Any cpa's think of getting cfp?

*** 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.

26 y/o JD, CPA, CFP --- what are my odds landing a career with the FBI?

Any recommendations on prep courses for CFP exam? Taking the exam in March

Best study guide for CFP?

Big disrespect to UCF in the CFP poll... Michigan above? Thoughs?

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?

Best study guide for CFP?

We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

Relocating to Columbus, OH area. Would prefer to transition to Independent. Have over 5 yrs as lead advisor experience and cfp. Could probably transition 4-5m and help with existing book.

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

I’m a CFP® and work as a test engineer for financial planning software. I’m pretty new to the tech space, and wondering what jobs might be out there in the fintech space as I gain more software knowledge. It’s kind of niche working in financial planning software as my background is financial planning. What kind of jobs are out there that might translate well and would have good earning potential?

Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

Average salary for a Senior Associate who’s in the process of getting their CFP?

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

Anyone have tips on writing a cover letter without referring to anything in the resume?

Currently a software engineer at FAANG (four years out of college) interested in getting involved in tech private equity. To reset my career, what is the most efficient route to get there? MBB -> PE?

Is there an appropriate way to turn down an assignment because it is non-billable? Two of the partners I work for keep asking me to write client bulletins and articles with them, which is great, but now I’m starting to worry about meeting my billable hours requirement.

Anyone have insight into the Microsoft Office of Responsible AI job postings? Three different titles and one has been reposted for six months. Are they looking for a real person or some sentient AI 🙃?

*** 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.

Any struggling paralegals here? Do you feel like your financial situation is affecting your productivity at work? I like the work I do but the pay really sucks. I feel like the fear of not being able to pay some bills on time is affecting my productivity. I’ve asked for a raise but that may not still cut it, and idk if that will go through or not.

Weird shit your classmates say 🍻

Looking to date someone cute!
Dm if you are younger than 24 and in live in Toronto.
Looking for females btw lol

How do you deal with Impostor’s Syndrome and insecurity? I recently joined an agency as ACD, and sometimes I feel like I am not as good as my team… My teammates are so intelligent and quick. Also, feeling like I have to prove myself to earn their respect stresses me a lot. Sometimes I rather don’t talk, which I know isn’t helpful. Any advice on how to boost my confidence and show them that I deserve a space there?

Just me here hoping that slack never adds the “read” notification on messages.

Hey could any one tell me whether we have yearly increment in Oracle or not .or is it gud to join Oracle ,is it secured?how is the work life balance

First in-person retreat in a while coming up and first for me at this particular firm. Several people have mentioned that much of the bonding etc happens while drinking. I am newly sober and now worried about being in this environment, any tips for making it through the weekend? Similar experiences?

I was wondering if anyone knew of a company specialising to recruit within Switzerland and also offer sponsorship, I'm planning to relocate after several years of waiting but seems I can't find a good search engine to help me find specific roles that will offer sponsorship related to my profession...

Hello All,

Please help me to unlock DM features.

Appreciate your help. Thanks in advance!

What will be salary for 3yrs data scientist

Anyone heard of Ten Oaks Group?

Corporate associates — do you feel it’s harder to meet hours vs your litigation counterparts? Billing in increments of 0.10 vs driving to the courthouse that can be billed in large chunks, as an example (pre-covid obvi)

Has anyone ever lateraled and had to clarify/dispute the terms of their bonus payment with the new firm?

Do you give the office manager (who does assist you with admin tasks from time to time) a christmas present (aka cash)? I have an admin assistant so that's an obvious yes but I don't know how to handle the office manager or receptionist!

Estimated tax payment question:
I converted $30k of rollover 401k into a Roth IRA and have $26k of realized ST Capital Gains this year (Roth conversion in end of Q1 and most capital gains in Q2).
My total federal withholding tax last year was approximately $12k and this year I will have 40% more in reported income on my employer W2 and anticipate higher that $12k federal withholding for my new job. Given this, what is the best way to go about making est. tax payments for the income (continued.)

You know it's bad when you start having dreams of yourself preparing tax returns! #WorkInYourDreams

Great learning experience they said, it'll be great they said... 😱

How do I get Spotify to work in the EY office?

Wiley or Gleim which one is better?

Yesterday #AltonSterling, today #FalconHeightsShooting.. Needs to stop 😔

Anyone else on the bench now?

How do you know if you’re considered a value employee?

Is internal audit a good career path? I was presented with a position at a fortune 500 company, and I’m ready leave my PA firm, but not sure if leaving PA is right. I’m senior level

Does anyone have any good books or podcasts about how to develop leadership/ managing skills?

What’s the dress code at BDO? Jeans eveyday?

I really want to do a GDM rotation in India or Argentina? Has anyone done it before. Can you go as a senior?

With House Tax + HOA + Maintenance + Home Insurance + Security System + 4% mortgage, is it even worth buying a home especially at these levels? (NY/NJ area)

Is it possible to jump firms before you reach senior?

Is there not a "lock aspect ratio default " option in Microsoft word?

What would you do to deal with people who drive too slow in the fast lane? This is a scenario where you are the king/Queen of the world for a day.

What's the budget range for partner(as a percentage to associate hours)for a tax provision engagement, in general?

Best books for time management / business skills / inspiration?

Y'all leaving upper deckers in the toilet stalls need re-examine your life. How can it be so tricky to hit a12inch hole while sitting down? Bathroom is out of commission thanks to a serial squatter.

I often wonder why I did accounting because the services I provide to my clients mean nothing to them. At the wake of my friend's dad tonight, he asked for my help during dealing with his family