Does anyone have any resources for free ethics training for CFP requirements?

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?

*** 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.

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.

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 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.

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

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.

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?

Does anyone go to a decent, inexpensive gym in jersey city? Just looking for a spot to lift at

Hello All, I am looking for base salary for Sr Manager Medical Affairs Healthcare Innovation Technology (HIT) for imaging. I have 12 yoe and looking to be competitive with negotiating salary.

Serious question, why does going to the gym and doing an intense workout raise my lidio/drive and make me want to run home and and just go to town. 😩🥹

Coronavirus and health: has your alcohol consumption gone up during the pandemic? This pandemic had encouraged me to quit for good now.

What are the leaves policies in Accenture we have ? Can anyone share the leave calendar for this year in Accenture

Have been approached for a "Transformation Officer" role at a PE held port co with high probability of getting it. Torn staying in consulting ( 1.5 year post MBA till now) or new role? Suggestions?

Any book recommendations on change management?

I was asked to create a workshop on advanced PowerPoint features. 1. What would you include? 2. How would you make it fun?

What do you all do during time in the bench? I am helping out with internal events and initiatives but kinda worried seeing all these lay off post. My performance is average FYI...

Yes there's a pretty strong contingent of US resources here

Hi Fishes , i have 7+ years of experience in QA...currently working in tcs. I got offer from EY GDS....i joined tcs 1 year back. I got around 30% hike and lead post in EY...My doubt is it switch from tcs to EY will be worth for me and my carrer ? EY WLB and work culutre all the cases...

Is EY expecting people in offices? Is there any way to still hold WFH for some months ? Not rigid but want to spend some more time at home :) not asking much!

When I’m in a heated argument with someone close to me, I want to isolate from them and can be perceived as giving the silent treatment or being short. But on the inside, I go through sad thoughts such as feeling like my presence is a burden, that I’m an annoyance, and dont want to bother you again by reminding you of my presence, and would rather leave you alone😢.

Meghan Markle - her speech in the one young world summit today was so incredibly shallow. Used ‘I’ a billion times. Her stories and anecdotes were so obviously fake.. ugh.

This creepy that I have in the office!! Talking to himself wth!!

Salary expectation for secret clearance + security +?

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?

Anyone knows about the base for chase PCA?

I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.

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

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

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?

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?

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

Should people be fired for lack of people skills?

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!

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?

What is the most expensive thing you have ever bought? How much did it cost you?

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.

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

*** 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.