Is the cfp as hard as people says it is?
Anyone else take the CFP this cycle?
Anyone taking the CFP course via College of Fin Planning? Trying to figure out last day to take the test.
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.
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?
13 years experience and no college education. Best way to go about earning my BA and taking the CFP?
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
Any 🐠 have a CFP? Was it worth the time investment? Trying to decide whether to pursue CPA or CFP for long-term market competitiveness. (Not looking to dedicate several years for CFA.)
Fellow lady 🐠🐟🐡, do you have a certified financial planner you trust? I'm looking for one in the DC metro region and don't know where to start!
I have CFP but see need for more managed account in my practice. Would it be wise to get CIMA (Certified Investment Management Analyst) to obtain more knowledge and skills? Thank you.
If I'm looking to have the CFP completed 12-18 mths from start date, what would be a solid prep course/program you guys would recommend? Any pref to online classes vs. in-person classes?
I am looking to drop my series 7 and join an RIA. I’ve finally accepted that the BD environment is a terrible fit for me. I would like to join an RIA team because I’m just over 5 years in and I would like to have some mentors to continue learning from, but if I can’t find the right fit then my plan is to launch my own. Where to start looking for an established RIA? I have not completed my CFP yet.
I really want to get the CFP asap but I’m torn bc all of my time & energy is currently going into building my practice and I’m only about 16 months in with a relatively long way to go. Continued....
Currently in public accounting but want to specialize and focus on managing client's money (In terms of a budgeting perspective) and helping them save money. I assume this would go towards the tax planning and CFP route. Not sure how to ask my boss and present it this method. Thoughts?
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?
Recently got my CFP and wanted to push more in the planning direction. Kind of young for seminars so I thought maybe do more door knocking. What do you think about no soliciting signs though?
Anyone have a great CFP that works with folks remotely (I.e., via Skype or FaceTime) or in Boston? Looking to learn about the unknown, e.g., tax loss harvesting, 529s and other similar vehicles, etc
Why does PwC's severance package suck so much? I've never been through something like this previously, no I guess I have nothing to compare it to, but everyone who has keeps telling it's insulting. SA
I’ve been getting left out of or forgotten from a few meeting invites and links to imp. things such as remote shoot viewings. Today was the 5th time it happened this year. I know I shouldn’t think of it much, but it does bring me really down and makes me feel like I’m invisible + less capable than my partner. My white male creative partner has never been left out of one. It doesn’t help that I’m an introverted woman of color who is less vocal. Has this happened to you? How did you overcome it?
Asking for a Fordham Media Studies graduate! What are the best ways of getting into the industry now? It's incredibly hard for graduates because of Covid.
Been flying to client for the last month and I have had a enough. Going to put in my two weeks. Hopefully don’t have to fly to the client site again. How bad of a look is this? Extremely toxic environment as both internal firm politics and client politics are in play here and I’m basically the last member of the engagement team that hasn’t been replaced left.
Any one from Big 4 working in supply chain practice? Need some inputs on the career path
A lovely travel companion (not mine).
Any insight on getting MBA from mendoza as far as prospects for transitioning into a post-mba strategy consulting role? It’s ranked outside the top 15 but from research seems like it still sends plenty of grads to top consulting firms (not MBB)
I just got a targeted referal offer from Hilton. 100k pts (instead of 75 K pts currently on their website) after spending $1k in three moths. Also it has a $0 annual fee. Contd.
What do you wear to interviews? I like wearing a full suit but I've interviewed at a few startups and felt over dressed. Have an interview at a major agency. Do you still rock a suit or another style?
I’m getting laid off tomorrow. For those that got laid off during the pandemic, how long did it take for you to find another role? I have 4 months of savings.
6 weeks on the bench (L9), most of which due to a project start date getting delayed. Possibility of this delay spilling past the holidays at this point. How worried should I be?
We just started using the Classroom Assessment Scoring System in our programs to measure quality of interactions and lesson plans. I think it's been one of the most meaningful tools for providing feedback to teachers.
My intern was assigned the role of “strategist” on an intern-project and they asked me “Wait, so I just have think about stuff, I don’t actually have to DO anything??”
Literally, is ANYONE hiring a Sr Producer in Chicago right now? Feels like we’re in a royal family where the monarch has to die before the line to the throne moves up an inch
For all fellow fishbowlers that were laid off, should we create some group to help each other out and use our networks to help out?
Heading in to offer negotiations for Amazon Web Services Technical Account Manager (remote) with 8 YOE. What should I expect? I checked Levels, looking to calibrate myself against that.
Anybody take BEC - feel terrible about the exam - and end up passing? The multiple choice was terrible and I feel I may have lost many points there
Have offers from both M&A finance consulting at Deloitte Consulting and finance transformation at EY (not ey parthenon). Comp and level is similar. Which to choose?
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