Just finished the CFP exam and feel like I absolutely bombed it. Is that normal? Every question had 2 legit answers. Brain is absolutely fried. Bourbon and cigar, please
Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!
I'm interested in hearing from those that hold the designation:After achieving the CFP did you/how did you announce it to your clients?
Is the cfp as hard as people says it is?
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 designation even though not a fee base planner. Do you see any conflicts of interest/ misleading? Should a CFP be required to be a fee based planner?
Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.
I'm CFP & RIA with 12 yrs experience. My wife and I are planning to relocate from the Big City to a suburb, pop: 75,000. My goal is to open an office there and grow my book to the next level. Advice?
The only 5 people who have EVER asked me if I am a CFP... BTW I'm not... have been Millennials and gen-xers looking to start DCAing $250 a month into a Roth. Not 1 person of significant wealth. LOL
Thoughts on getting CFP when done with CPA (1 test left) and pivoting from audit to personal financial planning? Estates, taxes, savings, etc. Or should I just stick the OG plan and go into industry FP&A when I make senior/CPA?
For my FAs who are also CPAs (or anyone who knows I guess 😊) - do you know if there is a way to simultaneously get your CPE for the CPA while also preparing for the CFP? Continued in comments...
Those who have their CFP: how have you used/marketed it effectively to enhance your business? Just earned mine and curious how others have benefited.
Does anyone here hold a non-CFA designation (CFP, CAIA, FRM etc.) and what kind of role/position do you have?
The first CFP is a bunch of bull crap! Georgia over Alabama. All of the Big Ten getting shafted. WHAT GIVES??!!
I’m being promoted to Manager this November but recent got offer from a fintech. In money term the manager base pay is 5k greater than the new role but i’m negotiating to match the offer with my Manager salary. Should I wait until promoted or move asap? I dont want to continue working in external audit so trying to pivot to data analyst role/IA in the fintech before moving to full DA/DS position… but thinking the Manager promotion would help negotiate salary in the future.
Hi fam!! Schedule an interview if you're interested (; I'm the lead writer for a series focused on People of Color who work in a creative industry. I'm looking to interview as many people as possible. You will receive free promotion of your art, content, or business as well as social media coverage! All I need from you is a phone number, email, and a picture you would want shared on the blog + social media post about you. If you are willing here is a link where you can schedule an interview time that will work for you: https://calendly.com/creativesofcolorinterviews/onehourphoneinterview Looking forward to connecting soon!
I have an interview with a big tech firm very soon. I’m in an awkward beard growth stage and kinda look like crap but not really, do y’all think it’ll affect anything?
What’s the best travel policy by firm? We have nothing but hoping to be upgraded... Flying coast to coast on economy every week is exhausting... I assume MBB allows first class flights. Big 4?
I’m about 1.5 years in, busy season ends in Feb, have a job offer lined up at another big 4 early March as a senior in an m&a advisory role. This will be the first job I’m leaving and I swear the anxiety I have revolving quitting is worse than busy season. How do I go about leaving virtually...who do I email first? I’m lost please help
What are normal pre covid raises (%) like at The Big4 vs mid tier? A2, never had a normal raise
Pension vs lump sum Does anyone have a good online tool that illustrates the differences in easy to read analysis to present to clients? Thanks!
Our industry needs to change the way it does recruiting. We make it impossible for people to apply directly to agencies. Relying on employee referrals gets good "culture fits" at the cost of diversity
Keep getting visa issues (canadian looking in big tech in the US) and had offer rescinded after employer realizing I need H1B. Any advice?
For those living in the cali area (San Fran, LA, San Diego) how is your experience within your firms and travel expectations. Currently in DC but considering to make the move, in strategy consulting
5th year in house associate looking to join a mid size law firm of roughly 150 attorneys in nyc doing corporate finance. Any insight on a reasonable starting base salary offer?
Hi TCS folks, I want to apply for a position at tcs which I got to know from linkedin. But they posted the job in linkedin only, so no job id is mentioned. Can someone pls suggest how to get referral for that post? (Note :: the name of the person (HR) who gave the recruitment add is mentioned in linkedin. Thanks in Advance
Any one from HCL SAP practice here. Do They have implementation projects in HANA? What is flexi basket component in ctc? Can we ask for entire amount in our salary?
Difference between female vs male leadership is based on gender bias. I'm labeled "aggressive, stubborn, and difficult to work with" by male peers, while they're praised as decisive and direct. WTF 😡
I pity those who revel in the "accomplishment" of have 100+ YTD utilization. Y'all got suckered by the firm.
Having a career vs. a job - how do I become successful? just graduated this may and while I was able to do an internship this summer it was only at a tiny place nobody’s ever heard of. Contind below
I am new to MBB style case interviews and trying to prep for an interview with Bain soon (possibly with McK as well) . There are tons of books, articles, YouTube videos, etc. and I don't know where to start or which one is useful 🤯 can someone share their experience on how to plan interview prep for mbb?
Any openings for infrastructure manager, service delivery manager for 15 years experience in any company, please let know. Skills: Service delivery, technical manager, service management, people management , financial management.
New to Fishbowl?
unlock all discussions on Fishbowl.