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....
So I am a W-2 salaried CFP at a small IRA and I have a neighbor who runs his own practice and asked if I knew anyone who would be looking for part time paraplanning work. After thinking about it I got to wondering if its compliant and okay for an advisor to do something like that on the side for extra income or would that be considered a conflict on interest as an OBA?
Starting the CFP in January... gonna use a scheduled, 11 month program through dalton. Any advice?
What is a good website to compare financial advisor options? I’m looking at individual profiles on NAPFA and CFP but I am not getting a good sense of which firms / agents are better than others.
Any CPAs here also a CFP (Certified Financial Planner)? What was the process like getting the CFP designation?
Best CFP continuing education providers? Not looking to just get the credits done, but something in depth to relearn things I️ may have forgotten.
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.
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?
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?
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?
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.
CFP, asking advisors out more than five years... has it really made a difference in your career growth/AUM and how clients perceive you? I guess I’m asking, was it really worth it?
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?
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.
Hi fishes, Can some one let me know the levels at EYP, currently offered a Senior Associate role with 4 YOE.
What accounting/industry firms (Big 4 and otherwise) offer seasonal positions for experienced professionals? At PwC we have the "flexible talent network" for people to work 3-6 months a year.
Do you spend your entire per diem? Or do you prefer low-cost food options (chipotle for example) and save the rest of the per diem?
Thoughts on using an offer from another big 4 to transfer groups within your current firm? How often does your firm tell you to just leave vs. granting the transfer?
Reminder to claim your Delta Platinum and Diamond Choice benefits if you've been procrastinating (or waiting until last minute to select upgrade certs)!!
Does Deloitte do case interviews for experienced hires in their Consulting - Marketing practice?
Big 4 SCs that moved from US to Canada or any other country, what was your US pay vs ‘new country’ pay Relocating due to visa issues. At 150K USD now, getting ready for a pay cut. What can I expect?
What is a T2 firm?
How long does CSR take to get approved? I’ve never had a card not be instantly approved and I need to book a flight 😬
If anyone is interested in getting their foot in the door into product management, a colleague of mine is hiring at a small healthcare predictive data analytics company. The role would be fully remote. Please DM if interested for the referral. https://jobs.silkroad.com/CarewiseHealth/Certilytics/jobs/241
When you start planning your vacation in excel 🙃 and the worst part is it’s actually making it easier
Anyone have perspectives on Actinium Pharmaceuticals? Have an interview with them coming up…
Interviewing for jobs honestly sometimes feel like the hunger games where only one person survives the fight
New GM for business unit comes from data/analytics: 1st product role. He asked for a simplified ‘marketing 101’ - Hard to distill 30 yrs of knowledge without insulting him. Where to begin?
What is a good title for a cold introduction email? On the bench, trying to network within my org.
Reviewing resumes and I see more and more frequent that people last one year or less at a job and move on to the next. Is that the new norm? I’m a millennial but my last job I was with for over 4 years. Can I ask in the interview why they’ve moved around so much? Or find a nicer way of asking that. I’m definitely looking for longevity not a hopper.
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