*** 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.
Is the cfp as hard as people says it is?
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
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?
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.
The only 5 people who have EVER asked me if I am a CFP... BTW I'm not... have been Millennials and gen-xers looking to start DCAing $250 a month into a Roth. Not 1 person of significant wealth. LOL
My company offered to pay my way through the CFP program, on the contingency that I will pass and also stay with them for 10 years after the fact. Is this normal? It seems unfair to make me pay them back down the road if I decide to take a better opportunity. It’s a small business that is worried I will leave.
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.
Those who have their CFP: how have you used/marketed it effectively to enhance your business? Just earned mine and curious how others have benefited.
Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!
Recently got my CFP and wanted to push more in the planning direction. Kind of young for seminars so I thought maybe do more door knocking. What do you think about no soliciting signs though?
Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.
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?
I want to start on the chfc and cfp but the courses are 8k through American college. Is there a better alternative out there? I definitely think there's value in them but that's a bit steep for me
At what point in my career should I consider taking the CFP? Almost 4 years in the business and have my AAMS and CRPC designations already.
I am an experienced, trustworthy, CFP®, actively looking to purchase a small to mid-size practice in the Chicagoland area. I am with LPL and part of a Hybrid RIA. I’m open to different acquisition options including partnership.
6 week cram sesh for CFP. Any recommendations?
I’m changing jobs and near my 401k limit in my current plan. How do I limit contributions with my new employer while still maximizing the match?
What is it like being a partner ? What kind of life do you guys have ? Skill sets that can bring you to the top and things which can break your career ? I am currently a senior and wonder is it worth the grind ? At BIG 3 people become partners in like 10 years or so but big 4 it’s more like 15-17. Would it be worth hustling for it grinding 13 hours days consistently for years to become a partner at like 40-42? PwC Deloitte EY Boston Consulting Group McKinsey & Company
Client site girlfriend wants to continue after I roll off the project and start traveling elsewhere. I like her but worried about the new distance. Any of y'all been through this?
Any recommendations for easy to implement compliance related training - specifically looking for manager harassment training that satisfies California requirements. Thanks!!
I have an awesome opportunity to apply for a promotion that would give me additional responsibilities but a faster track to leadership. I am also 10 weeks pregnant with my first confirmation appt next week. I want to go for it but feel bad about applying when I would go on mat leave in about 6-7 months, pending everything is on track with my first appt. Wanting advice on whether to apply or not and whether to disclose the pregnancy?
Hey, I have offers in chicago and LA… which would be a better choice for someone who’s looking to exit to industry?
I’m still trying to process seeing an agency exec well known for dismissing and ignoring POC held up as an exemplary diversity champion for women at the 3% Conference.
Looking to start some advisory consulting for a small Systems Integrator that I have worked previously when with a larger firm previously. Looking for contract templates that I could leverage as a starting point. Legal Zoom or other options. Welcome your thoughts and suggestions.
Once the dust settles post COVID what do you think the hybrid model will look like for most companies with number of days in office vs remote each week?
Why am I concerned about negotiating the salary of a job offer? Any chances of loosing the job I really want before I even get started? Pls share you negotiation experience and outcome.
Hey folks, Has anyone transferred their H1B to another employer? How did it go, eg did you need to stop working / leave the country/ anything else? How long does it take? Anyone with a Green card in process - has it affected you in any way? Thanks!
Deloitte S&O Managers - what's your base salary?
Which firms have the fastest career path outside of MBB and T2? I know those are up or out and they must be fast. But are there other firms that are known for promoting quickly? What is the average years to partner at your firm?
I am interested in discussing joint marketing efforts with other solo practitioners (DC, VA, MD area) where we could have 1-2 lawyers within each legal specialty. I am federal practitioner (bankruptcy, tax, immigration, federal compliance, employment),so I could refer many other types matters to a joint group. We could maintain our solo practices, but have more joint marketing
How to negotiate salary offer at a startup given the following. Offer is -$5k my current salary, but I'm up for promotion in a few months which would bump me +~$10-15k, also have an offer from their direct competitor but it's -$10k my current salary since they are earlier stage. Do I have any leverage to negotiate the original offer or no?
I have 60k in Cash (High Yield Savings and Checkings accounts). And 60k in Investment Accounts (401k, IRA,Taxable, Etc). Have 2 investment properties. I’m 25, should I be more diversified? I want to make sure I’m capitalizing on my cash as much as possible. Should I be putting more into the Markets in stead of having so much cash?
Got through the week even though I was sick AF. Shout out to all the folks who are still going strong after 5+ years, it'll be a miracle if I make it that far 💀😥
After flying coast to coast for a year, I got a mental breakdown yesterday and can't stop crying in my hotel room last night, I would like to get a new job with higher pay but visa limits my choices
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