How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
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.
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 am taking the CFP exam in July. I currently have my RICP but I struggle with how to market the designation. I’m fearful that I will have the same problem with the CFP. What do you do to show people you have these designations aside from having the letters after your name? @
Relocating to Columbus, OH area. Would prefer to transition to Independent. Have over 5 yrs as lead advisor experience and cfp. Could probably transition 4-5m and help with existing book.
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 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.
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
Looking into certifications like the CFP or CFA but they’re so expensive and I can’t afford the upfront cost right now. Are other certs like APMA and CDFA worth it?
Open to exploring my options for going indep. 8 year vet at EJ w/$150m AUM ($90m fee-based), & a CFP. Not unhappy @ EJ but not able to be a true planner. How do I compare all the options?
We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448
I am CFP,CPA,MBA looking to expand my practice. I'm located in PA and interested in speaking to advisors that are looking to sell their practice. Please email me at email@example.com. Thanks!
Hey Fish, passed my first CFP Course Exam this morning. Feeling great but can’t share with co-workers, so please share my joy!
Is getting your CFP worth the investment? I am in my 30s and plan on staying in this industry as an FA until I retire. Lately I’ve been getting asked if I offer any fee-only options and I know you can’t be fee-only unless you’re a CFP... Do we see the industry headed this way?
Any idea what the average compensation is for a Non-sales associate with 15 years experience and a CFP (large city)...
Any recommendations for easy to implement compliance related training - specifically looking for manager harassment training that satisfies California requirements. Thanks!!
Has anyone with an ADA disability put in any notice to their company? I have one and my doctor is concerned I’m being pushed to the limit with the amount of work I have. Been working 70-80hr weeks if
How does disclosing our disability status in job apps impact our chances of getting interviewed?
Travel budget crackdown... Flying Southwest 😱
(For one of my friends) How is the career as a Functional Consultant vs Valuation/Corporate finance professional? Profile: MBA (Finance and Ops) Looking for good growth, decent wlb and good pay
Anyone knows how @Spotify implemented their career path? I'm exploring what they did and would like to know more about how it works.
QB/AAG/Gamma folks -- how'd you find benchmarks for your total comp seeing as there arent as many out there? What's the reasonable equivalent TC for A/C/SC in SEA?
Does anyone have any advice on how to figure out what the average multiplier for billable hours is in a certain city? If this isn’t clear, I’ll receive x ($) times (the difference between my max billable hours and my min) as my yearly bonus. I know what number my firm uses but was told it’s been the same for years. I’d love to advocate for a raise with numbers reflecting averages in our city but have no idea how to find this information. Thanks!
For those of you who have previously bought a practice, what are some key factors you want to look into when analyzing and conducting due diligence? Specifically for client retention.
Any suggestions for good ergonomic office chairs? I will be seating very long hours, and Looking to spend between $250-$400
Got an offer for 110k TC for a data engineering role at a T2 tech company. I have 2 YOE. Currently at 84k. Both current role and offer are located in Toronto. Should I take it?
Fellow consultants, I’m struggling and I know complaining about this will only make me look weak but I need to vent. I’ve been working upwards of 60 hours a week since January and I’m tired. If I was doing meaningful work, it would be one thing but most of my days are spent supporting my client with fire drills that end up not mattering. He’s very reactionary and trying to guide him to hold off or think of other approaches doesn’t work. (Cont).
QQQ March 18, 2022 $415 calls at $4.27. Opinion on this trade? I am betting QQQ will raise at least 20% from the current level to $445 by next year February - March. That puts this call at 600% profit. Is this a good bet or should I make this a spread?
Currently work at AWS in Business Intelligence and am looking to transfer into Product Management. Looking at MBB eventually. In my experience, most people from MBB have FAANG as their exit op. Why?
Costco is selling washable black fabric masks by 32 degrees (brand) that are far more comfortable to wear than those medical masks. Highly recommend especially if you are not at high risk.
Manager - Salesforce Advisory, What’s the salary in Toronto? PWC and other Consulting firms?
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