Happy reading - https://www.businessinsider.com/best-robo-advisors-out-there-cfp-2022-9

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

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

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

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?

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

Anyone know of a good tutor for CFP exam? Thx.

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.

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?

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

Best study guide for CFP?

Best study guide for CFP?

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.

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

Any recommendations on prep courses for CFP exam? Taking the exam in March

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?

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

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.

Dear EY folks, what's the difference between EY GDS and EY India?

I have been selected for EY GDS as PM. What kind of projects I can expect?

Also, how is yearly appraisal and bonus in EY GDS?

Senior Program Manager / Director looking for EU based remote work. Planning to relocate back to the EU on a permanent basis in the next 4-6 months. Open to work & would appreciate any kind of referral!

Hello! I'm currently an associate consultant in the United States. I was wondering if anyone has any tips/suggestions or referrals for a Project Coordinator or Junior Project Manager role? I'm currently studying for the CAPM exam and will apply for new positions in 2 months or so.

Does cisco India have their own PF trust or is it EPFO..govt's only

Can anyone tell if SAP SDC renegotiates offer after releasing if I have a greater offer from somewhere else.

I got promoted a while ago and still feel like I’m not qualified. Have you ever experienced this? Is it bad to tell your boss you don’t think you should have been promoted?

How long does Synechron take to release offer after final interview?

Anyone in the hospitals seeing the increase in monkey pox? How are y’all doing? You are not alone.

Recently got offered a freelance consulting role for the month of December. Will be mostly focusing on award submissions. Never done this before and I have to send hours/rates, any tips?

I wish you could leave a text message unread. Sometimes I forget to respond when I first receive it.

So…to share or not share a creative brief with a client? What does your agency do?

Has anyone recently interviewed at JIO for the PM profile ? If yes, how was your experience ? And What % Hike/Designation were you offered? Variable % ?

How often do you think you will be traveling in 2022 with COVID mostly behind us? In the final interview/negotiation stages with an agency focused on pharmaceutical marketing as an Account Manager. Offer states up to 30% travel (but was told 20% is more realistic). No further info given such as location of accounts I'd be working on or a baseline other AMs travel. Feels like a red flag. Not interested in much travel. Quarterly is manageable. Any insights from others in similar roles??

Poll: What dress code do you follow at your home office?

How can I change the project in Accenture?

Turning 28 and hit $300K NW today. Never formally FIRE’d but want to set out a plan for here onwards. What’s some good material / easy reading to start with?

TC New grad Software Engineer
Base: $110k
Sign-On: $35k
RSU: $120k/3years
Relocation: $20k

Starting fresh with virtually $0 savings and $0 worth of financial literacy, whats the best course of action? any advice is greatly appreciated!

Can FIRE be implemented in a high inflationary, modest gdp/capita country like India?

401k Roth or traditional 401k?

Learned on the day of the deadline to enroll, that my partner's employer offers voluntary participation on a deferred compensation plan. First time I hear of such a benefit/option after working for years! Any general (i.e. not plan-specific) lessons-learned, gotchas, pointers to offer as we will have to quickly decide to enroll or not?

TIA!

At what investment size should you typically start using fee only financial advisors?

Are y’all waiting to do a mega backdoor Roth to see what they do about build back better this year or just moving forward with it?

Decided to payoff my mortgage.

What is your socioeconomic background and how much NW do you consider “enough” to be able to live comfortably?

I just hit my lean fire number but am hesitating to pull the trigger, so was hoping to run it by people smarter than me:

- I have a few rentals that bring in ~$1800/mo cash flow, taxes are negligible, Capex incl.
- My paper assets will bring in ~$1200/mo at 3% draw
- I get free Healthcare at the VA
- No plans on kids
- My expenses haven't topped $30k/yr ever
- I could always reenter the workforce if needed (albeit probably not in consulting)

Please point out the flaws here, what am I missing?

My company allows contributions to both traditional (pre-tax) and Roth (post-tax) 401k. Is it better to split my contributions between the two? For example, I could contribute 3% to Roth and 3% to traditional (my employer matches up to 6% total but that can only goes to traditional)

Anyone here read “Die with Zero”? What are your thoughts on the principles from the book?

I have $20k student loans and have been paying $1k per month throughout pandemic to lower the balance. Would you continue to do this? I could pay them off, stop payments in hope of debt relief or keep up with current strategy. TIA

How much are your biweekly paychecks after taxes, insurance, 401k contributions, etc. and how much of each paycheck do you tuck into savings?

Should I put $20K towards my student loan balance of $230K before the no-interest period ends or max out my 401k, which I have contributed nothing to this year. I’m 25. Employee matches 4%.

I’ve been reading a lot of FIRE books lately and want somewhere to discuss. What are the biggest takeaways from your FIRE journey/ research?

Seeing how 401k’s, ira’s etc..are mostly based in stocks. What happens if we have another Great Depression and the stock market crash’s. Even if you have Real estate investments, if ppl can’t pay rent like with Corona, that’s not really helpful. So what are other ways in addition to those mentioned is there to help secure you into old age? 

Still using Ally Bank savings account, but the APY had dropped to .60%. Time to move. Any recs on personal savings account? This is my emergency “savings”

How are you all going about continuing to buy index funds while everything is literally green and I see people doubling their investment in such a short amount of time. Feel as I am missing so much money that could’ve been made. But VOO goes up 1% :///