Is the cfp as hard as people says it is?
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?
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.
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?
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.
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
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.
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.
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.
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.
*** 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.
Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!
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?
Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.
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?
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
Required Education. Almost all jobs nowadays requires a bachelor’s degree (rarely substitute by experience). If an applicant has all the job requirements, but lacks the education, are they automatically disqualified or filtered out? How flexible is HR with education if it is a requirement?
Anyone at Facebook willing to give a referral? I've noticed a position in London that is right up my alley, but I'm from the US and not sure if I would be considered without one.
Need help 😔 I want to move to LA so badly but having trouble finding jobs. I work in the fed health space and have lived in the same city for nearly a decade. I honestly don’t mind leaving healthcare.
Can anyone advise on the interview process/compensation range for an Associate Director level position (Supply Chain) at Wayfair?
What’s the best way to roll off a team without blow back? These people are stressing me out
Asking for a friend who is currently a consultant in Accenture’s security practice going up for promotion. What is the typical salary range for senior consultant’s in BCGs Platinion division?
I’m a staff at a midsize firm. Only been here for 10 months but want to go to big 4. Most big 4 career pages are only hiring senior positions… will I have any luck securing a position preferably in audit by end of year?
Fishes, I am a new joiner at EY. Got mail from Insurance team to update the dependents. Also I have added the Top Up plan of 15Lakhs for which the premium was around 25k. How is the premium deducted from salary. Is it one time or is it done quarterly. Appreciate the help on this.
Friend wants to join consulting for the pay. I don’t believe she has the aptitude or energy for it. We worked together in a much slower industry, and even there she complained of being overworked. I’ve sent her resources to polish up her resume and links for roles but she’s insisting on texting/long phone calls asking silly questions. Today she wants a resume review over zoom! She comes without having done her homework. How do I tell her I’ve given as much as I can? How do I decline referring?
My mom decided that tonight she’d confess: 25 yrs ago she told me my 1st choice college did not give us any financial aid and I couldn’t go there (so I went where we had it). She admitted I almost got a free ride but she didn’t want me to go there so she lied. I feel betrayed. Loved my school and have no regrets. Just feel manipulated.
Anyone else who struck out on MBB recruiting in undergrad wonder how your life would be like if you didn’t fail at that time? Friend started at MBB when we graduated and is almost 3X my salary now
Does anyone have any tips for switching from a Business Analyst role to a Product Management Role? Context: I've been in federal consulting for the past two years with a degree in Economics. Thanks!
Has anyone been to the ritz Carlton in Cancun? Is it in a good location? Thoughts on your experience?
I have an interview with Guidehouse coming up. Any tips on what to expect? Also curious about pay for the senior consultant role. Guidehouse
Submitted a resume to a recruiter for a job last Monday. They called me within 2 hours and asked to schedule a phone call. The call went well, and they sent me all the necessary paperwork they need me to sign. I signed it within the hour and sent them an email saying I’m looking forward to working with them. Haven’t heard anything back since then. Is that weird? Does the recruiter actually think I am a good fit for the role? She sent me the name of the company and everything.
Hi all, as a Talent Acquisition Partner that is looking to start expending my Professional￼ education, would you recommend pursuing SHRM-CP certification?
Question regarding Salaried Employees and sick days. I’ve never worked in a company where, as a salaried employee, I had to deduct SICK days from my PTO. What are your practices?
Kind of a different question ... for those who made the move to PE, any questions or things you wish you would’ve asked / known when you were interviewing that you know now working in the role?
Planning to move to LA soon. Will be attending dance classes in west coast dance theatre (WDT) over the weekends and fly out on Monday’s to client location. Looking for a place between LAX and WDT.
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