17 years in 850 in production 12 years to go. Never lost a client in a cfp conversation. I make educating myself a priority. Any reason whatsoever I should put myself through the cfp process?

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Open to exploring my options for going indep. 8 year vet at EJ w/$150m AUM ($90m fee-based), & a CFP. Not unhappy @ EJ but not able to be a true planner. How do I compare all the options?

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I am an experienced, trustworthy, CFP®, actively looking to purchase a small to mid-size practice in the Chicagoland area. I am with LPL and part of a Hybrid RIA. I’m open to different acquisition options including partnership.

likehelpful

My insurance license has lapsed. Back when I was at Merrill I had to sit through a week-long training course. Do I still need to do that to regain my license? Can it be waived w/ a CFP certification?

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The first CFP is a bunch of bull crap! Georgia over Alabama. All of the Big Ten getting shafted. WHAT GIVES??!!

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What would you consider a starting salary range for an individual with 10 years experience in the industry and a CFP certificate of just over a year?

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How soon did you start your CFP & other credentials?

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Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

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I am a CFP(tm) and a 20 year veteran looking to educate and acquire businesses from owners in GA (or the southeast) who want to sell or are looking to get educated on the succession planning process.

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Way too early CFP predictions... who’s your top 4???

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Anyone believe CFP's do a better job than non CFP? Or is it mostly a marketing plan?

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I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

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Have any of you CFPs out there ever gotten a referral/client out of someone who looked you up on the CFP's website?

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If you were young (or looked young) and were switching over to this industry, would you pursue a degree in finance to give you more credibility? What about a certification(cfp,aams,etc)?

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I've done parts of the CFP but couldn't sit for the exam. I am thinking about finishing the requirements to sit, but I am wondering if my time would be better spent prospecting. Thoughts?

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Hey guys, my partner wants me to start the certification process for my CFP. I want something I can do online and something with a high pass rate is good, but they all claim to be the best. Thoughts?

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Help! What's the best online CFP course?

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has anyone here who is CPA sat for the CFP exam as a challenge candidate? would it be beneficial / make me more marketable if I have a CPA license and have passed the CFP exam? What are job ops like?

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Any cpa's think of getting cfp?

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Any 🐠 have a CFP? Was it worth the time investment? Trying to decide whether to pursue CPA or CFP for long-term market competitiveness. (Not looking to dedicate several years for CFA.)

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Does anyone here hold a non-CFA designation (CFP, CAIA, FRM etc.) and what kind of role/position do you have?

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Anyone ever CFP about a seat mate of unusual size?

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Any CPAs that have also taken the CFP exam and switched to being a financial planner? Considering a career change because work/life balance doesn't exist in public accounting.

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Which is the one that is actually the rankings as this time? AP or CFP rankings? Talking about NCAAF

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26 y/o JD, CPA, CFP --- what are my odds landing a career with the FBI?

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Is it worth it to be certified // do the CFP or CFA? Does anyone have advice?

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I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

likesmart

Prefacing this by saying i really know nothing about stocks.

I hired a CFP a couple years ago through a trustworthy referral (actually 2). We pay $125 a month but tbh I have no idea what for… he “handles” our equity accounts (aside from current company 401k). I really don’t see the value but maybe I’m missing something?

Anyways. If we were to “fire” him… what do I do with the money in my accounts now? Tbh, I don’t even know what the “accounts” are. Everything is done through Ameriprise.

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Alright gents, quick opinion how valuable is a WMCP & Chfc designation

Currently finishing off my finance degree wondering if it’s worth it before achieving a CFP & CFA

More context I aim for more roles in wealth & assets management or commercial / institutional investments either states side or Latin American, speak Spanish Portuguese.

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Alright gents, quick opinion how valuable is a WMCP & Chfc designation

Currently finishing off my finance degree wondering if it’s worth it before achieving a CFP & CFA

More context I aim for more roles in wealth & assets management or commercial / institutional investments either states side or Latin American, speaking Spanish Portuguese. 

likehelpful

Has anyone here (or anyone you know) pivoted from Wealth Management (CFP) into Tech/VC/PE? If so, what was your experience and do you have any recommendations?

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Have one year of experience as an FA completed the AAMS designation and currently completing my CFP education,what should my next move be?/ What should I expect salary wise ?

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Morgan Stanley Financial Planning Analyst — anyone know what comp is like? 5 years of experience and CFP designation

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Morgan Stanley Financial Planning Analyst — anyone know what comp is like? 5 years of experience and CFP designation

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I'm a 32 year old career changer (infrastructure PM) in pursuit of successfully passing the CFP exam. I'm having a hard time finding an entry-level fiduciary-path position within one of the big box firms. Does anyone know who and when these companies will be hiring? Thanks!

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Currently work with providing investment services and advice to defined contribution and define benefits plans. OCIO relationship with some clients. Would this count towards the CFP work experience?

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In your experience, how helpful has a CFP been? Any CFP recommendations in the city?

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Is becoming a CFP worth it? I’m considering going for it. I work at a family office and am already a CPA. Want to learn more about financial planning and think it may help market myself. TIA!

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Any recommendations on prep courses for CFP exam? Taking the exam in March

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Related Posts

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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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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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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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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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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I have got 6 years of experience and I have done MBA in finance. My last company was a Big 4. They are ready to pay me 9L and I require a 100% increment. will they give me 12 L? Should I accept 9 L?

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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Advice on taking and passing the SPHR exam?

likehelpful

Can you sell your used shrm cp books from the learning system? If so where?

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Hi All

Looking for recommendations for the SHRM-SCP exam; going the self study route…thanks

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Interested in getting SF admin cert, any tips on how I can improve my skills if I’m no longer on an SF project. Does having my own personal dev environment help? TIA

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Which is best to start career path in Devops?
Azure Devops or AWS devops?

Hello! I have a two part question: 1) is it worth it to obtain an SHRM specialty credential if I don’t have the broader SHRM certification? 2) has anyone gotten the People Analytics or Talent Acquistion credential? If so, how valuable was it from a learning perspective? Do you feel it significantly contributed to your knowledge in either area? Thank you!

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Hi all!
Would love some insight on how you went from an HR assistant/coordinator to an HR Generalist. I’ve been in the HR world for 8 years, and only in the last 2-3 have I really done real HR work. The first company I was at didn’t have a solid HR team so I don’t really count that. I feel like I’m ready to take on more responsibility and learn more. And of course make more money.

I have looked into getting SHRM certification. But should I go back to school and get my masters in Hr?

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Hi, just wondering how the staffing situation has been in strategy consulting in general? My sibling started a job in strategy in Silicon Valley 2 months ago after MBA. She has been on the bench for 2 months and was informed that there has been a shortage of jobs (within the job) and the amount of people on the bench is getting high. She has been under a lot of stress although she had many great networking calls with people. I wanted to help but can't identify what she can improve on.

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Additional Posts

Would love some advice / thoughts. I went straight from law school to a corporate legal department in house for an asset manager. They like “home grown” talent and I “be worked hard and risen relatively quickly (AGC in 9 years). I work hard and get a lot of complicated deals done (structured products and private funds). I can’t shake certain people (in compliance department mainly) thinking I don’t have enough experience to do what I do because I didn’t come from a law firm. Any advice?

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What’s a fair expectation for my first raise? Publicly traded co with ~2500 employees. I’ve been doing litigation with the company for almost 3 yrs and have only had a 2% cost of living raise so far. Graduated in 2014. Base comp is $127.5k in the Philly area. I see salaries all over the place in this site and it’s hard to tell whether mine is competitive.

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Got a temp offer for less than a year without promise of turning into full-time. Wanted to know what ppl think about temp jobs (looks bad on resume if I don't turn full-time later within the company?) and what comp should look like (e.g. 1.2× of regular comp?).

Got another perm offer in a different industry for similar salary, but I might have to relocate and I'm concerned the work may involve translation instead of pure legal work.

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Considering joining a small 50-person company as the only attorney (prior attorney is retiring). (I am currently in-house at a F50). For others who have done the same path, what surprises did you have when moving from a large company to a small one?

For example, it sounds like I should not expect a document management system, based on a prior post in this bowl. I’m guessing expenses like state bar fees and cell phone are not reimbursed.

Any advice on things to expect (or not expect)?

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Any hot leads on Workers Compensation roles?

like

Are Muslim men scared of approaching Muslim women?

like

Who has the Descovy business?

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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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Hey fishes! I just moved from consulting to strategy and ops at a unicorn startup! Excited about my journey ahead - how has yours been so far?

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Thoughts on the length of notice to give your judge that you’re leaving? Pertinent facts: I’ve been there a few years as the second clerk, and they would still have their head clerk and third clerk.

likehelpful

I’ve 3 years of sales experience in retail ( reached 90k over target) and 2 years of digital marketing experience, I love selling and building connections with people, I want to join a Saas company and work as a SDR but keeping getting rejected due to the fact that I’ve no saas selling experience. I love to learn! Is there any recommended courses or anything I can do to get my foot in the door?

I’m a native English and mandarin speaker based in Dublin, Ireland.

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So l just started a new job (I work in
higher Ed) but I would like another
stream of income. I am interested in
adjunct faculty but I find it so hard to
get into and I think it's because of
experience teaching. Can anyone be if help with landing an online adjunct position for teaching college readiness or success? I think to start my teaching journey that type of course would be best.

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I have an offer for Consultant Specialist GCB5. Not sure what the role is..is it a team lead role or is it a junior role? I have 10 yoe .. is it apt? Pls help Thanks

"Can you make it feel more like blueberries taste?" ACCOUNT TO CREATIVE

likefunnyhelpful

How’s Salesforce market for a senior technical architect with 12 years of experience? Which city is best and what salary to expect in US?

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Required candidates with strong Ericsson knowledge with max 8 years of exp Ericsson

Please help me to get 11 likes to enable DM.
Thanks in advance.

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Does anyone know what’s going on with my philodendron? I’ve had this plant for years and just recently got it to start producing new leaves again and all the new ones have these lighter spots, but all the old growth is just a solid dark green like the leaf in the background. Good thing, bad thing, or just a thing that happens? Anyone have some insight?

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