Which is the one that is actually the rankings as this time? AP or CFP rankings? Talking about NCAAF
Any CPAs that have also taken the CFP exam and switched to being a financial planner? Considering a career change because work/life balance doesn't exist in public accounting.
Does anyone here hold a non-CFA designation (CFP, CAIA, FRM etc.) and what kind of role/position do you have?
Any 🐠 have a CFP? Was it worth the time investment? Trying to decide whether to pursue CPA or CFP for long-term market competitiveness. (Not looking to dedicate several years for CFA.)
Any cpa's think of getting cfp?
has anyone here who is CPA sat for the CFP exam as a challenge candidate? would it be beneficial / make me more marketable if I have a CPA license and have passed the CFP exam? What are job ops like?
Help! What's the best online CFP course?
Hey guys, my partner wants me to start the certification process for my CFP. I want something I can do online and something with a high pass rate is good, but they all claim to be the best. Thoughts?
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?
If you were young (or looked young) and were switching over to this industry, would you pursue a degree in finance to give you more credibility? What about a certification(cfp,aams,etc)?
Have any of you CFPs out there ever gotten a referral/client out of someone who looked you up on the CFP's website?
I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?
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.
Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!
I am CFP,CPA,MBA looking to expand my practice. I'm located in PA and interested in speaking to advisors that are looking to sell their practice. Please email me at firstname.lastname@example.org. Thanks!
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How many first year analysts here started as interns? What did you guys do to get those jobs?
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Anyone dabble in releasing music on SoundCloud that can give advice on how to get started? :)
People of Color — do any of you use a “white person voice” to try to better impress people when you’re interviewing or are in meetings?
Anyone else feel like millennials just don't want to learn and are not open to advice? Seriously, you're a year out of college and you think you know how to deal with pain in the arse clients?
What is your biggest discovery or learning after a full week (for many of us) of WFH, social-distancing, self-quarantine, or self-isolation?
I get the prestige/salary argument, but my role is more menial (slides, formatting) mgmt is way less supportive of me taking on more responsibility vs. smaller firm. Starting to regret making the jump
LGA sucks. Thank god for JFK
Im a M tech and indian woman. I am looking to get involved in an non profit in atl and possibly and be seriously involved. Any leads?
Guy behind me in the group 1 line to board the plane - "are you group 1?" - no asshole, I'm just standing here to be a total inconvenience to you. STFU and go to your exit row seat.
Looks like COVID cases are going down, states and businesses are opening up, stock markets are on an upward trend, people are starting to venture out of their homes confidently. We are on track for...
How appropriate is it to walk to work in boots (not particularly fashionable) and then change into business shoes in the office? Does this work for client as well as office? Just office? Live in NYC
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