Which is the one that is actually the rankings as this time? AP or CFP rankings? Talking about NCAAF
Does anyone here hold a non-CFA designation (CFP, CAIA, FRM etc.) and what kind of role/position do you have?
Any 🐠 have a CFP? Was it worth the time investment? Trying to decide whether to pursue CPA or CFP for long-term market competitiveness. (Not looking to dedicate several years for CFA.)
Help! What's the best online CFP course?
I've done parts of the CFP but couldn't sit for the exam. I am thinking about finishing the requirements to sit, but I am wondering if my time would be better spent prospecting. Thoughts?
If you were young (or looked young) and were switching over to this industry, would you pursue a degree in finance to give you more credibility? What about a certification(cfp,aams,etc)?
Have any of you CFPs out there ever gotten a referral/client out of someone who looked you up on the CFP's website?
I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?
I am a CFP(tm) and a 20 year veteran looking to educate and acquire businesses from owners in GA (or the southeast) who want to sell or are looking to get educated on the succession planning process.
I am CFP,CPA,MBA looking to expand my practice. I'm located in PA and interested in speaking to advisors that are looking to sell their practice. Please email me at email@example.com. Thanks!
What would you consider a starting salary range for an individual with 10 years experience in the industry and a CFP certificate of just over a year?
My insurance license has lapsed. Back when I was at Merrill I had to sit through a week-long training course. Do I still need to do that to regain my license? Can it be waived w/ a CFP certification?
The first CFP is a bunch of bull crap! Georgia over Alabama. All of the Big Ten getting shafted. WHAT GIVES??!!
Hi ladies, I am an experienced, trustworthy, CFP®, actively looking to purchase a small to mid-size practice in the Chicagoland area. I am with LPL and part of a Hybrid RIA. I’m open to different acquisition options including partnership. I posted this on the succession page, but I am really interested in purchasing a woman-owned practice (being a woman myself and acquiring my mother’s practice in the 90’s). If anyone is interested or know anyone who is, please pass this along! Thank you.
Open to exploring my options for going indep. 8 year vet at EJ w/$150m AUM ($90m fee-based), & a CFP. Not unhappy @ EJ but not able to be a true planner. How do I compare all the options?
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Are bonuses taxed at the Bonus rate or normal taxable income rate? My signing bonus seemed to be just normal taxable income so curious if this is across the board?
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