Best CFP continuing education providers? Not looking to just get the credits done, but something in depth to relearn things I️ may have forgotten.

Best study guide for CFP?

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

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

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?

Best study guide for CFP?

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

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

*** 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.

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

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.

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?

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

Thank you so much.

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

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 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?

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.

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.

I'm applying to a compliance role at Google, I have 10 yes banking and consulting experience, I was hoping to gain insight on Google's recruitment process for non tech. Google Atlanta if that makes a difference

It's that time...🦃

What's one thing you're super grateful for in your life or career at the moment?

Drop it below! 👇

If people took COVID as seriously as they do CDIFF- they would wear masks! LOL

Hi Fishesh

Which one will be good to join for SAP technical consultant having 5.6yr experience?

Deloitte USI: 20 lpa fixed, 10% variable, 3lakh JB
Bristalcone, client: SAP Labs: 22 LPA fixed, 10% variable and 1 lakh JB.

I had worked with SAP Labs, work culture and Work life balance is good but I am not sure about Deloitte usi. Someone please help me

How’s litecoin doing? Thinking to invest in it.

Salary compensation for a Sr technical program manager at Wish?

I'm interested interviewing for a position that was advertised as DOE. I understand this means depending on experience, but is there a range I should ask for? If they ask my desired salary, do I tell them? I haven't interviewed for a position like this before.

Meeting with a recruiter at one of the FAANG companies. I won’t be able to move jobs because of H1b /GC at least for the next year. Any idea if I should start off with that or should I just try to understand the work that they have been doing?

Hi All, I heard from someone that wipro is stopping recruting ex-wiproites like tcs? Is that true?

Program Manager Healthcare Foundation $85,000. Worth it? Or too low?

Have agencies started looking for spring interns yet?
Looking for art direction intern opportunities in New York

Brace yourselves…Mariah Carey’s Christmas album on repeat for 2 months is coming.

Any recommendations for an affordable tailor? I have some cheap pants that I need hemmed and it doesn’t seem worth it to pay $30+ for each pair. Ideally looking for Williamsburg area but open to other neighborhoods for a cheaper price!

Does anyone teach ceramics? I'm looking to buy new wheels with the last of my budget ($2500) but I need 4-5 of them. I want to buy Brent wheels b/c they're the best but need something more economical.

Anyone have a recruiter/headhunter they like to work with in the Seattle / Portland area?

Two of my clients have requested me on Facebook. We're really friendly but it's weird right?

Dropping my 10 yo son off at school this morning: Me: "I love you! Have a great day! Learn a lot of really cool stuff! Him: "Okay, whatever.

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

Any idea what someone with the title of a senior wealth advisor at Northern Trust should be making? Asking to help a friend here.

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

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!!

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

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.

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

Anyone knows about the base for chase PCA?

What are some good marketing seminar techniques to use? What are good things to add in a marketing campaign to get new clients to attend?

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.

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?

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.

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

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."

Having serious sleep problems, on and off been about two years now. Recently had an episode of extreme dizziness, diagnosis is vertigo. Been two months, still feel it from time to time.

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

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?