Hey everyone . What is the best approach / program for a seasoned advisor to pass the CFP via self study program ? Thanks

Does anyone here hold a non-CFA designation (CFP, CAIA, FRM etc.) and what kind of role/position do you have?

Hey Fish, passed my first CFP Course Exam this morning. Feeling great but can’t share with co-workers, so please share my joy!

Relocating to Columbus, OH area. Would prefer to transition to Independent. Have over 5 yrs as lead advisor experience and cfp. Could probably transition 4-5m and help with existing book.

Anyone in Louisiana looking for a partner? Looking for someone that’s interested in Fee-only, CFP(coming soon), passionate and vocal about fiduciary standard

Is it worth it to be certified // do the CFP or CFA? Does anyone have advice?

Question for any of you in the high net worth individuals tax space, do you think CFP is worth the time to get? I passed the CPA 2 months ago and see a few partners in our group have CFP but does it actually give any value. Are there any other distinctions/licenses I should look into?

CFP, asking advisors out more than five years... has it really made a difference in your career growth/AUM and how clients perceive you? I guess I’m asking, was it really worth it?

So I am a W-2 salaried CFP at a small IRA and I have a neighbor who runs his own practice and asked if I knew anyone who would be looking for part time paraplanning work. After thinking about it I got to wondering if its compliant and okay for an advisor to do something like that on the side for extra income or would that be considered a conflict on interest as an OBA?

If anyone out here is a rising CFP and looking for their next opportunity near or around the Minneapolis, MN area, DM me! I had an awesome conversation with a firm yesterday who is looking to fill a junior advisor role (succession opportunity down the road). This sounds like a great opportunity for the right person!

Hello, want to know if my salary of 115k is reasonable for my position? Background: 26 years old, 3 years industry experience, SIE, Series 7 & 66, AIF, and over half way through my CFP. I am part of a team around 500M AUM and in next few months I will have officially been with my RIA firm for 2 years. My title is associate advisor. Thank you!

Any one use Kaplan to prep for the CFP? I used it for series 7 and 66 and it worked. Just curious if anyone has used it.

Anyone know of firms with the Los Angeles area that help you and encourage you to attain the CFP? I’m finding it hard finding local firms that have career trajectory from Client Servicing to full Advisory work. I’m willing to pay for self study and take local classes but would love and appreciate sponsorship. Any advice in general for making the jump from more client servicing to advisory would be greatly appreciated. Ideally I’d love to make my way towards either an Advisor or Strategist.

Best study guide for CFP?

Underpaid? 5 years managing 250+ households, working toward my CFP (advisor’s request), conduct meetings in FAs absence, travel to meet clients out of state, cultivated many relationships on my own, work with wholesalers to customize structured notes and trade them biweekly (tedious with the volume we do), manage 40+ SBLOCs (fun when volatile), provide all financial planning services to clients, office management, marketing, did I mention I’m his only staff member? $1M producer - me $65k/year

Thoughts on joining at team at Morgan Stanley vs RIA route? I have an option for a team who is all retiring and looking for succession opportunities ($3mm annual revenue book). Another option is going an RIA route with a bank affiliation. Currently I’m working for a bank trust dept as a wealth advisor (very few of my accounts are trusts). I’m a CFP and my book is $2mm in annual rev. I’m ready for a change but looking for some feedback, particularly if anyone is familiar with Morgan Stanley.

Does anybody have experience re-selling tickets to a big national-level sporting event? I’m thinking of buying tickets to the CFP in January but if my team doesn’t make it, I’ll need to resell them. Think I’ll be able to recoup cost? They’re about $1300-$1500 now… will that go up or down once teams are known? Thanks for advice!

Is the CFP license worthy? How is the exam and how to meet the experience requirements if you are working in public acct?

Planning to start my CFP program. What’s the quickest pace anyone has finished the coursework and been ready for the exam? I’m hoping to be ready to take the exam for November.

What all product based organisations are hiring Workday integration resources. I am looking for a job change. Pls refer me if you know one .

Received an offer today but no sign on bonus . Tips !!? How do I negotiate to get some $$$

Recently engaged and want to stay somewhere tropical using my Hilton points. What are the best Hilton resorts I should look into?

How many teachers feel like we should postpone school until September 7?

Conidering leaving big4 for a transfer pricing role at the IRS (APMA div). Anyone has had any experience with the transition and career outlook?

Anyone know anything about Embark’s transaction advisory group?

I recently had my final round with one of the partners at Mck. I start my initial structure as to what areas / questions to probe and he just jumps in goes “no” “no” after each bullet. While I wasn’t an expert on the topic, I dont think I was way off-base. His reaction kinda threw me off. I got nervous and was out of structure the rest of the time. Was his reaction normal? Wouldn’t you let someone finish their initial hypothesis? Whether its correct or not is proved later and then synthesized.

“It seems like a pretty easy lift” From a Copywriter to an Art Director. About the art direction.

Hi Fishes, How long it will take to get Full and Final settlement in iqvia?

This has been my experience but do y’all think recession/layoff don’t usually affect accounting professionals much as compared to other fileds? I mean we all should have at least one positive thing to be accountant haha.

Hi all, I have a choice to live and work remotely from any city in the UK (although the office is in London) and need advise on what areas can support IT jobs and opportunities for me and my spouse. I also want a city that is family friendly and not rowdy but also safe. Can you all share the areas that I should consider?

Has anyone gotten a 2014, 2015 or 2016 Jeep Grand Cherokee? I keep reading about transmission issues but wanted to hear from people who have them first hand!

Starting salary for L1 Cartel Henchman?

What is the apprpriate dress code for a Zoom interview?

What base does McK offer its EMs?

Hi, I'm a fresher placed at EY. I willl be onboarding this month. I've head a lot about the bad work culture + the pay is minimum. I'm looking for reasons to stay, please help.

Buying my first new car!! 😁 Decided on a Tesla Model 3 and trying to figure out which color. Really love the red but worried it might be too flashy and attract unwanted attention (esp from cops). Legitimate concern or should I stick with red?

Good examples of cover letters for product management summer internship roles in tech (fintech focus)?