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.

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?

Currently an FA within the banking channel with CFP & ChFC. Need to make a move, but not a huge portable book to bring. I currently make 6-figures and would like to continue to do so at my next firm and still be able to grow. Willing to buy a book as well.

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.

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?

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

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.

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!

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

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...

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?

What’s the most signing bonus I can get in this market as a fifth year in capital markets? Currently in nyc in one of the “prestigious” biglaw firms. Open to any geographic area and any firm. Only considering lateraling to cash in and move in house after a year.

Anyone have insight for WilmerHale?

Specifically, I'm interested in knowing:
1. The culture across the firm
2. Whether associates are (or can be) hired in offices that don't have a presence for their intended group (e.g., if I could work out of LA for the IP group, which currently does not have any attorneys in the LA office)
3. What the culture is like in the LA, SF, Palo Alto offices
4. Culture in the IP group, specifically patent prosecution

Thanks in advance!

What is good altimetrik pune or citi pune?
In altimetrik they giving me Western Union project.. any idea about it

Traveling to Compton. Any places i should visit?

I think I might be underpaid. I work for a pretty small company but after looking online it seems like it. I make about $18 an hour as a strategist in Phoenix, AZ. Obviously the cost of living isn't super high, and I get a ton of hours, but still. For a company of under 500 is that good, bad, or totally fine? Thank you in advance, especially for any tips on how to bring it up to my boss.

Looking for a switch. Any leads?

How does one find a therapist? Like what are the steps to finding a good therapist and does insurance cover anything? Everyone always encourages therapy, but never gives a run down on how to start.

Hey guys,
I got a civil fine for having an open drink in public in NYC.
Would that affect my green card application ?

Requesting thoughts on developing a registered agent / local business advice (contacts, defense, small real estate masters, etc.) client book. I am thinking about developing semi-passive income streams for myself as a member of a small firm who does litigation and some of this work already. Any advice or anecdotal experience, anyone?

Have two offers:

1. regional IB boutique(~30 people, transaction size $20-300M)

2. Accenture CDP Program.

Both in similar locations, what should I do?

Trying to decide the perfect size and setting for a diamond solitaire necklace to wear everyday. I have 1 ct tw studs and a 3 ct tw wedding ring and band (not afraid of some bling). I’m tall (5 10). Thoughts? What’s solitaire necklace do you love to wear daily?

Does Crowe, CLA, CohnReznick, and Forvis offer a signing bonus???

Best jokes you’ve seen in a goodbye email? Looking for some inspiration.

It's funny how our entertainment industry never misses the chance to report each year how diversity in Hollywood is still wanting and then do absolutely nothing about it. Yes queen, give us nothing, lol.

Need an opinion. I just finished week 2. I do an hour after school club at my district once a week on zoom and none of my own schools students participate. I received a very nasty and aggressive email from a parent making threats and hyperbolic accusations so I forwarded the email to the personnel at the district. They were supportive but is still willing to “work together to assist her”. I thought I was pretty vocal that I did not appreciate the way she addressed me and don’t take lightly to

Is anyone hiring for cost segregation or fixed asset valuation roles?

Bro, babies will take an absolutely massive dump then stare you in the eyes & giggle as you suffer changing their diaper

Potential exit ops for Real Estate Asset Managers

Which employers should I target to get in operation due diligence/vetting alternative investment managers?

Things at my firm have been getting tense and toxic for a few months. I'm trying my best to stay positive and productive but things are getting worse and I don't know what to do. How do you know when it's finally time to leave?

Seeking employment as a Financial Analyst in the New York and New Jersey area any suggestions? Please help thank you.

Hi all! First time poster here, please be kind.
Wondering if anyone here is based in the South East Asia, specifically in Business Development.

I'm in early stages of my career with plans to relocate in the next five years. May I ask what can I do/plan now, in sights of my plan?

Thoughts on jumping in to a 9 to 5 at a Big Bank vs Corporate finance? Consider work life balance, potential to start an entrepreneurial venture and maximize $ per hour?

So, I am a high performer and had to cover for two very senior roles for many months due to quick high turnover. We already had our talks. I found it funny when I was told, “oh and by the way… as you can see we increased your bonus to thank you for covering for so and so.” $500 increase………. Am I silly to think this “thank you” increase is a joke? No salary increase and only $500 thank you for covering for two additional jobs. Am I unreasonable to think the work I covered for wasn’t appreciated?

Does anyone have recommendations on where to get analysts forecasts of dividend or share buyback growth in the S&P 500?

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

What are some exit opportunities or career paths in Asset Management? Specifically BlackRock equities analyst

Hi everyone, applied for an investment consulting internship few weeks back.
It's a client facing job, but it might come at a later stage of a job, maybe after finishing my internship and getting a job offer.
I'm interested to know what is the must develop skills, must take courses or must read books to get insight, develop the required knowledge and skills for the position. I majored in business management finance and currently preparing for CFA level 1. Thanks in advance ☺️

Associate Buyside Equity Research Analyst at a large public asset manager 1+Trillion with 60bln in group AUM. 4 years experience. Covered Multiple large cap sectors and currently leading coverage of a subsector. Difficult to get promoted because of AUM shrinkage and organization is top heavy. What’s my market if any?

Has anyone taken the CMT, chartered market technician? If so how many months did you study for level one?

Can anyone tell me how much salary should I expect from Citi bank for Analyst / AVP role in Product Management?

Are there asset managers that are planning to invest in DeFi or Crypto protocols as a way to earn yields especially in a persisting low interest rate and potentially high risk equity investment environment.
What are the most innovative strategies you have came across for asset managers to earn higher yields.

Can anyone provide TC range/insights for an MD seat at Blackrock for the institutional family office business? Either SF or NYC?

Has anyone taken the CAIA ? Any tips ?

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.