Best study guide for CFP?

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Jeff Rattiner Fast Track

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Ken Zahn

No Question about these being Rockstars

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Zahn. Passed first time. Definitely a giant filter for the stuff you dont need to know. Targeted.

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Brett Danko

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First time poster here!

After spending 4 years as a mid-level ops manager, I tried to break into HR through talent acquisition. Now after 6 years in TA, I've had a hard time getting out of it. My goal was always to get into a more broad HRBP position, but I've since worked for smaller orgs without a solid HR career path. When I ask about my career goals, they keep telling me, "Soon!" Or "Maybe in 6 months!"

I'm testing SPHR in June. Any advice for securing the type of role I'm aiming for?

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Hi All,

I'm looking for suggestions.
I have completed ITIL v4 foundation certificate and looking forward to do next certification but unable to decide between ITIL strategist/ Azure Devops/ TOGAF 9.
Current Tech Stack - App support -> SQL/UNIX/ITIL/INCIDENT MANAGEMENT.
YOE- 6+ Years.

Please comment, if you have any other certificate suggestions as well for me.

TIA.

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Hello everyone, I'm a cs grad student graduating in may making a career transition from mechanical eng to cs. I had an internship but its been hard to find a fulltime dev role. I was thinking of taking a lower position at some company and working myself up maybe BI to DA. I would like to work as a dev but a lot of the small companies are offering salaries significantly under 100 for jr dev roles. Any thoughts?

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What has better WLB and comp, being a heme onc physician or climbing the ranks of D/SD/VP in R&D or commercial strategy for an oncology line? Not taking into account initial path to get to these positions.

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Hi Fishes,
Need advice.
I am currently working at a prod based company as a QA Engineer in a maintenance project. I joined 7 months back. They offerred me an SDET+DevOps role. And all this while I was mostly working on manual. There is no scope and value to automation in this project.

I have an offer from a service based company with 25% hike from my current ctc. They have offered a API automation project.

Is it wise to leave now or should I wait for an year?

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Barclays 11 lpa
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Which to chose?

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Additional Posts in Growing the Team

How's everyone doing? Im a Private Banker, doing my homework to become an advisor. But I might not take the bank road. I spoke to EJ and PRU. Will you give me an advise on where should I start???

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I've interviewed three possible additions to the team as new FAs. I liked the sliding pay scale we had at Edward Jones. Anyone willing to send me a copy of the current EDJ PDF showing the current scale they use, i.e., pay starts high & commission low the scale moves pover 5-6 years to where the pay goes to zero and the commissions (fees) go to max?

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Actively seeking growth-driven Advisers in NY and across the U.S. in one of our eleven branches. If you’re an Independent IAR or a brokerage/wire house Producer desiring positive change, reach me.

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Interested in hearing about anyone who has added a second full time staff person. Current setup is two main advisors (have a few licensed solicitors) and one main admin. Getting to the point where she has too much on her plate. We have been bringing on paid interns to alleviate some of the stress. Thinking about adding another person but unsure that we need an additional full time staff person. Recently heard an employee per every 350-400k of GDC (advisors included) was a good guideline.

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I’m looking to add a paraplanner to my team and have a candidate in mind - those with a paraplanner or with paraplanner experience - what does your compensation structure look like?

Are you paid by the hour? By the plan? Other? And how much?

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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

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Looking for adding a junior advisor with 20-50mm AUM to become eventual partner if the right person and merge into a larger $130mm firm in Atlanta, GA or in Southeast.
Call 678994-6448 ask for James

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Team Financial Planning Specialist or no?
My team is growing more and more to specializations with investment products. (Insurance, alts, ESG) I’ve been wondering if the Financial Planning role could also be a specialist in our client experience. We have two competing ideas; A financial planning specialist would be able to develop intimate familiarity with the planning software, processes, and human nuances. But would a newclient feel 'bait&switched’ to be handed off for this important process?

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I’m thinking of going to Schwab as an Independent. Can anyone tell me what I should be looking at to make my decision easier?

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I’m looking to hire a junior advisor whom is fully licensed and preferably has a book of business in the Plano Texas area. Compensation DOE.. PM if interested.

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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.

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I’m looking to hire a former Ed Jones/Ameriprise FA in the DFW metroplex that wants to grow their business, learn holistic planning without the unrealistic sales quotas with opportunity for equity ownership of their book. Base Salary, (DOE) health insurance and benefits available. PM if interested.

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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.

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I'm adding a brand new FA, probably as a W-2 initially. Any suggestions on compensation?

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I’m looking for an advisor that wants to work with a team in Tampa, Florida.

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

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Looking for a newer fully licensed (with some training and at least a small book) junior advisor/associate financial advisor to join team. Please message if interested or have lead. Thx

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Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

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