Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

My paraplanner is wanting to get started with his CFP. It's been a while since anyone in my office has needed to go through a program. Looking for advice, what path should I suggest; Kaplan, Bryant University, Boston CFP, something else I don't know about? Looking for your ideas on what might be best to use as an educational source for the CFP these days?!? Thank you.

Manager with a big 4 and finally have enough liquid cash to make some meaningful market investments. I am admittedly a newbie to trading and honestly don’t have a lot of interest in self-managing but would like a brokerage and/or CFP guided account (that understands/can accommodate independence requirements).

Any recommendations on brokerage or service to get started? Looking at Vanguard Personal Advisor service at the moment… Thanks for any advise

In your experience, how helpful has a CFP been? Any CFP recommendations in the city?

I’m an FA within the bank channel and have made the mistake of leaving my first firm to go to another. bank program that ended up failing and sold our books to another firm. It’s become harder and harder to grow a book now within the bank channel because of Reg BI and it’s going to take me a decade to grow my book to where I want to be. I’m a CFP and finishing up my MBA. I’m thinking of going to another area of Finance all together like PE. Any suggestions for me? NOT looking to go Independent.

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

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!

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

Currently an FA within the banking channel with CFP & ChFC. Need to make a move, but not a huge portable book to bring. I currently make 6-figures and would like to continue to do so at my next firm and still be able to grow. Willing to buy a book as well.

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’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

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.

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

Sitting for the CFP in March. Any tips on how to best maximize the next 3 weeks?

Short summary, I'm a career changer with ten years experience in IT, went back to school at earned a degree in financial planning and I'm about to take the CFP exam. What's the most lucrative career path I can take with this education?

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!!

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

Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

For my FAs who are also CPAs (or anyone who knows I guess 😊) - do you know if there is a way to simultaneously get your CPE for the CPA while also preparing for the CFP? Continued in comments...

Are snail line products from Cosrx pregnancy safe?

What's the dress code like in the SF Bay Area consulting offices?

Anybody work for asana partners? Wondering compensation and opportunities

When is bonus paid out at IQVIA and minimum time to be employed at the firm to be eligible?

Does anyone ever struggle with when you take a little too much of your adderall (or similar med) & it finally does kick in all at once, your brain starts to overanalyze everything & you get so detailed that it becomes counterproductive? I’m either avoidant & unfocused or hyperfocused & too detailed, it’s equally as unproductive.

I am looking for referrals at Netflix, Apple, Amazon, Cisco, Nutanix, VMWare and HP/HPE. I have over 15 yrs of experience including 4 yrs in IB and 11 yrs in FP&A and Strategy Consulting. Pls DM me or reply if you would like to refer! in these places willing to give a referral, pls DM me!

I have 3 yrs of experience in SAP HCM US PAYROLL configuration. Currently looking for other opportunities,Please let me know through the comment section or DM if have any referrals.

Thanks in advance.

Any of y’all have plans for Labor Day weekend?

What’s the best way to determine whether or not any of the Deal/FDD service lines are offered in specific big 4 office location? Trying to search in the Portland market if anyone has any insight.

Anyone coming to Vegas for AWS re:Invent ? I’d love to connect 😊

Working as a Product Manager in industrial sector, want to transition into tech Product Management

Do I need to have any certifications related to tech?
Any suggestions?

To those of you who moved into storage units in the city, how much were you quoted per month and how big was your apartment?

I have completed interview & HR Round from the TCS, Even i agreed with the package negotiations.

I am waiting since 1 week, i haven't received offer letter till now.

Are there any chances of getting rejected after good HR round?

Is a financial analyst at FAANG a good exit from MBB?

Anyone know what is the salary range for VP Tax in real estate? How about Director at Big 4? I am currently a senior manager so deciding my future prospects between staying a year more to become a Director or moving on to become a VP of Tax.

Hello my fellow extremely busy Women In Consulting - can you talk me through what first steps you took (or would take today) in living more sustainably? I'm currently in a place where I'm totally overwhelmed with life and do a lot of things purely out of convenience, but I don't want that to stop me from trying to build more sustainability in my life. I'm just struggling with finding where to start and trying to build new habits slowly so I don't lose steam. Any advice would be much appreciated!

What is a nice way to ask your manager if the previous conversation of a release date still holds good?

I was asked for a salary range during the phone screen and made the mistake of saying a base salary range of 10k. Recruiter called back the next day inviting me to an in person interview next Friday..

I didn't know I was supposed to file taxes in multiple states when I started and honestly thought that I only needed to report the hours associated with my home office for revenue recognition/billing

My paraplanner is wanting to get started with his CFP. It's been a while since anyone in my office has needed to go through a program. Looking for advice, what path should I suggest; Kaplan, Bryant University, Boston CFP, something else I don't know about? Looking for your ideas on what might be best to use as an educational source for the CFP these days?!? Thank you.

Best headphones you suggest and price ? Looking for noise cancellalation, gym. $300 on Bose worth it ?

Is anyone using video conferencing for appointments? If so how successful have you been so far with this new concept?

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

I’m an FA within the bank channel and have made the mistake of leaving my first firm to go to another. bank program that ended up failing and sold our books to another firm. It’s become harder and harder to grow a book now within the bank channel because of Reg BI and it’s going to take me a decade to grow my book to where I want to be. I’m a CFP and finishing up my MBA. I’m thinking of going to another area of Finance all together like PE. Any suggestions for me? NOT looking to go Independent.

Was at dinner with other advisors and one was talking about some UL/VUL/Indexed policy from Pac Life. Sounded like the creme de la creme of these products. Anyone know anything about it?

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

Audiobook recommendations? Currently listening to The Subtle Art of Not Giving a F*ck and I'm enjoying it, but I'd also be open to listening to novels aside from self help books.

Any body used any recruiters or head hunters to recruit new reps for your office???

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

I'm thinking of adding Long Term care insurance... Any ideas or tips? What should be the target age for this product?

Anyone work at PNC bank as an FA? My nephew is thinking about taking a position there with 4 bank branches. Is it a good gig?

Has anyone, or does anyone, work on retainer? I am considering offering financial planning on a retainer basis (in addition to some of the other FP services I offer)

Currently an FA within the banking channel with CFP & ChFC. Need to make a move, but not a huge portable book to bring. I currently make 6-figures and would like to continue to do so at my next firm and still be able to grow. Willing to buy a book as well.

Anyone use a standing desk?

I must be tired. I parked my car and walked 5 minutes before realizing my earbuds dropped out of my pocket. Went back to my car only to realize I was wearing them listening to music

Starting out to be an Investment Advisor with just couple of accounts under management. Is there any good book about being a better advisor providing better investment performance?

Changing firms new form requires my S7, if I open my window at current company and resign before I've taken my test, (to get license transition started) will my window remain open allowing me to..

Where’s my BB&T Partners at? Any rumors on management structures?

How do you evaluate whether a mutual fund is good? Only methods that I know of our word-of-mouth and studying the underlying holdings and the fund managers method of picking them. There must be some