Thoughts on the CFP designation? Is it still worth considering or have stringent regulations muddied the waters? My goal is to have as many certifications under my belt as possible (to serve my clients the best I can) and I’m wondering which path I should pursue.
Anyone have success charging an hourly fee for financial planning? Considering making a jump into it, have cfp designation, but am mostly commission at the moment. Won’t be a total switch.
I've done parts of the CFP but couldn't sit for the exam. I am thinking about finishing the requirements to sit, but I am wondering if my time would be better spent prospecting. Thoughts?
I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?
I’m taking the CFP courses through the AC. Someone said I should sign up to become an Enrolled Agent while taking the tax planning course. Any advantage to that? I don’t want to prepare returns.
Anyone take the CFP online? Looking at the self paced versus online video instructor versus go to local University. Looking for any insight.
Out of curiosity, what designations do you have? CFP, CFA, CIMA, ChFC, etc. Do you feel that your having, or not having, a designation has put you at an advantage/disadvantage?
Will begin studying for the CFP in a month or so using the Dalton review. Should I fork out the extra $1,000 or so for the guaranteed to pass feature? Any reviews on the Dalton program?
I want to start on the chfc and cfp but the courses are 8k through American college. Is there a better alternative out there? I definitely think there's value in them but that's a bit steep for me
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.
6 week cram sesh for CFP. Any recommendations?
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
I am looking to drop my series 7 and join an RIA. I’ve finally accepted that the BD environment is a terrible fit for me. I would like to join an RIA team because I’m just over 5 years in and I would like to have some mentors to continue learning from, but if I can’t find the right fit then my plan is to launch my own. Where to start looking for an established RIA? I have not completed my CFP yet.
Can I do PCS TAX as a finance major and pursuing my CFP? Or is a CPA 100% necessary? Any advice would help.
Our firm has a career or merge or succession opportunity for a seasoned CFP in Johns Creek (North Atlanta) metro area. Please call James at 6789946448 email@example.com
Hi fishes, I am joining Deloitte USI on Dec 1 2021, Are there any Work From Home assistance schemes at Deloitte? If yes, what are the terms and eligibility criteria. Can anyone help here please. TIA.
Flew United Toronto to Boston and then air canada (also part of star alliance) Boston to toronto. Flights were roughly the same price but I got a quarter of the United points. Should I only fly United
Hi! Looking into an open role at Peloton Interactive. I have been a big fan of the company and its culture for a long time now and would love if anyone would be able to refer me :) thanks!
RSM PCS - Boston vs NYC office culture?
What’s the job prospects like for ESG/sustainability consulting (ex job stability of the industry)? And how impactful is the work being done?
Campus hire here and have been staffed on my first project for about 5 months now. Pretty much 90% of my work stream team has either quit or rolled off this project bc of our manager. Feeling very under utilized, no clear trajectory in terms of project role, dealing w/ a manager who is not helpful whatsoever, and in turn suffering from severe lack of fulfillment. Have you been in a similar situation? How did you navigate through it? I’d really appreciate any advice or insight.
Ya Allah please give me the courage to interview through a tough project and facilitate the promotion and $$ for this WOC. May lots of tall white men report to me one day soon. Ameen!
Had a recruiter reach out to me about a position in EY Global Finance group. Anyone have any insight into this? Is it the back office Finance group or something else? Left KPMG for industry a few months back and it's been relaxing but not sure if I want to stay in industry.
What's the median/average income (+ Bonus, RSUs) for a Business Analyst II moving from Hyderabad, India to Seattle, USA? Please quote minimum and maximum also.
Anybody in Portland want to grab a coffee/beer/lunch? On me? I just moved to town and know nobody.
I am currently working in an agency that supports Real Estate Companies in Germany and Europe. Although I am happy to support new Proptechs all over the world, there are many things I can learn about the real estate value chain. I am looking for recommendations on seminars, courses or classes. Would a classic education to become a real estate agent help to understand the business? Happy to hear thoughts! Thank you
Just got an offer from EY but signing bonus is vested over 3 years. I will receive entire amount up front but if I leave after 1 year, I will need to pay back 2/3. I’ve never heard of this before. Thoughts?
What are some of the advantages and disadvantages of a lockstep scale vs a non lockstep scale?
If I have $375k in my 401k at 35, is there any reason to keep contributing? I leave $375k alone for 30 years and that’s going to already be a decent retirement
Hello my little fish sticks. I just wanted to say that I believe in you and that this is your day I can feel it. Oh and if you are desperately hiring for talent I can be that mistake.
Austin Austin Austin!! We’re moving to Austin and my real estate agent is asking us to consider Dripping Springs. Why is it so expensive? We were initially looking at Cedar park/ Round rock. We don’t know too much about the area. Does anyone have pros/cons for the area? We will be raising a family here.
There are negative consequences for adults that don’t put babies/kids in car seats or seat belts. However there are no consequences for contributing to your child’s obesity, why not? Is it because car accidents can lead to immediate death but obesity can take decades? Heart disease is the number one killer in the US and contributes to the excess medical spend we have. I get that obesity isn’t contagious, but couldn’t we save a lot more people if we made reducing obesity a priority?
We have a DEI committee but while most celebrate the acronym, they aren’t ready to do the work and have the hard conversations to make progress. It’s disheartening and I’m inclined to leave the org all together. Truly feels like an optics play at this point. Curious to get get a sense of how other DEI committees operate?
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