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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.

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Considering it now - I'm in the same position.

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I'm interested in the idea of become a financial planner one day, but I feel like all of the jobs I have seen require you to sell some BS life insurance plan

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Small company is definitely better. Good luck! 🍀

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I'm thinking the same too. Definitely don't want to sell insurance though, so that aspect sucks.

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OP, do you have an idea of where you'd go after getting your CFP? Deloitte 1 & EY 1, very valid concerns. Depending on where you go, you'll be "encouraged" to peddle some preferred insurance among other things.

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Not really. I'm at the mulling it over stage. I do have some personal connections that are CFPs that I have talked to. It would probably be a much smaller company, ideally a family business that the kids don't want to take over. I can't really find a job as a tax accountant that interests me in my area but there have been several that I have seen for CFPs.

Try working less in public. It's working for me. You'll still have a job.

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Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!

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ChFC or CFP? And why? Also, take in consideration not having a Bachelors

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I am looking to drop my series 7 and join an RIA. I’ve finally accepted that the BD environment is a terrible fit for me. I would like to join an RIA team because I’m just over 5 years in and I would like to have some mentors to continue learning from, but if I can’t find the right fit then my plan is to launch my own. Where to start looking for an established RIA? I have not completed my CFP yet.

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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?

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I'm interested in hearing from those that hold the designation:After achieving the CFP did you/how did you announce it to your clients?

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

Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.

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6 week cram sesh for CFP. Any recommendations?

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The only 5 people who have EVER asked me if I am a CFP... BTW I'm not... have been Millennials and gen-xers looking to start DCAing $250 a month into a Roth. Not 1 person of significant wealth. LOL

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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.

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CFP designation even though not a fee base planner. Do you see any conflicts of interest/ misleading? Should a CFP be required to be a fee based planner?

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How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?

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Thoughts on getting CFP when done with CPA (1 test left) and pivoting from audit to personal financial planning? Estates, taxes, savings, etc. Or should I just stick the OG plan and go into industry FP&A when I make senior/CPA?

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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...

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What nuggets of wisdom do you fishes have for someone who is thinking of getting a CPA/CFA or CFP deep into my career (have a different qualification). What is the most straightforward way (self-financed, since I have another qualification)? These would compliment my work as an actuary.

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The first CFP is a bunch of bull crap! Georgia over Alabama. All of the Big Ten getting shafted. WHAT GIVES??!!

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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.

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I am taking the CFP exam in July. I currently have my RICP but I struggle with how to market the designation. I’m fearful that I will have the same problem with the CFP. What do you do to show people you have these designations aside from having the letters after your name? @

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I'm CFP & RIA with 12 yrs experience. My wife and I are planning to relocate from the Big City to a suburb, pop: 75,000. My goal is to open an office there and grow my book to the next level. Advice?

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Additional Posts

I’m leaving from 1 firm to another. Can anyone provide guidance on how to handle the 401k? Do I just do that directly with Charles Schwab?

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Okay, regarding plane etiquette, what do you consider rude? I just saw a post shaming a person for closing the window (while at window seat) and sleeping the entire flight. How is that rude?

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Why did Deloitte’s federal practice have layoffs? Given that the clients are large government entities. I can understand it happening in commercial but federal makes no sense

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Is it rude to suggest to a new analyst that she needs to look more professional, e.g. don’t show up with wet hair to client meetings (even if on Zoom)? FYI I’m also a female and just trying to look out for these new hires

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agile [ aj-uhl, -ahyl ] Creative department works through the summer while the account and strategy team goes on their annual summer vacation.

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AMERICAN EXPRESS India is hiring for Business Analyst role. Title: Analyst - Risk Management II (Req ID -21022599) Experience: 4 years For more openings, kindly go through the below link and share req id for referral:aexp.eightfold.ai/careers?intlink=us-amex-career-en-us-home-findalljobs JD screenshot is attached. Kindly DM me if interested

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How much is the bonus for a senior promoted to manager? Assurance practice, NY office

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Was about to sell my slack shares earlier this week.. wow I got lucky. Will hold these 40 shares

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M&A tax M1 salary? CPA

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What is REALLY the difference between product management and project management ?

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How’s QuantumBlack as an organization? WLB, Compensation, Culture etc.?

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Starting a new firm, WFH next week. I am based in West Coast but the offer is out of East Coast, the firm is aware of this and I will be moving in a few months. It says log on at 9am local time. Is this West Coast time or East Coast time?

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Suggestions for recruiters for a lateral move to San Francisco? HALP. thanks!!

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Talked to this company and they said if I’m willing to pay to fly out they will interview me. Does that strike you as cheap?

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Have an early flight (6am) out of LAX and would like to stay at a hotel nearby. I know there are a bunch in the vicinity, but any recommendations for one with easy transportation to the airport?

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Any advice for "working remotely" with a 9 hour time difference? Ideally trying to take a vacation

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Marriott hotel recommendations in Tokyo? Wondering if the Ritz is worth the higher points spend

My friend has valid H1B petition and stamped visa until Jun 2020. He is filed his extension in premium expecting to get his decision soon. In case if his extension is denied before Jun 2020 contd...

(I’m new here, so apologies if this sort of thing is uncouth, or if this is the wrong place to post). I’m currently working as a design lead at IBM and am looking for opportunities outside of the company. I’ve received feedback on my cover letter and resume from senior male colleagues, but I would greatly appreciate the perspective of a female in a leadership position, if anyone is willing to provide feedback. (Particularly anyone in the UX / Design Strategy field). Thank you!

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Anyone within PWC people and organization practice willing to offer a referral? Have 2 YOE and see a posting that matches my background. Happy to chat further!

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