{ "media_type": "text", "post_content": "has anyone here who is CPA sat for the CFP exam as a challenge candidate? would it be beneficial / make me more marketable if I have a CPA license and have passed the CFP exam? What are job ops like?", "post_id": "58ff9f326b389d0010f78aff", "reply_count": 9, "vote_count": 2, "bowl_id": "564a5cdb94887803001dd07c", "bowl_name": "Accounting" }

has anyone here who is CPA sat for the CFP exam as a challenge candidate? would it be beneficial / make me more marketable if I have a CPA license and have passed the CFP exam? What are job ops like?

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@EY1 you're aware that we do more as a firm than just audit, right?

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Oh really? I had no idea! That must be the reason why I have never audited anyone. It all makes sense now!

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@EY1 then why bring up independence?

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I've never heard of our firm offering a financial planning service. Especially considering how we probably would not be allowed to recommend investments in companies like Apple. Way too many potential conflict of interests.

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In my personal case, I would not work in public accounting and do financial planning at the same time - what I was asking about was if there were different kinds of job opportunities with both certifications as opposed to one or the other

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Wtf is cfp

certified financial planner

Are we even allowed to give financial advise to people. I can see independence raising a stink about this.

Dude that cfp does not mean shit.

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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.

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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?

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6 week cram sesh for CFP. Any recommendations?

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My company offered to pay my way through the CFP program, on the contingency that I will pass and also stay with them for 10 years after the fact. Is this normal? It seems unfair to make me pay them back down the road if I decide to take a better opportunity. It’s a small business that is worried I will leave.

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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?

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ChFC or CFP? And why? Also, take in consideration not having a Bachelors

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CFP CE. Are there any online options that don’t require a test at the end?

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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

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The first CFP is a bunch of bull crap! Georgia over Alabama. All of the Big Ten getting shafted. WHAT GIVES??!!

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Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.

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How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?

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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?

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Anyone have success charging an hourly fee for financial planning? Considering making a jump into it, have cfp designation, but am mostly commission at the moment. Won’t be a total switch.

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Those who have their CFP: how have you used/marketed it effectively to enhance your business? Just earned mine and curious how others have benefited.

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I want to start on the chfc and cfp but the courses are 8k through American college. Is there a better alternative out there? I definitely think there's value in them but that's a bit steep for me

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Is the cfp as hard as people says it is?

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At what point in my career should I consider taking the CFP? Almost 4 years in the business and have my AAMS and CRPC designations already.

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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.

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Capgemini Invent hiring across all roles, sectors and most teams — happy to chat about our work, culture and why I picked Invent 5 years ago (Cap Consulting back then) for those who are looking to make a change!

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Salary for senior associate at KPMG in their financial management group?

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