1)Mid 30s, Michigan, CFP. Conducting due diligence to go RIA (IAR & RR regs currently at protocol member firm). Suggestions? Do/Don't? Contacts? Expense templates? Avoid ___?Expectations for yr1/yr2?
Anyone know of any resources where you can get dual credits for CPA/CFP continuing education?
*** 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.
Any advice on how to find a CFP? Or any suggestions in the DC area? Parents are thinking about retiring soon and need more advice/guidance than I feel comfortable giving
Anyone here taken the CFP?
Best CFP continuing education providers? Not looking to just get the credits done, but something in depth to relearn things I️ may have forgotten.
Short of committing to the CFP program, what other designations do people think are the most useful/effective?
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.
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?
Can I start an LLC and manage people’s money through a fund account without being a licensed CFP or having passed the series 7, etc?
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.
I really want to get the CFP asap but I’m torn bc all of my time & energy is currently going into building my practice and I’m only about 16 months in with a relatively long way to go. Continued....
I keep hearing that the CFP is worth it. What makes it worth it? The knowledge, the credibility, the confidence? All of the above I assume. Do you have prospects seek you out?
Have my CPA but thinking about becoming a certified financial planner after leaving public accounting. How difficult and time consuming is the exam compared to the CPA? Is it worth it?
Anyone have a financial advisor with CFP that is licensed in NC they would be willing to refer and their AUM minimums. Wife and I need recommendations
Anyone in N Atlanta looking for a partner so you can eventually transition to Pre Retirement and Retirement? I am 25 years in business, CFP and 90pct fee based and looking to add the right fit.
I got an offer from a company and want to speed up the process at another place I’m interviewing- how do I say this to the recruiter? (I’m 3 interviews in, have two partner interviews left)
For benchmarking I think it’d be helpful for all on here to see starting comp. (undergrad or MBA) at top consulting firms: Firm: Base salary: Total possible per. bonus: Profit share: 401K:
I had a renter's child get lead poisoning. If I get sued for medical costs, will my homeowner's insurance cover it? I have pretty robust coverage. I also live in the duplex.
Any thoughts on Ribbon Health?
Just moved to a smaller firm and noticing our paychecks are a day or two late after a federal holiday. Is that something to be concerned about or is that normal? I used to work at a big four and don’t remember having those lags but maybe I just already forgot
What is the salary range Cognizant is offering for the role of Scrum Master / Manager with 8+ Years of experience in the current market scenario?
Happy Monday all! Does anyone have any insights into Healthcare Strategy and Operations Consulting projects/roles at KPMG and EY-Parthenon? How do the firms compare in terms of growth opportunities and quality of healthcare projects for someone looking to switch from an in-industry role to consulting?
Have you taken time off to do an externship? What was your experience and how did you secure it? (And were you paid?)
Does it make sense strategically to lateral from T2 to MBB in the next few months (assuming late summer start) if I want to do 2022 on-cycle? Will funds care that I’d only have a few months of experience at MBB / would I be poorly perceived for wanting to leave MBB after a year?
I know people are saying it’s never been a better time to be looking and applying for jobs. But the jobs and companies I’m intentionally applying and actually want to work for won’t even look at me 😭 Feels like false hope. It’s been 3 months so far doing this. Just looking for a nice gig that pays well and has wlb. Over working for clients and working for consulting firms. Sigh.
My talent segment change request was approved this year but now my OT status changed from non-exempt to exempt status...should I have a conversation with HR about compensation since my OT is exempt?
Need some help (!!) from the women who work in tech in this bowl. The company I work for has a parental leave policy that is only 2 weeks paid leave (pretty sad..) I am proposing we update this to be more competitive. I need other companies that are: 1. US policies 2. Funding under 200 million (not big tech)If anyone is aware of policies that would be helpful in my argument please message me or drop a comment below with: 1. Name of start-up 2. Amount of current funding 3. Parental leave policy.
Tips for recovering from bad interviews?
A H1B colleague’s father in India was diagnosed with stage 4 cancer and is on chemo. He is concerned about when he should go visit because to return from India on an H1B he has to get his passport stamped and he hears there are long waiting lists to do that because government offices are still sporadically open due to COVID. And he is further concerned that if he gets stuck in India for a prolonged time, he would violate Firm policies about how long he can work outside his home office. Thoughts?
How do you go about handling a parent doing the work vs the student? How do you grade it? Or do you lol
Any EY fish S1 or S2 in NYC that wouldn’t mind sharing salary? Want to make sure I ask a competitive range. thanks!
Anyone realized their child is a very poor speller? What did you and how did you help them? My child is in 2nd grade and I want to help before it gets even worse. Open to all advice. TIA
KPMG, how do you change your 401k elections before your bonus gets paid out? I don't want any of my bonus to go into my 401k
Help — would love to get into production but I have 0 experience, besides the occasional talent + competitive research for a brand’s series. How do I get started? Really just want to help out on set* and see how things work! *Covid pending / future aspirations
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