Anyone have CFP Prep books they don’t not need anymore?

Anyone a CFP as a side hustle?

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?

Can anyone provide any insight on getting into IB or PE? I worked in wealth management for a decade and I’m finishing up my MBA with a concentration in Mergers & Acquisitions. Series 7, series 65 and CFP as well.

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

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?

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.

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

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?

Best study guide for CFP?

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

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

Any recommendations on prep courses for CFP exam? Taking the exam in March

Best study guide for CFP?

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?

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?

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

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

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.

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. 🤦‍♂️🔫🤢

Say you're a manager in a trucking & supply chain company. One of your drivers crashes your truck and leaves some damage on it. Truck is uninsured. Who should cover the repair costs? Me, being the owner of said truck, or the driver, being the one who caused the damage?

Any superb restaurant recommendations in vail? My wife and I will be celebrating our 10 year anniversary and we just had our first child. Since most dinners these days entail standing over our kitchen island, want to go all out on the food. We already have Matsuhisa and Mt. Standard lined up, curious to hear about any others!

UK senior consultants, how much of your sales come from big tenders and how much come from work you win 1 to 1 from your own network?

If you won a piece of central govt work worth £1m and 5 of you worked on the bid, how much credit does each person get?

*I'm new and trying to understand how sales targets work. Be gentle

Anyone else the last to be informed about ANYTHING at their site? I am only a second year SPED teacher and my eyes are already wide open to the fact that admin and Gen Ed teachers so often fail to inform me about important things regarding the grade levels I teach and other school events. Then I’m left scrambling to inform my students and parents of essential information, and I’m embarrassed! My aides also look at me like why don’t you know this? Aggravating.

Hey Salt peeps. I’m curious what kinds of practices you specialize in and how long you’ve been doing it? Would you specialize in something different in tax if you could turn back the clock?

Hi guys,
How is coforge in terms of wlb,job security
Got selected for one of banking project.
Could you please help with your reviews.

I have an offer with coforge in chennai They said it would be remote location(wfh) or client location... What are the clients generally they have for pega development

Anyone here around the ATL area and looking to put a crew together for a Gramatik/Clozee show in 2 weeks? The amount of drive in shows coming up is absolutely insane🔥

Dropped off my kids to school this morning and just felt unsettled. It’s so hard to concentrate on work today.

Random partner asked a litigation-related question to a partner I frequently work with (i’m a transactional associate). My partner cc’d me and said for me to briefly look. Asked the library. They got me a great case. Sent it back. Now the random partner is asking for more cases in another circuit.

I haven’t done caselaw research since 1L and this isn’t even my practice… wtf do I do (I am fully utilized in my normal work and have a few deals closing soon…)

My firm’s holiday party is on a weekday after work. I can just wear what I’d normally wear to work for that day, right?

If you are a first year in a stub year, and significantly under billable hours requirement, do firms typically still give pro rated bonus? Do first year stub associates really ever hit their pro rated hours in those 2-3 months?

Alright, Fishbowl - whats the juiciest gossip you heard this week at work?

Hi Sharks,
Got promotion from staff to senior with LEAD Category as strategic impact what hike and bonus to expect??

Hello All - looking for links, resources , samples on interview prep/practice for sales , account management, partner management, practice management at FAANG companies like amazon, google, microsoft

Steve Wozniak isn't afraid to critique Apple devices, and said he couldn't tell the difference between the newly released iPhone 13 and its predecessor, the iPhone 12.

Anyone else ever guess when your pilots hit V1 and say "rotate" to yourself?

Do you guys sometimes feel as though you have a lot of friends, and yet none at all?

Here's a question I wish I never had to ask. Is it better to use the code for bereavement leave or just burn pto I'm going to lose anyway? Does it make a difference from a utilization standpoint?

Any idea what Deloitte and Accenture Strategy pay in Singapore at the Manager level (post MBA)?? Thanks!

To those in non-MBB: Would you rather have an offer in hand right now for MBB or FAANG pm? Assume it’s a lateral transition.

What are the best consulting firms for someone that’s looking to work in the aviation industry? Can be big consulting firms with strong presence in aviation or boutique firms. Preferably commercial strategy type of projects. US based. Thank you!

Why were the Accenture raises, bonuses and promotions so bad this year?

Forgot to post again this week...heading back to Reston Town Center for dinner/drinks.

Got laid off but found a job. Unfortunately I can’t start for like 2 months. Any ideas on jobs I could do in the meantime? Can’t drive so no Uber. Willing to do minimum wage, anything will help

What does PMO stand for. Whatever it is...🙄

Big 4 to West Monroe transition thoughts/experiences? (E.g. WLB, benefits, culture, projects, etc) TIA!

What can I do outside the office to boost my resume and be a substantially more attractive candidate for top consulting firms in ~12 months time. Working in disputes and valuation role but want to go into management consulting next year (post MBA role). I feel like my job isn’t enough because skills aren’t considered as transferable outside this field.

Deloitte folks - trying to make senior manager this year at DD, got more than $5+ for the last couple of years and have excellent relationship with my client for the last 2 years. Contributed enough

Any book recs on how to improve soft skills (ex. Communication, leadership, etc)? Doesn’t beat real life practice of course but would be a good starting point. Thanks!

Ditch day what what #unmanageables

Does Delta offer complimentary meals on cross country (ATL - LAX) flights? Or is it like a first class only kind of thing? Are the choices any good?

Female 🐠ers! What type of tights to y'all wear that are indestructible. Bought new ones and it already has a hole!

Do all staff/seniors within PI feel like not enough work is selling? Loosely translates to "do u spend more time on the bench than other firms/practices?"

Desperate: Does Vanguard drug test its consultants before onboarding them?