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.

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

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.

Anyone have CFP Prep books they don’t not need anymore?

Best study guide for CFP?

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

*** 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.

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

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.

What nuggets of wisdom do you fishes have for someone who is thinking of getting a CPA/CFA or CFP deep into my career (have a different qualification). What is the most straightforward way (self-financed, since I have another qualification)? These would compliment my work as an actuary.

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

Best study guide for CFP?

I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

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

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.

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

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

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

Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.

Anyone a CFP as a side hustle?

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

What are some of the best countries to work in as a research scientist?

Is it a bad idea to commute to work on the subway? Moving to Nyc in July and a little intimidated by the idea, given what’s in the news lately, but the rent within walking distance from work is a little below 1/2 monthly salary🥲

Any real estate attorneys interested in exploring new opportunities?

How to tackle gap periods in IT interviews?

Anyone working in product experimentation or innovation lab within a medium/ large scale tech firm?

Will there ever be a day that brown women aren’t judged by their single/married status?

Suggestions on where one may locate reasonably priced board games in Dubai? Somewhat random but I assume consultants play board games too

Has anyone done online teaching with VipKid?
I’m considering it as a side job.
Any other ideas/suggestions would be great

How are employees that started in 2020 feeling? Glad you made the switch? Worried about the business? Etc.?

I’m taking a Microsoft certification course with Excel 2016. Should I opt for the 2019 version or are there few differences?

How do they leave you feeling most of the time?

Anyone have any advice for someone interested in getting an MBA to either go in-house or break into securities litigation. 5th year associate here.

What is scale of Pay for SAP ABAP profile in market? For 2-3 years of experience?

Looking to see how much other Provider Enrollment Specialist make including what their company's invests in their 401K

I just saw that a Hubler watch given to Hitler sold at auction for $1.1 million. It is an interesting watch (despicable as the recipient of said watch was), but it got me thinking about a larger question: does anyone here collect watches owned by the famous (or infamous)?

When is credit suisse going to ask employees for returning to office?

Credit Suisse (Pune) usually takes how many rounds of interview?

This job sure brings out the inner narcissist in me! Normally I am all about the clients and their needs, and have always been a bit of a caregiver..but when they are super happy and make referrals and such

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 💁🏼‍♀️

Anyone in SoCal?

Sometimes I feel like I am a drone that just works all the time and I have no friends.

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.

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

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

I need some good career-development or finance-related books, anyone got any recs?

Has anyone heard of, or tried using, the Paladin Registry?

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

How many of you make over $500k a year? What is your AGI after deductions? What firm do you work for? How long have you been in the business? What’s the best piece of advice you can give?

I graduated college 2 years ago and started working on RIA in FL as a Research Analyst. During this period I got my series 65 and brought to the company two clients (total assets of $3M). This being said, I am not very happy with my compensation. I know I am just starting my career, and that I need patience. I will like to get other people insight on how can I grow and earn more $$
Should I get a Masters in Finance?
Should I start looking for a job in a BD instead if RIA?

Anyone have success/experience/stories to share getting someone with mild bipolar disorder insured at a decent rating? Which type of policy, how old was the applicant etc.?

Dropping my 10 yo son off at school this morning: Me: "I love you! Have a great day! Learn a lot of really cool stuff! Him: "Okay, whatever.

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

What are some good networking clubs, organizations, or groups to get involved in?

Are there still veteran advisors that expect their noobs to smile and dial? I get activity drives results but being active for the sake of being active won’t help the noob bring in business

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

I just finished the book I was reading. What should I read next?