Anyone know of any resources where you can get dual credits for CPA/CFP continuing education?
Anyone here taken the CFP?
Short of committing to the CFP program, what other designations do people think are the most useful/effective?
Those who have their CFP: how have you used/marketed it effectively to enhance your business? Just earned mine and curious how others have benefited.
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
Any cpa's think of getting cfp?
Have my CPA but thinking about becoming a certified financial planner after leaving public accounting. How difficult and time consuming is the exam compared to the CPA? Is it worth 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 now have both CFP and AAMS. Does anyone know if there is a standard in prioritizing the designations?
I don't have anyone else who gets this, but I hit my personal goal this year in almost every category; revenue, income, AUM growth, etc. Our fiscal year ends in October and I ended the year with a bang. Just super excited and I hope everyone else knows, this business is worth it when you put in the time and effort! Edit: also passed CFP in March!
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?
Anyone have a financial advisor with CFP that is licensed in NC they would be willing to refer and their AUM minimums. Wife and I need recommendations
Hey guys, know this isn’t strictly finance. But anyone have CFP study material (Wiley) they are no longer using?
Has anyone heard of Brittney Castro, CFP in Los Angeles? What an inspiring young lady! She’s incredible at marketing herself
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?
*** 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.
Does anyone here hold a non-CFA designation (CFP, CAIA, FRM etc.) and what kind of role/position do you have?
Any one use Kaplan to prep for the CFP? I used it for series 7 and 66 and it worked. Just curious if anyone has used it.
Anyone from PwC deals willing to chat? Would love to learn about the work, culture, your experience. Thanks in advance!
Anyone uses Chase Private Banking services? Recently received an invitation but wondering if its useful?
How much do you tip your building for XMas/holiday bonus? The doorman/staff have been awesome so want to make sure I’m tipping a good amount after a tough year.
I have two job offers for cloud architect role. The first is a contract role at Fannie Mae doing cloud design / security review at $120/hr W2 The second is a full-time position at a mid-west based cloud consulting company that specializes in GCP. Not sure what the workload / revenue targets are. Any advice?
What’s the scoop on carrot creative? Recruiter trying to woo me . the $$ is low but he claims awesome benefits. Glassdoor reviews don’t sound to hot. 2nd opinion anyone?
Accenture Referral Accenture opportunities in following Hot skills - Cloud, SAP, Salesforce, Security, Data and Analytics, Microsoft, Oracle, Industry X Experience 2 to 14 yrs | Location pan India/ remote Drop resume at firstname.lastname@example.org with DOB and location preferences..
Any idea about how to return the joining bonus when its not going to get deducted completely from fnf payment. Thanks for response!
Salary range for IR Sr. associate at $10B+ fund?
Starting a new job on January 3. Want to leave on good terms in case I want to boomerang down the road. Is it a bad move to put in my 2 weeks on December 17, right before my whole project team disconnects? Or should I at least give them a heads up before I put in 2 weeks? Do I need to tell my practice leaders/PPMDs in advance? I’m a SC fyi. Thanks fam! First time doing this.
Manager: “review functional docs and come up with questions to ask client to get biz requirements” *functional docs already have biz requirements clearly defined* Wtf u want me to do then bro?
I started having wrist pain in the fall and it has flared up a lot recently. My PCP and a hand surgeon both said they had no idea what it was, since the location of pain was inconsistent. folks with wrist injuries: how have you coped? I feel lost without a diagnosis. I stretch and I take breaks and I have ergonomic equipment, and still I ￼￼am in pain. Any advice is welcome, as are any sympathies or commiserations￼￼
Interviewing for London office. Does ACN insurance provide private dental and eye coverage?
So peeps, office opening up. What's your plans on moving to Mumbai? Knowing apartment hunting can be a real bitch, some are planning to go back to hometown in the WFH week. i.e work at office at designated week and live in temporary accommodation, and then travel back.
Anyone think some roles in PA will go fully remote after this year? I’m hoping my role does. Curious what others think.
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