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. 

I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

What’s your firm’s position with regard to the regulation of the CFP standards coming Oct 1st?

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...

Sitting for the CFP in March. Any tips on how to best maximize the next 3 weeks?

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.

I’m an FA within the bank channel and have made the mistake of leaving my first firm to go to another. bank program that ended up failing and sold our books to another firm. It’s become harder and harder to grow a book now within the bank channel because of Reg BI and it’s going to take me a decade to grow my book to where I want to be. I’m a CFP and finishing up my MBA. I’m thinking of going to another area of Finance all together like PE. Any suggestions for me? NOT looking to go Independent.

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

Best study guide for CFP?

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

Interested in taking ChFC exam (due to timing, then will roll into CFP
What are your recommendations for material? Any course better than the other? I studied Kaplan for series 7, and it was ok, but I’m open to other programs as well.

Is anyone hiring for any Asset / Investment Management positions? Series 7 & 65, CFP, and completing my MBA soon with a focus in Mergers & Acquisitions. Over a decade experience in Wealth Management. Thanks.

Is it worth to get an MBA? I have my CFP already and see I can get the degree online at Murray State by completing 8 total courses. Is it even worth it? other university’s that give CFP credit?

Anyone use Kaplan for their CFP prep? What were your thoughts on it...

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.

Anyone in N Atlanta looking for a partner so you can eventually transition to Pre Retirement and Retirement? I am 25 years in business, CFP and 90pct fee based and looking to add the right fit.

Taking my CFP exam in November and am getting nervous. I still have 5 weeks to continue to study but it is so tough to juggle running the practice, having a family, and finding time to study! Any advice from people who have been here?

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

At this point all I care about is salary what would result in your opinion most money •CFP •CPA •prestigious MBA •CFA •CAIA •coding boot camp I’m at $85k now

Anyone have a pdf ebook for CFP Prep material they would not mind sharing?

18 months into a pandemic, I’m really feeling like there needs to be 24 hours—one day— where if you have a license to practice law, you’re prohibited from helping anyone. Hashtag Nero is burnt out and wanna fiddle.

Hi All,

Can anyone please refer me for roles requiring SAP BODS skill set, any company.

Anyone familiar with Ephesoft Transact that would let me pick their brain?

Hi , what is best way to start learning cooking ?

Best DC law firms for tax controversy and litigation?

I’m currently in my fourth year with fed government and thinking of going private, but I have no interest in planning/transactional work

If there is a case that we have to quarantine again. Do you all think it is possible for store associates to work remotely? If so, what are some ways this could work? I fear another pandemic or outbreak and so many people being out of work again. I can't even fathom those that had jobs in retail that had little to no choice to not be remote.

What energizes you about this field of work?

Hi Team Can anyone help me calculate my in hand salary in ubs 6LPA TEC
Basic 300000 i.e 25000 monthly
Shift allowance 6600monthly
Basket Allowance 245000 Annually
Thanks

If my boyfriend pays me fair market value rent every month, can I claim this rental income and therefore take advantage of rental expense deductions and depreciation? If so, would expenses and repairs that apply to the home be counted at 50%? I started the construction for a rental dwelling in 2020 that will be on the same property, but won’t have paying renters until later this year. I’m hoping that by claiming his rental income for 2020 then I would also be able to capture those expenses.

Transitioned to an internal role about 5 months ago, but really want to leave the company and get experience somewhere else. However, I’m still trying to stay afloat in the role, anyone have any tips on balancing or being organized?

Do you ever wish you could just go home at 6, play with your kids till they fall asleep, and then have a glass of wine with your wife before an early bedtime & sleep 8 hours?

Unique and thoughtful questions for associates to ask the partners during the associate’s year end review?

Went thru a 2 month recruiting process with MCK and learned I will not be getting an offer. Any advice for getting an interview for the next recruiting cycle? 2 YOE, no mba, currently an associate at KPMG and up for promo this year.

FCB NY is having a summer internship program, beginning June 1st. Can we expect other agencies in NYC to start hiring then? People who live in NYC, when do you expect things to return to normal?

Hello all, I have offers from both EXL and Clairvoyant (acquired recently by EXL). I was wondering if there would be any issue if I choose one over the other? Leaning towards Clairvoyant a bit because of the discussion with HR. Also EXL HR is saying that they will issue laptop after joining. Is this normal?

Hi all, following my interview rounds with Amazon, the recruiter reached out to arrange a call to discuss positive feedback and run through some information before pushing to next steps. What can I expect the call to be about? I figured if it was an offer, they would just send it through. Any insight is appreciated!

I am sooo tired of people being inconsiderate and thinking I only work for them, when I have 5 different things that I need to get to.

I’m an associate project manager in software- 10 months at my current job, 3 years overall experience. I’m curious what others make/made in this role with similar levels of experience. I want to ask for a raise at my 1 year review…

Tips for starting new job?! First day+week ? Decided to make a big change and leave my job of 10 years to start a new one! Curious tips for first day you found worked or didn’t work

How would you approach your manager if you get a job offer with a higher pay elsewhere for a somewhat similar role?

What would be the best method to transition from a financial advisory role to a more financial analyst focused position? Is this type of move unheard of/too difficult to do?

How do I find jobs that can be done remotely… from anywhere?

Just had an amazing interview at one of the top Japanese banks. Should I not get ahead of myself? Already visualize myself in the role!

I would love to move to Asia one day. Currently working in corporate finance in the US, I just started out of college. What would be the best ways to jump ship and find a job there? Which countries might be best for long-term consideration? How does working there differ (besides the hours and hierarchies)? For those who have done it before, was it worth it? At what point in your career would it be best to make a move like this (or not to make a move like this)? Thanks!

I work in accounting/finance and have been at my company for over 10 years. I am planning to leave and put in my notice right after I receive my bonus which is right around when “busy season” starts. Unfortunately more than half of my annual income comes from my bonus. I feel terrible about this because it will cause my team to work extra hours during a busy time, but the company is toxic. Any tips? I don’t want to burn bridges with the non-toxic folks.

Is anybody here a notary? And how much are you making from that? Is it a potential side-hustle?

Hi! I’m based in Chicago and am looking for a WFH job. I currently work in banking but have also worked at Amazon on the seller support side. Any recommendations on where to look? My goal is to start at 65k. Thanks!

Hello fishes! I am currently interviewing for a Portfolio Associate role a PIMCO , down in their Newport office. I would like to get some feedback if any of you are familiar with this role, what are the exist opportunities that can come up down the road? I know it is not presented as a front office role but more of a support role to PMs. Appreciate anyone’s input on this. Thank you!

Anyone have any feedback on the work environment at citi Bank in Wilmington, DE?

Need your opinions. Wife is currently 14 weeks pregnant and I’m expecting a job offer in the next week or so. Do I sign and accept an offer and then tell them about needing to take paternity leave once I begin or do I discuss this before I accept? Not wanting to start off on the wrong foot but don’t want to risk any potential offer

NYC - Avg Fund accoutant, avg senior fund accountant and avg assistant control just salaries?

Nearly 3.5 years into my financial services career I am expecting an offer from Deloitte in the next couple of weeks. Does anyone know the salary range for Deloitte consultants?

Currently in my 3rd Year finance major. Been wondering about the prospect of joining Investment banking and Wealth management. Do bigger banks offer better comp than funds? What are the best ways to boost my chances to join either?

Has anyone got the PDF version of the PMBOK - sixth edition and would be willing to send it to me?

I'm looking to pivot from back office operations into Investment Banking. What can I do to better position myself to make the jump?