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’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’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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Alright gents, quick opinion how valuable is a WMCP & Chfc designation

Currently finishing off my finance degree wondering if it’s worth it before achieving a CFP & CFA

More context I aim for more roles in wealth & assets management or commercial / institutional investments either states side or Latin American, speaking Spanish Portuguese. 

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Best study guide for CFP?

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Anyone taking the CFP course via College of Fin Planning? Trying to figure out last day to take the test.

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Average base salary for someone who just passed the CFP?

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

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

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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?

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Looking to join an RIA. Referrals greatly appreciated. CFP with over a decade experience with in Wealth Management.

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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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Anyone took CFP exam? How hard is it compared to CPA? And how many hours prep?thanks

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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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I have CFP but see need for more managed account in my practice. Would it be wise to get CIMA (Certified Investment Management Analyst) to obtain more knowledge and skills? Thank you.

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If anyone out here is a rising CFP and looking for their next opportunity near or around the Minneapolis, MN area, DM me! I had an awesome conversation with a firm yesterday who is looking to fill a junior advisor role (succession opportunity down the road). This sounds like a great opportunity for the right person!

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I am a CFP(tm) and a 20 year veteran looking to educate and acquire businesses from owners in GA (or the southeast) who want to sell or are looking to get educated on the succession planning process.

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Just started a new job and after doing some research found out they do not offer a Roth 401k. My choices are limited to a traditional 401k or After-Tax Contributions. After speaking with a friend who’s a CFP, he suggested I contribute only to the After-Tax, but I wanted to validate that advice here. If it helps I’m 24 and my current base is around 110k. Thanks in advance!

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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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What’s your firm’s position with regard to the regulation of the CFP standards coming Oct 1st?

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Anyone else taking the CFP in November?

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Got to love when a man takes it upon himself to go to my boss and tell my direct manager that he thinks that I am incapable of completing my job just because I told him we can talk later as I’m busy right now, he barely even knows what I do. I literally have everyone above me saying I’m doing great. I just think he doesn’t like the fact that I’ve declined his job a couple times before he got it and is taking any opportunity to push me down to feel better about himself.

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This bowl has helped me through some very dark times, and I come back to get more perspective again. In 2020, we went through IVF and had 4 embryos of grade good enough to transfer. We transferred the best quality one and thankfully, it was a success. We stored rest of the three embryos. I do want another baby but my pregnancy and delivery was quite rough and my body won’t be able to handle it immediately and probably for another year or so. Anybody in similar situation? I am 37 if that helps.

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I love how so many 🐠 are now experts on economic phenomena like recessions.

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I am interested in work flows. What would you say is your average amount of submissions you recieve on a weekly basis? How many submissions are on your desk at any given time?

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Just been diagnosed though I've long suspected. The psychiatrist is diagnosing Vyvanse and a mild anti depressant - any tips or advice for me? I tend to be very conservative about medication and my mother would have a nervy b if she knew I was considering it because she thinks it will lead to addiction

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*Judge after instructing several attorneys suit and tie are required even for zoom hearings*

“Wow is there a shortage of ties going on or what”

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Just signed my first perm. My agency is putting me in a pension scheme. I'm not very savvy in these matters, should I stay or should I opt out? Is it worth it? Beats the inflation and saving and investing it wisely by myself?

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Hi Fishes, Can you please help me with Salary Range for Grade 7A at GSK?
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26M, recently got a job in Beverly Hills. Currently living in OC and enjoy snowboarding, hitting the beach sometimes during summer, and boxing. I’m also POC so I’d feel too out of place in Santa Monica. What other neighborhoods would be good for me? Walkability is a plus but ideally I’d be in a diverse neighborhood with nightlife like Highland Park and within 30-40 minutes of work in traffic.

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Hello looking for a referral to Wolfspeed (formerly Cree) for my husband who is not on this app. Thank you!

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About to file a writ of habeas corpus for client where I.C.E. detainer is not executed and bond was paid. Will judge revoke bond if he hears about I.C.E. detainer. I’m guessing he will after I file this. Thoughts?

Hi Fishes,

Will it be a good idea to switch from Accounts Receivable profile to a Data Analyst profile?

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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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