6 week cram sesh for CFP. Any recommendations?
Anyone have success charging an hourly fee for financial planning? Considering making a jump into it, have cfp designation, but am mostly commission at the moment. Won’t be a total switch.
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?
Thoughts on the CFP designation? Is it still worth considering or have stringent regulations muddied the waters? My goal is to have as many certifications under my belt as possible (to serve my clients the best I can) and I’m wondering which path I should pursue.
Out of curiosity, what designations do you have? CFP, CFA, CIMA, ChFC, etc. Do you feel that your having, or not having, a designation has put you at an advantage/disadvantage?
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
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.
I am looking to drop my series 7 and join an RIA. I’ve finally accepted that the BD environment is a terrible fit for me. I would like to join an RIA team because I’m just over 5 years in and I would like to have some mentors to continue learning from, but if I can’t find the right fit then my plan is to launch my own. Where to start looking for an established RIA? I have not completed my CFP yet.
Can I do PCS TAX as a finance major and pursuing my CFP? Or is a CPA 100% necessary? Any advice would help.
Our firm has a career or merge or succession opportunity for a seasoned CFP in Johns Creek (North Atlanta) metro area. Please call James at 6789946448 firstname.lastname@example.org
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.
Fellow lady 🐠🐟🐡, do you have a certified financial planner you trust? I'm looking for one in the DC metro region and don't know where to start!
I keep hearing that the CFP is worth it. What makes it worth it? The knowledge, the credibility, the confidence? All of the above I assume. Do you have prospects seek you out?
New moms of New York! Do you know if the maternity leave from NY state goes concurrently with FMLA and ST disability leave or one after another?
What is the best way to apply for internship at big4? Go to a recruiter on campus or apply on their website. Seeking internship.
Which is better when it comes to MBB and healthcare technology / product companies (like Amazon) recruiting? Duke or Ross? Also any other consider in this bucket?
For those EAs who are permanently remote, what company do you work for and overall are you okay with your job? Works hours, pay, benefits, PTO
Hi There! While on H1B, can one go on an unpaid LOA while staying in the United States ?
L👀king for project at Deloitte. I'm in the Commerical practice as a Consultant. I have experience in SQL, Python, Tableau, Excel, and cloud.
Anyone successfully paid their car off with a credit card by buying visa debit gift cards and doing so over the phone with auto finance dept? I’m looking into this cuz staples has a no fee promotion on $200 debit cards but run into a hiccup if I can’t merge a bunch onto one card so I only pay the $4 pay by phone fee once. Any advice?
Do you think the AWS Cloud Practitioner Certification is worth it? What (high level/ entry level) IT certifications have you found most valuable in your career?
Is your firm on per diem or actual?
What is the salary range of sr. Hr bp at Amazon?
Courtyard marriott Atlantic city tells me breakfast isn't complimentary. Platinum here. Marriott website says courtyard offers daily credit OR breakfast. Anyone else experience this?
Hi everyone!!! Last year I put together a list of classrooms to exchange valentines with! We mailed 1 valentine to each class and included a picture if we could, and a few things about where we live and things we do! I currently have 13 classes signed up! The more the merrier!! We have classes CA, WI, PA, KS, TX, RI, MI, Canada, New Zealand. I have a form to fill out if you are interested! I will email everyone the list probably at the end of the week if not sooner! forms.gle/G
I’m working on a project to help consultants find exit opps. Having recently exited consulting, I know how hard it can be to find time to sift through job listings. How does it work? 1) Set your min. salary (+ other requirements) 2) We send you relevant offers above this salary 3) Stay anonymous until you interview Best of all, it’s 100% free :) Any feedback is welcome! (If you’re interested comment below too and I’ll reach out 🥳)
I was laid off from a resource management role, working with employees approaching or on the bench, working with managers to staff projects, and support functions like report creation, scheduling, etc. Roles like this are few and many large consulting firms have frozen internal hiring. Do you think it would be beneficial to get a SHRM cert? Would that help get a "talent related" HR role? Worth the money? I have a background in recruitment as well.
My bonus is cut in half after taxes
How often does everyone check in with their project leadership specifically about their performance on a project? I’m a recent new hire and when I first proposed scheduling recurring check-ins my senior manager seemed surprised so I was curious what the standard practice is. For context, I’m a Consultant in HC consulting.
Hello! Any Chicago restaurant recommendations? Will be there for the 4th of July long holiday weekend. Staying downtown. Thank you!
I’ve been laid off and, as I embark on my job search, I’d like to keep my marketing skills sharp. Any recommendations on must read books, or resources?
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