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 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.
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?
I’m considering leaving Public Accounting to become a Certified Financial Planner. Have any of you other fishies looked into this? What are some things to consider?!
I am a CFP(tm) and a 20 year veteran looking to educate and acquire businesses from owners in GA (or the southeast) who want to sell or are looking to get educated on the succession planning process.
What is a good website to compare financial advisor options? I’m looking at individual profiles on NAPFA and CFP but I am not getting a good sense of which firms / agents are better than others.
6 week cram sesh for CFP. Any recommendations?
Considering becoming a CFP and CFA but I’d like to know what the job market looks like. For those of you who are practicing, how long were you searching for a job and are you satisfied with your experience thus far?
Best CFP continuing education providers? Not looking to just get the credits done, but something in depth to relearn things I️ may have forgotten.
I keep hearing that the CFP is worth it. What makes it worth it? The knowledge, the credibility, the confidence? All of the above I assume. Do you have prospects seek you out?
Any 🐠 have a CFP? Was it worth the time investment? Trying to decide whether to pursue CPA or CFP for long-term market competitiveness. (Not looking to dedicate several years for CFA.)
I’m looking for a CFP program that offers asynchronous distance learning with the option to extend for a masters degree.
has anyone here who is CPA sat for the CFP exam as a challenge candidate? would it be beneficial / make me more marketable if I have a CPA license and have passed the CFP exam? What are job ops like?
Any CPAs here also a CFP (Certified Financial Planner)? What was the process like getting the CFP designation?
Feeling like a failure. Took 2nd exam for CFP. Failed with 67. Tomorrow I call school and see what I can do. Any suggestions other than cry and get some tequila?
Any recommendations for CFP Programs? So many options! Also, has anyone taken Series 50, I’m using STC and wondered how the exam is. Thanks!
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. 🤦♂️🔫🤢
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
Has anyone sued or been part of a lawsuit regarding gender discrimination? I’d like some advice and would be relieved and appreciative if anyone is open to talk about it via direct messaging.
What should technology consulting interns receiving full time offers expect to be offered salary wise in a full time offer from different big 4 companies?
Does anyone have any cool lounge recommendations? RoseBar at the Gramercy Park Hotel was a favorite when we were in town but it, and the hotel haven’t reopened since the shutdown…sad. …The vibe there hit the right notes for us, so hoping to discover a place with the same mood. Appreciate any insight!
Amex Platinum vs Chase Sapphire Reserve?
I interviewed for a job in a diff location and during interviews they asked me multiple times how I felt abt relocating. I said it was fine, but the more I think about it the less I’m open to relocating. I now have an offer from them, is there anyway to negotiate no relocation? They are remote until mid year 2021. I’m Happy to fly in on a monthly basis but I don’t want to move there.
Need YOUR advise. I have a concert tomorrow at a sold out stadium concert. We’re in a Covid surge here with Delta, I am vaccinated but high risk. Should I cancel? Tickets weren’t that expensive. Just not sure how I feel about being with 20K folks. Especially wit the new data from the CDC.
If I'm Delta Platinum, will I get any sort of status match from American? Usual Thursday flight got eliminated
What are Valuation Associates at PwC? Expected comp? Equivalents at other firms? Is it more accounting or consulting?
Has anyone recently gotten their H1B visa stamping done in Mumbai using Dropbox. If yes, what was the processing time and the overall experience? Any insight would be greatly appreciated. Thanks!
Stupid question, want to get into political risk consultant, is that a thing outside of PwC in the big 4? If so what qualifications do you need and what's more utilized, risk analysis or poli sci?
Signs that the economy has fully recovered and is going full steam. About a year ago people would have given their first child for a role of toilet paper, today, they just throw it on the streets.
Curious if any MBB folks can shed light on current hiring environment. Undergrad campus hire at Deloitte S&O recently laid off in the COVID cost cutting wave after 2 years. Disappointed, but grateful for some freedom to explore here! Primarily looking at industry/corp strat jobs since consulting in general has been hit so hard, but considering applying to Big 3. Have heard from a few MBB friends that new hires with offers aren’t starting till end of year. Any chance of a lateral move right now?
Has anyone in the US on H1B/L1 moved and not reported the new address to USCIS? How big of a deal is this? Should I be very concerned?
Looking for advice from fellow 🐠 at BCG/who interviewed there as experienced hires - how did you go about preparing for the interviews (apart from standard case prep) & what worked well/did not? TIA!
Was reading an info article I received about "Reading Progress." I am copying the lead sentence from Monica Burn's June 21, 2021 article for you, but I really want to know if anyone is using this app. "Reading Progress is a new, free app built right into Microsoft Teams." It looks good to me on the surface for ALL teachers and is time efficient! Any thoughts?
I was rejected at Netflix right after passing the recruiter screening. The reason given is that they're looking for someone who has worked on longer-term projects. I worked on my last project for 2 years and have a 6 year project on my resume as well. I guess they don't like that I've been an independent consultant for the last four years and was on 4 projects during that time. Has anyone else encountered this kind of bias against independents working on shorter-term projects?
What the average salary for a marketing manager with 8-10 years experience working at a Heath/wellness startup in SF?
One of my Kinders refuses to go to the bathroom at school. I have a bathroom in my classroom and there is a bathroom at the playground. He will hold it until he wets his pants. I have tried everything that I know of to get him to use the bathroom. I’ve talked with my principal and the school counselors and have tried everything that they have come up with. Nothing is working. Mom and dad both say that this is the only place he does this at. He will go just fine outside of school. Suggestions?
Im a M at a Big 4 firm working M&A strategy. 10+ YOE, no MBA. I got here with an engineering degree. 200k+ TC. I’m considering a MBA, in fact, I got accepted to a top 20 school and will start part time in just over a month. Is it necessary at this point? Im already doing the work and learning what I need on the job. Do I need to put the stamp on it and make it official?
Is McKinsey not hiring h1bs this year?
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