Anyone a CFP as a side hustle?

I’ve got my 7, 66, CFP, and CIMA with roughly 3.5 years industry experience. I started a new role at the paraplanner level… is this a bit of an undersell? Or is that along the industry timeline?

Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

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.

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

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

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?

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.

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.

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.

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

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?

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

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

Best study guide for CFP?

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

13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

Thoughts on getting CFP when done with CPA (1 test left) and pivoting from audit to personal financial planning? Estates, taxes, savings, etc. Or should I just stick the OG plan and go into industry FP&A when I make senior/CPA?

Does anyone use SketchUp? Thoughts? Advice?

What will be an approximate I hand for 12.93L Package. Where 1.1L is bonus

How are experienced hires vs recent grads treated at top consulting firms? I understand that each branch of each firm will be different from the other and it depends on the leadership. But have there been any uniform truths that people have noticed?

Hello. Is the Nvidia stack (deepstream sdk, tensorRT, Gstreamer, CUDA, etc.) widely used? Are the skills transferrable and worth learning?

Looking for roles in smaller firms 5-500M in revenues (not public but also not classic VC series a/b startups), any thoughts on how to generate leads for those type of companies ?

What is exactly the location? Kharadi or Viman Nagar?

Smart to look for a new job with a “recession” looming? Wanted to leave by end of the year, but nervous I’d be the first laid off at a new spot

I have total 7 plus years of experience in IT industry. In that 3 years as developer and rest as Business Analyst. Nowy current profile is BA. My current CTC is 11 lpa. How much should I ask for next switch?

I’m having a problem with micro management and design by committee starting to rear its ugly head in my company. Product team lead not trusting his design team to make design decisions, making unreasonable demands and putting undue pressure on us. Any advice on how to address this before it becomes a reason to start looking for other work?

Wrote a small poem (which i feel) for first time 🙂

My standard of sweetness is your voice
My standard of perfection is your face
My standard of happiness is your presence
All the above are lies 😂

Will continue writing depending on your reacts

Recommendations for an Alps ski resort between Zurich and Munich by car (Switz, Austria, Germany)? There are so many but looking for a developed village with lodging options and good lifts. Any faves?

Hi folks,
Can anyone help me with the average pay scale of a business consultant (non IT ) 8 yeo in Societe Generale.

Who at EY is excited that we (finally) have a corp discount at Equinox!? It's about time!!

I have a interview with Qualcomm for Embedded firmware development. Can someone suggest the interview rounds and expected areas for the interview. I am purely into automotive domain and the opportunity is totally new.

Also please leave a heart so that I can dm others for referrals

Anyone have experience working or interviewing with first republic bank? Thoughts, feelings, concerns?

I have 2.5 years of experience as a BI consultant primarily working with SQL and Power BI. I feel a little underpaid while currently making $75k. All of my performance reviews have been positive and I have been the lead/only BI developer on two of our largest and most public projects this year. Any thoughts on what I could ask for at end of year reviews for a salary increase?

Where can I see the reviews post manager discussion?

Deloitte 🐠🐟 in the DC area, which health plan do you recommend? I'm with Kaiser and it was a huge mistake. I'm looking to switch for 2020!

Still using Ally Bank savings account, but the APY had dropped to .60%. Time to move. Any recs on personal savings account? This is my emergency “savings”

I’m 36 and I recently reached a net worth of 1 million dollars. I thought I was doing good but then I see other people with several millions and can’t help but wonder how they got there.
I feel I’m doing everything I’m supposed to (I save, I invest, I max out my 401k, IRA, etc...).

What can I do to upgrade my game and reach those higher numbers?

Any good ideas to keep your day job and start a business that allows for enough freedom to take taxable income from 350k to 0?

Decided to payoff my mortgage.

Can someone help me with this? I had a low utilization since pandemic, I.e., ~sub 5%, but never missed any payments. Would credit score be impacted if only one line of credit with a low utilization?

Too few accounts currently paid as agreed
FICO®

Scores consider the number of accounts that are paid as agreed. Your score was impacted because the number of these accounts is too low, or because you've missed payments recently on some of your accounts.

Anyone investing in index annuities? Can someone explain why this is beneficial?

Home reno financing question. Have a big project coming up in the $120-150k range. Funding sources are:
- 90k from a heloc around prime
- 10k from a credit card that offers promo checks at 2-3% for 12-18 months
- 375k in a brokerage
- 5-6k per month cash that I can put towards the project, loans, or brokerage

I don't want to stop funding the brokerage because my FIRE plan is less numbers based than "hoard like dragon until it's enough" but maybe I should... How would you optimize?

Did ok on a real estate investment and will have around $200k net to reinvest. Looking for opinions on short to mid-term investments for consideration. Moderate to high risk tolerance. TIA

Finished Rich Dad Poor Dad and appreciate the emphasis on creating alternative cash flows (vs. just income). Does anyone have book recommendations on creating wealth? I've focused heavily on income + 'safe' investing, but intrigued to learn more.

I have mostly passive investments. I was thinking the other day: what if everyone had only passive investments? Wouldn’t this create incredibly high amount of systemic risk? Are we all sheep??

How much of a nest egg would you expect a couple to collectively need in order to retire at 40 and live relatively comfortable (not lavish)?

I’m looking for assistance on building your own portfolio in my traditional 401K. I’ve been reading that it’s important to choose funds with low expense ratios. Also, that it is recommended to have at least one US stock, international stock , and bond. I am 24yo so ideally, I’d want to allocate 90%-100% to stocks and 0%-10% to the bond. Any other things I should be looking at?

Thoughts on potential business ideas or investment opportunities where I can live the life I deserve now and not in retirement? I’m always trying to think of potential business ideas and come up with nothing. As far as interests, it doesn’t matter what it is. As long as it makes money I’m interested.

I’m considering building up my I bonds to eventually replace my 6 month expenses emergency savings account. Any downsides I’m not considering? If I slowly ramp up and ladder, I can partially withdraw any amount if I need to after a year. Even with lower inflation in the future, I’m guessing it’s going to beat a savings account yield. Thoughts?

What are the best cities to live in for FIRE?

What stocks are you guy guys buying right now in this market?

Has anyone used Motley Fool’s stock advisor program, and found it helpful and worth the membership access?

Have 50k in a checking account at a local bank getting no returns. I like having liquid assets since I support currently myself & girlfriend and any unexpected expenses my mother & younger brother have. Any advice how to calculate what I should keep on reserve vs. invest + learn about consequences of pulling investments early (more tax, fees, etc.). I feel like the inability to access funds when my family needs it has been the reason I haven’t invested outside of 401k and have this cash reserve

I think everyone on this forum would be really fun to work with compared to the corporate zombies I often interact with. Have you identified other FIRE peers at work? If so, how did you find out and what did you think of them?