How soon did you start your CFP & other credentials?

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I would say depends on your stage of life. If you can knock it out before you have kids and the business is too busy, go for it asap.

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As in how soon after you got your 7? I got my 7 in ‘04 and started studying in ’12. In my opinion the wait was helpful because I gained real world experience that reduced the memorization that I needed. Two other guys in my review course that were licensed for less time were on their second try, for what it’s worth.

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Taking the courses right now. Been in for 3 years, but I'm single with no kids. Figured it would be best to do it before life happens

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Sooner the better

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CRPC about 4-6 months in to get some letters. It was pretty standard to start with that. Knocked out a few CFP mods over the following few years and also got other designations along the way. CFP in 5th year. It’s all good knowledge.

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I got my CFP pretty much as soon as I could use it (3 years in the industry).

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Different for each person - I had been in the business for 7 years and was 40 with school age kids, married and started my CFP. I would agree that if you are single and no kids - get it done!

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Did the CFP in fourth year. Felt like I wasn't on the brink of going out of business in any given month but I didnt have kids yet so still had some free time.

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I recently graduated with a bachelors in finance, and have recently got hired (5 months ago) as a financial analyst. Realistically I do FP&A for a company. I have realized I am not a huge fan of doing non stop spreadsheet all day. Am thinking I’d enjoy my career more by becoming a financial planner and getting my CFP certification. Maybe in the future opening up my own firm. Any advice on what career move to make next in order to accomplish this? CFP requires 3 years of relative experience.

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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.

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Relocating to Columbus, OH area. Would prefer to transition to Independent. Have over 5 yrs as lead advisor experience and cfp. Could probably transition 4-5m and help with existing book.

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How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?

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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.

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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.

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

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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

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Best study guide for CFP?

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Best study guide for CFP?

I’m a CFP® and work as a test engineer for financial planning software. I’m pretty new to the tech space, and wondering what jobs might be out there in the fintech space as I gain more software knowledge. It’s kind of niche working in financial planning software as my background is financial planning. What kind of jobs are out there that might translate well and would have good earning potential?

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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.

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Looking into certifications like the CFP or CFA but they’re so expensive and I can’t afford the upfront cost right now. Are other certs like APMA and CDFA worth it?

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

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New CPA in our building and asks are you a CFP? I say no and she says "Oh I was jw cuz I have people ask if I know a good planner." We agreed to talk but I need a way to deflect the "non-CFP" thing

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If I'm looking to have the CFP completed 12-18 mths from start date, what would be a solid prep course/program you guys would recommend? Any pref to online classes vs. in-person classes?

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At this point all I care about is salary what would result in your opinion most money •CFP •CPA •prestigious MBA •CFA •CAIA •coding boot camp I’m at $85k now

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Can anyone here give me insight on what I should expect to get paid as an Associate Financial Advisor? I have an MBA in finance and I just got my CFP (3 years industry experience). I just want to meet with clients as part of a team and not manage my own book. I'm making $85k now, not sure if that's reasonable.

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Intel Corporation is poised for huge growth in the semiconductor industry. DM for info on nay engineering roles globally.

Good luck!

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Anyone else anticipate being done for the night

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Hey folks,
In very first month salary will i be receiving only fixed pay or both (fixed+project allowance)??

Hi Fishes,
I have an online assignment from
Cognizant,
Not sure about the pattern or what expect.
5 YOE in Java and Spring boot, can any recent laterals help here please.

Thanks in Advance !!

Cognizant

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