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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?

Best study guide for CFP?

Best study guide for CFP?

Anyone know of a good tutor for CFP exam? Thx.

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.

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

I’ve got my 7, 66, CFP, and CIMA with roughly 3.5 years industry experience. I started a new role at the paraplanner level… is this a bit of an undersell? Or is that along the industry timeline?

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

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?

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

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

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?

I’m looking to hire a producing FA in the Allen, Tx.
Must be self motivated and willing to earn CFP.
Base salary provided the first year.

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.

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

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

Fishes, Please let me know if there are any openings for Analyst Relationship Management.

Anyone here work at Compass? I found a role I’d love to be considered for

What might be the salary and position expected for the person with 9+years of experience and lateral hiring? Please help as I need to discuss with HR on my postion and salary today

I have a 760 gmat but think I am capable of better, all of my practice exams were higher. Should I? I am not humble bragging so serious replies only please 🙏🏻

Hey, where do you guys go for fun after work or the weekends? I'm trying to socialize as a young professional but also have a good time 😅 Taking all suggestions.

Anyone at The Clios and want to hire a junior AD? I’m here and hungry.

Recommend some small, ethnic restaurants or grocery stores we can support this winter

EY, what is the current maternity leave policy? Does the firm allow leave starting at 38 weeks? Is disability (6-8 weeks) separate from parental leave (16 weeks)? When is full eligibility - after 12 months of employment?

M&A associates: is it normal for first years to have only same-day tasks? I have not been given a task that wasn’t due either ASAP or by that night in weeks. If this is the norm, do you recommend any other (more predictable) transactional practice groups?

Any one got solid recommendations for Japanese restaurant that’s got both great Sushi and steak? Thanks in advance.

23 year old consultant looking to meet fellow ambitious and like minded friends… moved here recently. Any recommendations? Living in south end

What are your tips and tricks to have a great career in FA? What are the things you do that make you super productive and smarter everyday?

I received an offer for a mid-large size consulting firm at $80k with a $10k signing bonus to be an associate consultant. Is this industry norm- high? Low? I have no clue as it is my first offer and unsure whether to accept it or negotiate

What should be the salary of a senior seo manager at a decent sized agency in Toronto. I am being offered 110k base + 20% bonus for hitting retention and revenue targets.

I have 8 years of experience in SEO, SEM and paid social

Looking for a quality mid weight jacket; tailored fit; blazer-esque cut maybe shorter; smart casual; maybe wool; for semi daily wear

Any help?

hello, in elss is mirrae tax saver good or quant tax plan?

Considering the current fall in the equity and crypto market, which would be your go-to stocks / coins?

Any good mf with less tracking error to invest in us equity.

I have savings of 5 lac INR and want to invest it somewhere. What should I choose?

How do I invest in Secure Gold Bonds? Any reliable procedural steps or blogs or videos available?

Given the current downturn in US markets and specially Cypto, what's your strategy?

Hi Fishes,

I want to know tax saving options as I am new to it so please let me know in what all options I can invest and save more money. Please help.

Salary : 14 lpa

Hi All. What is the best way to allocate 25 Lakh INR in savings into different investments to maximize returns. I recently moved out of India so Tax rebate is not a consideration for me. I already have 6 lakh plus invested in PF and MFs but I want to invest more as my money is getting depreciated in the savings bank account.

I also have an education loan with balance of 7 lakhs which I am planning to repay in lumpsum as there is no tax exemption now.

Catch BPCL Rs.58 dividend with record date of 16th September

Has anybody invested on affordable housing in Gurgaon, India? Or got any insight for a first time investor.

Hello Folks,

I am working in a mnc company, It's initial phase of my life I am 25 but I made a huge mistake that I started working in stock market when I was 22 and I lost the whole capital I earned in 3 years which I around 7 lac rupees and Found myself completely devasted and alone.
Now I am working on 13 LPA but I don't know how to accept the defeat and move on. I am completely stuck in the situation and Full with regrets also lost my whole self believe n confidence in life to do some. good.

Can one do an sip or increase amount in coffee can portfolio gradually instead of a lumpsum investment?

I'm 21, trying to build wealth. I need your help!

In the next 5 years, I plan on buying a house but there are so many investment options, I don't know what to choose.

I can invest upto 30,000 a month, please suggest!

The current state of market has me confused. I need an AR of 10-15% with Medium-High to Very High Risk profile.

Thanks!

I am 29F and earning 13LPA. I have been working for 4 years of which 3.5 years I had very low pay and close to 0 savings. I have been able to save 6L now.

My investments below:
* Elss funds - 2 (total 1.5L annually)
* Large cap mutual funds - 6 (total 40K sip per month) current portfolio of 4L
* FDs - 2 of 25K each
*Medical insurance - company provided

Can someone advice if this is a good investment plan for future? What can I do better? Do I need another Insurance? Where else to invest?

From where do we get Form 26AS?

Hi fishes

I am planning to start investing in a smallcase. I am considering paid managers. Any suggestions on manger and smallcase will be really helpful

Is CQF useful to get entry level Quant job?? for non quant undergrad.

Has anybody availed term insurance policy (ICICI Pru)? Is it really worth taking?
I got married last year, my wife is working and i have a single parent, who is a government servant herself. Seeing a lot of unfortunate scenarios around makes me scared at times and i am giving thoughts to such back-up options these days
Please suggest?