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

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

I’m looking for a fully licensed FA with 3-5 years experience in the North Dallas,Tx area. Small BOB preferred.
The position is salaried with discretionary bonus. The advisor must be people oriented and desire to obtain the CFP designation.

Average salary for a Senior Associate who’s in the process of getting their CFP?

Best study guide for CFP?

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.

I am currently finishing up CFP course work. Does anyone have tips or tricks for studying for the actual exam? I am particularly concerned about the investment planning section. I have 12 plus years in the industry and CRPC. I do planning literally everyday but a test is a test and this is the module I have had the most trouble with.

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

Best study guide for CFP?

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

Any recommendations on prep courses for CFP exam? Taking the exam in March

Big disrespect to UCF in the CFP poll... Michigan above? Thoughs?

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.

*** 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.

Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.

Anyone a CFP as a side hustle?

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

Hi Fishes anyone here working in ADDA project

Can someone tell me how much time it takes for an official offer letter to be released after a salary negotiation interview in MS?

Is relocating to Pune mandatory? Do they allow to work from Mumbai office?

£200 for WFH equipment , what are you fishes getting

Did anyone watch the debate tonight

Does anyone or their small business need any writing or social media help? Would love to get some side income in this economy while helping the community.

Fuel prices 🚀

Any good solutions to hair loss?

How much medical coverage should one have?

Which companies pay highest salaries for Data Engineers with experience in Hadoop, Spark and Cloud in India?

How much can one expect getting paid with

mentioned skill stack!

Cloudera Certified Bigdata Developer- (Spark) and Hybrid Cloud Certified Data Engineer(both Azure and GCP).

Total Experience is 5.5 years. Hadoop/Spark: 5.5 years.

Cloud experience is 2.4 years, (1.1 in Azure and 1.3 in GCP).

Other skills: Python, Shell scripting, SQL.

Anyone witness slackers who got into companies you have no idea how? Had a coworker who does jack chit at work besides chatting on Facebook yet lands at a faang company? I guess if he brings the same work ethic he will be spit out for sure. Or maybe he just had no interest in doing project work.

Thoughts on a manager texting you to ask why you aren’t online Easter weekend when all of your work is completed and another senior who can’t handle their own work decided to randomly send you their returns to review?

Anyone know what other fishbowls are like?

Oak park vs. Evanston - thoughts?

Hi All,
How's the Job security and WLB for JL 8 (AM) employees in Accenture?
I know it has got a lot to do with the project, I'm assigned to, but just wanted to get an idea. Any insights?

Skill ~ SAP
YoE ~ 9

Matched with a guy on Tinder. Had a great first date. We are stilling chatting on WhatsApp. But he has disappeared from my tinder (presumably, he unmatched with me). Is it typical for ppl to unmatch on Tinder when they are still interested in you?

Two years out of college do you still leave clubs and older internships ( maybe your junior summer) If they are relevant and show leadership depth

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

Millennial advisor expanding into the 65+ client market for the first time. Anyone have recommendations for where I can learn about Medicare supplement plans and who/where you use for your clients?

Anyone in SoCal?

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

I just finished the book I was reading. What should I read next?

LLP. 2 partners with a single employee. What could my client (one of the partners) do in the way of a retirement plan? 2nd partner may or may not “be in."

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

What is the most expensive thing you have ever bought? How much did it cost you?

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?

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?

Looking for insight on avg total comp for registered middle management with big bank. Considering making the jump from a branch advisor to managing a team of branch advisors. I’m newly 9/10 licensed. I’ve been building book in a bank branch but the consumer bank side of the job is draining. I’m making $155k total, $75k of that is salary. Anticipating a $130k salary offer if I go management route, with small annual bonus. Any others with experience that can speak to this?

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 already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

Best technology to use that LPL has?

Trying to build my book and I’m making good connections but not finding any immediate opportunities. Do you cold call or rely on referrals to build your pipeline?

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

Anyone have success/experience/stories to share getting someone with mild bipolar disorder insured at a decent rating? Which type of policy, how old was the applicant etc.?

What are the best resources for studying investment banking exams: SIE, 63 and 79? I received sponsorship today and have no idea where to start. Thank you!

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?