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

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. 

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

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?

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

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.

Best study guide for CFP?

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

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

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.

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.

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.

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.

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 to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

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?

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

Anyone a CFP as a side hustle?

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

Met this really cute guy at national training, exchanged phone number, but he's heading back to home office tomorrow. Advice?

Ah fuck, I am deeply concerned that AI could replace data analyst like me now

Currently live in NYC and I absolutely hate it as I love mountains and playing outdoors. I can either relocate now and have a stagnant but decent career that will allow me to enjoy my life. Yet, I also have ambition to climb up this corporate ladder in NYC and grind out here and hope to retire sooner and live wherever I want hopefully in 15 years or so and meantime travel occasionally to enjoy those things. Please share your wisdom. I need some advice. My LOS is pretty much exclusively NYC.

Interview tomorrow for a tax associate opening at RSM. Been working in a mid-size city (different firm) that is about 70 minutes from this new home office in a larger metro. How flexible is WFH or dual model going forward post Covid? Am interested in this position and going to tax, but not be able to relocate for family reasons. Don’t want to drive 700 miles per week M-F. What will dual model be like going forward? 1-2 times week, 4-5 month? Seems like tax was more flexible than audit pre-Covid

Hi,
Wondering to get some advice on how hard it would be or get an understanding of the market to get back into private accounting/advisory or financial analyst after stepping away for 2.5 years. I was in public accounting for almost 5 years prior and stepped away as a supervising senior in audit for a mid tier firm. Would love to get a chance to connect/network with some people.

How do people focus in the office? I'm a first year and I've been mostly wfh since I started and I'm super productive at home - my setup is comfortable, I rarely get interrupted, and I feel like I can stay really focused in my home office.

Our SAs started today, so the firm is making us come in more often. My office set up is so awkward, screens are too small, and I'm constantly getting interrupted. Not to mention the extra time it took to get ready and commute. How do people do this?

Don't you guys think this bowl serving no purpose , like till now not a single post regarding job opportunities offering complete remote . No proper news posting regarding remote jobs.

Are salesforce (Bangalore) employees working from home or hybrid?
If still WFH (all days)? How many months will it extend?
If hybrid has started, how many day per week is mandatory?

I keep seeing new GD reviews about the company moving away from the hybrid work model and mandating RTO. Can any current employees explain what’s going on? I’m starting next month as a FT Director based in TX. Curious what the current remote (or lack of remote) climate is like and how employees are feeling about it.

What role “generally” pays more at Google? Product Manager or Sales Engineer?

Let’s start by posting age, location gender (a selfie if you want!) I’m 30/M from nyc looking for something more serious these days in terms of dating..

What’s your take on Ackman’s CNBC interview in light of his bet on credit spreads?

If you get rejected from MBB, how long (if at all) does one have to wait before applying again? Is there some set lockout period?

Is a person bound to fail an interview if he is not prepared?
For this fear only,I am not applying to companies

For any real estate investors

22 years old and currently focused on using my left over income to invest and pay off my debt. I am set to pay off my college loans by next year and, when I do, I want to look into investing into real estate. Does anyone have any suggestions on how to get into/learn more about real estate investing? Or how I can have enough knowledge on the topic to be able to invest wisely when the time comes?

Any books? youtubers? etc. How did you all learn about it?

Any thoughts on initiative agency in Los Angeles?

Hi team. Happy to provide any referrals to McK if there is interest. I was later off at Deloitte 4 years ago and moved over. DM me :)

Silly question to start the day - Why do we refer to an email as a “note”? I know it’s minor, but some corporate jargon just rubs me the wrong way

Can anyone provide tech consulting/consulting recs? 1 YOE as a BA

What’s everyone’s 401k balance? I’ll start. 20 years saving and have 650k.

What are the best consulting firms for pricing (consumer goods focused)?

Team - what is the leading practice for a remote work plan with team / client?

Want to buy a 60k sports car, have the cash to buy it outright but have been leaning towards putting $30k down and financing the rest over 3 years to keep the remaining cash liquid. Logically I know paying for the car in cash and avoiding interest is the best move but I believe why not leverage the situation?

Headed to bschool and considering Brand Management at a CPG company. The thing is, I already make ~$100k and with Brand Management salaries starting around $105k, it seems like a horrible ROI. Thinking I should just stay in consulting. How would you look at it?

Which health insurance options does EY offer in the D.C area?

Is it okay to transfer to another Big4 after 1 YOE or is it too risky?

how long do I need to be with a firm before I can start looking to switch firms lol

How possible would it be for a 3rd grade teacher to transition into consulting? Majored in education with 3 yoe

Starting to get more involved in the project sales process - any recommendations for books or resources to develop skills in this area?

Hi All,

Moving out of IT consulting to Product Management side in the next couple of weeks.
The new company I will join is an e-commerce division of a leading food retail group.

Any suggestions about books/ videos that I can access to learn the basics of the product side?

What is the most upscale suburb of Atlanta with good schools, restaurants, downtown, etc? Have heard Marietta, Roswell, John’s Creek, and Alpharetta, any others to consider, and which is best out of these?

Anyone heard of “Agile @ Edge” ???

Best business casual clothing brands for short, curvy women? I am 5'3 and a size 12. Spending $200+ on a shirt makes my eyes bug out, but I want to start looking like I belong at the top without having to break the bank (dress for the job you want). Anyone out there have some good recs? Thank you!