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
Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!
I'm interested in hearing from those that hold the designation:After achieving the CFP did you/how did you announce it to your clients?
Is the cfp as hard as people says it is?
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 designation even though not a fee base planner. Do you see any conflicts of interest/ misleading? Should a CFP be required to be a fee based planner?
Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.
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.
Recently got my CFP and wanted to push more in the planning direction. Kind of young for seminars so I thought maybe do more door knocking. What do you think about no soliciting signs though?
I'm CFP & RIA with 12 yrs experience. My wife and I are planning to relocate from the Big City to a suburb, pop: 75,000. My goal is to open an office there and grow my book to the next level. Advice?
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
Thoughts on getting CFP when done with CPA (1 test left) and pivoting from audit to personal financial planning? Estates, taxes, savings, etc. Or should I just stick the OG plan and go into industry FP&A when I make senior/CPA?
For my FAs who are also CPAs (or anyone who knows I guess 😊) - do you know if there is a way to simultaneously get your CPE for the CPA while also preparing for the CFP? Continued in comments...
Those who have their CFP: how have you used/marketed it effectively to enhance your business? Just earned mine and curious how others have benefited.
Just finished a case presentation with 7 interviewers. Should I send a thank you email to all (I’ve already sent thank you emails to two of them from interviews earlier in the process)? They were all extremely nice so I just want to make sure I do the right thing.
Thoughts on iPhone 13 vs the Pro? These carbon copy phones every year starting to get old...
ACN fishes. Salary check for Manager in S&C, London office? Got an offer for £79k base. Should I ask more? Feels like lowballed.
My Senior keeps giving me (A1 newhire) vague and conflicting information for what they want me to work on. I just got moved to this client a week and a half ago to help out with filing, and am expected to go off a simple look at X section and figure it out. Just stresses me out a ton and feel like I cant assist with anything legit. Ill ask for clarifications but it just seems like im going in circles. Were supposed to be filing next Friday and its not looking up.
As someone with a background in the military, is it worth it to try to go back to the government as a tax analyst or senior tax analyst for the Dept of the Treasury? I'm wondering if I'll have an edge in getting hired as I've been at the GS-13 level before I left the military and I'm hoping I can use that time in service to add to a pension time requirement in the government.
Would appreciate it if someone can give me information on Strategy&’s FI practice. Currently a PL at BCG. I was just offered a Director position at Strategy& with more than double my current salary. Wondering whether if it makes sense to make the jump.
Who wants to work in Risk Advisory in ATL, Bham, or Nashville at a firm where you can be your authentic self, and actually have a work/life balance? DHG is looking for good people. Growing 25-35%/yr
I have an interview with a big tech firm very soon. I’m in an awkward beard growth stage and kinda look like crap but not really, do y’all think it’ll affect anything?
Can someone explain why they buy EFTs over index funds? A couple years ago I switched my 401k from target date to index funds? Does it make sense to eventually switch those to EFTs? If so, what's the strategy on when to switch?
What is the typical base + bonus range at Citi for SVP and Director level (Institutional Clients Group)? Recruiter refused to provide any compensation range for given roles.
Need advice: baby is 8 months. We started her in daycare at 6 months. Liked the daycare but concerned because not all caregivers were vaccinated. Liked daycare overall because we wanted to not manage anyone, socialization, etc. We got more nervous with Covid as daycare did not mandate after FDA approval and other mandates came out. We found a nanny share and informed the daycare we are pulling her out - the director calls me and says the remaining teachers have received the 1st dose. Cont.
I love everything about working in PE except the hours and WLB. Any ideas for careers that would be a good fit for me?
Do partners at top consulting firms have better WLB? An Associate here contemplating whether all this is worth it. Thanks!
Why can’t they make the Lifetime Platinum status as the Lifetime Platinum PREMIER ELITE status with Lifetime Ambassador support, instead of the regular lifetime platinum?!
Help a socially awkward fella out. Got a large bonus from a consulting project team with personal note ccing the other key member. I didnt know how to respond but did say thank you to the director in person. Should i still reply to that email?
Interested in consulting at MBB. Is connecting with recruiters via LinkedIn and reaching out about potential positions something I should do?
Anyone know of a great guitar teacher in Boston? Apps and online tutorials are not cutting it for me 🥲
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