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

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

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?

*** 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.

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.

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

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’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.

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

Best study guide for CFP?

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

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

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.

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

Anyone have CFP Prep books they don’t not need anymore?

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?

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

Anyone know of a good tutor for CFP exam? Thx.

Anyone knows a place to repair instant camera? Fuji INSTANX

Hi all,

I'm currently working as a Salesforce Developer with 1 yoe. Looking for a change. If anyone can refer, pls DM so I can share my details.

Hiring a digital investment director for an IPG account. DM if interested.

Do any of the MBB’s do DD for VC clients?

Any Shopify folks here? I have an initial call with a recruiter tomorrow! Any tips, personal thoughts about working here?

Any recommendations on good online courses for someone looking to explore Ux design? I am a service designer looking to learn more about ux design to broaden my design experience. I am looking for courses that help you build a portfolio and eventually land a job in product and experience design. I am checking out product design courses at dribble, Brian station and careerfoundry but haven’t found more independent reviews or comparisons.

Will EY revoke i140 after approval if I move before 180 days?

Another in my league has Kelce who I really want bc I have mahomes and a not great TE. Of these WR/RB would any be worth offering (maybe plus Steelers D bc theirs is terrible): Swift, Williams, Samuel, Robinson

This bowl is slowwww. Is there anyone that wants to spice it up and do something fun?

Hello Folks from TCS, I need your help, My visa process for Germany is already going on and it shall be completed by ending Feb or early march. I am now having an offer from IBM and I want to use this offer to further cement my onsite position
Should I resign and then talk with management or directly have a discussion stating that I have an offer and When can my travel request be raised post visa stamping

I work so much that I don’t have time to wash my hair more then once a week😑

Live to work or work to live?

What is the pay for Business Analyst at Infosys .?

Can any one refer me for python developer or Backend developer role at Verizon. I have 4years of experience in python development and automation

Any ideas for an end of year team building event? Other than a pizza party?

Favorite neighborhoods on this side of the river?

How much should a Development
Engineer I working at a Hospital in
Boston getting paid? Mainly 3D
printing and design develop organic
trainers/devices for clinicians. Maybe
about 2 YOE with a BS in Mechanical
Engineering degree.

Recently joined Bofa- feels like technology wise bofa is behind- doesn’t use latest tech stack.
Lot more restrictions, red tape and approvals required to get things done.

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

What is the most expensive thing you have ever bought? How much did it cost you?

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

*** 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.

Trying to build my book and I’m making good connections but not finding any immediate opportunities. Do you cold call or rely on referrals to build your pipeline?

What is your favorite way of winding down during the evening when you get home?

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

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

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

Any tips for better public speaking? Got to lead an important meeting with high profile people. Feedback was good, but needed improvement. Insecurity/shyness played a role.

Titles that my new client puts on the business card after his name: MBA, AWS, CDMP, PMP, ITIL, CSSGB, ACP, RMP

Hey fish: what are some of your favorite business/self-help books?

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."

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

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?