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.

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I’d highly suggest Zahn

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I am currently finishing up CFP course work. Does anyone have tips or tricks for studying for the actual exam? I am particularly concerned about the investment planning section. I have 12 plus years in the industry and CRPC. I do planning literally everyday but a test is a test and this is the module I have had the most trouble with.

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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?

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Best study guide for CFP?

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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.

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

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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.

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

Thank you so much.

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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

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Anyone have CFP Prep books they don’t not need anymore?

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I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

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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?

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CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

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

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Best study guide for CFP?

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

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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?

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I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

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

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Anyone know of a good tutor for CFP exam? Thx.

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I had a great review and a 5.5% raise and a great bonus at my company. But I also got a new Director and a peer manager of mine left the company, so I will be absorbing her team. In addition, my director said I will be receiving 'deep delegation' from them. I don't mind more work, but deep delegation is a new term I've never heard. What does that mean lol?

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Is it wise to stay at present company who has started I-140 application vs jump on to other big tech company for higher pay ?

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Dm me

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Where are you on the chart?

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Uniqlo stretch wool custom jacket. Is it good ?

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Hello All,
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#agoda Agoda

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Currently a MS in Finance candidate. Got into the MBA program with a finance concentration at the same school - Johns Hopkins. Don’t care about target , non -target (already happy with my role, industry, firm). What’s more valuable in terms of longer term prospects between the two degrees? Any thoughts or guidance?

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CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

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