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

Alright gents, quick opinion how valuable is a WMCP & Chfc designation

Currently finishing off my finance degree wondering if it’s worth it before achieving a CFP & CFA

More context I aim for more roles in wealth & assets management or commercial / institutional investments either states side or Latin American, speaking Spanish Portuguese. 

Hi fishes. Could use your guidance on my thoughts for few days. I’m a Bcom graduate with no exposure to tech or IT. I have been working in retail banking and now Im in Investment banking operations. Im thinking of upscaling myself by learning SQL, Tableu. Will These be useful to move forward in my career?

If you could start your MBA degree over what would you do differently?

I have two questions. I have 10 years of experience in multiple sectors and I have been trying to gain a leadership position. I am attempting my PHR this summer but what are some tips in order for me to obtain a leadership position? Also, how long does it take to obtain another position out of state? I am trying to move to Houston but I don’t want to move until I am confident I can obtain a position in the city before packing up and leaving.

My salary just got frozen @ 55.5k (SALT Tax, 1 year of experience). Should I start interviewing for other jobs? Worth it to stay 1 more year and “maybe” make senior? (PwC is 3 yrs to senior standard, 2 yr is early)

I have a Master’s in Accounting, and have 1 more CPA test then I’ll be done. Not sure if I have a strong enough resume to receive decent exit opportunities as a first year associate. I’m about to have busy season again and work 60,70,80,90 hour weeks at my low salary. Please advise!!

I did it! I got an in-house Paralegal position after years of working and being burned out at different law firms. I was going to leave the legal field all together because I was so burned out and depressed, but I decided to give the field one more chance if I was able to go in-house. Prayerfully, this transition will be a good one.

Looking to finally go get my SPHR having the PHR for the past 6 years. Still value and pursuing and obtaining?

Best way to prepare for SHRM ?
Any tips or resources that helped you pass the exam?

I am a Business Analyst. I have 10 years of working experience in India. In May 2022 I will complete MSc Business Analytics from Maynooth university.
In the past I have lead a team of analyst performing multiple activities like sales analytics, web analytics on Google analytics, I have also worked as a scrum master in certain projects
I have worked with tools like tableau, power BI and now alteryx any suggestions for the job role I should look forward to?

I’m a physician assistant with interests in technology. I’m well versed in epic. I’m looking to leave clinical medicine, what kind of roles are available with epic?

Currently working at a large enterprise company and I have taken a role as the 1st AE at a startup expanding to the US. What would you look to accomplish within the first 60 days and how would you approach improving as your tenure grows?

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

Looking to brainstorm ... What's the next wave to ride for the next 3-5 years and how to position yourself?

Wife has a services startup and in addition, has a great idea for a product / app that has the potential to be a B2B hit and B2C as well. Large market, creative idea and not too much competition. Will need sophisticated tech development. Given we are not dev / engg, what advice can you share with regards to getting someone tech hands-on with expertise on board? What are the different ways non tech founders approach this? Any ideas will be very helpful. Looking for a starting point. Thank you.

Anyone wish to pass Informatica DEI certification ? 100% guarantee of passing.
If so, DM

Anyone want to sell me their CFE books ?

I want an advice on which field would be good on both future and salary. CYBER SECURITY ENGINEER OR SOC ANALYST? any advice will be appreciated.

I’m looking to get out of direct patient care, and would love to find a job where I can work from home (even if that’s something in the future.) I would like some advice with switching careers into healthcare data, healthcare informatics, etc. I’m currently a nuclear medicine technologist with 2 years experience, and a BS.

Does anyone have advice in how to transition into a corporate job from a small company?

Anyone gone from Risk Assurance at Big Four to Equity Research? Currently studying for Level 1

What productivity tools do you guys use to track time spent on projects?

Can a newspaper use my photo without my consent?

I'm not a reporter, I'm just a citizen who took a picture during an event and uploaded it to my social media account. Turns out a digital media wrote me to have permission to use my picture, and when I said yes, they said they were looking for some other picture because I had already given permission to the competitors, which I didn't.
They just posted it without asking me, letting me know, or even mentioning my credits. Is this legal?

Does realization rate as an associate matter?

My technology is Oracle apps technical with 9+ yrs of exp.
I have 3 offers please suggest which one i choose .
Current ctcs in IBM 11Lpa
TCS 19.5 Lpa ( including fixed + variable+ retention bonus)
Cognizant 18.7 (18fixed)
Wipro 20 (17 fixed + 3v)

How to get released from current project in Wipro.

How to go about deferring an acceptance?

Hi fishes, Will it be okay to quit in probation period like within 3 months if we get a better opportunity? What are the factors to be considered before making any decision.

Has anyone received equity as contingency comp? I have a potential client with a founders dispute. He doesn’t have cash, and the other founder ripped him off and is now running the company. He wants to sue for equity and wants to pay me with whatever equity he wins. I’ve never done a deal like that. Is that even enforceable? CA law. The startup is actually quite promising.

Left a great job for higher pay. Absolutely hate the new. Has anyone gone back to their old employer? I was a very good employee, respected, and dependable. It’s only been two weeks but the new is horrendous 😩

Any recommended courses or books on customer care/cust success analytics or marketing analytics in general?

Hello All,
I have been offered a role in TCS for ITA grade C2 . I have been interviewed in QA automation . What are the chances of me getting into a support project? Or will I be surely tagged to a automation project?

HR is not aware of what project I will get into .

Thanks in Advance.

For the role of QA automation Engineer, which company is better @Autodesk or @Informatica ?? What is the expected compensation for QA 1.8 yrs of experience as per industry standard?

Hello fishes what is your suggestion on switching from Oracle DBA to Informatica

Hi google. It's my dream company. I working as a profession Data Analyst. So I observe a many technical things. As I said their is a bug I find in a Google Meet on a meeting. Google meet eventually creates a Multiple windows at a time. Can you fix this bug. I usually see this many times.

Hi Fishes,
I want to learn about how to apply machine learning and different algos on seller risk problem. Will you please share some links or anything from where I can learn.

Need 11 likes to enable dm. Help me fishes.

Looking for recommendations for directors with luxury/ beauty/ car experience for upcoming shoot. Thanks

Hi guys any one knows about finance partner profile in pwc ?

Is there any way to have multiple locations on my individual linked in profile? We have offices in 2 cities and I hate that I can only put one under my name.

Craziest parties / perks on firm budget you _ experienced? Friend of mine had a table+bottle service at a super bougie Miami club. My office on the otherhand had a pizza party.

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.

And another one bites the dust

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

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!

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

Who is proud of their office? Share a photo of your office; this is your chance to be loud and proud while providing ideas for others!

What is your favorite way of winding down during the evening when you get home?

Have a client w over a million in IRAs and NQ account. Invested in a combo of ETFs and dividend paying stocks. Now bitching abt performance. Should I stick to my strategy or offer alt to placate him?

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

Sick of people trying to link on LinkedIn that I do not know and not even sending a message along with it. Or sending recruiting messages with jobs outside of my level/experience.

How do you handle people in your life who try to discourage you from working so much or don’t understand your ambition? I’m thinking about just cutting off a lot of people.

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?

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

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?

Where do you all get your CE credits? I know that there are some lunches that I get invited to from wholesalers, but I don't have time to go to 27 fucking lunches.

*** 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.