CFP question. Does this mean I can it tomorrow?

I have this then this other notice

What nuggets of wisdom do you fishes have for someone who is thinking of getting a CPA/CFA or CFP deep into my career (have a different qualification). What is the most straightforward way (self-financed, since I have another qualification)? These would compliment my work as an actuary.

*** 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.

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

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?

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

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

Best study guide for CFP?

Big disrespect to UCF in the CFP poll... Michigan above? Thoughs?

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

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

Best study guide for CFP?

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.

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

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

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

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

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.

Hi all,

I am selected in the Mumbai location, is it possible to change the location before joining??

Please help

Current REMOTE employees. What virtual team-building activities has your company done to bring everyone together and keep everyone engaged in a virtual setting?

I have been working in SEA region last 4 years. I feel burned out. I have 10yoe, I have try to move to other country but I pretty much suck in LeetCode. I want to take some time off to unwind, finish some personal business, and really prepare for interviews. I would like to hear from you. Should I quit to my current manager(5th so far) or wait after mid year performance review, when a new boss will take over my team? I'm thinking on giving them 2 months notice period. By contract is 1.

Thanks

hey, I joined Deloitte in June 2020 as an GPS SA analyst, I just staffed on internal project only providing me adjusted utilization. Now my standard util is 40 and my adjusted is 105... and this project last in another month... by then my standard util might be 20.. will my promotion be affected by this? My target promotion year on TOD is 2022. My manager said we might sell to client and extend this project in September but nothing guaranteed.

Tired of this constant grind and constant layoff situation in NYC. Thinking of making the move to LA. Any thoughts? Yay or nay?

Hi Fishes,

I am looking for a job change, I have 4 Year 6 Months experience as PMO(Project Management Officer), please refer to me.

4 years next month

I have the following offers and joining next 3 weeks.

I have an experience of 1.3 years
Current ctc - 8
Tech stack - Data Engineer

quantiphi - 11
apisero - 11
iqvia - 14.5
enquero - 15
KGISL (OPTUM) (CONTRACT) - 13.5

I have interviews with adidas, infoedge and trigent next week. If shortlisted how much should i ask for.

I'm a newbie do help.

Thanks

How much EY GDS pays for test lead position with automation experience?

UDF, LDF or BJP?

Hi, i have 9 years of experience. i got offer from Tech Mahindra, Spotcheck and TietoEvry. Package is almost same in all the companies. Please say which is good in work life balance and job security

What’s the normal pay increase from SWE 1 to SWE 2. Not a FAANG company, but Fortune 500.

I'm considering switching my practice from tax to exec comp so that I can work remotely indefinitely. If I dislike it, do you think it would be difficult to switch back? I'm a 4th year that works in biglaw.

Hi,
what will be the inhand salary after TDS deduction for 16.5 LPA.

No investments nothing.

Hiya! I was wondering if anyone here has any good recommendations in terms of books or learning material that I can pick up to learn about sales and marketing relevant to the consulting industry?

Hi All.
Hope you all are doing amazing in your spheres of life!!!
Looking forward to have amazing responses on this as this is my first post.
What are the ideal salaries for system administrators in big MNCs with approximately 4 years of experience?
Trying to get a better insight as per the industry standards.
Thanks in advance!!!

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

Dropping my 10 yo son off at school this morning: Me: "I love you! Have a great day! Learn a lot of really cool stuff! Him: "Okay, whatever.

Moving your book with a crappy written non solicitation clause at the old bd once I get the cease and desist what can and can't I do I know it's coming it always does but what is the next step?

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

Millennial advisor expanding into the 65+ client market for the first time. Anyone have recommendations for where I can learn about Medicare supplement plans and who/where you use for your clients?

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

Who is proud of their office? Share a photo of your office; this is your chance to be loud and proud while providing ideas for others!

Have a client w over a million in IRAs and NQ account. Invested in a combo of ETFs and dividend paying stocks. Now bitching abt performance. Should I stick to my strategy or offer alt to placate him?

Should people be fired for lack of people skills?

who is your main custodian... and what makes them good/bad.

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

What’s your definition of good work ethic? How important is it to you?

I need some good career-development or finance-related books, anyone got any recs?

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

Titles that my new client puts on the business card after his name: MBA, AWS, CDMP, PMP, ITIL, CSSGB, ACP, RMP

Best technology to use that LPL has?

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

*** 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.