Alright gents, quick opinion how valuable is a WMCP & Chfc designation
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...
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.
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?
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?
Our firm has a career or merge or succession opportunity for a seasoned CFP in Johns Creek (North Atlanta) metro area.
Please call James at 6789946448 firstname.lastname@example.org
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
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.
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
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!
Does anyone have a contract that you use for computers when they are sent home with students? I definitely need some ideas of one. Feel free to email it to me email@example.com
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…
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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.
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!
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
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Is exactly what a discriminatory man would say ….
IMO, if a client is searching for an advisor based on certifications it will be CFP 99% of the time. Most people outside of the industry have barely heard of a CFP, much less the others.
As for job opportunities, I can’t see WMCP or Chfc giving you a better chance at an interview. But CFP or CFA sure would.
All you need to know is exactly what the first responders said. Hahaha good luck!
If you’re going wealth mgmt go CFP first. Then if you want it CFA, but honestly probably not worth the time if you’re just going to stick with wealth mgmt route. Most people looking for advisors have never heard of CFA and don’t understand the significance of it.
If you’re going asset management go CFA. CFP doesn’t matter in asset management world.
I think this about covers it. I think most of the letter soup is only good if it is targeted at your specific niche in WM, or in WM if you are not going after HNW or UHNW. Joe 6-pack might see a lot of letters and think you are more qualified, but Jolene Millionaire only wants to see CFP.
Get your CFP. Just do it
Get your degree, CFP, and CFA. The other stuff is designation overload. CFP and CFA are top line designations.