Hey Fish, passed my first CFP Course Exam this morning. Feeling great but can’t share with co-workers, so please share my joy!
Is it unrealistic of me to sit for the CFP exam in March if I start studying next week? I have three years of experience as an FA and I plan to study 2 hrs/night Mon-Thurs and all day on Sat/Sun
Wondering what a typical CFP salary is in Florida. Firm is looking for 5years plus experience, income planning heavy and high net worth clients. More on the planning side and service. I have 9 years in the industry and CFP for 4.
Does anyone here hold a non-CFA designation (CFP, CAIA, FRM etc.) and what kind of role/position do you have?
My insurance license has lapsed. Back when I was at Merrill I had to sit through a week-long training course. Do I still need to do that to regain my license? Can it be waived w/ a CFP certification?
Just finished the CFP exam and feel like I absolutely bombed it. Is that normal? Every question had 2 legit answers. Brain is absolutely fried. Bourbon and cigar, please
CFP study tips? Just started program this week.
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!
My company offered to pay my way through the CFP program, on the contingency that I will pass and also stay with them for 10 years after the fact. Is this normal? It seems unfair to make me pay them back down the road if I decide to take a better opportunity. It’s a small business that is worried I will leave.
Looking to expand my knowledge beyond basic portfolio and planning but really not into full commitment of cfp. My junior advisor will be getting it. That said, what is a good way to learn/designation
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.
I have my CFP and my CRPC. I’ve thought of dropping the CRPC and just maintaining the CFP. Thoughts?
Anyone here a CFP (certified financial planner)? Any recs for programs and/or tips/tricks?
Will begin studying for the CFP in a month or so using the Dalton review. Should I fork out the extra $1,000 or so for the guaranteed to pass feature? Any reviews on the Dalton program?
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
JPMorgan Chase If someone wants to be promoted from Private Client to Private Bank, how can he do that, besides exceeding sales goals and getting the CFP? Any other steps?
Any idea what the average compensation is for a Non-sales associate with 15 years experience and a CFP (large city)...
Where is a new build???
Post to test
I'm leaving my current role 1 year before my 401k fully vests, leaving $35K behind. Can I request this amount as a sign on bonus too make me whole or is this not standard?
ACN folks how do I go about changing from an AMX to a Chase card for travel expenses? What is the process?
Anyone fly from Heathrow on BA to the US recently? Any way to fast-track covid test review and/or avoid needing to check in with a gate agent?
“39% of our new hires and 11% of our senior leaders are women.”@Mckinsey http://www.wsj.com/articles/for-a-company-to-achieve-gender-diversity-the-ceo-cant-do-it-alone-1443600381
If you're rolled off a project early due to shitty performance, trying to "go over my head and complain" is an idiot move. It's safe to assume that leadership knew and now so does your coach and RP.
Post your favorite Meta memes
We are overpaid for what we do. Discuss.
At Sheraton Times Square. They don't offer green choice. Bitch you no care about the environment or my starpoints :(
Took my ambien and the iPhone keyboard and screen looks like a paper bag and it is twirling 💈
What is a trend that you can’t get behind?
Just got promoted to Consultant after 2+ years, 9% base salary adjustment + 1.5% bonus. Does that sound right?
To meet your parents on the other side of security and use your TSA pre check or be courteous and go through regular security w/ them? 🤔
When using zoom basic, the time limit per meeting is 40 minutes. Can you have more than one, 40 minute meeting in a day?
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