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.

likehelpful

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!

likefunny

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

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Hello Fishes.. Does novartis asks you to do a IBM course before joining? They have asked one of my friend to complete IBM course certification before joining the org.

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Does anyone have experience taking the Marketing Management and Digital Strategy Graduate Certificate at Harvard Extension School or other certificate? Thoughts?

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Looking for referrals to get into a fully remote HR role in fintech after working in government for 12 years. Over 10 years as an HRBP/Sr and 2 years in a leadership role. Have my PHR and CCP. Love comp but my experience is limited to a smaller organization (500).

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CFA or CAIA?

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

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I want to know how difficult workday prism certification is? What is the passing rate for this exam.

Can anyone share what is the avg salary for client experience specialist at ADP India. YoE 5 with MBA from tier 1 Bschool.
TIA

Considering the FRM certification. Those who’ve taken it, how quant heavy is it? I have a compliance risk background and don’t have a deep math or statistics background. However, I want to expand my skillset. Any thoughts?

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Can you recruit via headhunter while in an MBA program?

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Any advice for someone looking to transition into a full HR Generalist role from Recruiting. I’m currently a Campus Recruiter with about 5 years of HR experience (Coordinator- Higher Ed). I received my PHR certification in September 2020 and sitting for my SHRM-CP in two weeks. I’m having a hard time transitioning into a full Generalist position.

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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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What do you think about the outlook for AM / HF jobs in the future? Will they continue to be there, or will they be slowly canceled by passive investing? Thinking about going into IM post MBA, but this thought is holding me down

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

likefunny

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?

likehelpful

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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Startup Investment opportunity (DM for more details): company is one of the first movers in the cannabis testing industry within Maine and their competitive advantage is being a full-service lab

Does anyone know if ey will PP the I-140?

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Hi Guys,

Do Amex provide relocation expenses ?

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likesmart

How many leaves are we entitled in American Express in my ADP portal i can see only 24 as of now

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Hey Amex peeps, does the Pay Range Tool available in Square indicates the CTC or just the Base salary?

Thanks in advance 😊

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Does a new joiner get WFH setup allowance? I just got an offer but it is not written there.

What is the most you can make in life science strategy consultant without bringing in new clients / selling projects?

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So I had 3 deals scheduled to either close end of May or mid June which were all pushed to end of June/beginning of July. Which is when I have my first vacation planned for over a year (I take 0 time off). My whole family is flying up and we’re renting a cabin near me. What do I do? I’m running one of the deals, semi running the other one and not doing much leading on the other one. Note: I was supposed to not be running any of these. Do I find a back up first or tell the partners first?

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I’m a new analyst at an IB group. I’ve felt that I’ve done well my first month or two and delivered higher quality work, but I feel that lately I’ve been slipping up the past few weeks given the intensity of the deal as well as having multiple peripheral work streams. It also doesn’t help the second year analyst quit so I don’t necessarily have a resource to lean into. (Cont.)

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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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How long did you stay at your first job?
And what made you change places?

likesmart

Am I the only one who’s bothered and slightly worried about the EV trend. The imminent death of ICE is kinda sad. I saw a Porsche 964 EV conversion video the other day, fast car sure but no soul 😔🥲

likefunny

Is there a source/template for developing a case study in response to a scenario? A partner wants to create a deck using data from our last engagement to discuss during the learning week.

I am a Technical consultant with 7yoe. I want switch to Management Consulting. Looking for tried and trusted roadmaps.

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Need like for completing profile. Thanks.

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Everyone's still arguing about if Pluto should be a planet, and here I am just thinking about how awesome it is to have ICE VOLCANOS...

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How much do CCOs make? Mid to large size agency in a major city?

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