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.
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?
I’m a CPA/FA and want to sit for the CFP exam. When I took the CPA I used CPAExcel and I loved it bc it broke down the material into “bite sized” lessons. Anything like that for CFP? Continued..
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?
Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!
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.
Out of curiosity, what designations do you have? CFP, CFA, CIMA, ChFC, etc. Do you feel that your having, or not having, a designation has put you at an advantage/disadvantage?
I’m taking the CFP courses through the AC. Someone said I should sign up to become an Enrolled Agent while taking the tax planning course. Any advantage to that? I don’t want to prepare returns.
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
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
13 years experience and no college education. Best way to go about earning my BA and taking the CFP?
*** 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.
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.
I have CPA and am thinking about getting another certification. CFA may be too difficult for me. Would CFP a better and useful certification to get that will add value to you on resume/job?
Parents, what are you doing for college funds? I want to start saving for my kid and don't know where to start. Do you recommend a bank over the others for this matter?
I filed prevailing wages in June this year under H1b. When would I expect to receive response from DOL?
westin, W or another beachside spg/marriott in Fort Lauderdale? Long weekend with husband.
I'm a Deloitte Tech Strategy & Architecture Senior Consultant with a Haas MBA looking to transfer to MBB. I'm up for manager this year and appreciate that if you move over you are expected to reset to first year post-MBA but has anybody been able to negotiate maybe a 2nd year post-MBA or even a manager/PL/EM entry? What specific tech skills are MBB looking for that they would be willing to offer flexibility on starting level. Again this is for the consulting not expert tracks at MBB. Many thanks in advance!
Any interns here? How's your remote internship going so far? Must be a weird experience...
People on the “bench” - how does that work? What do you do all day? Do you still get paid? Trying to understand this
for those of you who have gotten multiple offers from MBB, which did you choose and why? Looking back would you have done the same
I don’t have a degree but consulting experience at Big 4. I learned you can get a bachelor degree in wine tasting, do you think it would still be accepted as a regular bachelor degree for future jobs?
Curious to know what associate/consultant level compensation is in MBB or Big 4 in 2 locations: Tokyo vs Singapore
Thoughts on using the $1200 check for a mileage run? These cheap airfare tickets are looking 👌.
Does anyone know if you can reverse a taxable reimbursement? I accidentally clicked Taxable on one of my Amex charges. Just noticed on my pay statement.
My SO has an upcoming interview with Google, Partner Engineer at Cloud Platform. Has done initial screen and passed the technical assessment, what should she expect next round? She said it sounded like a case
How do the pension benefits work for partners/principals at the big 4? Can anyone share details on vesting rules or calculations? I assume it varies from firm to firm…just wanting to understand the difference with what Accenture offers MD’s (401k, VEIP).
Big law litigators - After losing an every issue raising in an MSJ, how long before you actually consider offering a settlement? Do you wait until the eve of trial? What benefit is there to wait until the eve of trial? Is there a better time of the year to offer settlement? End of fiscal year? Before holiday season? Any insight is appreciated.
Has anyone noticed the insane amount of advertising Accenture does in JFK terminal B and C?
Hi Tax Bowlers, I'm an experienced associate (2yrs) in a Big 4 Transfer Pricing division. I have reached a point in my career where I am considering taking up a professional certification. Several colleagues recommended taking up either ACCA or CFA, however, I see little connection between these certifications and the work that I am currently doing, and what I plan to do in the future. What would you guys suggest? Would it be detrimental to my career if I did not take up any certifications?
Anyone had experience working on an account like the army or navy? Is it similar to healthcare where it’s hard to get out once you start?
Anyone fly united airlines recently?
Staying sober at work holiday parties be like....
New to Fishbowl?
unlock all discussions on Fishbowl.