*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

Any recommendations on prep courses for CFP exam? Taking the exam in March

I’m a CFP® and work as a test engineer for financial planning software. I’m pretty new to the tech space, and wondering what jobs might be out there in the fintech space as I gain more software knowledge. It’s kind of niche working in financial planning software as my background is financial planning. What kind of jobs are out there that might translate well and would have good earning potential?

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.

Anyone looking for a succession plan or looking to sell their book? CFP with a decade experience in Wealth Management.

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?

Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

Best study guide for CFP?

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.

Average salary for a Senior Associate who’s in the process of getting their CFP?

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

Anyone have CFP Prep books they don’t not need anymore?

Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!

Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

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

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?

3 weeks of pto left and planning on quitting in two months when my year hits and I get to keep my sign on. Anyway I can just work until three weeks before my year mark and then two weeks beforehand tell my team I’m resigning. Or just ask for week of pto and then work abs then get payout?

Hi Fishes,

I have 3 yrs WX. Tier 2 BTech college. Working as Data Scientist 2. CTC is 35L with base 22LPA.

I want to move towards Product Manager or Data Science Manager roles by 2025.

Will master's degree help me move in that direction?
If yes, should I quit my job and pursue a fulltime 1.5 year MS US or 2 year MBA? wrt MBA CAT makes it unpredictable and wrt MS, US Market is very unpredictable right now.

Last yr CAT 95%ile
This yr CAT & GRE: Yet to appear.

Thoughts please. Need opinions.

What would be the minimum monthly expenditure for a single person in bangalore considering rent, food and other essential expenditures ?

I had my first IVF transfer yesterday and for the 3 days leading up to the transfer I was having very painful cramps (normal for me) and the cramps have continued post transfer. They only last ~15 minutes after taking Tylenol but they are intense. I’m worried the cramps will interfere with implantation. Does anyone have experience with this? I told my doctor and she didn’t offer much advice other than staying hydrated and following the protocol.

What is the avg hike % in CitiusTech

Only just realized that we don’t get admission decisions until a set date for most schools. 3 month wait for Yale/Tuck is going to kill me

Any idea where I can get a recommendor guide? Like a document that I can send to my manager to help with writing my rec letter.

Hi, this is a bit early but thought y’all might have some good insight. I’m exiting my current startup & have two offers on the table 1. A successful small startup in NYC doing PE/niche executive recruiting and 2. a fairly reputable PE consulting group in Austin. I’m going through the recruitment process at McKinsey for a middle/back office role (capabilities for a really cool space) but by the time I hear back, one of my offers won’t be on the table. Any advice on what’s best for MBA apps?

I’m too lazy to post Instagram stories.

Creatives, how do you show your pharma work on your portfolio? Under a password protected page? Emailed pdf? In person only?

I and two other workers were offered the same position at the same time. I was offered 23 an hour while the other was offered 24. Can I renegotiate?

How much does registered nurse make ?

Celsius has been great (mainly for the amazing MATIC returns), but I think I will significantly reduce my holdings here.

Google "celsius badger dao"

My concern with this platform has always been how they're engaging in DeFi to make profits with customer funds. That's how they offer things like "no fees on withdrawals" and APY rates above the competition. MATIC is becoming to valuable to risk leaving on this platform.

Security wise though, I think they're great and have no concerns there.

Is s&p 500 and s&p global are same things?

Should i join s&p now, I heard some bad news of its merger..

Was anyone else required to submit a writing sample? Can we use subheads like a business whitepaper format or should it be a narrative essay? I have my Loop early next week

What are your favorite personal finance books? I just read Rich Habits and really liked it. I am also reading the Psychology of Money. Looking to read some more!

I have an attorney who sent me a referral. They have no $, debt, and will receive a small QDRO. Going back and forth between charging little to nothing to treating her like any other referral.

Curious, what is your company's paid parental leave policy?

Anyone looking for a succession plan or looking to sell their book? CFP with a decade experience in Wealth Management.

Time to jump!
Where should I go? I’m after FC at Schwab, Vangard or somewhere else where I can be a planner and clear 100K + a year.

Base of $80 would be nice. I’ve made so many other people money this year I’d rather quit and not work than keep doing this. Business partner will make $500K this year on net new money, that I closed for them. Plus, anything developed they will get paid. I’ll be happy to possibly get a bonus at the end of the year? Maybe?

7,63,66 and registered since 2020.

Fam - need some uplifting. Has anyone done something that was so publicly embarrassing at work that you felt it was a career ruiner? How did you recover?

If money wasn't an issue, but you had to pick a career or job, what would you be doing right now?

Have a client who can be a pain in the butt. Very demanding when he wants something. Only wants something a few times a year, but exhausting when he does. Almost 1m all managed. Keep or let go?

One of our older advisors is about to retire so his book will be split amongst us junior advisors. What can I do to pitch myself to him and to management to earn the bigger accounts?

The son of a friend is an advisor and is giving up. He has approached me about taking over his book, evidently only about $1.5M.What would be a fair amount to pay for this?

What’s the most bizarre way you’ve seen someone try to (or succeed in) landing a client?

Anyone with LPL that uses an outside E&O carrier for your registered rep needs? Their shit is expensive

Audiobook recommendations? Currently listening to The Subtle Art of Not Giving a F*ck and I'm enjoying it, but I'd also be open to listening to novels aside from self help books.

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

Getting an email saying "variable compensation" may be affected makes me feel like a vampire in a silver mine.

Best books you read this year that aren’t about sales, marketing or prospecting?

Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!

Associate advisors working for a RIA - I’m trying to get an idea of salary ranges. What’s your salary and how many years of experience?

Anyone know where/how to go about getting L/VL/VA CE credits form insurance carriers? Anyone have some specifics?