Anyone here taken the CFP?

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Posting as :
works at
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CFA or bust

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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)

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Related Posts

I’m having the hardest time finding a new job. I have 12 years of HR experience, a masters in HR, SHRM certification, and all I keep getting are rejection emails. I’ve never experienced this difficult of a time searching for new opportunities. Is this normal once you hit a certain level in your career or is it just me?

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What are some tips or recommendations on where to start to become a product manager? Much appreciated

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Has anyone got any tips for making a strong start to a consulting career? Have 6 months experience and trying to temperature check how things are going / what I could do more of.

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Hi. I have just joined PwC India as a Sr. Analyst, from Campus. How many months/years of experience do I need before I can become an Associate?
Now I understand, it pretty much depends on my project and manager(s). Still, any good practices or suggestions to expedite the process?
Thanks a lot.

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Anyone else here looking to make a switch into healthcare (physician, nurse, etc)?

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Considering moving from BD/Partnerships in tech to Corporate Development. Has anyone here done it? Did you like the switch and do you have any pointers on getting in

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I’m currently working in due diligence and have a long term goal of moving into corporate HR. What skill sets would be most useful and what books/ thoughts leadership should I read to develop into a HR leader?

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Working my way up the corporate ladder. I have so many thoughts on leadership and want to initiate changes in the departments I work with. But at this level it's so difficult. Ppl are so resistant to change.

My key learning thus far in my career: Noone gives a shit about your ideas unless you're a head honcho. Real change is brought about from a position of authority.

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Hey all, started my role as a recruiter at an agency recently and had my first placement! It was great until the candidate wants to renegotiate the base and benefits after the current company counter-offered when the candidate no longer sees the future. Any tips on what to say to bring back to focus? The current role is a Sr. Acct Receivable (less than 2yr) and going into collections specialist at a global law firm.

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Getting an interview as a clinical app specialist for a radiology PACS company. Nervous to leave the clinical side but at the same time can’t wait. Have any rad techs/clinical people made the switch from clinical to tech? Do you recommend it?

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Does anyone have any good (free) resources for construction detailing. I’m trying to move up in my career but struggling due to lack of mentorship//training (staff shortage, everyone is busy) I’m rarely taken on construction sites, and if I am It’s because I pushed for it. I’m a woman and often feel like people are rooting for me to fail or “man splaining.” I’m in the process of getting licensed - just having a hard time getting the actual experience I need to feel competent.

Has anybody switched from Deloitte India to Usi?
How was the procedure? Did you quit the India firm and then join Usi or is an internal switch possible?

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What’s the difference between manager and senior manager at Bain and how long from Consultant level?

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Can anyone help me with dump of Microsoft DP 203 course? It will be a great help for me.
Any other Data engineer course dump of any platform (Google, Oracle Microsoft etc) will be helpful. Please help it's urgent

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For ex consultants without finance backgrounds who transitions to PE or Growth do you have any recs on podcast books to read that helped you build your PE/Investing knowledge?

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I am not in law school yet. But I was wondering where I can find out about other opportunities besides the standard tax attorney route. I am almost a CPA and currently in audit.

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Does anyone else here have a hospitality management degree? Do you think it was worth it?

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Does anyone know how I can get into HR? Particularly recruiting? Is this common?

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GS 2023 New Analyst Program. Is this a good program to apply for someone looking to start as an analyst? How easy is to get into this program or even GS overall? I have 1-2 years of experience and some Finra licenses if that can help me somehow. Looking for some opinions about the program. Thanks

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Any idea on which IT/application course/platform would be better for someone from BA (English) who has no idea on coding to get into IT domain?

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More Posts

One key selling point, as they are trying to offer is the opportunity to work one day a week to use for things like training, acquiring certifications or building applications that you are interested in.

This sounds amazing. I don't get that at my current job. So, is this too good to be true? I would like your opinion on this.

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Question about H1B - if you haven't heard back with a positive result yet, does it mean your application was rejected for the year? It sucks as to how minimal transparency there is to this process.

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Hello Fishes,
Just wanted to know which company's culture is good?
Cognizant or FIS Global? also if you are suggesting any company please help me with basic information about that company. Like work hours rule, flexible timing?, work oriented environment or time oriented culture? Please help

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Looking for a new opportunity in production but many of the jobs require shooting, editing and production. Does anyone have recommendations for shooting/editing classes? Not too expensive either!

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Hi Fishes, Pls help,
YOE: 13 yrs
Cctv: 13 lpa

Have cleared HCL interview. Initially they offered 23 lpa (via proposed offer letter, to be approved by L4), but i requested to reconsider it for 25 lpa. After 5 days, they sent final offer letter of 19 lpa (stating they can offer max 50% as per L4 approval).

I don't have any other offer as of now. What should I do?

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Is egmat quant tougher than official exam? I gave egmat mocks and found the questions to be of greater level than official mocks

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How does contract to hire work? If I’m offered $37/hr on w2 for 3 months and then possibly a permanent position, how much can I expect to get annually as a full time company employee as a BI data analyst II? I have a M.S. and certificates in DA but this will be my first job as DA.
I prefer working for what is offered on contract without negotiating, and then negotiate when I transition into the company itself so I have a better chance of getting the contract position and show my skills.

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Has anyone ever exited to a Salesforce Solution Engineer? Is that a good exit? Background - 4 years of erp implementations Consulting.

Sitting on two AWS vs McKinsey offers. Which would you take?

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Hi, What is the salary range of Product Analyst FAANG vs Startups?
(1+ YOE)

What are the best software / tech conferences? Less focus on the startup stuff, more mature buyout / growth preferred.

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Recommendations on how to simultaneously pay off student loans and invest?

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After you give your two weeks notice, someone asks you what firm you’re going to—do you typically tell them?

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Anyone here get laid off and then lateraled? Are you happier now?

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Anyone have any recommendations for a family law attorney in DC for divorce?

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Hey everyone, I'm currently getting my undergraduate in Finance/Risk Management with a comm minor with hopes of law school immediately after grad. I have been recently thinking of switching to a double major of business management along with the finance. Want to practice corporate law, does anyone think this change would be worth it? Thanks!

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With rates going up, is now a good time to start a CD ladder?

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I’d like to eventually switch to a product management role, preferably at a big tech company. Would it be better to align myself into EY’s digital or strategy practice?

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Hello Fishes.. Does novartis asks you to do a IBM course before joining? They have asked one of my friend to complete IBM course certification before joining the org.

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I am just starting my weight loss journey, trying to figure out what my BMI is and what types of food makes me more fat. Any one here can make recommendations? I googled but so much info...

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Additional Posts in Consulting

Any tips/warnings/advice on potentially trying to move from Big 4 to either MBB or a T2 boutique firm? I’m anticipating reaching M1 in Big 4 within the next 12 months. I really like my current practice, but frankly as I eye comp across the bowl, I’m hungry for more elsewhere, even with the recent Big 4 bumps. I have 5 YOE (3 consulting, 2 industry) all within somewhat niche subject matter, as well as my MBA (non “prestigious” school however). Any thoughts or clarifying questions are welcome, TIA

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BBHoF results are out! Do Barry Bonds and Roger Clemens deserve to be in the Hall of Fame?

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It's such a game changer adding another blanket to your bed. You slip into a whole new level of chilly night snuggle you didn't know existed

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My bosses boss a plagiarized an article of mine and I’m not sure what I should do. What would you do. An exec two levels above me took one of my published articles removed my name and posted it to a different site with the only changes being removing my name and adding theirs.

Do I report this to the ethics hotline? Have someone else report it or just drop it. This particular individual may have accidentally told a truth once so this isn’t likely new behavior from them.

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Received offers from both BCG and McKinsey. All things given, the compensation and benefits are pretty equal. Suggestions on how I should pick one?

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Opinions on Harvard Extension School? How do you think it would be seen by hiring managers?

I am leaning towards declining a role change that comes with a 1-2 level bump for less stress (no daily/weekly firedrills) and not having to work 55+ weeks..known for fixing problem areas...ughh

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Sharon is the best!!!!

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Serious question: Sheraton cancelled my reservation and I was stranded for a night last night. Called CS and my useless ambassador and they cant help and “sorry”. How do I escalate this?

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A tenth of the Strategy Practice at Accenture got laid off 😳 #HungerGames

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Tumi Backpack or nah?

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dreading the workweek, so instead of going to bed and getting a good night’s rest, I’ll stay up to give myself a false sense of delaying Monday

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Advice or Book recommendations on how not to get bothered by others/ friends/ peers? What they think or what they do!
Been struggling lately

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Looking for some book recommendations :)

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M/SM and above, why do you label a meeting as “touch point” or ask if you can have a “quick chat” when it’s something serious? Millennials like us always assume we’re about to get fired - I actually have been laid off in a meeting with that title. But at my new job, my boss asked for a “quick chat” to literally ask me to change the title of a meeting and then chat about christmas. Now that I’m in management, I want to understand it better.

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Is it advisable to relocate to different address when your perm labor certification is under process?

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Any good book recommendations? Both fiction and non

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Wtf is up with this smog in Seattle?!? Its like the cities sky turned into LAs 😱

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I'm trying to buy a bigger than normal whiteboard for my home office: any recommendations?

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Book recommendations for a vacation?

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