I’m a CPA/FA and want to sit for the CFP exam. When I took the CPA I used CPAExcel and I loved it bc it broke down the material into “bite sized” lessons. Anything like that for CFP? Continued..

Recently received an offer for a position in a BB Fund of Funds Private Equity team. Any suggestions on whether this could be a good opportunity? They do a lot of co-investments so I don’t think I will miss out on the financial modelling skills, TIA for any advice!

Anyone have recs for best tax law training resources?

What do you wish you knew before moving to Australia or NZ? Seriously considering applying for an internal transfer but I'd like to know what I'm getting into first. Researching as well just asking for first hand experiences from consultants who have done it.

Hi all. I’m looking into potentially transitioning to PE with a background in Finance Transformation consulting @KPMG of 4yrs. Do I stand a chance? Any advice on how to best approach this would be super helpful, thanks.

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?

Any CAMS certified people out there? Tips? Tricks?
Is it worth getting?

How difficult would a move from Southern Europe strategy tier 2 to London strategy tier 2 be?

I work as a Solution Specialist (sales rep) at an Authorizer Verizon retailer. Phone/wireless sales is not something I want to do forever. I have 4 years mobile sales experience and 3 additional years of niche sales/ customer service experience. I’m feeling stuck and every career/job move fells it is a step backwards. Does anybody have any advice on how to power through this or what other routs I could go?

EAs who manage people / have direct reports -- did your title change when you took on people management? What is your official title now?

(Context - trying to decide what title to recommend for EAs in our org who now manage people. Currently, we have multiple levels, but all EAs have the "Executive Assistant" title regardless of seniority / level / manager status.)

Is there anyone who works for Google or Amazon and has a healthcare background with no tech skills? I have my MBA with a healthcare concentration and I’m looking to switch industries. I’ve started to take certification courses on Udemy but would love any insight on how I could get my foot in the door with those companies. Thank you!!

Any tips for building a client base from scratch? I’m a 4th year associate at a firm of 12 attorneys. I practice in business, compliance, and real estate (primarily on partners’ files) and don’t litigate. Most of the partners’ clients are wealthy friends or friends of friends (not my circle). Associates are not referred business, even cold calls, and so far “networking” events like Chamber of Commerce luncheons have been a bust. I equate a book to autonomy and career choice and pressure is on.

I have 10 years of experience. Mostly in Unix, C++ and Visual C++ and MS SQL. I developed interest in cloud computing as like many others and was able to clear AWS Cloud Practitioner, AWS Solution Architect Associate and Professional, AWS Security. Along with these I was able to clear 8 Azure certifications as well: 3 fundamentals, Azure Security, Azure Developer, Azure DevOps and Azure Architect.
Now my main question, can I try to switch on Cloud Architect or some other similar cloud roles?

Did some of you start freelancing while having a full-time job? When did you know it was time to commit to only freelance? I think I’m nearing that stage

Currently stuck in risk but interested in Cyber. Have done one related engagement from a regulatory perspective. But a lot of posts here making me think it’s harder to break into than I expected (non-technical background). If you had a six sigma green belt / supply chain degree/exp., would you still go through the effort of going into Cyber or take easy risk money being offered / easier transition back to supply chain? 2-3 YOE and trying to decide career course, any advice highly appreciated

My contract is close to ending with a verbal offer on table to stay for 30k. I am looking for something more techanical in the engineering field that matched my abilities more. Is it worth the move even if I don't have anything lined up. Personally don't think I can handle job and applying all at same time due to increased anxiety.

How hard is a career pivot from digital advertising to a product manager or even developer? I’m learning python 🐍 and at the point where I’m working on a pretty advanced project. I think having technical skills in combination with digital marketing can increase my net worth in the long run .

I’ve been working in finance strategy / transformation consulting for the last two years and would like to pivot into construction project management. Looking to get some insights of if something like this is even feasible or if anyone else has done something similar.

Hi I have received offer letter from Harman for Mercedes Benz client in Bangalore location.

My joining date is very near.

Can anyone help me about the work culture and growth

Can someone give me the full break down of the PR hierarchy & BD hierarchy? I’m considering applying for the DX role but I’m just confused on what the next steps looks like.

Can someone refer me at coforge for Java Springboot developer 2 Yoe profile?

How much should a work from home auto adjuster be making? Would real property or commercial be more promising?
I don't know if my income can handle waiting 4-5 years to move up to management and honestly, I like handling claims. Where is the money at in this because I know alot of people are really making it. I'm at 46k a year and a top performer. I want 65k soon and ultimately want to be at 80k in the next three years. My family needs it ....

Anybody work for liberty mutual remotely in a non-phone position in claims? I’m in CL claims intake but i hate phones going to stick around until i Can get away from the phones!

Current IE here. What are some Time Motion Study Softwares that are out there and you use in your jobs?

Hi Fishes,

Share your knowledge on which companies have lesser notice period say 60 days or even less than that..

TIA

Hi, can anyone refer me in IBM for Python developer position.

What all factors are considered for year end appraisals in your org?

PEOPLE DO MAKE MISTAKES!! but My manager reacts very rudely everytime with me, And all seniors who are with him around 10+ years will assign tickets to me and they monitor me continuously.

I never had any conflicts with anyone, but i felt that they all connered me. I had a call with my director and senior director and explained about this on my last day

i never met my teammates in office since i joined and resigned in covid.
Did this happen coz i dint have much rappo with my them?

Hello People,

I about to move to BLR. My Office is in brookfield. Can someone please refer me some good PG/co living option with single sharing?

I am thinking to not go any further that 3-4KM from office radius.

Any kind of help/advice will be good! Thank you😊

Anyone joining genpact in november last week or december first week.

Anybody selected at an architect level in LTIindtree/LNT Infotech ?

How to go about deferring an acceptance?

Senior manager and associate partner at MBBKOW how comfortable are you in dubai? Can you afford a nice house, car and generally (within reason) not worry about money?

Assume wife works as manager in big 4 consulting

Not enough people understand mountain driving etiquette - if you see a conga line of cars behind you it’s because you’re slow and you should pull over at the next available turnout and let them pass.

Hey Peps,

Looking for an opportunity for Line Producer or Senior Production cordinator in a firm where I am respected and work life balance is promoted no slave working.

ZS 🐠 - can you receive sponsorship for MBA prior to having tenure of 3 years? If not, what is the downside of applying after 1 or 2 years? I am coming in with 3+ YOE in consulting, so my application would be competitive for next fall (or ‘23)

I want to get my masters in HR, but I also want to get my phr.. is it better to get one over the other? Or should I do both. Are there any masters hr program someone can recommend?

I grew up in a nuclear family away from extended relatives who were never really close. Parents were either emotionally unavailable or distant. All I've wanted for myself was a big loving family to call my own.. my parents are unaccepting of my sexuality & my partners family is also quite fucked up so she's isn't super close to them either. Honestly this sucks & it feels like I'll never have a huge supportive family I've wanted & craved for.

LLP. 2 partners with a single employee. What could my client (one of the partners) do in the way of a retirement plan? 2nd partner may or may not “be in."

What are some good networking clubs, organizations, or groups to get involved in?

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

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 just finished the book I was reading. What should I read next?

How many of you make over $500k a year? What is your AGI after deductions? What firm do you work for? How long have you been in the business? What’s the best piece of advice you can give?

Titles that my new client puts on the business card after his name: MBA, AWS, CDMP, PMP, ITIL, CSSGB, ACP, RMP

Millennial advisor expanding into the 65+ client market for the first time. Anyone have recommendations for where I can learn about Medicare supplement plans and who/where you use for your clients?

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

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

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.

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

Thank you so much.

Best books you read this year that aren’t about sales, marketing or prospecting?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

For you introverts who aren't fond of socializing or "hanging out". Do you just dislike socializing at work or just dislike it in general? In my case it's the latter. How about you guys?

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

I have been in the industry for 6 yrs now. I have been offered a position with Fidelity as a PC. Currently an advisor in the bank channel. Anyone have advice on moving into this role?

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

Sick of people trying to link on LinkedIn that I do not know and not even sending a message along with it. Or sending recruiting messages with jobs outside of my level/experience.