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.

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.

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?

Best study guide for CFP?

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.

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

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.

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

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

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

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?

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?

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

Best study guide for CFP?

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

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’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.

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

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

Wealth of experience working in the Bay Area with pre ipo clients going through funding/ working on pitch books etc.

My hometown has a growing tech scene but little funding. Was thinking of parlaying these experiences and starting a bit of a consulting operations to connect the two

Anyone with insight on how I might go about doing this? Would love to chat!

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?

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 ?

I'm thinking about starting something, but I want to be well versed in entrepreneurship before I do. Any recommended resources (websites, podcasts, books, etc.)? Thanks!

What is the worst interview you ever had and why?

Entry level business analyst/ product manager?

Dm me

Hi I am in the last stage of getting a job in an investment bank in Krakow. I have 3 years of experience and the role is in model validation. Could anyone help me understand the cost of living there and the Salary I may quote.

Angelenos - is it still worth it to transplant from NYC? I know with everything going on, it's a mixed bag, but I'm feeling the move. What do you think? Is LA still the best?

Are there any onsite opportunities in nagarro

Uniqlo stretch wool custom jacket. Is it good ?

Thoughts on the Tumi Nellis backpack for daily use? Anyone have pics they can share?

#1.1 How is return to site plan for NielsenIQ ? #1.2 Future plan on hybrid model - How many days in WFO & WFH per week/month/quarter/6m/year ?

I asked above questions to HR but reply was check with Manager(so doubtful on hybrid model)
#2 NielsenIQ is manager centric ?

Hi Fishes, I am trying for Wells Fargo but not getting calls through direct application. Would anyone be able to refer me through internal portal. I have 16yrs experience and looking for Sr scrum master roles. Will share profile if you can help. Thx

Any good course on Udemy for Learning AWS Services for a Developer.

I saw some good courses for getting an AWS Developer Associate certificate certificate.
Do these courses explain concepts or explain the question to answer?

I mainly focused on learning AWS Services for working on AWS Services.

Groundhog Day wins it for me. Perfect cultural reference to fit the message and a lovely execution.

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?

Moving your book with a crappy written non solicitation clause at the old bd once I get the cease and desist what can and can't I do I know it's coming it always does but what is the next step?

Anyone knows about the base for chase PCA?

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

This job sure brings out the inner narcissist in me! Normally I am all about the clients and their needs, and have always been a bit of a caregiver..but when they are super happy and make referrals and such

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

Anyone in SoCal?

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

Who is proud of their office? Share a photo of your office; this is your chance to be loud and proud while providing ideas for others!

Anyone working at Barclays Wealth Management in the UK?

I have been in the industry for 6 yrs now. I have been offered a position with Fidelity as a PC. Currently an advisor in the bank channel. Anyone have advice on moving into this role?

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

Have a client w over a million in IRAs and NQ account. Invested in a combo of ETFs and dividend paying stocks. Now bitching abt performance. Should I stick to my strategy or offer alt to placate him?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

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

Thank you so much.

Sick of people trying to link on LinkedIn that I do not know and not even sending a message along with it. Or sending recruiting messages with jobs outside of my level/experience.

What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

How do you feel about "workplace of the future?" I literally can't focus when I can hear & see everything everyone is doing. It's definitely impeding my productivity to not be in a quiet environment.

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

I interviewed for an employed role and knocked my business plan pitch out the park, but could tell I disappointed them with my technical. By my own admission I’m lacking in this area as only have 1.5 years experience with a poor manager who only had me focus on biz dev.

They asked me what my salary expectations are but had already hinted my experience would knock me down a pay grade.

As it was 4 of them and 1 of me I said I would email them. How do I play this without lowballing myself?

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?