I am looking to drop my series 7 and join an RIA. I’ve finally accepted that the BD environment is a terrible fit for me. I would like to join an RIA team because I’m just over 5 years in and I would like to have some mentors to continue learning from, but if I can’t find the right fit then my plan is to launch my own. Where to start looking for an established RIA? I have not completed my CFP yet.
Out of curiosity, what designations do you have? CFP, CFA, CIMA, ChFC, etc. Do you feel that your having, or not having, a designation has put you at an advantage/disadvantage?
Just finished the CFP exam and feel like I absolutely bombed it. Is that normal? Every question had 2 legit answers. Brain is absolutely fried. Bourbon and cigar, please
What is a good website to compare financial advisor options? I’m looking at individual profiles on NAPFA and CFP but I am not getting a good sense of which firms / agents are better than others.
For my FAs who are also CPAs (or anyone who knows I guess 😊) - do you know if there is a way to simultaneously get your CPE for the CPA while also preparing for the CFP? Continued in comments...
CFP designation even though not a fee base planner. Do you see any conflicts of interest/ misleading? Should a CFP be required to be a fee based planner?
Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!
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.
*** 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 am taking the CFP exam in July. I currently have my RICP but I struggle with how to market the designation. I’m fearful that I will have the same problem with the CFP. What do you do to show people you have these designations aside from having the letters after your name? @
Considering becoming a CFP and CFA but I’d like to know what the job market looks like. For those of you who are practicing, how long were you searching for a job and are you satisfied with your experience thus far?
I’m a CPA/FA and want to sit for the CFP exam. When I took the CPA I used CPAExcel and I loved it bc it broke down the material into “bite sized” lessons. Anything like that for CFP? Continued..
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?
Does anyone here hold a non-CFA designation (CFP, CAIA, FRM etc.) and what kind of role/position do you have?
McKinsey & Company Is it considered negative if I present my framework for too long (~ 6 mins) in the case interview?
Senior CW w/ 5 years experience in NYC and MIA?
Hello please can I find Victoria’s boot camp I keep hearing about this being great to study for shrm exam but I can’t find it anywhere thank you
If your CEO asked you to define and articulate what specific items HR and Talent own individually, where do you start? What other guidelines/guidance can you share? (Note that both report to the same executive, who does not have a human capital background)
Currently at 130k and have an offer from same level competitor for 160k. Lateral move. If my boss counter offers, what should be an acceptable offer? I interviewed for the heck of it and got the job so money is the only reason I am considering switching.
Need suggestions and your views. Currently at Manager level in DUSI and just got 33% hike. Currently I am holding an offer from a boutique firm which is offering a much higher executive level and 30% hike over my current salary. But since this firm is pretty small and setting up new operations in India, little hesitant. What do you think fishes ?
How many rounds does Mindtree Datasc and AI hold. How is the work culture in that Business unit cluster?
Hi guys, I need referral for roles in strategy/ consultant/ product management/ FinTech. Tier 1 MBA in Finance and Analytics (Batch 2020). Please let me know if you have any such opportunities. Thanks
What WFH upgrades have people made? I still see executives working off a laptop from their dining room table and wonder how they’ve done that for 18 months. I already had a decent desk/monitor, bought a bee webcam, and just upgraded by desk chair (should have done that a year ago!).
What are the range of salaries for a Sr. Buyer who does the contract during the Procurement process? Remote so any range would help. I was a logistics specialist E-5 in the Navy, then was a Manager at Amazon for 3 years, now I have 2 years with contract experience through IT software purchase. I feel I'm being underpaid, and would like to see what some of the salaries are. Thanks, Mike
Ladies!! What are we buying for fall? I need inspiration!! Bonus points if you’re petite and curvy too ☺️💖
Anyone willing to refer this Experienced Associate for an Accounting Advisory or Consultant role?
Any recommendations on best hotels to book in san francisco? I am visiting next month and will rent a car to visit colleges, redwood forest, big sur, golden gate bridge, etc. Want to be in a good location to all locations and thinking maybe union sq..
Just got back from the cook islands and looking for my next island vacation. What is your favorite island to visit? Best sand beaches? Good snorkeling or diving?
Are there any Salesforce opportunities at Microsoft? None of the job openings actually mention Sf skills as primary requirement. Currently sf consultant at Deloitte. Considering applying to program manager 2. Anyone here made this transition?
Has anyone interviewed for “Senior Manager, merchant strategy” at DoorDash? I was contacted about this and would like to know the base / bonus potential, team culture, hours etc. If you have any info, please comment.
How has your WFH experience during the pandemic impacted (or not) your sense of loyalty / willingness to sacrifice for: - your team - your client - your firm
Afraid of my chase account being closed. If you were to transfer UR Points and had no option otherwise, what/where would you transfer your points? Approx 200,000 UR points, not the most but don't wanna lose them haha
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