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

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

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.

Best study guide for 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

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

Best study guide for CFP?

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?

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

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

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 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.

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

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

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

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.

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.

Hi Folks - Does anyone have insights on the interview structure for consultant level (summer internship) in London?

Do I have to bring proof of my medical condition to my covid vaccine appointment? Just wondering if they give you any trouble.

My mother is looking to purchase a coop or a condo in the UES. StreetEasy doesn’t have a no pet option on their app. Do any of you have a list of “no pet buildings” in the UES?


Full disclosure. She is deathly allergic to cats and dogs. (Yes even those man made hypoallergenic dogs) there is no such thing as a hypoallergenic dog. You can be Allergic via eye water content, hair oil, and saliva.

Can you be on more than one project at a time? Like if you have a project that only takes up like 10 hours a week, can you get onto another project to fill the remaining hours? I know your coach is supposed to be your project manager which is why I wonder if it’s maybe not allowed?

Hi all, I joined in Ibm on August -2022, but i am still on bench, is there any maximum time limit for sitting on bench, I heard lot of people are on bench, please help me to know the details

Hello Fishes, can I do DSA from JavaScript?

Anyone hiring and entry-level developers? Graduated last year and have 1 year of experience. I also am international so not allowed to apply to government jobs. Would truly appreciate any help :).

Cvent, Gurgaon - Opening Associate/ Senior Associate. Looking for candidates with SQL + Tableau 2-6 yrs experience. Interested ? Please share your resume

How do you deal with references as a freelancer? Most of my past gigs - I had managers on paper but it was a formality as I led my own work so don't feel comfortable asking them to be a reference.

Does Singapore offer national healthcare services like in Europe? I am an expat and it seems to be that expats can only get business healthcare insurance

I'm looking for a remote UI UX internship ASAP...can anyone help me out?

Hi Guys,

I've heard a lot about Uplers talent. Can you guys please suggest to move on to this place Uplers. Since, they are providing Work from Home culture.

Real talk- is joining Biogen as a data scientist a smart move, post adu drama and fresh CEO? Afraid that the company will restructure right after I join…

I interviewed with a company last week and the interviewer said he would submit my notes to the hiring manager and I would hear back this Monday from HR on next steps/if they want to move forward. I didn’t hear back yesterday so I emailed HR and she said she wasn’t part of the hiring decision so would reach out to the initial interviewer for his feedback. I haven’t heard from her and it’s been 24 hours - starting to get worried. What should I do? Does this mean they’re not interested?

How bad is this trade war going to be?

Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing

Feels great when you transition with people from clients to good friends 🙂

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?

For you introverts who aren't fond of socializing or "hanging out". Do you just dislike socializing at work or just dislike it in general? In my case it's the latter. How about you guys?

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

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

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

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

How do you handle people in your life who try to discourage you from working so much or don’t understand your ambition? I’m thinking about just cutting off a lot of people.

Sometimes I feel like I am a drone that just works all the time and I have no friends.

Anyone ever work at First Command as an advisor or manager position?

I have been in the industry for 6 yrs now. I have been offered a position with Fidelity as a PC. Currently an advisor in the bank channel. Anyone have advice on moving into this role?

LLP. 2 partners with a single employee. What could my client (one of the partners) do in the way of a retirement plan? 2nd partner may or may not “be in."

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

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?

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

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?