Have started studying for the CFP. Any advice out there?

Pros and cons ...?? Industry crew what do you like and miss vs. public accounting?

Any 🐠 here who have left ClearView? How is life? would you have done anything differently at ClearView to set yourself up for a great exit?

HR professionals,
If you could immediately acquire any new skill, what would it be? If you're comfortable doing so, tell us why.

Would it be difficult to get a job in IA if most of my experience has been auditing private non-404 asset mgmt funds? I really enjoy process walkthroughs when I have them though. Also, does title matter that much in IA? I’m a manager now, but based on job descriptions it looks like I might have to go for a senior auditor role because audit manager roles generally call for 8+ years from what I’m seeing. Can title be negotiated?

Can someone please suggest me a good course on Salesforce?

I am a starter and have zero knowledge about Salesforce

Between two offers, "Associate Principal" for m&a consulting in the Healthcare industry vs a Director at a F300 company doing M&A and Partnerships. Consulting pays about 50k more. What does the future look like in consulting? I am a bit nervous jumping from from "industry side" to the "consulting side".

Senior Tech Consultant at EY vs Sales Support Consultant for 2 executives/industry leads at Capgemini where will be supporting initial client engagement?
Both paying the same with similar benefits and both in Canada.
I also just finished my MBA and have an engineering/ops background. What's the better option here in terms of exposure and progression?

I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

Is it worth it to recruit for a PE Associate role if your current plan is to get 2YOE, go get an MBA and pivot afterwards? Seems like most people can’t /won’t stick around to make it to the top and end up doing something else anyways.

Long term I would like to become a financial advisor but don’t like the high selling pressure aspect when starting off. I would like to slowly build clientele on the side as I work. Are there any entry level roles that could lead to a financial advisor role that anyone recommends?

To those who did Strategy in non-mbb, got their mba, and then joined mbb. Was/is it worth it? Is the work, opportunities, culture, roi really that much better?

I need to grow my professional network, I feel lonely and little bit stuck...How did you find your mentor?

What are some good exit opportunities from restructuring? Is it possible to get into M&A etc once qualified ACCA?

What's the career ladder for associate data analyst or business analyst at Novo Nordisk ?

Question from a newbie consultant - What are some good online courses/ books to improve consulting skills?

Any tips/warnings/advice on potentially trying to move from Big 4 to either MBB or a T2 boutique firm? I’m anticipating reaching M1 in Big 4 within the next 12 months. I really like my current practice, but frankly as I eye comp across the bowl, I’m hungry for more elsewhere, even with the recent Big 4 bumps. I have 5 YOE (3 consulting, 2 industry) all within somewhat niche subject matter, as well as my MBA (non “prestigious” school however). Any thoughts or clarifying questions are welcome, TIA

Was having a chat with a recruiter who does a lot of work for me so out curiosity I am interested to hear what do consultants look for when they are moving into the industry.
- What are some of the key elements you look for vs deal breakers?
- What types of firms and industry are of interest?

Can someone jump from RPA developer to ML engineer or data scientist having 3.5 yoe

Anyone who exited to PE ops able to speak to how their experience has compared with consulting?

Hi, I am new here. Would anyone mind 💟-ing this do that I can send DMs? Thanks!

Leadership: They’ll be working long hours, quick turn around times, lots of spreadsheets, models, and presentations
Best Buy: We have brand new Surface books Leadership: No the oldest version of Dell will work, thanks!

Just started IB. Prior to this I was in valuations at deloitte. Today I worked 11 hours and im getting texts from coworkers now. I already feel burnt out. Can someone help guide me and explain to me how people do this?

Does anyone in the UK use Haye Grades and know the salary range for a grade 20?

Dear Fishes,

Could someone let me know which is better to join IBM or deloitte USI both are offering same package?
Experience: 3.10 years
Role: Automation testing with selenium and Java

What are your recommendations for cloud-based veterinary practice management software?

How much has stock options changed anyone’s life here? Just started at amazon and I received 1500 shares post split. But obviously the vesting schedule is so long over 4 years and morale certainly will be up and down. I feel I’d be crazy to walk away before then and miss out.

Wanna a learn Data Science cource.Anya vs suggestions please

Hi Fishes. I am a L2 strat consultant with 2 years work experience seeking to move to a boutique consulting firm in the EU. Would anyone have any leads on companies with such openings that sponsor work visas as well?

Hi,
Need some advice. My pet had been eating his kebble food on a consistent basis. Then I introduced a bit of raw chicken into his kebble and loved having it even more. But now I'm realizing that if I don't add chicken, he just doesn't eat his regular kebble food. What should I do? (Don't want to feed chicken every day)

Does anyone know what meta offers in terms of tuition reimbursement to partner/principal level?

How many employees does KGS have in total?

Anyone else feeling pressure from Asian parents to find a significant other to get married and have kids?

Hi everyone. Just found this group today (new to the app as of yesterday). Just saying hi and I can’t wait for the pandemic to be over!

When to sell at a loss?

I’m 26 and have a fair chunk of my NW tied to Cloudflare - a tech stock that I believe has the opportunity to 3x and become a $100b+ company over the long term. Similarly, I have a lot in cloud computing etf - WCLD.

Given short term rotation out of growth stocks, I’m confused on what to do. I think we still have some time before growth stocks bottom out, but do I sell?

I would consider myself a “long only” investor, but am unsure what to do given my lack of diversif

Which is better between IBM and Naggaro.
Both are offered same 25lpa. Yoe-7 JAVA.
In term of WLB and Job Security.

Does EY GDS has a office in Gurgaon too or is it noida only?

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

Characteristics/actions of the worst manager you've worked with?

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing

Sometimes I feel like I am a drone that just works all the time and I have no friends.

I graduated college 2 years ago and started working on RIA in FL as a Research Analyst. During this period I got my series 65 and brought to the company two clients (total assets of $3M). This being said, I am not very happy with my compensation. I know I am just starting my career, and that I need patience. I will like to get other people insight on how can I grow and earn more $$
Should I get a Masters in Finance?
Should I start looking for a job in a BD instead if RIA?

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

Moving your book with a crappy written non solicitation clause at the old bd once I get the cease and desist what can and can't I do I know it's coming it always does but what is the next step?

Two of my clients have requested me on Facebook. We're really friendly but it's weird right?

Hey fish: what are some of your favorite business/self-help books?

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

Dropping my 10 yo son off at school this morning: Me: "I love you! Have a great day! Learn a lot of really cool stuff! Him: "Okay, whatever.

*** 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.