Currently have my CFP and CRPC. Anyone done the MSFP and/or ChFC? Looking to dive deeper into estate planning and legacy planning and create a deeper competitive edge in my estate planning council network group. Any suggestions of the better route for this?

Best study guide for CFP?

MS Taxation, MS Accounting, MBA, JD, BS#2, CFP?

What would be the most beneficial credential outside of the BS in accounting and a CPA for an early career or entry level associate?

How much does University/School weigh on career outcomes?

Anyone in Louisiana looking for a partner? Looking for someone that’s interested in Fee-only, CFP(coming soon), passionate and vocal about fiduciary standard

Morgan Stanley Financial Planning Analyst — anyone know what comp is like? 5 years of experience and CFP designation

Alright gents, quick opinion how valuable is a WMCP & Chfc designation

Currently finishing off my finance degree wondering if it’s worth it before achieving a CFP & CFA

More context I aim for more roles in wealth & assets management or commercial / institutional investments either states side or Latin American, speaking Spanish Portuguese. 

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.

Hey guys, know this isn’t strictly finance. But anyone have CFP study material (Wiley) they are no longer using?

I am currently finishing up CFP course work. Does anyone have tips or tricks for studying for the actual exam? I am particularly concerned about the investment planning section. I have 12 plus years in the industry and CRPC. I do planning literally everyday but a test is a test and this is the module I have had the most trouble with.

Can anyone provide any insight on getting into IB or PE? I worked in wealth management for a decade and I’m finishing up my MBA with a concentration in Mergers & Acquisitions. Series 7, series 65 and CFP as well.

Can I start an LLC and manage people’s money through a fund account without being a licensed CFP or having passed the series 7, etc?

Looking to expand my knowledge beyond basic portfolio and planning but really not into full commitment of cfp. My junior advisor will be getting it. That said, what is a good way to learn/designation

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?

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.

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’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?

I'm a 32 year old career changer (infrastructure PM) in pursuit of successfully passing the CFP exam. I'm having a hard time finding an entry-level fiduciary-path position within one of the big box firms. Does anyone know who and when these companies will be hiring? Thanks!

Is anyone hiring for any investment banking positions? Series 7 & 65, CFP, and completing my MBA soon with a focus in Mergers & Acquisitions. Over a decade experience in Wealth Management. Thanks.

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

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

At what point in my career should I consider taking the CFP? Almost 4 years in the business and have my AAMS and CRPC designations already.

Planning a long weekend trip (4 days) with my SO. Looking for reasonably priced options from Atlanta, and something adventurous. Thoughts?

Had anyone chosen not to breastfeed their second child? It was a lot with my first and felt so great when I stopped and had my body back.

Currently working in GFK with market research profile for 2 years

Earlier same profile at IBM for 1 year

Total YOE - 3

i have done a course and learned Advanced Excel, Power BI, SQL, python, Tablue

Now looking to change tha profile as a Business Analyst.

What's the package that I should expect???
Current package is - 3.67 LPU

any specific companies that I should try in??

Hello Fishes, please suggest me the online calculator to check the taxes.

Moving to Bend, OR from the midwest. What type of plants are good for that high desert climate?

Do you think stock price will go down even more with more people unloading in the next few days?

Is american express odc in phase 3 pune?

Anyone have any good educational materials for participants in a 401k that you provide education for? Thanks

What’s Wilson Sonsini LA like for their corp group? :)

How crazy is the Rogers saga?! You couldn’t write a better script.

Any SaaS AEs out there (non mid-market/franchise) making 6 fig base? What company? How did you get there? (Can be as vague as you'd like).

*Back story - 8yrs of sales experience, 5yrs as a SaaS Sr AE. Have always been a top performer. Current company am consistently the #1. Just started interviewing to advance my career, both pay and growth-wise. I see some that are 6fig base but seems they're either for start-ups or highly sought-after companies you basically need an internal referral. Thx!

What do you think about password protecting the entire portfolio website? I have only 1 project. It is a company work, but I recreated all the graphics and design proposal. There is no sensitive info about company or its products. The only commonality is that the the updated design is based on the same research results, and I show the same user quotes and experiment/survey results + some features are the same. Otherwise, it is a different execution. Would it be okay to show this w/o password?

We have multiple openings for Java, Dot net, C++, QA etc across all levels for Noida location. If interested, please dm me.

MBB/Strategy consultants with ADHD. What tips do you have for maintaining high performance on intense projects with long hours? Please include suggestions around medication too.

Any paralegals with ADHD here? How do you manage your workload and keep organized? Any tips?

I have minor generalized anxiety. Lately, I’ve had worse anxiety than normal, and as a result, I’m taking my second mental health day in a row. I didn’t tell my firm that it was a mental health day, I just told them I was sick with non-COVID symptoms. None of the partners I work for objected or said anything negative, but I’m now getting worried that they’re somehow going to find out it was just a mental health day instead of physical illness, and that it will somehow bite me in the ass . . .

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

Has anyone used a marketing system from Scott Keffer? I have seen some info online and received a package in the mail, but I didn’t sign up? Just curious if this is for real and any reviews?

Study tips for the APMA designation - from those who've passed or are studying now

Looking to expand my knowledge beyond basic portfolio and planning but really not into full commitment of cfp. My junior advisor will be getting it. That said, what is a good way to learn/designation

Best place to buy office furniture

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?

Anyone use a Mac for work? Can it handle Excel and PPT?

How is the Morgan Stanley FAA program? I know that success is based on revenue generated over the 3 years, but does anyone know what the NAA requirements are (if any)?

Do you feel safe sharing with coworkers when you haven’t done any real work on a given day?

How often do you work over a weekend?

As a professional, What is one thing you would tell your younger self?

Hey Waddell and Reed, what do you think of all the changes and all the Ivy marketing?

I'm a 32 year old career changer (infrastructure PM) in pursuit of successfully passing the CFP exam. I'm having a hard time finding an entry-level fiduciary-path position within one of the big box firms. Does anyone know who and when these companies will be hiring? Thanks!

What are some blue collar jobs any of you had before joining this profession?

... you don't have any money, when you pull up to my office, and park your Porsche Cayenne next to my Civic. Sell your car!

What are you guys charging as a management fee? I typically start at 1 and discount to .9 north of 2 mil and to .65-.8 north of 5 mil depending. Wondering where that stacks up these days...

Best advice ive gotten about being a newbie at work is to ask a lot of questions but then when i do ask, everyone seems to get annoyed that we ask too many... what am i supposed to do lol

What can't be automated?

What are some of the daytimer/dayplanners you vets and big producers use?