Has anyone exited auditing and switched to financial planning? Thinking this is more where I should be and considering getting my CFP.

likefunny
Posting as :
works at
You are currently posting as works at

I’ve heard of people getting their series 7 licenses as well as their CFP. Other than possibly more interesting work, I’m not sure if there is a financial upside, atleast in the beginning.

like

Related Posts

Is anyone utterly confused about what they want to do long-term?

like

Is it worth making the time/money investment to make the switch from big 4 FDD to MBB. This would require getting into and paying for a top MBA program and my net worth would be way negative after that. Are the MBB financial returns worth it? Im 26 years old for reference

like

Does anyone work for the Bank of England and can tell me more about their culture, work-life balance and opportunities for career progression?

like

Is it wise to switch from testing background to Salesforce after 10 years of IT experience? If so should I start as an admin?

like

In a Big4 deal Analytics group that’s not premier with no path to partner... should I try to move to MBB/T2 to gain traditional consulting experience or try for tech/FAANG... I just wanna make money

likefunny

Why did you pick accounting as a major? I picked it because it was a safe choice and I just wanted a decent job after college.

like

Looking to improve general communication skills (especially around structuring narrative/ key messages), any books/courses that you would recommend?

like

I’m an MS Management Student graduating in June 2023. I applied to over 40 positions within the Big 4/MBB and even with extensive networking, I haven’t heard back from any really. I have an offer from a pretty well-known but less prestigious Consulting Firm, but I’m wondering what my chances even are of going Big 4/MBB if I’m not a campus hire. Will they even consider me for an experienced hire a year or two down the road if they showed no interest this time? Any advice welcome!

like

I have recently joined EY SaT group as senior consultant recently in Netherlands. I’m tripple masters in MS economics, MBA and MS business analytics. Have 4 YOE in different industries but no M&A experience specifically. Any ideas what company should be offering me? I’ll be working as expert on commercial due diligence, FDD and valuation teams and doing automation alongside. is it wise to demand higher salary or promotion soon after I have proven that I can work and do it better than most?EY

likefunny

Hoping to get in touch with #Peraton recruiter! I have about 9 months left in Air Force where I work in cyber defense and vulnerability management, have a BA in cybersecurity, sitting for CISSP and have lots of certs. Would love to chat with someone about opportunities. Hold a clearance and could technically start in 7 months. Any help is appreciated!! Thank you.

like

Are there any ECDs/CDs not divorced or in a struggling relationship? Does career success = personal relationship failure?

like

Anyone else with big 4 experience looking to find a rewarding career path with an undergrad degree in accounting? What career options are out there without having to go back to school?

like

Hi! How do one get from admin assistant role into an executive assistant role? Thank you for all your responses!

likeuplifting

What are your favourite free SEO (technical and/onpage) courses or certificates?

like

Anyone moved from Product Management to Product Marketing? Pros, cons, regrets?

like

Hi, I am considering two offers in Strategy Consulting (MBB) and PE (Tier 1 European fund) for a first job post studies based in Europe. Do you have any insights/advice on what I should consider to make my decision (compensation, career opportunities, professional development, work-life balance etc) based on your experience?Thanks!

like

Hi All,
I currently have 5.5 Ipa package in LTI working hear from starting of my career having Total 3 years of experience in Data Analytics field. Skills Tableau, SQL, Python. I also have done post graduate deploma in ML and Al from IIIT BANGLORE while working. I have notice period of 3 months. And this will be my first switch.I want to switch in MNC's like TCS, Accenture, Infosys, wipro, Capgemini, Etc. in pune with Tableau and SQL and Python as core skills. Can you please reffer me.

like

Hi
I’m going to receive an offer from O9 as senior consultant, how is WLB, someone in the same role has some insights? The job will be based in Europe. Actually I’m working for a software boutique in supply chain and I’m looking fo an enhance in my career.
Thank you in advance for any advice

like

Hi Fishes i am making a whatsapp group for the people who are transitioning from non-tech field to data science
If anyone would be interested plz join
And let's learn , and transition together

Agenda:
Putting self progress on the course they are doing ,so that others can be motivated and
Discussion on topics related to transitioning

like

More Posts

Whats PDP-GrowthINV ?

like

Hi Fishes,
Anyone from Cognizant Pune? Need you help..
TIA

like
like

Hey folks, I'm getting an offer as a SC in EY UK. Presently I'm a manager with EY India (up for SM next yr Oct 2021). Comp is 55k range (haven't officially received the figure, a few more days it's expected, doing some homework before that).

I'll be moving with family. Wife may not immediately start working (,find a new job, we have a toddler daughter as well 2 YO).

I personally don't find this offer commercially attractive. Can someone offer some counter arguments?

likehelpful

This one is for folks on h1b visa. So at time when you have an offer in hand(not accepted the offer yet and h1b transfer process not yet begun) while you are working with your current employer, do you even speak to your employer about your new offer to see if they make a counter offer?
Is there a risk involved with this approach assuming your current employer doesn't provide you with a counter offer and they ask you to leave immediately (and your h1b visa hasn't been transferred either)

like

Hi Friends,
I am getting 22LPA at 5YOE.
Profile - SDET

Am I underpaid? I see people here earning more than 30LPA at this experience.

funnylike

A month ago my boss told me I was getting a promotion and a raise. My raise was effective May 15th, and it has been reflected in my pay. He told me to keep it on the down low since there were no(cont)

like

Hi, I have an offer from Deloitte India where LTA is shown as part of CTC. Can I get this amount as monthly or I can only claim this in March (year end). Please help existing Deloitte employees. . Urgent. Thanks a lot. Deloitte India Deloitte USI Deloitte

likehelpful

Rough day in the office and in the mood for something that would toss me around and maybe hurt a little. Black peppercorn crusted bacon left on a smoker too long and covered in jam made from under-ripe red fruits. The 59% ABV is definitely present, and you can smell the peat smoke from across the room. The finish lasts for days. If you’re already into peated scotch but want to crank it up another level, the cask strength Laphroaigs can show you your limits. Hurts soooo good 😌

Post Photo
like

Which has more listings: Zillow or StreetEasy?

like

Hello all,

I have joined Capgemini on last week they took for development project and now they assigned to admin related projects.
I am not interested in admin related projects.
What can I do ?
And if I quit from cg need to serve notice period?

like

URGENT !!!
Anyone has any idea about
Capgemini gurgaon location ?
Which is the nearest metro ?
Capgemini

like
like

Office Space is great 😂😎

Post Photo
likefunny

Cheapest way to get from LGA to Manhattan?

How to get out of the project facing difficulties in coding no work am doing as even there is no back fill resources , tasks are delaying and piling and even it's affecting my mental health can't able to focus on work as well as my personal life any suggestions much appreciated

Disparately need release from this project to my base location
I am in client location

How to get out of this project immediately

like

What are some habits that inhibit you from being successful at your job?

like

Congrats to Doug and Bob for making it into space today!

Post Photo
likeupliftingfunny
like

Additional Posts in Accounting Exit Opportunities

I’m in my 2nd year in audit. I want to pivot into management consulting within a big 4 or MBB. Has anyone seen someone make this lateral movement? I’m not sure how feasible that is and what steps to take. I’m also down to discuss further with whoever is comfortable in connecting.

like

Can anyone from EY provide some insight into their experience leaving the firm? I put in my two weeks and have a meeting with HR. Just trying to figure out what to expect.

like
like

Is it possible to switch path from tax associate to data analysis?

like

There is an opportunity that I’m currently interviewing for that is very interesting to me. I’m interviewing two other places but I’m not responding to LinkedIn emails for other positions. The other positions don’t interest me as much. On one hand I don’t want to waste time prepping for all positions and rather put that time only for the ones that I have going on, on the other hand I feel like what is that falls through. Wondering if I’m making the right choice

like

Anyone pursued a MSL in Taxation degree? Did it open up additional opportunities? Trying to get into tax planning/structuring but don’t have a JD (not interested in practicing law). Currently CPA/MST.

like

Anyone make a cross country move as part of a job switch during covid? Wondering if the company expects you to be moved/have a date planned in mind if you aren't already living in the area

like

Have my first call with a recruiter regarding a job they reached out to me about on LinkedIn. First call I’ve ever take regarding industry. Any helpful tips on what to ask? I don’t know the company

like

How do you answer “annual compensation requested”? I’ve passed all my CPA parts and one year of tax experience but I don’t want to lowball myself or seem like I’m asking for too much

like

How hard is it to get into an investment bank for risk? Doing market risk related work (FRM)? And what kind of salary would you be looking at from entry to associate (senior) level ?

like

Anyone move from big4 tax to private equity tax? What’s your experience been like?

likesmarthelpful

Is it just me or are behavioral questions really stupid? I always feel like they're either way too open ended or they're asking about something that's never happened to me

like

Looking through big 4 transparency salaries… does Baker Tilly just have awful pay for tax or is it just too small of a sample? Why do they pay 10-25% lower than all other firms?

Can anybody speak to how much they pay tax managers MCOL?

like

Anyone gone from PA to CBRE ? Do you like it ?

like

If you make it to senior manager at big four can you leave and become partner or director at mid size firm? Is this hard to do? I know there is a lot of politics at big four and have no interest staying in a senior manager role for 6-8 years and risk a chance of still not becoming partner. Also I got a long way to go before senior manager fyi.

likehelpful

Expecting an offer this week or early next week, but want to know when you start negotiating the salary? When you receive the call from the company or wait until receiving the formal offer letter? And how should the negotiation start? Through phone calls or emails? Didn’t use recruiter for this position, so I don’t know what is the process here.

like

Anyone make the switch out to IT type work? Just not enjoying the BS in accounting and want something more chill.

like

How many years does it typically take to become a controller at an investment management company? What’s the salary like from your experiences?

likehelpful

Other exit ops similar to TAS? Was really hoping to get into TAS but very low jobs in this market. Anything similar or other interesting areas to consider? I can’t stand audit have 2 years of experience

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal