I have a CFP question. I’m thinking of getting mine and I read online about all the required course work and capstone course before you can sit for the test. But I keep reading posts (more inside)

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.

I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

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.

Best study guide for CFP?

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

Best study guide for CFP?

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

*** 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.

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

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

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.

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

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

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

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

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

26 y/o JD, CPA, CFP --- what are my odds landing a career with the FBI?

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

I’m a CFP® and work as a test engineer for financial planning software. I’m pretty new to the tech space, and wondering what jobs might be out there in the fintech space as I gain more software knowledge. It’s kind of niche working in financial planning software as my background is financial planning. What kind of jobs are out there that might translate well and would have good earning potential?

Can someone confirm if Marriott does not give complimentary breakfast with a points booking? Booked with 25k points and was told no complimentary breakfast..

Rumor: CSR annual fee is increasing to $550. Added perks: DoorDash and Lyft credit.

Lyft driver delayed picking me up 30 min, resulting in me canceling my ride and asking hotel to call me a “yellow taxi” to get to the airport because it was 5am and all ubers/lyfts were 15 min. Specifically said yellow. Hotel calls me a private lux SUV and the driver got out of the car to handshake the man who called and said hi (honestly money couldve been passed). I then get hit with a $180 ride. Marriott website says taxi should be $65. Should I complain or let it go?

13 LPA fixed for Package Specialist. Is it good for a 3.2 years exp candidate? How much can we expect in hand?

Had my final round last week at McK and still haven’t heard back. Resisting the urge to ping the recruiter until at least next week.
As an aside, I sent thank-you notes to all of the interviewers but didn’t hear back. None bounced back so I’m hopeful that I got the email convention right. Send me good vibes!

Hi

Is anyone able to access prudent mediassist portal to submit claim after new entollment ?

Oracle job status : screening means?

Anyone have insight into in-house roles at an insurance company?

Folks if ur looking for referral in EY across the globe then DM me with requisition job ID.

Must not applied or attended interview in past at EY

Only above fullfilling folks DM me

Any experience with MBAs at SKY schools in Korea (SNU, Yonsei, KU)? Is it worth it? Difficulty of getting in?

Guys....we can do better than 55 consultants.

Anyone interested in a zoom networking event since that seems to be the norm nowadays. Thought?

Hi fishes,
I have attended l2 meeting 2 weeks ago. Waiting for results. Now another job vacancy posted, if I'm able to get reference and apply for the posting. Will I be called again even if I apply with same mail account. Because still I didn't get rejection mail for 1st interview.

Just wanted to confirm if we have an option for buyouts during the NP,is it normally negotiable to 30 days,how does it work?

Hi All,

I have a confusion to join cognizant,bcoz lot of controversies heard about cognizant,but i have no way,Since i had only one offer letter,also my DOJ is on November first week.Can you guys provide the view on joining to CTS.

Hi everyone, I joined a start up where I joined as an intern and moved on to be a Business Analyst. I've worked with marketing and HR, but as it is a tech firm I haven't really interacted with the really technical aspect of it. My educational background isn't based in this aspect of work and would like to contribute more to the company, any suggestions for any training I can do or any tips for how to improve my work quality? I'm currently involved with improving the Indian branch of the company

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

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

I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.

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?

Thinking about going independent and operating out of my home office. Does anyone have any thoughts to share about that? I’m wondering about clients coming to my home and FINRA issues.

Two of my clients have requested me on Facebook. We're really friendly but it's weird right?

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.

What are some of your “schooling the client” moments?

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.

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?

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.

What are some good marketing seminar techniques to use? What are good things to add in a marketing campaign to get new clients to attend?

*** 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.

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

Having serious sleep problems, on and off been about two years now. Recently had an episode of extreme dizziness, diagnosis is vertigo. Been two months, still feel it from time to time.

Can someone give more information on JPM Private Banker Role Associate Level. I am being offered a 150k base. What is the catch in this role? Can someone give any insights ?

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

Anyone ever work at First Command as an advisor or manager position?

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