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?
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?
I don't have anyone else who gets this, but I hit my personal goal this year in almost every category; revenue, income, AUM growth, etc. Our fiscal year ends in October and I ended the year with a bang. Just super excited and I hope everyone else knows, this business is worth it when you put in the time and effort! Edit: also passed CFP in March!
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.
*** 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.
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.
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...
Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.
Out of curiosity, what designations do you have? CFP, CFA, CIMA, ChFC, etc. Do you feel that your having, or not having, a designation has put you at an advantage/disadvantage?
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?
I've done parts of the CFP but couldn't sit for the exam. I am thinking about finishing the requirements to sit, but I am wondering if my time would be better spent prospecting. Thoughts?
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? @
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
Does anyone here hold a non-CFA designation (CFP, CAIA, FRM etc.) and what kind of role/position do you have?
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.
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.
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?
I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?
I’ve been feeling like my new project is super draining. I’m constantly working. Learning new things but my client team has some very difficult personalities. How do just not care as much?
Facing a career decision: do I take the pay raise, or the position that I'm more interested in?
Slalom manager or senior manager comp? I’m not sure if the levels, but looking for equivalent. Looking at strategy as well
Do you ever contemplate suicide, (without serious intent) over work frustration/stress? Having a really rough week and afraid I’m going to burst into tears if I explain to my team, but also don’t want to look like a baby.
What is the bonus you've seen for fresh out of college consultants, assuming average review (started Jan and would receive bonus in December) ?
Currently making 107k at 2.5 years experience as an MC. Have an offer from a small boutique for a lateral transition,125k base and 5k signing bonus. Is it worth making the jump?
Who's in downtown Chicago tonight? Staying at the Westin on Michigan ave for the next couple nights
For remote learning activities, I’ve tried to give fun assignments to the high schoolers. Does anyone have any creative ideas to share?
How impacted are summer ‘20 internships for current students? Any cancellations or still moving forward at FAANG, F100, and MBB/B4?
I’m being promoted to Manager this November but recent got offer from a fintech. In money term the manager base pay is 5k greater than the new role but i’m negotiating to match the offer with my Manager salary. Should I wait until promoted or move asap? I dont want to continue working in external audit so trying to pivot to data analyst role/IA in the fintech before moving to full DA/DS position… but thinking the Manager promotion would help negotiate salary in the future.
I have completed my technical interview and HR discussion package everything finalized yesterday with Accenture today when I check the portal it's showing due to their is no immediate Business demand, on - hold Kind of status I could see. What it means then? I have left with only 3 weeks left in my notice period
Y’all be letting these white people see y’all drinking on these virtual happy hour calls?
Qq - I recently noticed that I am missing an old (not current) i-797 approval notice. I have the scanned (soft) copy but not the original notice. Do we need older notices for any future filings (e.g. green card, AOS filing, naturalization etc.)? Wondering if I should order a copy or not needed.
Sorry if this is the wrong place for this, but does anyone have an eating disorder and find this way of life incredibly triggering? I was doing so much better when I was remote and local, and now that I'm always traveling, I'm not doing so hot.
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