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.
6 week cram sesh for CFP. Any recommendations?
Is the cfp as hard as people says it is?
Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.
*** 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.
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.
What is a good website to compare financial advisor options? I’m looking at individual profiles on NAPFA and CFP but I am not getting a good sense of which firms / agents are better than others.
If I'm looking to have the CFP completed 12-18 mths from start date, what would be a solid prep course/program you guys would recommend? Any pref to online classes vs. in-person classes?
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?
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.
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.
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
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.
Anyone know of a good tutor for CFP exam? Thx.
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?
Anyone taking the CFP course via College of Fin Planning? Trying to figure out last day to take the test.
Please be kind, genuinely looking for help. Started my Grad School journey and really want an idea of the quality of school I can realistically aim for. My profile: M / 27 / AA 3.1 GPA Frm a State university 6 YOE (3 in Big 4 Consulting) Active in community Prez of a few orgs Frm Chicago 100% open to relocate 1st practice GRE: 304 (151- V / 153 Q) Looking to pursue a tech mgmt concentration.
I’m sooo sick of Marriott from the Bonvoy situation. Anybody have luck transferring to Hilton or Hyatt, getting status match?
In a world of remote consulting work…. How long can the US maintain its high premium over European and, esp. developing market consulting? Both price tag to clients and significantly higher salaries for the people. I imagine may move faster at Big 4, etc. than MBB, but within MBB the huge cost and salary differentials feel… increasingly hard to maintain (even though I think the differential has actually gotten bigger, not smaller in the last two years). Thoughts?
Which big 4 would be better for M&A? I'm interested in eventually attempting a lateral transfer into investment banking. I know it's a long reach but want to have an option that doesn't involve getting an MBA. Thanks!
How many of you follow The Points Guy Facebook page? WTF does that guy do besides travel and buying random credit cards and who pays for that?
What's your salary account?
If you had 36 hours to sell a life insurance policy or else the world would end, how would you do it? Already tried: Selling to current clients Begging friends Calling old prospects who disappeared
Hello Fishes, How’s the salary payout put on hold when putting resignation in EY GDS? For example, If I’m putting paper after 20th of this month(September), will I get salary this month? Or will it be on hold for full notice period? Also, after the separation how long will it take EY to process the Full & Final settlement?
I would like to spend a month or little less in NYC to get a feeling for it before I make the decision to move there. Dont have a crazy budget to get a hotel for a month and airbnb fees are stupid high. What other options do I have?
Hi Fishes, I have an interview next week for a Client Partnerships Manager role at a large entertainment company. I've never actually done a role like this. The focus would be a client partner for Tech, QSR & Finance clients. Can you all provide any insight or tips into this role whether you've done it or partnered with someone who has. Also, what do you consider the media & marketing process to be? And is QSR mean quick service restaurant. I come from the CPG & sale world. Thanks for any input.
I have rollover IRA 180K all invested into FXAIX. Any suggestion on different diversity options and percentage I should invest in different options?
I am a developer and one of my performance metrics is "Utilization" (billable hours). I am finding it hard to meet this goal (get enough work from my project team), accomplish all my admin tasks, and take vacation/holidays. Any advice?
How common is it to take a TC hit when exiting to industry? Finding industry struggling to even match my SA salary (boosted bc I have a mba)
How likely is it for an analyst at a top economic consulting firm to lateral into an MBB or even a top 5 strategy consulting firm?
Looking for new HR opportunities, either remote (ideally east coast time) or in NC. Please reach out if you know of places hiring or can refer! Have been applying and interviewing, but nothing concrete yet. Would love some help!
Starting my own practice doing federal agency work. Think SEC, FINRA immigration etc. What do you do about the practice of law issue if Hearing is in Texas but you're barred in NY. I know plenty of lawyers who do it just wondering how.
Thoughts on getting credit for success stemming from my work? Former peer, now boss in a new role, leans heavily on me for strategy, comms, planning & analysis - admits to me they can’t do what I do.
Has anyone gone through 3 rounds of interviews with a firm, been told there are no other candidates, and then NOT received an offer?! This wait is killing me.
ACN fishes. Salary check for Manager in S&C, London office? Got an offer for £79k base. Should I ask more? Feels like lowballed.
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