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?

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

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

like

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

like

@EY1 then why bring up independence?

like

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.

like

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

like

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.

Related Posts

I’m looking for transitioning to a Product manager profile from current Product Owner profile. What are the typical interview questions I should prepare?

Though I’m SAFe PMPO certified, I believe any company would ask for hands on experience as a Prod M. What can I do to bypass that as my current org doesn’t have any Prod Manager opportunities.

Any suggestions would be really appreciated. This transition really means a lot to me and I seem to have hit a wall here

like

What do people exit to from fed consulting? 2 yoe here and I want out

like

Being a .Net developer since 8 years, working on .net core since 3 yrs along with Angular and React. What next? Should we just continuously learn new front end tech?

Done with Az cloud as well
Please guide.

Question: which privacy & data protection cert has highest return and value to your career (CIPM, CIPT, CIPP, CDPSE, DLP tool cert)?

like

Hi All, new to IFS! Excited. I’m a mom so this transition is LONG over due... coming from financial services advisory. Any advice on how to make this a good experience and quirks I should know about?

like

are there consulting roles within big 4 that dont require an IT background? for reference I majored in accounting and finance

like

I am a mechanical engineer and people think that because I am a "mechanical" engineer like I fix cars. It is part of the career, but it is not the same thing. It happens to others that people confuse your profession, or it's only to me?

like
like

Hi I've been an account manager for the past 7+ years. Completing my MBA and just got CSM certified. I'm seeking to segue into the tech field. I need a mentor and coaching.

like

Does anyone have tips on starting a career at the World Bank? Does anyone know of equally prestigious positions?

like

Hi everyone

Can someone please help me understand hierarchy at BNY Perishing. Where does a Grade J stands?

like

Does anyone feel that the Oil and Gas industry is the most discriminatory industry of all? They won’t even look at resume without O&G experience! It does not make sense to me as I would rather teach someone the specifics of an industry if they were a good fit. And for an industry that has so many obstacles from Government, Environmental Organizations and so on, why they are adding more bad publicity to themselves is not a great approach.

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

What is your opinion on moving from Tier 2 (5 years, strategy consulting) to MBB as manager/senior manager? MBB office (LatAm) reached out looking for experienced consulting manager to join their team

Worried because of my salary at my current company I am pricing myself out of opportunities to move into a rep agency that could eventually give me the opportunity to buy into it. I’m currently almost topping out on my salary at current company with no opportunity to progress. Can make good money for a while here, but new challenge is interesting to me. Struggling accepting I may have to cut my salary 10k-20k in order to do that…

like

Hi Sharks,

I am a product owner and want to learn all aspects of product management and to transition as a product manager in leading Tech firms. I had completed my engineering and mba but never worked as a software engineer. I started my career in sales and am now working as a PO. So I lack technical knowledge as well. Can some experienced product manager guide me and PPL like me here on this fish bowl a step by step plan to achieve this goal. What courses we can join, what books to read

like
like

What are the different grade levels / titles in Deloitte india?

like

Hi 🐠, question on CFA / CAIA- are either worth pursuing if you want to “up” your professional bonafides? I don’t come from a background in finance, but work primarily w/ PEGs like so many of us.

like

*** 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.

like

More Posts

Who all attended tc University today in kolkata?

funny

Enrolled in Stern for a few weeks.
The number of the alumni and current students that go to top consulting firms FT& summer intern are countless even for a small class size.
Stern is way more than a finance school. Given its location, do you want to spend your 2 years in a rural area or heart of Manhattan? Location is almost everything for business school. (I have a friend in Cornell that frequently travels about 5 hours to NYC for events.)

like

Hi, How much compensation Microsoft provides to M365 Support Engineer with knowledge of Azure also, for 3+ years Experience ?

like
like

Thoughts on new M3? 😍😍

like

Thinking of getting a used Mercedes C 300 2018 in the Bay Area. Finding listings for $24,000 - $28,000/- certified pre owned for single owner under 30,000 miles.

Moving from Chicago and have never owned a car before.
Any advice on how to go about the search, red flags, negotiations, pricing, etc.?

Thank you.

like

Hi,

can someone highlight as how much we can expect for band 8 with 14.6 yrs exp as a security professional.

like

What’s the deal with these start-ups not hiring people with actual insurance experience?

like

Strategy& vs. EY-Parthenon vs LEK? Pros and cons

like

How long can you go without having anything to do before you get laid off?

like

How is it that every company complains they can’t find workers yet 9/10 posts on linked in the last few weeks are all about layoffs? And just taking a look at the jobs in your are…why does every job suck and want to pay you 45k?

like

Is this layoff?Amdocs

Post Photo
helpful

Base/Equity expectations for Series A Fintech (non engineering leadership role) in the Bay Area? 10 YoE. Thinking about a move but trying to understand the risk/reward.

like

Should I brushing up my resume?

Post Photo
like

After a final interview, how many days after can I expect an answer from the recruiter?

At the end of the interview, the person told me I passed the interview and they were going to talk to the Director who’s a level under them. It’s a yes for them and they’re happy to work with me.

I also sent my references. I don’t know when I can expect an reply. Recruiters from that company aren’t really organised

How I love my school

Post Photo

What type of case studies are people getting when interviewing for Strategy roles? How about Finance? Are they the same style/depth as consulting case studies? Are the examples from as "Case in Point" or "Hacking the Case" a good representation? Going to start applying in the next month or two and want to brush up on my skills.

like

Anyone applied for an L1b extension recently? Wanted to know success rates

Hey guys..

I had applied for one position in Amazon.
I saw an launch assessment button in mi application. Would like to know if someone could share some information on how these assessments would be..

like

Additional Posts in Accounting

Is it possible to make SM after being MGR only 2 years? Was 5 star rated as MGR 1 and gold standard as MGR 2.

like

Yesterday #AltonSterling, today #FalconHeightsShooting.. Needs to stop 😔

like

Anyone knows/ is currently working on Trump's tax return ????

like

One of my senior managers is a boomerang and told me she was laid off when she was 7 months pregnant about 10 years ago. I think she was a senior or manager. She was in a specific group and everybody was laid off. It wasn’t performance based.

Would you work at your company again if you were laid off?

like

All right people. LET'S FILE SOME TAX RETURNS.

like

Anyone find it impossible to move from audit to transaction services without a rating higher than 3?

like

Rising Audit seniors: what % increase in salary are you all expecting and what office? I'm in Dallas and expecting 15% raise.

like

We stay until 8 or 9 everyday and then at the end of every week my manager tells me to book only 40 hours. It sucks ass and now I have to explain to my counselor why my utilization is so pedestrian...

like

Anybody interested in these billion dollar cuts to HUD? How will that effect the audit industry for LIH?

like

I don’t understand how people keep posting about the bench and being unassigned. I’m in advisory(not audit) and my entire LoS is trending 90%+ utilization

like
like

For those who work in Manhattan, do any of you live in Hoboken or Jersey City? Want to move to the area but want to be able to save money on rent for a little then move to the city.

like

Anyone take this mandatory tax E&P training? Dying

like

Thinking having a 24’ HD and a 28’ 4K monitor setup. Is 4K for excel not necessary? How about 28’ monitors?

like

Anyone know what percentage of raise to expect from SC to M at Deloitte? Wondering if it’s worth getting hopes up?

like

How do you know if you’re considered a value employee?

likefunny

How do I get Spotify to work in the EY office?

like

Best books for time management / business skills / inspiration?

like

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.

like

Is it possible to jump firms before you reach senior?

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