I don't have anyone else who gets this, but I hit my personal goal this year in almost every category; revenue, income, AUM growth, etc. Our fiscal year ends in October and I ended the year with a bang. Just super excited and I hope everyone else knows, this business is worth it when you put in the time and effort! Edit: also passed CFP in March!
The first CFP is a bunch of bull crap! Georgia over Alabama. All of the Big Ten getting shafted. WHAT GIVES??!!
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
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?
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?
Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!
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...
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
Considering becoming a CFP and CFA but I’d like to know what the job market looks like. For those of you who are practicing, how long were you searching for a job and are you satisfied with your experience thus far?
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?
I am taking the CFP exam in July. I currently have my RICP but I struggle with how to market the designation. I’m fearful that I will have the same problem with the CFP. What do you do to show people you have these designations aside from having the letters after your name? @
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.
Out of curiosity, what designations do you have? CFP, CFA, CIMA, ChFC, etc. Do you feel that your having, or not having, a designation has put you at an advantage/disadvantage?
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’m a CPA/FA and want to sit for the CFP exam. When I took the CPA I used CPAExcel and I loved it bc it broke down the material into “bite sized” lessons. Anything like that for CFP? Continued..
What are your thoughts on changing jobs in this economy? It’s a not a huge bump, but company culture & projects seem exciting/good fit. Have been trying to leave current company for a long time cont.
Anybody have advice on the Google APMM final round case assignment & interview? I don’t know what to expect
Looking for a good company to move to in order to have a baby and a good work-life balance. Don't really care about the pay as long as it's not lower than 50K in Florida. Any good firms you know that offer that?
Feeling like my firm has a very outdated parental leave policy (and none of the women partners have children)! What is the parental leave policy at your firm? Please include: (1) size of firm; (2) location of firm (city, state); (3) how many paid weeks off from firm (not state/fed benefits); (4) other policies such as ramp up/down time, etc.
Technical Screening for DDV OWT for an associate role for PwC. Does anyone have any tips for this part of the interview, haven't had a technical screen before.
EY 🐠 - potentially starting with the firm soon, and my partner is due to have our first in April. Given the 1 year service requirement for leave, would I have the option to take PTO during birth and use parental leave after my 1 year of service? Appreciate any guidance here
Can anyone recommend how to get into mining with current shortages of graphic cards? Want to set up something for my parents as thy are getting older and I am afraid Gov benefits will be erased...
Seattle 🐠 - what's your opinion of the South Lake Union neighborhood? Really like an apt for lease, but hesitating as there aren't many restaurant / grocery options within a 10-15 min walk 🤔
Should I max out my 401k first or max to employer match and then throw the rest in market myself? I see it as why wouldn’t I hit 19.5 as I beat the taxes one time
Real talk 2: if you decide to have children, it’s entirely possible you will not like the child at first (or at various points). It’s a huge decision, and having complex feelings about the matter is completely valid
Unfortunately was just laid off. I’m taking this as an opportunity to look forward to new experiences and people to work with. If anyone knows of any Producer gigs, I’m now available. I’m agency side.
Have officially deleted all my dating apps. I see I am not the only one who has. Would anyone be interested in a singles happy hour via Zoom at some point? Maybe invite friends? Me: From SF (CA) Female, 5’9, very active and fun, have 2 dogs
Hi Greg - Two questions. 1.What life lessons would you give to those who want to stick to consulting in the long run? 2.Same Q but for those who want to exit + what is the optimal role to quit Thanks
Zoom news. Lotto puts 🤑🤑🤑
Monday and not even noon and I am so exhausted I just want to lie down. Toddler woke me up at two am and I basically couldn’t fall back asleep after that because I was so stressed about the week. MDP came back from a week of vacation and had a bunch of things he didn’t like and chewed me out about this morning. I just feel super over it all. Hard to imagine continuing in this business. Those who have left for corporate work do you find it less stressful, more sustainable?
Best places to learn SQL and/or Python for free? I heard of code academy and started there but once I got a couple lessons in it asked me start a free trial/pay for the pro version. I don’t mind paying to learn either but just wanted know if I’m going pay should I still use code academy or something else?
I’m glad I learned my lesson the first time (May drop) and started shaving profits on this latest run
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