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

Best study guide for CFP?

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.

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?

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

I've done parts of the CFP but couldn't sit for the exam. I am thinking about finishing the requirements to sit, but I am wondering if my time would be better spent prospecting. Thoughts?

Any recommendations on prep courses for CFP exam? Taking the exam in March

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

ChFC or CFP? And why? Also, take in consideration not having a Bachelors

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

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?

Have one year of experience as an FA completed the AAMS designation and currently completing my CFP education,what should my next move be?/ What should I expect salary wise ?

Anyone know of firms with the Los Angeles area that help you and encourage you to attain the CFP? I’m finding it hard finding local firms that have career trajectory from Client Servicing to full Advisory work.

I’m willing to pay for self study and take local classes but would love and appreciate sponsorship.

Any advice in general for making the jump from more client servicing to advisory would be greatly appreciated.

Ideally I’d love to make my way towards either an Advisor or Strategist.

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

I have CPA and am thinking about getting another certification. CFA may be too difficult for me. Would CFP a better and useful certification to get that will add value to you on resume/job?

Is it worth it to be certified // do the CFP or CFA? Does anyone have advice?

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.

What would you consider a starting salary range for an individual with 10 years experience in the industry and a CFP certificate of just over a year?

Currently going through the interview process at a company and I just noticed on LinkedIn they reposted the position I applied for 17 hours ago 😭 bad news?

Love this thread :)

Any other ADs feel like our roles are starting to become just glorified graphic designers? Nothing against GDs I started as one but wanted to move into art direction cause I wanted to come up with 360 campaigns and make tv spots not resize banners and and make IG story posts.

Anyone from Tax coming to office today to meet Joan ?

Does anyone here knows how much PCB Designer makes with 5-10 years of experience? And which industry he can make the most in salary / compensation?

Are events like CSCMP Edge worth it? It’ll be my first time going this year

What’s the consensus on dress code for a virtual interview? Is a suit too formal? Maybe no tie?

Hi All,

I have joined UST a Month ago and still waiting for a team alignment. Could some one tell me the alignment process.

Any one has specflow dumps for CCA exam?

I know this is a different kind of heartbreak, but I just had to make the difficult decision to go no contact with my parents after years of toxic and narcissistic behavior. It’s a weird feeling of immense sadness but also freedom. Can anyone else relate?

Wish me luck: I just took a job at a new agency in which I'll get paid double as the creative director for a team of 30 people. I'm ecstatic, this is my dream!

Off topic question but needed help can some suggest one good packers and movers in Hyderabad city (local shifting)
Last time booked local packers and movers they damaged

There is no mention of variable pay in offer letter of hsbc. Do they pay variable without mentioning in offer letter?

How do you define the resource room where you are?

How would you go about assisting a 6th grader with a second grade reading level? I’ve been asked this question by a secretary and told that needing more background information is unnecessary. How would you assist this 6th grade student with limited information given?

Is it weird that the people around me talk to each other about work and stuff and I’m just sitting silently working? It feels so awkward

I’m in south Florida and am an experienced associate in risk consulting. Looking to jump over to fraud/forensics. Any teams hiring? Preferably in south Florida but open to other options!

Hi friends,
Currently im having 11.2 pa fixed offer yoe 3.5 as system administrator. Is it good offer or i have to try any other please suggest.

Is it worth to get an MBA? I have my CFP already and see I can get the degree online at Murray State by completing 8 total courses. Is it even worth it? other university’s that give CFP credit?

I love students telling me how hardworking and goal driven they are, and I don't see any of that on their resumes...

Hands tingle when I’m asleep. Carpal? Anyone else? Guilty of typing quite a bit but who doesn’t in our industry? I read lack of magnesium in my diet.

Advice on starting up own shop? Where does one even start?

If you could take one-month off to do anything, what would you do?

Does anyone use a tablet? I am looking for recommendations.

Just really want to vent and look for some uplifting words, not really looking for particular advice here: I’m Really afraid of opening the email box today.I’m drowning in last minute changes of work

Networking coffee chat with someone from another firm - who pays the bill? Do you each pay your own? Does the person who requested the chat pay? What’s the protocol here?

Looking for some advice on how to focus on the 5 million and up crowd. Can’t seem to break out of the 1-5 mil range. Any advice from folks who deal in the high net worth space. What do they look for?

*Uk based workers*
Hi guys, I just created a bowl for professionals currently working in the investments field who are based in London, feel free to join!

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

What podcasts do you all listen to- either for fun or to keep you up-to-date with industry trends and best practices?

I have TVs in my meeting room. They are intended to occupy clients if I'm preoccupied. I'd like to stream photos or a video instead of cable. Is there a way to do this with a thumb drive or something?

I've done parts of the CFP but couldn't sit for the exam. I am thinking about finishing the requirements to sit, but I am wondering if my time would be better spent prospecting. Thoughts?

How specific have you guys developed your target market? Do you work specifically with certain types/groups of people or do you take anyone who answers the phone/walks through your doors?

Newbie here. What are the most popular finra exams for financial advisors? Thanks!

Does anyone use an automated service for texting/emailing for meeting confirmations? Thinking of trying one