I am planning to do CFP. What are the opportunities I'll get after completing CFP?

like
Posting as :
works at
You are currently posting as works at

CFP certified professional join the global league of the best Financial Planning professionals.

like

CFP credentials validate confidence among the financial consumers.

likefunny

Related Posts

For those of you who are currently working at or have worked in the past in Deloitte, McKinsey, etc - What is it like working at the big 4 consultancy as a UX designer? Do you think you are able to get strong portfolios out of the work? Do you think it would help you career? Asking as someone considering to move from in-house to a consultancy.

likehelpful

Deloitte folks, I need help. I saw a job posting for life science strategy manager. This would be a lane change from my current role as clinical manager. I have a PhD in biology and would love to break into consulting. But not sure how.

like

Hi folks, would you recommend moving to Product management from a data analyst profile? For people who made the transition what are the pros and cons?

Currently holding an offer with 91% hike in analytics but also have an opportunity to learn about product management with no hike. Should I take the risk?

like

Has anyone moved from federal consulting to sales engineering? What was your experience in doing that?

like

Recommendations on the best podcast, book, or other medium to learn more about “entrepreneurship through acquisition”?

like

I was hired within the last year as a site supervisor. I did well my first few projects with the company. They asked if I’d be interested in transitioning into a construction manager role. I agreed. Now I still am the site supervisor on projects but I’m also doing all the construction manger duties on the project as well. Essentially 2 jobs for one salary. We have yearly reviews in December but no talks of raise have been discussed. Any help on approaching this to my boss?

like

Dear all, I want a suggestion currently working for TCS with 5 CTC in a support project with some opportunities on Devops tools. I am having an offer from a company for an senior software support profile with 15 fixed+1. My future aspirations are Devops. I have also received a counter from TCS for 12 CTC. Should I join on senior support role and then switch for Devops after preparation or should I stay back in TCS for some time and switch after preparation? In TCS my designation is system engi.

like

Wishing to open my own small business. How did you transition to focusing on you small business full time?

like

How did you go about finding a therapist and/or coach to support you in your career transition? What value did they add, what would you do same/different if you had the time again and any other tips?

like

What do you think about working for a defense and space contractor? I currently work at a large space contractor and it’s awful. I legit haven’t learned anything (maybe 3 things and they are very minimal and not really anything) in the couple of years I’ve been here since everything is so controlled and thinking outside of the box is a no no.

like

Hi. Looking to move into an entry level finance role. Been in audit since April - party qualified as I studied in South Africa. any advice? Specifically CV and what sort of roles to look at

like

Is a Business Analyst closer in job role to a Consultant or a project Manager?
I have recently joined a service based consulting firm, with my role as a BA in Banking domain but wish to get into PM roles in the near future. I'd deeply appreciate your inputs from your career journey or any suggestions to eventually create a strong profile for PM roles in Big tech firms.
I'm sure this thread would help a lot of aspiring PMs learn from your journey

like

I'm 32 and looking to make a career change. Previously I've been in sales, sales QA and some analyst position. I want to transition into learning programming and decided the best roadmap for me would be to learn Salesforce, land an entry level admin job and develop my skills over time to transition into programming.

How realistic is it to go from no computer science degree, to getting Salesforce certs and an admin role?

likehelpful

Which offer should I accept? Currently staff 2 at big 4 in Tax with CPA license. I want to leave tax ASAP. Both are public companies +1B in revenue and same salary. Offer 1 - staff revenue accountant so reading contracts, speaking with the sales team and legal team, a lot of work at the end of the months to close books and reconcile transactions to make sure we are ASC 606 compliant. This track usually leads to director of revenue. Offer 2 - internal audit staff so SOX and compliance projects.

likefunny

Creative director at my agency says he prefers to do all the work himself while leaving very little creative freedom for us designers. He says he "knows what he's doing". I want out but pay is good! Advice?

like

Looking for a new challenge and have heard great things about Adobe. Does anyone have feedback on the inside sales/account management roles?

like

Has anyone ever posted a general marketing position? We have an open position on our marketing team but we are unsure what type of position to offer. We have a wide variety of needs but don’t necessarily need to have this future person have all these skills. For example we need someone with great copywriting skills and also need someone who is great at digital marketing. This person doesn’t necessarily need to have both skills but if they did great, but if only one, great too.

like

I am working at ZS on an MDM project for a pharma company
I plan to leave zs in next 6 month
I have 2 questions
What companies can I target ?
How should I prepare ?

like

Has anyone made the transition from non-profit and small firm practice to federal government, big law, in-house? I’m a special education parent attorney at a small firm and I’ve spent my legal career in the education and juvenile areas of the law working for 2 non-profits before ending up at the firm. However, I’m just exhausted, unmotivated, and and looking for a change. At this point (6.5 yrs of practice), is that type of transition even possible or am I stuck due to the practice area?

like

any insight into how a pmm skillset is different from a brand strategist one? of course the pmm applies insights to and influences the product, but it seems like a lot of the core elements - research, understanding the user, generating insights, developing messaging and angles to speak to them, etc are super similar. interested in transitioning and I want to understand where my gaps are!

like

More Posts

I just have to say thank you to all these posts!!!! I’m working out of town and not reaching my dog loving goal and all of these pics make me smile!!! 😊🐾🐶

like

Plan on visiting SFO this August and wanted to check if any F is up for drinks or dinner spend some quality time. Male 34 , tall 5 11, brown and happy to message and set up some time if we find each other interesting.

like

Having serious Monday blues! Who wants to talk and help? 35M in Chicago

like

Interested plz DM with job codes to apply

Post Photo
like

We are going through a phase in the market where dev salaries are rocketing up, and we are VZI should not sell ourselves short and wonder where we stand.

Drop your band, YOE, base and total CTC below 👇

We should at least know if we are paid at par within the same company, we already know we are below the market.

I'll start - 6V, 6.8yrs, base 19LPA and total 24LPA

like

How is asset and wealth management service line in EY GDS? How much work pressure and growth opportunity we can expect?? EY EY India

like

I have an extremely gifted 3-year-old that just demonstrated his ability to read at what I’m guessing would be an EOY kinder or BOY first-grade level. What assessment tools can I use to evaluate his reading level? His attention span is extremely limited.

like

What is the salary range of Manager - Projects in Cognizant? Also, if anyone can help me the day to day activities that would be great.
Cognizant

likehelpful

Just confirmed an interview Salesforce as a Financial Analyst! Looking for tips from anyone who has gone through their process, would be greatly appreciated. Nervous as this is a position I'm been trying to get!

like

Anyone else look in the mirror and have trouble internalising the fact that they’re pregnant? Im 5.5 months and it still is conceptually so weird.

likehelpful

How to register for nxttrans for transport

like

Hiii all. Anyone working here in a Digital Transformation Project??

like

I've done so well in this new role within the company that they are hiring another person to assist with what I do. I've voiced to my boss that I'd like to manage this department and they indicated that this is the thought for the future. Now they are asking me to train this person while I have my plate full. Is it wrong for me to expect either a promotion or to be paid to train this person?

like

How long does it take for Amazon recruiter to reach out to you? Already 2 weeks and the application has been 'Under Consideration'. Is there merit in hoping that the recruiter will revert?

like

I worked with a Junior AD that skipped college and went straight to portfolio school. I was mad resentful of him at first, mostly because I wish I would have thought of that and saved $100K.

like

What will be the take home and what is special allowance?

Post Photo
like

Better mortgage vs. Rocket mortgage - anyone shopped with both and what swing your decision?

like

Hello Fishes,

I am new to the investing world. I have invested some 80k in Nifty fifty index funds. I wanted to increase my investment in other MFs and stocks.

Can you advise how to start it considering short term and long term financial goals.

Short term goals - like for 2-3 years

Long term goals - like for 5-6+ years or more depending upon the performance

I have seen multiple you tube videos but seems to get confused on how to start and which funds to pick.

Thank you!

like

Hi fishes,
I have attended interview for Intelligent automation role in EY india yesterday for L1. the same person who contacted me earlier has conducted the round . Does EY India don't have a recruiter team?.
Then how long it would take to get call for L2 if cleared?

like

Additional Posts in Finance

Do y’all admit that you spaced out when called out of blue in a call?

likefunny

I really like finance, but I want to be a sole proprietor. Any ideas of what I can do besides making my own hedge book?

likeuplifting

Anyone moved from NY to D.C.? Would like to hear your thoughts on comparing the two cities. Am considering move to DC because my gf got a better job there but not sure what to expect

like

How can I wear a backpack without wrinkling the shoulders of my dress shirt? Iron every night and they get wrinkled as soon as I put my backpack on.

like

It’s 2020. Is a small dainty nose ring still perceived as unprofessional in the workplace? I work in the finance industry.

like

What book has inspired you the most in life principles, or your career in finance?

like

Please help. I am a top producing financial advisor (mostly insurance) and I hate my job. Im so sick of feeling like all I do is prospect for clients to sell whole life to. I have a series 7 & 66 and life and health. I just want to do something in the financial world. Whether that be actually advising clients, investment banking, or anything. I’m 25 years old and have a year of experience. What are some options?

like

Do you have a plan of action if anyone on your team gets sick with covid19?

like

Interviewing for a risk role when I’ve barely ever done any risk or ERM lol Please let me know what the heck I can say to be chosen cuz this role is interesting!

Is your job congruent with who you are? In terms of your beliefs, life goals, etc.

like

Has anyone else turned down a tech job for banking? It was a hard decision but ultimately, I decided that the experience and training I'll get here is second to none. Hope I don't regret this decision

like

Do you wear a suit to work every day? How formal is your office?

like

If Obama has swagger, what does Trump have?

like

Is this the end of days for our love affair with cryptocurrencies?

like

Trap, trap money Jamie
JP got me in my feelings
Gotta close deals wit it

like

Xerox's bid for HP is effectively dead, at least for now.

like

Help me out - I'm starting a HedgeFund. I'm calling it ____________ Capital.

like

Tip for anyone taking the CAIA exam, get UpperMark. Was using willey and was abt 1/2 complete and borrowed a friends test bank … night and day much harder and honestly was more like what I expected

like

GS 2023 New Analyst Program. Is this a good program to apply for someone looking to start as an analyst? How easy is to get into this program or even GS overall? I have 1-2 years of experience and some Finra licenses if that can help me somehow. Looking for some opinions about the program. Thanks

like

Happy 2017 everyone!! How's everyone feeling?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal