{ "media_type": "text", "post_content": "CFP, asking advisors out more than five years... has it really made a difference in your career growth/AUM and how clients perceive you? I guess I’m asking, was it really worth it?", "post_id": "5dadad79b251bb0024f9d01b", "reply_count": 9, "vote_count": 2, "bowl_id": "59bb07cd16f9e50017d0da6c", "bowl_name": "Women In Wealth Management" }

CFP, asking advisors out more than five years... has it really made a difference in your career growth/AUM and how clients perceive you? I guess I’m asking, was it really worth it?

likesmart
Posting as :
works at
You are currently posting as works at

I am hearing from colleagues that it has made no difference

like

Has made Zero difference in my practice.

like

It’s a critical credential to have in this industry and has absolutely made a difference in my success.

I have been doing this for 24 years. I’m am a CRPC. I have had maybe 10 people ask me in all that time. I write 1.5 mil. So no it hasn’t hurt me

Related Posts

Thinking about Ken Zahn for CFP review? Better than Dalton?

like

The first CFP is a bunch of bull crap! Georgia over Alabama. All of the Big Ten getting shafted. WHAT GIVES??!!

like

Is the cfp as hard as people says it is?

like

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.

like

Anyone believe CFP's do a better job than non CFP? Or is it mostly a marketing plan?

like

How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?

like

Just finished the CFP exam and feel like I absolutely bombed it. Is that normal? Every question had 2 legit answers. Brain is absolutely fried. Bourbon and cigar, please

like

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.

like

I’m a CPA/FA and want to sit for the CFP exam. When I took the CPA I used CPAExcel and I loved it bc it broke down the material into “bite sized” lessons. Anything like that for CFP? Continued..

like

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?

like

1) What’s a globally-recognized certification/designation that you would recommend to someone with a non-traditional finance background? Would like to level-up my career 2) can anyone comment on the CFP?

like

Looking into certifications like the CFP or CFA but they’re so expensive and I can’t afford the upfront cost right now. Are other certs like APMA and CDFA worth it?

like

17 years in 850 in production 12 years to go. Never lost a client in a cfp conversation. I make educating myself a priority. Any reason whatsoever I should put myself through the cfp process?

like

Can I do PCS TAX as a finance major and pursuing my CFP? Or is a CPA 100% necessary? Any advice would help.

like

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

Way too early CFP predictions... who’s your top 4???

like

Anyone know of any resources where you can get dual credits for CPA/CFP continuing education?

like

Help! What's the best online CFP course?

like

How soon did you start your CFP & other credentials?

like

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?

like

Additional Posts

like

My firm is starting Green Card process for me. My issue is that I cannot get an EVL from the previous employer (a US company, worked in 4 years). Is there an alternative option? Thank you!

If you are separated from your firm and you are kept on payroll for an additional month to facilitate payout of severance when does the 60 day grace period count start? Is it on the last day on payrl?

Adobe recruiter reached out for a Sr. Solutions Architect role. If you are familiar with this role, I would greatly appreciate if you could share information on what exactly it entails. I did some research online and while there wasn't much info, the impression I'm getting is that it's a Sales Engineer/Customer Success Engineer type role? It sounded like the role will be focused on the discovery and RFP side of the project life cycle. I think the term is pre-sales?

like

Chicago Tribune: Huge crowd gathers at Rotary Hill near Naperville District 203 offices to demand area schools reopen. Hundreds of Naperville-area parents & students rallied Monday to urge local school boards to bring students back to the classroom and the playing field. Hmm...so all these parents just want to send their kids into schools do die, right? And kill all the teachers and their families too. All out of pure selfishness.

like

How many companies can you manage interviewing for at the same time without getting overwhelmed?

like

Does IBM GBS provide reimbursement for WFH setup ? I heard there will be 45k balance per employee where we can claim broadband and other expenses through bond portal. Can anyone throw some light on this if you have any idea ?

like

Considering the FRM certification. Those who’ve taken it, how quant heavy is it? I have a compliance risk background and don’t have a deep math or statistics background. However, I want to expand my skillset. Any thoughts?

like

Anyone have the latest PwC comp grid?

like

Are there any ways to get practice at public speaking besides Toastmasters? Obviously things are very not normal in this area because of Covid but thinking more long-term. Ideally this option would be free. Thank you!

like

Southwest flight attendant— first inflate your own life jackets and then help your kids. . . . If you you have 2, pick your favorite 🤷🏻‍♂️

likefunny
like

Looking for a new opportunity in the social strategy/community management space. Any agencies you’d recommend to look into (bonus if any are hiring)?

like

Calling out data scientist EY FSO. What’s the culture, projects and work life balance like? Trying to gauge a DS opportunity there and any thoughts would be much appreciated!

like

Women! Do u think you are at par with your male peers in terms of salary and title? If so, how have you negotiated that?

like

Divorced M 🐠 here who's scared of commitment now. For people looking for an LTR, how certain are you about someone b4 you decide to go exclusive? For e.g. 25% or 75% that he/she is the right person?

What are some of the best consumer tech firms to target in Europe? Looking for a right fit after 5 years in MBB consulting. Wanted to check specifically about firms such as N26, Revolut, Delivery Hero, GetYourGuide as I found roles in them.

like

What does your firm allow you to count towards non-billable hours other than standard business development?

likehelpful

Considering a design lead role in industry, what salary range should I expect/ask for? For context, I have more than 6 years of experience (mix of industry and consulting).

Does anyone know of an indian passport holder who travelled from india to usa via emirates or qatar. Very conflicting advice online on what bubble means. Also gulf carriers are selling tickets for indian pp holders to travel via them to usa

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the Fishbowl app

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.

For account settings, visit Fishbowl on Desktop Browser or

General

Legal