Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?
I don't have anyone else who gets this, but I hit my personal goal this year in almost every category; revenue, income, AUM growth, etc. Our fiscal year ends in October and I ended the year with a bang. Just super excited and I hope everyone else knows, this business is worth it when you put in the time and effort! Edit: also passed CFP in March!
*** 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.
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?
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.
If I'm looking to have the CFP completed 12-18 mths from start date, what would be a solid prep course/program you guys would recommend? Any pref to online classes vs. in-person classes?
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...
Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!
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?
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.
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? @
Does anyone here hold a non-CFA designation (CFP, CAIA, FRM etc.) and what kind of role/position do you have?
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.
I'm CFP & RIA with 12 yrs experience. My wife and I are planning to relocate from the Big City to a suburb, pop: 75,000. My goal is to open an office there and grow my book to the next level. Advice?
What’s the deal with drug testing for weed if you have a medical card? I assume a company/client can’t hold that against you?
Are public sector projects highly competitive to get onto at the different MBB firms? Saw a story today saying that the social sector is <5% of revenue, with some consultants saying...
Any company file GC on day 1 in NYC or NJ area or east coast. Maxing out in feb 2022 and on bench nothing is started. What I can do ? Please suggest. Skill set AWS/ DevOps/ Infra.
That look when I receive an email about a new Teams Channel where I find an update instructing me to sign up for team updates via Yammer and training via Zoom.
Any insights on Protiviti’s data and analytics space? and also on so called ‘WLB’? 9years in analytics in Big 4 and looking to switch if that helps.
Hey folks. Any suggestions for an immigration lawyer in Chicago. Wish to do a consultation about the different possibilities on my visa status.
My firm is virtual - all work done remotely in home office unless on client site. Haven’t traveled since mid October. It’s driving me nuts. What do you recommend doing?
Is Ronna McDaniel (GOP Chairwoman) on the same good stuff that Don JR. And Kimberly are on? This is hilarious: “Joe Biden can’t run from his disastrous record responding to the coronavirus.”. Ha ha ha ha ... ha ha ha ha. These people!
What would you estimate is the salary for a Corp Strategy, Manager in San Francisco at a public enterprise software company? 5 years experience, management consulting background.
Gained the COVID -19 (really only 10 pounds) but need to lose between 15-25. Been counting calories and mild exercise but we are interested in trying fasting but know nothing. How do you do IF right? When do you eat vs fast and what are the time frames? Do you eat only certain things on some fasts? Help appreciated
WFH seems to be the new standard policy for both FT and freelancers because of the coronavirus. To gain perspective, lets do a roll call. Onsite vs WFH Your City Role
A lot of companies put out ads or talked about policy or internal changes in response to the BLM movement. I’m wondering if, beyond the immediate ads and statements that were released this actually continued. What are some things your agency has done… or could do to make a real impact in the realm of Diversity, equity and inclusions (DEI).
How accurate is Glassdoor when it comes to Deloitte Senior Manager salary? How are signing bonuses at that level?
Did an exchange program gap year after college and landed in Deloitte GPS this fall, but thinking about trying to get into MBB because I don't want to do public sector long-term. When would be a good time to apply? Should I wait til I have 1 full year at Deloitte, or does it not matter that I only have a few months under my belt? Went to a target school and should be able to get a referral.
Considering a move to ZS as a tenured direct admit partner. What is the average salary for a Y2/3 Principal at ZSA? FWIW, coming from MBB
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