Anyone here taken the CFP?

like
Posting as :
works at
You are currently posting as works at

CFA or bust

like

Studying for it now. What are you trying to figure out?

I have earned the CFP

What was your path, and what did you think about the difficulty?

SC1 studying for it now. When are you sitting for it? When did you complete the education requirement, and are you taking a review class?

What's your interest/motivation for it? I'm taking a bet on some FinTech work I am doing/seeing and the need for understanding financial planning holistically vs. a single aspect (e.g. roboadvisor, etc)

like

Related Posts

My 2020 goal is to either obtain my AAMS or CRPC designation. Which one holds more industry strength? My end goal is to get my CFP. Thoughts?

likesmarthelpful

Thoughts on the CFP designation? Is it still worth considering or have stringent regulations muddied the waters? My goal is to have as many certifications under my belt as possible (to serve my clients the best I can) and I’m wondering which path I should pursue.

like

Anyone have success charging an hourly fee for financial planning? Considering making a jump into it, have cfp designation, but am mostly commission at the moment. Won’t be a total switch.

like

I'm interested in hearing from those that hold the designation:After achieving the CFP did you/how did you announce it to your clients?

like

Anyone believe CFP's do a better job than non CFP? Or is it mostly a marketing plan?

like

Anyone recently take the March CFP exam? If so, how are you feeling, especially having to wait a month before getting the results?

like

Is the cfp as hard as people says it is?

like

Starting the CFP in January... gonna use a scheduled, 11 month program through dalton. Any advice?

like

I’m considering leaving Public Accounting to become a Certified Financial Planner. Have any of you other fishies looked into this? What are some things to consider?!

like

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.

like

Have my CPA but thinking about becoming a certified financial planner after leaving public accounting. How difficult and time consuming is the exam compared to the CPA? Is it worth it?

like

What is the best program EJ offers to obtain your CFP?

like

I am planning to do CFP. What are the opportunities I'll get after completing CFP?

like

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?

like

Anyone have a pdf ebook for CFP Prep material they would not mind sharing?

So I am a W-2 salaried CFP at a small IRA and I have a neighbor who runs his own practice and asked if I knew anyone who would be looking for part time paraplanning work. After thinking about it I got to wondering if its compliant and okay for an advisor to do something like that on the side for extra income or would that be considered a conflict on interest as an OBA?

like

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

likefunny

I really want to get the CFP asap but I’m torn bc all of my time & energy is currently going into building my practice and I’m only about 16 months in with a relatively long way to go. Continued....

like

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. 🤦‍♂️🔫🤢

like

Additional Posts

What is the purpose of a flipped classroom? Some teachers are doing their lessons via video so the kids are prepped before class. Then, what do they do in class?

like

A client based in Japan had sent us a list of some Japanese texts and their English translations at our request which we needed. SM: Copy all the Japanese texts and their translations from document that client sent into a new document and send it back to client (to whom it came from) and ask them if they are correct. Me: Why are we doing that? SM: Just to ensure that we have validation in an email that client sent these translations to us. Me: Facepalm 🤦🏻‍♂️

likefunny

Guys out there: how are you approaching making new friends with Covid? Say you’re playing pick up basketball and meet someone who seems like a potential homie, do you grab the number and just hang out social distanced for a while or? What’s the move? Feeling awkward not acting on these potential friendships. Wanna stay social yet respect covid stuff

likefunny

Are there any firms with a more local/low travel model doing healthcare industry work in the Bay Area?

like

I’m a software engineer (in big tech now) and kind of a workaholic. Depending on how my longer term career in tech goes, if things don’t align properly I was debating shifting to consulting (ideally mbb) and establishing a career in consulting. How stupid is this, and if it’s not entirely stupid how viable is this idea and would you as a fellow consultant recommend this?

funny

Is the M&A pipeline drying up for 2020? Worried about the impact of coronavirus and extended time on the bench. Already on the bench for 2 weeks, know some folks who've been benched since Jan.

like

Started with an international boutique HR consulting firm moves to industry for a couple years and want to transition back to consulting. What to expect from a Big 4 for qualifications and interview?

like

Starting at an MBB (undergrad hire) in a couple months: what books would you recommend?

like

Last day in Deloitte: 14th June. First day in next company: 24th June. Is it an issue from H1B perspective given I will be unemployed for a week?

like

Got a good offer from tech firm. Requested for Sept1st week joining so that I can take bonus and leave. They replied saying they cant extend beyond Aug1st week. Not sure how to deal with the situation

helpful

Ex Deloitte fish, what did you do with your pension balance? I left couple months ago. Just received the pension package detailing several options, and not sure what is best.

like

What is the best message when informing the rest of your company that someone was terminated? The backstory is that this employees performance has been struggling, he was put on a PIP, and in recent convos, he’s said that his role isn’t for him. As he is getting terminated due to performance, it feels more amicable now that he knows it’s not working and that he needs to find a new job. Thoughts on message to the rest of the company?

When your 3 year old looks at your belly and asks is there a baby in there. Time for this guy to diet/gym

like

PWC mumbai or Wipro Gurgaon which one shall I join considering work life balance, on site opportunity, work culture PWC might deploy to domestic or international clients, for wipro I am selected for an international client. Both giving almost the same package. YOE: 5.6 years, MSBI development (SSIS, SQL)

like
like

Is it worth staying in public accounting to take advantage of maternity leave benefits?

like

Has anyone here left for medical / scientific writing at a pharma?

like

Looking to make the move from big4 to law firm. I am a JD/LLM and a new manager. Any suggestions on networking with COVID, recruiters, etc.? Also interested in hearing experiences of others that have made the move.

like

1st time wanna be dog owner. Really want a King Charles cavalier but I don’t see them in rescue ever. Any recommendations on how to get one?

like

Tipsy chicken, buy it and play it on zoom with your friends

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the Fishbowl app

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.