6 week cram sesh for CFP. Any recommendations?
My company offered to pay my way through the CFP program, on the contingency that I will pass and also stay with them for 10 years after the fact. Is this normal? It seems unfair to make me pay them back down the road if I decide to take a better opportunity. It’s a small business that is worried I will leave.
*** CFP Prep Materials *** Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.
Is the cfp as hard as people says it is?
Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.
Any one use Kaplan to prep for the CFP? I used it for series 7 and 66 and it worked. Just curious if anyone has used it.
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.
If I'm looking to have the CFP completed 12-18 mths from start date, what would be a solid prep course/program you guys would recommend? Any pref to online classes vs. in-person classes?
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?
At what point in my career should I consider taking the CFP? Almost 4 years in the business and have my AAMS and CRPC designations already.
Those who have their CFP: how have you used/marketed it effectively to enhance your business? Just earned mine and curious how others have benefited.
I want to start on the chfc and cfp but the courses are 8k through American college. Is there a better alternative out there? I definitely think there's value in them but that's a bit steep for me
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.
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.
Anyone know of a good tutor for CFP exam? Thx.
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 are your thoughts on changing jobs in this economy? It’s a not a huge bump, but company culture & projects seem exciting/good fit. Have been trying to leave current company for a long time cont.
Had a dream where a VP at the client knocked on my apartment door asking for an eta on an analysis he requested that is not due until next week... I need a vacation.
Is 20-25% hike worth to switch to Deloitte from another big 4?Same level/benefits/growth.Was made an offer few days ago.Does Deloitte have levels within Senior roles?How do Senior-Manager promos work?
Is anyone familiar with the knowledge specialist roles at Bain & Company I am looking at a Senior Knowledge Specialist role aligned to the strategy practice. I have 3 years of consulting experience at a boutique firm.
Hi everyone, I'm Dan looking for a remote part-time, role as an Associate Data Analyst. I'm a problem solver, critical thinker, proficient communicator and honest with experience in Microsoft Excel/Pivot table, Python (Pandas, Numpy, Matplotlib), SQL and PowerBI.
Is Accenture h1b dependent ?
Will there be a salary bubble like the housing bubble? Hearing how much people with 2-7 yrs experience are getting offered to move companies is blowing my mind. At some point this is not going to be sustainable and salaries will drop back down to reality. However, I am concerned that all of those folks with inflated salaries will get in situations they can’t support after the correction. Then what happens?
How to break into PE deal team (Credit or LBO)? I’m currently working at a $40+ bn PE but in the performance group. My day to day is mostly monitoring investments directly with deal team MDs and also preparing fundraising materials. I know how to do company valuations (DCF, comps, etc.) always been passionate about investing so that would be my ideal move. Current comp is $120k+. Willing to do an MBA.
For a strategy-esque (non-PM) career trajectory in FAANG/tech, what’s the comp trajectory look like? Can one ever reach MBB partner-like comp? MBB’s pay trajectory is too good to leave, but maybe I’m being naive
Moving to nyc with my covid dog. Any advice? She’s only been in suburban areas growing up
Is anyone here taking care of their baby while WFH with no extra help? What’s your experience so far? I have a 2 month old and my leave ends in 7 weeks so I am debating whether or not I should start looking for childcare or if I can multitask and keep her at home atleast until 6months. I also exclusively pump.
Folks, I have received an offer from TCS. But unfortunately due to offered less compensation & low designation as IT analyst, I did not join there. I informed same thing to HR before 15 days of my joining. Will TCS black list me for future openings ??? Yoe - 6.5 years Skills - oracle cloud
Pittsburgh big4 audit senior salary?
How soon is too soon to ask for a raise? I know the raises in this industry are usually pretty standardized, so wanted to hear some insight about this topic. Thanks!
First year C here. Button down + chinos + blazer okay for the holiday party? Too casual?
Currently in the US but interviewing for a UK-based firm and role. The comp level they are throwing around is £250k TC. Is this reasonable for a Director-level role with 12 YOE? My comparator would be wait 18-24mo to become a consulting partner - in the US that starts at $450k/£325k. For the purposes of this question, assume I’m optimizing for initial comp, not long term potential, and not livability, Intl experience, WLB, CoL etc. Thanks!
Apologies if this has been asked already. I’m on a project with multiple locations - I’ll be based at one location but will need to make 2-3 day trips every other month to other sites. (Contd.)
Taking a half day of PTO this Friday. Cheers to everyone who can get out of the office early today after a crazy week of grinding. To those who can’t, may the PPT winds always be at your back.
New to Fishbowl?
unlock all discussions on Fishbowl.