Anybody have the CPWA? Was it worth it? My firm refunds me for half the cost if I pass. Trying to see if it’s worth it. I’m already a CFP.

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?

I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

I’m looking to hire a producing FA in the Allen, Tx.
Must be self motivated and willing to earn CFP.
Base salary provided the first year.

Best study guide for CFP?

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

*** 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.

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?

Best study guide for CFP?

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

We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

Looking for an investment advisor who is 1) a fiduciary 2) has a CFA/CFP/CPA or some combination thereof. No exceptions. DC/Baltimore area.
TIA.

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

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

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. 

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

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?

I’m looking for a fully licensed FA with 3-5 years experience in the North Dallas,Tx area. Small BOB preferred.
The position is salaried with discretionary bonus. The advisor must be people oriented and desire to obtain the CFP designation.

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

For Virtusa internal candidates :

If anyone has basics testing knowledge and good comm skills and willing to move to testing domain, feel free to comment

Which LOB is good for JPMC Bangalore location ?

I have been at my company for 3.5 years. One year ago (2.5 years into my employment with them) they re-leveled everyone and I was bumped to an entry level position on the terms that they changed my job title when they re-leveled, so “technically” I am at the early stages of my new title. Even though the job duties did not really change.
I’m not sure the best way to approach this. Has anyone else had a similar experience or know how I should advocate for myself?

What is the average bonus for an Associate within A&M BT PEPI? I got an offer with 100K€ basis in Europe and I m trying to figure out the average and potential bonus an associate can get. I know it varies but I’m looking for a ROM . Thank you in advance

AirPods or Bose QC35?

Any ladies want to grab coffee at Ebenezers around Cap Hill?

Planning on getting married in a temple in the US. Does anyone know what all paperwork (eg marriage license, certificate, registration) I should be thinking about and how to get it done?

Do you think partners in law firms have too much power and autonomy? eg. the power to refuse leave, to do your annual appraisal, to make you work while on leave, to overwork people, to manage the team on their on terms etc. Is this power bad or good for the firm and the team overall?

Related question - Do you think the HR in law firms are just there for show since the partners have a lot of power and autonomy?

I feel like I'm going to get screweeeddd over with this upcoming housing market crash. I know we paid hundreds of thousands more than the house is worth 😭

My background is in tech transactional. I joined a cybersecurity SaaS startup at the end of last year and now also handle more generalist matters in addition to all things commercial-related. I have a number of books on contracts that I’ve found super helpful over the years (The Tech Contracts Handbook, A Manual of Style for Contract Drafting, Sign Here, etc.). Can anyone recommend books they’ve found helpful for L&E matters, privacy matters, product matters, or marketing/advertising matters?

Other than low salaries and high housing costs, what are some of the biggest barriers teachers face when buying a home?

I wanna see the Foo Fighters but I’m lame and don’t have anyone to go with 😭😭😭 I’m about to say screw it and go by myself.

Bi girl here doing online dating. I always get SO many matches with guys, but barely any with girls (I’m only looking for women too). Whys this happening - any thoughts?

I am a Business Transformation consultant, having worked for Asset & Wealth Managers, Investment Bank, Boutique, Government Pension Fund, Family Office as part of my current role with a small consulting firm.

I am looking out for a new role in Singapore. Any leads or references would be helpful.

Any openings in third party due diligence/ background screening? I am also pursuing CFE. Thanks!!

Hi All,
Trust you are good and safe!

Currently I am working with Bank Of America with an experience of 7years & 6 months. As of now I am looking for a change.

Request you to kindly refer me, Thank you.

Not related to consulting but anyone has experience with ratehub / canwise financial as lender for the house mortgage? They seem to offer better discount on Prime rate compared to the big 5 banks.

6’5 here, does anyone have any recommendations on a good desk that is adjustable to a standing desk? I find that a lot of standing desks have a listed max height below 6’5

As I am in the transition process to another firm... will a ‘letter of warning’ be reported on my u5 ? I was told it would not... but wasn’t sure if anyone out there had a similar circumstance.

Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing

What time do you arrive at your office on Monday morning?

I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

Best books you read this year that aren’t about sales, marketing or prospecting?

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

Does anyone think there is long-term viability in Cryptos?

Best technology to use that LPL has?

Best platform/integration from an independent perspective?

I would appreciate some info on custodians for an RIA platform. Who are people using and why? Thanks!

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?

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

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

Curious how this past year has been for everyone? Are account balances pulling your income down? Or has you book been growing? New clients? Are current clients implementing more because they realize they hand no idea what to do? Or is everyone still scared and sitting in cash and short term fixed income?

What do you or your firm do to provide first class service?

*** 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.

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.

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

And another one bites the dust