Anyone use Kaplan for their CFP prep? What were your thoughts on it...

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.

Best study guide for CFP?

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

Average salary for a Senior Associate who’s in the process of getting their CFP?

Best study guide for CFP?

Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.

Big disrespect to UCF in the CFP poll... Michigan above? Thoughs?

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

I’m a CFP® and work as a test engineer for financial planning software. I’m pretty new to the tech space, and wondering what jobs might be out there in the fintech space as I gain more software knowledge. It’s kind of niche working in financial planning software as my background is financial planning. What kind of jobs are out there that might translate well and would have good earning potential?

I’m looking for a fully licensed FA with 3-5 years experience in the North Dallas,Tx area. Small BOB preferred.
The position is salaried with discretionary bonus. The advisor must be people oriented and desire to obtain the CFP designation.

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

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

I’m looking to hire a producing FA in the Allen, Tx.
Must be self motivated and willing to earn CFP.
Base salary provided the first year.

13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

Huron 🍣, what’s your world like right now? Just got a recruiting email, and know Huron’s reputation but little else. How do you like the firm, how are you measured, and do you want to stick around?

Is there any difference between a scam and an arrange marriage?

Any tips for someone trying to break into consulting in the GCC from the US? Applying blindly hasn't worked out. Head hunter recommendations would be great as well!

Are you a topic-poster on fishbowl, a fly on the wall, or a replier?

Is it true that most personal trainers at commercial gyms aren’t great? Or is that a misconception? I’ve heard this from a few people and I’ve also had a couple bad experiences.

FWIW, I’m about to join a gym (either chelsea piers fitness or crunch fitness) and looking to get a PT to improve my form, provide a meal plan, and set a routine.

Do you think logistics and supply chain management is an industry that can function effectively 100% remotely?

Anybody here an Account Manager at AON?

How do you like it?

What company runs the background check?

Does CSR earn 3x points at bars on drinks?

Hi fishes,

Is there any referral opportunity available for the Data Engineer role with EY.

YOE: 4 years

Tech Stack: Python, PySpark, AWS, SQL, Hadoop

Could have been a terribly boring day in college football yesterday but turned out to be only mildly boring. Arizona Sate beating MSU and BYU beating USC made it mildly interesting.

Does anyone else worry about their big 4 career for not being the most apt at small talk. I'm worried I'm not the most memorable member of my team for my clients and what it would mean going forward.

What do you do and how much you made in 2021?

How much can we ask as a counter offer in Jio for Deputy Manager in a software developer role ?

Counter offer 18LPA

let me know if anyone is looking for lead qa software engineer and senior qa software engineer roles for automation in product based company.
we need strong automation and good attitude ✌️

Have any one used a resume coach or service for in house job search, particularly for IP and product counsel positions? If so, how did you find a good one? Thanks!

How is Salesforce project in Coforge? WLB etc..

Hi fishes,

Does UKG reimburse personal mobile data recharges?

My coworkers make jokes about suicide...I know they are just joking & people joke about what they don't understand, but as someone who has been affected by suicide, it makes me uncomfortable. Advice?

Indochino for suits? What are the best options for slim fitting suits under ~$800 each

How hard are the Series 7, 65, or 82 exams? Interested in those because I don’t see myself reaching accredited status via capital alone any time soon.

Should people be fired for lack of people skills?

Sick of people trying to link on LinkedIn that I do not know and not even sending a message along with it. Or sending recruiting messages with jobs outside of my level/experience.

I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing

For you introverts who aren't fond of socializing or "hanging out". Do you just dislike socializing at work or just dislike it in general? In my case it's the latter. How about you guys?

who is your main custodian... and what makes them good/bad.

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?

LLP. 2 partners with a single employee. What could my client (one of the partners) do in the way of a retirement plan? 2nd partner may or may not “be in."

Feels great when you transition with people from clients to good friends 🙂

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

How do you handle people in your life who try to discourage you from working so much or don’t understand your ambition? I’m thinking about just cutting off a lot of people.

Sometimes I feel like I am a drone that just works all the time and I have no friends.

Anyone ever work at First Command as an advisor or manager position?

I have been in the industry for 6 yrs now. I have been offered a position with Fidelity as a PC. Currently an advisor in the bank channel. Anyone have advice on moving into this role?

Millennial advisor expanding into the 65+ client market for the first time. Anyone have recommendations for where I can learn about Medicare supplement plans and who/where you use for your clients?