6 week cram sesh for CFP. Any recommendations?
Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?
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
What is a good website to compare financial advisor options? I’m looking at individual profiles on NAPFA and CFP but I am not getting a good sense of which firms / agents are better than others.
Considering becoming a CFP and CFA but I’d like to know what the job market looks like. For those of you who are practicing, how long were you searching for a job and are you satisfied with your experience thus far?
I am taking the CFP exam in July. I currently have my RICP but I struggle with how to market the designation. I’m fearful that I will have the same problem with the CFP. What do you do to show people you have these designations aside from having the letters after your name? @
Does anyone here hold a non-CFA designation (CFP, CAIA, FRM etc.) and what kind of role/position do you have?
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.
If I'm looking to have the CFP completed 12-18 mths from start date, what would be a solid prep course/program you guys would recommend? Any pref to online classes vs. in-person classes?
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 want to start on the chfc and cfp but the courses are 8k through American college. Is there a better alternative out there? I definitely think there's value in them but that's a bit steep for me
I don't have anyone else who gets this, but I hit my personal goal this year in almost every category; revenue, income, AUM growth, etc. Our fiscal year ends in October and I ended the year with a bang. Just super excited and I hope everyone else knows, this business is worth it when you put in the time and effort! Edit: also passed CFP in March!
Anyone know of a good tutor for CFP exam? Thx.
I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?
Anyone taking the CFP course via College of Fin Planning? Trying to figure out last day to take the test.
Best CFP continuing education providers? Not looking to just get the credits done, but something in depth to relearn things I️ may have forgotten.
I know tech salaries are lower but equity compensation makes up the difference. But does it really make up the difference if you’re making $200k plus salary in a non tech job?
My firm is hiring one level above me and is just looking for someone with 1 year more of experience than me. Is it to assume I’ll get promoted to this level in a year? New to the shop myself
Is there a site that’s good for searching for mileage run flights? Where you can view only skyteam airlines, and filter by miles flown. What’s the best tool for that? Thx!
Applied for Corp Strat role with one of the largest independent financial brokers / advisers firms in the US. What do you think I can expect in the interview process? Never interviewed for such roles and that too, for a financial services firm that plays in the financial advisory / investment management space. Pleas help!!!
Looking for guidance on resume for an AP level position (strategy consulting). Presuming you want to highlight core skills through project examples but still keep this to 1 page?
Hi All! My group’s hiring for two Financial Analyst positions within Ops Finance (think Ops-heavy). DM me if interested to see fit! Links to positions below. Probably will need to relocate next year 😁
If you go from h1b to h4, but still have time left on your original h1b visa, can you switch back to h1b easily?
These are the threads we should frame and hang in all agency lobbies instead! "Just got laid off. Just found out I’m pregnant. Someone say it’s going to be okay, because that seem..." See full post https://joinfishbowl.com/post_2r395j
Anyone have insight on PriceMetrix by McKinsey? Is culture similar to McKinsey or fairly independent? Has anyone recruited with them?
What fitness trackers do you use? Work from home and I've gotten really sedentary. Think having a reminder to get my ass up and move around will help.
Help a socially awkward fella out. Got a large bonus from a consulting project team with personal note ccing the other key member. I didnt know how to respond but did say thank you to the director in person. Should i still reply to that email?
Anyone had an interview with Stern as a reapplicant? I was admitted last year but couldn’t enroll due to personal issues so wondering if the interview might be different than the first one.
Is it just me, or is the big 4 sales culture low energy? I get the RFP process is painful, having done it in other industries myself, but the way I've seen most people sell in these firms seems mediocre for the amount of support that gets thrown at these opportunities. Maybe it's the ex-finance consultant in me, but the approaches I've seen in my 5 year tenure so far have me thinking this isn't catering to my strengths and won't be the best move to stick it out to SM/PPMD.
I’ve seen a lot of post on FB about BCG Platinion that lean to the negative side. I am being approached by a recruiter for a position in Europe. Anyone willing to provide more detail on their experience? Maybe willing to chat? I’m also curious if I should be pushing for principal. They mention PL, but that seems like a step down. Thanks, fam! Tagging Boston Consulting Group for reach
1+ yr in and want to exit at around 2 yr mark. When is the best time of yr to start looking into exit opps? Any tips for this process, esp timeline wise and methods?
Fuck delta, don't tell me I have to check my bag when there is clearly still tons of overhead room. If only there was way to communicate in real time with someone on the plane...
How do you find startup companies to interview for or go work for (if the recruiter didn't actively search you out)?
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