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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So, I've realised there's a problem with developers, a lot of them are coders, not engineers. And another issue, is that, companies don't really care about their progression as far as I'm aware, so what did you guys do in your own time to transition from being a coder to an engineer?

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I’m thinking litigation is NOT for me. Can anyone recommend any other types of transactional or non-traditional legal roles I can possibly look into?

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Im newish to Thermo Fisher Scientific but trying to understand the promotion cycle. It seems vertical career moves within Thermo are much more difficult than diagonal. When you are looking to move up a career band how often has that movement actually happened vertically in the team or group you work in?

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Anyone with the ABV or other valuation credentials? I’m interested to see how many actually use valuation skills on their forensic engagements and if getting a credential is worth it.

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Does earning a Scrum Master certificate warrant a salary increase negotiation?

Context: MCOL area Risk Manager with recently earned LUMA Practitioner (Design Thinking) and Celonis certification.

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How do you stay motivated on a daily basis in industry accounting when it is so easy to coast? I realized as expectations dropped from public to industry, so did my effort level and work product.

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What is the scope after MS in Pharmaceutical/ health care management in USA. I am a pharmacy graduate and have been working as a quality control analyst in lab, I wish to switch my department and am looking for MBA-Pharmaceutical management or MS in healthcare management in USA. what is the scope of these fields in the states.

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I have two questions. I have 10 years of experience in multiple sectors and I have been trying to gain a leadership position. I am attempting my PHR this summer but what are some tips in order for me to obtain a leadership position? Also, how long does it take to obtain another position out of state? I am trying to move to Houston but I don’t want to move until I am confident I can obtain a position in the city before packing up and leaving.

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What are some of your recommended reads on Supply Chain Strategy?

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Which level one should expect for 7 years of experience, non-tech program manager in India?

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If you are working industry, 40 hours a week with a competitive pay and left B4 tax - can you share your new job title? Not sure what is out there that I could apply for.

The b4 life is not for me and is actually affecting my family (mom of 2 kiddos). I’m looking into something with true flexibility and less than 50 hours a week. Any advice?

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Has anyone went from a big 4 FDD advisory to Alvarez and Marsal ? Thinking of pursuing this as a exit opp but also have only been in my current role in FDD for less than a year. Is it to early to jump ship or should I try and stick it out?

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Currently a Senior in the Deals group (Val). Curious what kinds of job offers managers / directors get / recruiters pitch? When is it “too late” to leave?

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Does Google ever hire permanent tech sourcers on the recruiting team, rather than contract? How much experience is typically preferred?

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Can anyone speak to the presence of impact investing across PE versus VC or HF?

For context, I’m going for my MBA next fall (targeting M7) and want to pivot into impact-focused finance but am struggling to understand which option is best. I’m going in with 3 years of tech consulting experience (data & analytics) in the financial services industry.

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What are the steps to becoming a marketing manager on the client side?

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Is there any good training institute which offers placement to become a data analyst/business intelligence analyst? I wanna switch my job.

Hi fishes,

Need suggestions regarding best certification courses for Credit Risk Management for experience personnel.

Thank you.

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HR/admin are reluctant in helping me transfer to the city where my fiancé works in. What else should I do? Who else can I talk to? Don’t rly wanna leave EY since I actually like the firm and the job.

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Is it risky to switch job in 2023? Please, need your suggestions on this.

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Can someone who was laid off recently apply for short term disability benefits for a pre existing disability from a year?

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Monday Wordle 429 4/6

⬛🟨🟨⬛⬛
🟨🟨⬛🟨🟨
🟨🟩🟨🟩🟩
🟩🟩🟩🟩🟩

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Curious how you would rate your firm for POC.

Is it better to workout on empty stomach or is it ok to do a class like 2-3 hours after a medium size meal? In other words am I gonna feel slow or barf ... gonna do Muay Thai in about 1.5 hours. Usually skip eating but then don't feel like going at all. Schedule gonna be like this often now

If i join wipro in MArch month for band 3, would i still receive full VP during the end of quarter? Or it would be partial?

I read somewhere min 45 days to be billable to client to get Vp.pls

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Is there a market for lawyers to add expertise In crisis management or reputation management? My goal is to counsel clients (businesses or public figures) on how to respond to media inquiries without saying or posting something detrimental to a potential lawsuit while still maintaining communication with their client base. If so, how to break into that industry? Courses? Books? Certifications?

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Hi everyone, I am currently looking to get into project management in Vancouver or Toronto. Any opportunity would be amazing, thank you in advanced!

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This isn’t me 🤡🤡🤡

Credits to the Og @consultinghumor

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How long do meteor showers last? Got about 5 but haven’t seen any in the past 10 min. Code is FBFT5 if you wanna try your luck

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Jr PjM/BA 4 YOE in Tech Implementation Consulting. Beginner skills in Python, JS, HTML, CSS, AWS, SailPoint. Moderate in Azure, Okta. Have PMP, Certified Scrum Master, M.Sc., BBA. Want useful skills, but must focus energy and time. Recent projects and team just not filling my cup. Cloud Architecture, DevOps, InfoSec, IAM all seem interesting and highly rewarding. Taking CompTia N+ soon, and realizing its low demand. What certs & projects should I do to land a technical role within 1 yr?

a whole lot of content that will never see the light of day

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What is the CTC for Manager level? Asking for both Deloitte India and US

I work at a start up and aside from using tools such as Jira, confluence, figma, and lucid chart I find myself still using PowerPoint a lot of the time. It’s probably the ex consultant in me but is that strange?

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Does kpmg India provides the mobile bill reimbursement ?? KPMG India
As the same is not mentioned in my offer letter.

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Trying to book a trip to Asia around NYE. Japan, China, Korea and/or Thailand. Leaving around 12/27 and returning around 1/7. Any good redemptions or flight deals? Cannot find anything when searching on Google Flights or the ITA Matrix.

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I recently received a job offer for a Consulting position at SAS Institute but my spouse received a job in a different state. His position is less flexible in moving than mine will be. When is an appropriate time to bring up relocation/remote work and how should I approach this situation?

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I'm an in-house counsel at a national company. Our GC is leaving. I’m the only other in-house attorney, and I’ve only been here for 4 months. I like the job. Previously, I was a 6th-year associate.
The CEO asked me to stay and implied a larger role, but doesn't have a clear picture of what that looks like. Asked for my help in redefining. Even unsure as to timing or whether we'll hire another GC. Questions for Fishbowl: (1) benefits or pitfalls? (2) questions or requests you'd have for CEO?

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Hi! Has anyone here been rejected by UW Seattle’s Data Science master’s program the first time, but then reapplied and got accepted? I’d love to connect and see how you strengthened your application 😁Thanks in advance!

Mindtree is processing intracompany transfer (WP) to Canada as a senior technical architect.

What would be the ideal package that I can negotiate?
How much do other companies sending people onsite at this level pay?

YOE: 13 years
Tech stack: Full stack (Angular, React, Vue, JavaScript, NodeJS, .net, Java, AWS, Azure)

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Additional Posts in Growing the Team

RIA located in Hauppauge, NY is looking for an administrative assistant. Preference given to those with RIA experience. Let me know if you would like to have a conversation .

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Denver RIA provides platform for Advisors looking to be independent. We custody client accounts at TD and Schwab. Glad to talk to qualified advisors looking to free themselves from the broken dealers.

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If I'm planning on bringing in a rookie with 3-5 years e,experience and a minimal book, would it be wiser to give him/her a W2 or simply split a production number?

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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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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 hire a producing FA in the Allen, Tx.
Must be self motivated and willing to earn CFP.
Base salary provided the first year.

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Looking at making a move to the independent side. Have around $20m in AUM in wealth management with another $85m in retirement plan business. Been looking at Investacorp. Any thoughts?

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Rockland County, NY. Small independent firm to add a licensed advisor w/ >2 years experience. We have incoming leads in excess of 200 annually that we cannot presently serve. Ask for details.

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When it is time to hire a new team member? What has worked for you? Online resources like indeed or zip recruiter, local chamber of commerce?

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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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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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Join our RIA. Be completely independent from day one fully owning your book. We are looking to add one or two qualified advisors (must have atleast $5,000,000 in AUM) to our Denver or San Diego office

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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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Spokane, WA new hire comp: They pass test (I reimburse) then pay starts. Year 1: $40K & 10% comm. Year 2: $30K & 20% comm. Year 3: $20K & 30% comm. Year 4: $10K & 40% comm. Year 5: 50% comm. Thoughts?

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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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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.

RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

How do I get a new hire to stop saying “um”, “like" & “you know”?

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