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Anyone took CFP exam? How hard is it compared to CPA? And how many hours prep?thanks

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Best study guide for CFP?

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

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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, speak Spanish Portuguese.

likehelpful

Was previously working as an advisor growing a nice book and left to move 18hrs away to be close to family. I was pregnant and desperate to take what would move us and now I’m a planner working for FAs and I’m making $130k. Was fine at first while I got thru pregnancy but now I’m not happy & regret accepting the job and pay. I’m supporting others who are making 3-4times my salary. I have 10 yrs experience and CFP, often more than FAs I’m helping. Ask for more $$ or start over being an FA?

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

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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?

likesmart

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.

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*** 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.

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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?

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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

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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.

Underpaid? 5 years managing 250+ households, working toward my CFP (advisor’s request), conduct meetings in FAs absence, travel to meet clients out of state, cultivated many relationships on my own, work with wholesalers to customize structured notes and trade them biweekly (tedious with the volume we do), manage 40+ SBLOCs (fun when volatile), provide all financial planning services to clients, office management, marketing, did I mention I’m his only staff member? $1M producer - me $65k/year

likefunny

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?

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What’s your firm’s position with regard to the regulation of the CFP standards coming Oct 1st?

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Anyone taking the CFP course via College of Fin Planning? Trying to figure out last day to take the test.

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Is it worth it to be certified // do the CFP or CFA? Does anyone have advice?

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Anyone believe CFP's do a better job than non CFP? Or is it mostly a marketing plan?

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At this point all I care about is salary what would result in your opinion most money •CFP •CPA •prestigious MBA •CFA •CAIA •coding boot camp I’m at $85k now

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Average base salary for someone who just passed the CFP?

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More Posts

Anyone know what a reasonable base/all in comp would be for Accenture L5 assoc director Salesforce solution or tech arch in HCOL?

Hey Fishes, any remote opportunities within Canada ? Let me know please

I applied for a position at a creative agency via LinkedIn. I'm not excited about agency work but job hunting hasn't been going well and I applied anyway. They reached out and would like to interview. But when I went to look over the job details again, I found their listing on ZipCruiter gives a pay range, which at their high end is $20k less than my minimum salary reqs. Should I still interview with them? If not, how can I politely reply and decline the interview?

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Hello fishes! Looking for direct DM, let's make it 11 likes for this post please!

likeuplifting

Have you struggled with feeling like your opinion isn't heard? I sometimes feel like I have to speak up twice as loud to be taken as seriously as my male colleagues. Not naturally assertive. What did you do in this case?

likehelpful

Does anyone have details of the different consultant levels/years exp/comp for Capgemini? Yes Glassdoor has company details but the consultant levels don’t make sense on there...

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What Becker package is the normal one? I don't want to accidentally buy an over the top one that goes over the spending allowance, but with direct bill it doesnt tell you what the firm is paying

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Does UBS renegotiate after giving a counter offer?
UBS

Anyone have three kids and working in big law? I just found out I’m pregnant with no. 3 and it’s been a lot trying to juggle morning sickness, but based on my experience, I know this is only the tip of the iceberg of what’s to come. My husband and I are elated, but the anxiety of being a mom of 3 kids and working in big law is preventing me from truly enjoying this news. It would be good to know what it’s really like having 3 kids so that I can evaluate how long I really have left in big law.

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Hello Fishes ! I am just wondering to know that how the income tax filing consultants/individuals who charge some ℅ of amount in respect of filing ITRs for getting refunds and Saving. Do they make legal documents for getting refunds ?

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Hi Guys
Looking for referrals
Currently I am serving notice with
Offer of 21 LPA and LWD is in Aug
10
Experience 4.5 in QA Automation
Looking for a better company in
terms ot growth and career
Appreciate your help sooon
Skills: Selenium, Cypress,
Playwright, Squish and Appium,
NUnit, TestNG, API Testing using
Automation
Language: Python, C#, Javascript
and Java

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First night of Ferber method with our 6 month old. Wish me luck

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Infosys Limited Hi Fishes , my LWD at infosys was on 06 october . I have still not received nills clearance yet . Even after multiple remainder mails from my personal email Id and from final clearance team to bills clearance , no action is being taken . is there anything else i could do here ? Infosys Limited Infosys

Is it a bad sign if the company I am interviewing with has a lot of openings at all levels in the group I am interested in?

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How long does one wait at the pwc “under review” stage?

likehelpful

Would you quit MBB for FAANG PM? In North America.

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Hi all,
I’m currently a junior doctor in an intensive care in London. I’m hoping to make a career switch over to consulting. I’ve done research, but struggling to find an initial landing spot in consulting. Does anyone have advice about making the switch from medicine? Where should I start/aim for? For reference I graduated 3 years ago and am currently studying an MSc in Global Health Policy at LSHTM. Thanks!

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Please help me decide which company I should join from the below options:
1. CVENT - Analyst - CTC 9.6 LPA
2. METLIFE - Consultant - Analytics - CTC 10.3 LPA

Cctc: 7-8 lpa

Please if someone know about both companies, let me know about wlb and learning.

Thanks in advance

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Awhile back someone posted an equation for finding your hourly rate but I can’t find it. Something like yearly salary divided by 600. Am I nuts? Anyone know what I’m talking about?

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Additional Posts in Career Pivot

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Is an MBA really worth it for a career pivot?

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Looking for roles I can pivot to from my current career in financial middle office/financial ops -

I’m not interested in front office, and it feels like the only other jobs I can get are other financial MO/BO jobs.

What other jobs would these MO / ops skills be a good fit for?

I'm into Salesforce dev, quite curious abt the product based firms. What's the type of work we have there, timings, work life balance, growth opportunities, new learnings, up to date with latest features etc.
I'm working in a Consulting firm and hope to switch to a Product based soon. Not sure if it'll be a good idea. Got 7 years into Consulting in Big Fours.
Can someone help me with the difference between Product based / Service Based / Consulting Firms based on all above mentioned parameters.

likehelpful

Has anyone successfully pivoted from Project management to consulting? If so, what advice do you have and what industry did you pivot from/into?

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How hard is it to get into product management and/or project management at a bank? (A bit about my background: I work in public accounting and work with banking clients.)

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Interviewing with a company I’m excited about and they requested to have the next level (I believe final level) be pushed to the second week of January since they’re team is overwhelmed. I agreed and suggested times and am waiting to hear back. Meanwhile I had another company reach out this past week for a role I’m less excited over. They’ve already reached out for my final interview round this week. I already disclosed that I’m waiting to hear from a company I’ve been interviewing with. Cont’d.

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Any buyers agents/advocates here? Particularly Sydney, Aus? Currently working in the construction industry in management and am considering a switch, hoping someone would be able to provide some pointers and industry insight. Thank you!

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Hey fishies! 👋I have a BS in Art Education, 10y teaching experience and pivoting to instructional design/curriculum development. Had an awesome 2nd round interview with a hiring manager of Experian. I have an offer as an independent contractor with another (smaller) company. Any salary negotiation advice if I get to the next round with Experian? What’s baseline pay for experian ID’s?

👍Any information is helpful!

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Hi guys,

I earned a BSc in Mathematics, currently invested in Data Analysis.
I'm looking for a junior-level role in the Data sector. If anyone has openings in the UK, please let me know.
Thank you

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I'm looking to transition from Project
Management in the International
Development/Non-profit space to
project/product management in the
private sector, mostly the tech
space. Has anyone else made this
transition and is willing to give some
tips/advice?

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Did anyone have an opportunity to make a career pivot but turned down the opportunity, and regretted later? Or was the absolute right decision? I have an opportunity to switch careers. I’m already in a good role (managing an analytics team at an established pre-ipo tech firm) and started here 5 months ago. But I’m wanting to try something else (product management). I got an offer from a startup to try out the role but am scared I might fail at the role or the startup (series A) will not do well

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How long does one wait at the pwc “under review” stage?

likehelpful

are there European citizens in US? how easy is to make a career there? i’m in Event Planning and in the bars scene, i’d love to apply for a visa but i wanna be sure it’s worth it, thanks ahead guys!

40 and Looking to get my pilot’s license for career pivot. Help! Don’t know where to start.

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Any Aftersales Marketers in OEM? I have an interview and I am looking for insights into the role. How big is the aftersales part of the business? Role challenges, opportunites, pros/cons?

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Is there a market for lawyers to add expertise In crisis management or reputation management? My goal is to counsel clients (businesses or public figures) on how to respond to media inquiries without saying or posting something detrimental to a potential lawsuit while still maintaining communication with their client base. If so, how to break into that industry? Courses? Books? Certifications?

like

Any suggestions on fields and jobs to apply to as a transitioning teacher? I was thinking about getting my Scrum Master certification but open to learn of other certifications or fields that I should be looking at as a transitioning teacher. All feedback is greatly appreciated!
Thanks!

like

I'm so excited about my work in helping families prepare for their financial futures. I am able to do this part-time and it is so rewarding. It is also nice to be valued and appreciated. Because of this new business I have the opportunity to retire early.

like

I just changed my role to project management...I start to hate this when I'm doing the detailed plans. I have never been a detailed oriented person and it takes too much of my mental energy when working on very details. I guess I'm happy about the change I made but still need to find something I want to do in long run.

likefunny

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