please message me with the Role name and I will share the detailed job description. Thank you.

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How often do you actually make it to the gym in a "normal" week?

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It’s 2020. Is a small dainty nose ring still perceived as unprofessional in the workplace? I work in the finance industry.

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Anyone leave Deloitte for Booz Allen? Thoughts or experiences? Utilization and compliance are absolutely doing my head in.

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Hi everyone, my sister was fired from her job because her exemption from the vaccine got rejected. She has Director of Nursing experience as well as experience with case management and utilization review. Anyone know of any startups or tech companies that are remote and wouldn’t require a vaccination that are hiring for experienced nurses? Really appreciate the help! Any leads are welcome!

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My Current CTC is 18.5 LPA. YoE 12yrs.
How much CTC can I ask during an HR interview for a BIGDATA engineer in UST global. What should be the expected CTC per current standard. Can you please let me know based on your experience in negotiating.

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Hi,

What package can we expect for Salesforce Senior Solution Architect with 14+ years of experience in India?

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Hi Fellow Fishes,

Good Day! I have got offer from
HCL Technologies
My YOE is 3 years(Tech stack- Oracle DBA) and CTC I got is 10 LPA gross.
Will it be worth joining hcl at this PKG considering I am switching from TCS. Or should I take retention offer of 8.5 LPA.
Please give your advice.

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Hello,
I am looking for opportunities in data analytics/data engineer role into FMCG sector.
YoE - ~9 years
Skills - Bigdata, Spark, Hadoop

Kindly let me know if there are suitable roles/positions

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Might be reading a bit too deep into things, my guy

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funnylike

Hi
Which company should I join -
Infosys or Cognizant or Mobile Programming LLC?

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Airtel 5g is rolled out in metro cities.. anyone got chance to use it? Is that available for general users?

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Looking to acquire Practices in the greater Providence, RI area. Message me for a discussion. Deals are 95% cap gains and not ordinary income.

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I’m really into older women, just wish I knew where to meet them

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I give the clients gold, but they decide instead, they want me to paint it with sh*t.

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Hi Fishes,

I am working in Google's vendor company in curated formats project. Can any of you refer me to Accenture / CTS with Google ads optimization process pls. Location: Gurgaon. Thanks. Need to change my job as I am extremely disappointed with my current job working for 13-14 hours a day.

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Anyone know a good place in the DMV to take a data analytics course?

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How long did it take you to find the right position the first time you went in-house? I am 5 months into it and regretting turning down the (lowball) offer I got a couple months ago.

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