Best study guide for CFP?

BNY Mellon technology specific questions -


#0 How much max salary for grade K ?

#1 How long does it take to promote in bny from grade K to L ?

#2 Any specific criteria for promotion? Expr , certification etc...?

#3 How much % hike to expect post promotion ?

Skills- Java, microservices,react, cloud

HSBC India JPMorgan Chase BNY Mellon | Pershing Citi BNY Mellon UBS Citi Allstate BNY Mellon | Pershing BNY Mellon Corporation HSBC India

Hello fellow fishes,
I'm 5 YOE in analytics, mainly CPG/Retail business understanding and solutioning with a touch of python.

I'm planning to enter in freelancing. What could be a potential stream and how to break through into that first project.

do you think you need a college degree to become a cop?

What are some of your recos for the best comms/PR books and sites to learn more deeply and further your knowledge in your role?

Does anyone have the CFF (Certified in Financial Forensics) credential? Has it opened any doors?

Any EU attorneys who went for an LL. M. in international commercial law (or other) in Europe?

If so have you found it "worth" the year of your time? I am currently working at a firm that specializes mostly on commercial law and has a lot of foreign clients. I have some options regarding the possible LL. M. One of them is little less prestigeous that would allow me to stay working at law firm as I am studying. The other would mean taking a year off work and pursuing the LL. M, Thanks for help

Want to switch from graphic design (mostly doing print, some digital) to UX/UI. Some advice, tips on how to make a transition? Classes, videos, books, interning? How to find first projects? Thanks.

Anyone have any headhunter recos in Seattle?
Have any suggestions how a creative breaks into tech?

Anyone make the switch out to IT type work? Just not enjoying the BS in accounting and want something more chill.

Newish to data analytics. Have some experience in power BI, sql, and R. I wanted to get some exposure to aws and saw the AWS cloud practitioner as an available course at my job. Is this cert worth it? Or should I try one of the more advanced ones ? The data analytics one for example but wasn’t sure if it would be difficult to get through as a beginner. Will it look good on my resume?

Hi Fishes,

Does anyone know what is GCM level-5 designation corresponds to in Atos. Is this appropriate designation for a 6 yrs experienced dba professional?

Any suggestions for good training courses for tech recruitment?

Leaving after one year to another biglaw firm?

What are some feasible exits to the investment industry? PE seems to be too hard. Currently at Strategy& Deals Strategy and will leave at the 3YOE mark

Any thoughts on the best certifications to get in order to help move forward? I have considered the CCP from World at Work, but it’s fairly pricey to get by the time you wrap up everything. I was looking at both SHRM-CP and SPHR. Everyone that I have spoken to has the SHRM, but that’s also only looking at individuals in a small geographic footprint and within 3-4 different companies. I was hoping to get some thoughts on this from others? Thanks

Hello everyone. I will be transitioning from the Navy soon and want to work in the cybersecurity field. I have an active secret clearance, BS in strategic intelligence, working on a masters in cybersecurity, and taking Security+ in December. No work experience in cyber, just my education and bootcamp course for Security+. Should I still apply for job that want 2-5+ years cyber experience and/or an active TS clearance?

Advice when looking for Tech Consulting internships in Chicago or DC Metro? My GPA (3.04) has disqualified me from most major companies. I've opted to focus my efforts into my student organizations and helping others reach their goals, in doing this I compromised for a B average. Are there any firms that will accept recommendation letters with the application? The networking route is also something I am exploring, but haven't had much success thus far. Any help is welcome! Have a great day!

Is HPE product based company? what kind of work will be there for a data engineer?

How is growth, wlb and job security?

skills : Python, Spark, Sql, AWS, Airflow.

What are my chances in IT if I join HPE now? I heard they use mostly legacy tools and tools limited to HPE only. Does it affect my job search in future?

@cisco @vmware @HPE

Any one have any insight on working at Change Healthcare?

How many years into your career did you start to feel jaded about the industry? I only have 4 years under my belt and still believe it’s fun and challenging, but I see so much negativity on here.

Does anyone wear ties anymore? Wanted to buy a ferragamo and a Hermès tie for Christmas but I feel like no one requires them anymore. Also how are BB ties compared to these two?

Where in Dubai do you live? Which areas would you suggest for MBB consultant? Thank you

What’s a fair salary increase after a year of inflation?

Has anyone been in a relationship while BF/GF was studying for CFA? How was it? My BF wants to take a break until his test is over in June so wondering if his level of stress is normal?!

Question about PTO - my contract says 25 days but is this inclusive of any office shutdown over Christmas/New years (if there is one?). In Sydney office if that provides some context. Thanks!

Can we have a side hustle while employed at Barclays. Can't find anything in the contract or offer letter.

How to check if Bgv is completed or not ?

Hi everyone, I am appearing for data scientist position in Accenture Dublin at level 9. What salary should I quote ?

Any good books or articles worth reading on product marketing and analytics? I come from more of a technical and general product management background, so I personally feel like I lack on the marketing side. Like Search engine optimization, etc. Thank you.

Salaries in Chicago with about 7 years of experience? Just curious

Age? Gender? Location? Fav food for suhoor and iftar? GO!

Hi does anyone here know anything about distributing to retail? Specifically in the food industry.

I hear that to be made partner, senior managers are measured on their book of business. I'm curious what kind of numbers we are talking about?

Asking for a friend:
What is the salary range for a Financial Advisory experienced associate at PwC based out of NYC? No MBA but a MS. Considering a move from product to consulting.

Corporate Vice President salary at New York life? Anyone here worked at the company/role?
They confirmed the desire to hire me and having a HR call tomorrow morning to go over compensation and benefits..

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?

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

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

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.

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.

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

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?

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.

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?

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.

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

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 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?

Young ambitious female looking to join an FA team in the St. Pete/Tampa area. I currently transition advisors in their move to Raymond James. Previously was an assistant. Series 7 licensed. Open to relocating in Florida.

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???

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

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.

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