Any recommendations for CFP Programs? So many options! Also, has anyone taken Series 50, I’m using STC and wondered how the exam is. Thanks!

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Danko

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I used STC for the s24- it was good but nothing better than Ken Zahn and Brett Danko

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Ken zahn

Yes!!!! Brett Danko is so good!

Related Posts

Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!

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Is the cfp as hard as people says it is?

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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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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?

likesmart

Have my CPA but thinking about becoming a certified financial planner after leaving public accounting. How difficult and time consuming is the exam compared to the CPA? Is it worth it?

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Anyone have success charging an hourly fee for financial planning? Considering making a jump into it, have cfp designation, but am mostly commission at the moment. Won’t be a total switch.

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The idea of a CPA/CFP combo to me makes a lot of sense and seems like if someone were to market it well they could do well. Are there any that do okay?

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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?

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Anyone else taking the CFP in November?

I’m considering leaving Public Accounting to become a Certified Financial Planner. Have any of you other fishies looked into this? What are some things to consider?!

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CFP, asking advisors out more than five years... has it really made a difference in your career growth/AUM and how clients perceive you? I guess I’m asking, was it really worth it?

likesmart

6 week cram sesh for CFP. Any recommendations?

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Recently got my CFP and wanted to push more in the planning direction. Kind of young for seminars so I thought maybe do more door knocking. What do you think about no soliciting signs though?

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Starting the CFP in January... gonna use a scheduled, 11 month program through dalton. Any advice?

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I really want to get the CFP asap but I’m torn bc all of my time & energy is currently going into building my practice and I’m only about 16 months in with a relatively long way to go. Continued....

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My paraplanner is wanting to get started with his CFP. It's been a while since anyone in my office has needed to go through a program. Looking for advice, what path should I suggest; Kaplan, Bryant University, Boston CFP, something else I don't know about? Looking for your ideas on what might be best to use as an educational source for the CFP these days?!? Thank you.

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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.

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For those of you with the CFP designation, did it help you win over business much more so than prior to you getting the designation?

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Best CFP continuing education providers? Not looking to just get the credits done, but something in depth to relearn things I️ may have forgotten.

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Anyone else take the CFP this cycle?

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Additional Posts

My son is entering Kindergarten and his (great but hamstrung) public school can only offer 60-85 minutes per day for remote learning, 3 days per MONTH in-school. Just not feasible for a working mom in this industry. So I met some parents, we hired a private teacher, and I’m rolling with a 4-family homeschool pod. I’m keeping my kid in public school, hoping the curriculums can align and not go crazy. Love and strength to all moms and dads and partners out there. It’s tough - but so are we!

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Could some of the moms share their favorite Christmas traditions and activities? Looking for some positivity this holiday and would love to learn about special things that you do with your families.

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Hi ladies, looking for advice on pivoting my career. Currently primary engineer for a system that supports 25k users across 200+ offices. I'm bored with IT. I'm a Jill of many trades, networking, wireless, voice, etc. I'm currently working on learning various netops tools. I like figuring out how to put pieces together but it's not much of a challenge anymore. I'm working on putting together a 5 year plan to move to 100 percent remote because my husband wants to retire and move. Advice?

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Looking to prep for and exit to Corp Dev out of Strategy Consulting. Any recommendations on how to get up to speed on valuation / modeling? Looking at the Wall Street Prep packages (premium or basic).

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Has anybody heard of a green MBA? Does it have any value if you want to break into a sustainability-oriented field?

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I just realized the company I am about to jump ship to doesn’t have a 401K match or any contribution programs. Would this be a deal breaker? The base salary is a 20% increase. Offer is due @ 5pm today

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Looks like my united status match is not gonna be completed by the time. Is there anyway to rebate? I am 4 segments short for gold and wonder if I can talk my way out

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Anyone have any book recommendations? Ideally ones that have helped you throughout your career

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Has anyone had a live jury trial since covid? We could potentially have one in the next 30-45 days. I have team members who very strongly do not want to travel to urban areas and potentially be exposed for a variety of very legitimate reasons (personal and family health issues). I’m not willing to make anyone do it. Has anyone dealt with this?

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What’s the most important lesson you learned in consulting?

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As an SM making $185k, what should I aim for as an exit? I got a $200k offer with better wlb and no travel but also no stock and low 401k. wondering if I I should set my sights higher.

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Got rejected from BCG after first round interviews. How long do I have to wait before I can reapply?

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Should I be investing my 401k contributions right now? I’m afraid that the market’s going to crash. Would it be a better option to just hold the funds uninvested in the pre tax account?

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I’m documenting updates my manager provides every week in my PIP document and at the end of the month he says his feedback isn’t captured accurately. What’s the best way to deal with this? Don’t want to get fired and think I’m doing much better than other people in my role

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In Australia. Boarded a domestic flight from Melbourne to Sydney on JetStar. They board their planes with two entrance points. Rows 1-16 enter through the front, rows 17-32 through the back of plane.

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I'm looking to pivot from consulting into tech. I've gotten lots of interesting from tech companies on the ops side but am much more interested in product management. Any advice on books or courses to help make the transition? I'm struggling to land PM interviews at companies that aren't tiny startups :(

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Anyone in Deloitte’s HCM/HR/WFM transformation practice aware of openings for seniors and/or willing to chat with me? I have 5+ years of experience and looking for role immediately. Ty

Appropriate comp for Oracle Cloud Financials Manager at Accenture? 4+ YOE in Oracle ERP in industry, 8 YOE overall. Midwest city, non-target MBA. Thanks in advance!

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From talking to students at multiple M7 schools, it seems like all of the BB/MBB/FAANG companies recruit at most if not all of the schools . So if you're planning on recruiting for one of these, is there really a major difference in career opportunities between each school? Asking because it seems like some schools are specifically known for finance vs consulting vs tech, but if the companies are all recruiting at all these schools, the differences don't seem as pronounced to me.

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Trying to decide between two portfolio ops roles, both in the Bay Area: Small-ish VC firm, ~135k base + 35k bonus Medium PE firm, ~115k base + 115k bonus Which would you choose? I’m leaning towards the PE firm bc it’s more hands-on, faster learning curve, and higher TC, but the VC role seems to have a better WLB and generally sounds cooler (getting exposed to VC vs continuing in the corporate world). What do you think?

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