Starting the CFP in January... gonna use a scheduled, 11 month program through dalton. Any advice?
Hey Fish, passed my first CFP Course Exam this morning. Feeling great but can’t share with co-workers, so please share my joy!
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?
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?
Any one use Kaplan to prep for the CFP? I used it for series 7 and 66 and it worked. Just curious if anyone has used it.
6 week cram sesh for CFP. Any recommendations?
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?
Feeling like a failure. Took 2nd exam for CFP. Failed with 67. Tomorrow I call school and see what I can do. Any suggestions other than cry and get some tequila?
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.
CFP, asking advisors out more than five years... has it really made a difference in your career growth/AUM and how clients perceive you? I guess I’m asking, was it really worth it?
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?
Any CPAs that have also taken the CFP exam and switched to being a financial planner? Considering a career change because work/life balance doesn't exist in public accounting.
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?!
Anyone else take the CFP this cycle?
How do you answer "what is your value proposition?" Finding it difficult to distinguish myself. I'm a CFP, fee-only, and use globally diversified, rules-based portfolios but so does everyone else
Anyone recently take the March CFP exam? If so, how are you feeling, especially having to wait a month before getting the results?
Any recommendations for CFP Programs? So many options! Also, has anyone taken Series 50, I’m using STC and wondered how the exam is. Thanks!
Big 4 SCs that moved from US to Canada or any other country, what was your US pay vs ‘new country’ pay Relocating due to visa issues. At 150K USD now, getting ready for a pay cut. What can I expect?
Any insight in FDD S1 salary at big 4 in NY?
Applied to Deloitte for a SC position & was told by HR that I was aiming too high so she had me interview for a Consultant position instead. Received an offer, she asked what salary I wanted & I said $100k based off the averages I saw online, she quickly agreed. Today was my first day & I saw that in the system they have me as a SC which has an average of $120k so now I’m not sure if there’s an error or if I got finessed out of $20k 😭 is it worth it to ask HR about/any tips on how to go about it
How worried is everyone about Corona virus?
Whats the etiquette when youve gotten an offer, you counter, and they agree to your counter? Is it wrong to ask for some time to think about it if youre still interviewing with other companies? How to delay?
Summer associate recruiting question - OCI is mostly virtual right now, but how is your firm handling call backs? In person or virtual? We use a panel interview process requiring five people to be in one room chatting for an hour. Opinions on this? Would you feel safe as an interviewer or as a student interviewing? Any thoughts appreciated, no idea what the right thing to do is in view of delta even if everyone is vaccinated.
At a culture event and was asked to specify my "walk out" song - basically, a song that motivates me. I mentioned to a Principal that mine was "Best of You" by Foo Fighters. The irony was deafening...
Me and my wife (married less than a year) were thinking of adopting a dog that we've been fostering. My biggest hesitation is that anywhere we go - we need to figure out what to do with the dog. Her response is - sometimes you just need to do it, and it will figure itself out. Don't really like that response - people with dogs - what do you guys do when you go on vacation? Is it hassle for planning?
Wondering how many investment hours other folks are putting in. I lateraled to my AM100 firm in June 2020 after starting my career at a small (12 attorney) shop, followed by a two year clerkship when I moved. My firm just instituted a new three tier system of compensation based on billables and I feel like I’m getting completely screwed because I had over 2400 hours, but a literal third of them are investment time. So I’m putting in tons of time, but will be in the lowest tier of compensation.
Moving into non-technical role at SF - what’s the best way to get an overview of SF products and understanding of the SF product and service ecosystem?
Is there a polite way to tell a past client that you don’t want to meet him for coffee? No longer involved in his type of work and frankly he creeps me out
Anyone willing to provide a referral to ZS? Interested in their SIP role. 2 YOE, happy to chat further about my background and healthcare experience. ZS Associates
MC or TC? Currently leaning towards TC as I have some experience with multiple ERP systems. On the other hand healthcare consulting within MC sounds extremely interesting
Hi guys, a prior boss now friend of mine is a partner within the big 4. He wants to ask what is an average salary of a Partner in the Big 4 (Cyber/Tech) with 20 + years of experience since he knows he is underpaid. Anyone got some ranges ? This shall help him renegotiate. Thanks!
What should I do if someone in my house is sick?
Anyone have visibility into salary bands at Deloitte’s healthcare operations transformation practice? I’m looking for a manager role but would be willing to consider the SC level as well. I have a call scheduled with a recruiter later this week.
Looking to exit from tech strategy consulting. Where and which role have tech strat 🐠 exited and are you happy with the move? Deloitte EY Accenture
My grandma is nearing the end of her life, so I just booked a last minute flight home with cash. I am thinking of booking a returning flight in the next few days with points with United. I may have to cancel/reschedule...does anyone know if they refund points if <1 week out? I can’t find the answer online.
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