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?
Anyone know of a good tutor for CFP exam? Thx.
Any recommendations for CFP Programs? So many options! Also, has anyone taken Series 50, I’m using STC and wondered how the exam is. Thanks!
I’m considering leaving Public Accounting to become a Certified Financial Planner. Have any of you other fishies looked into this? What are some things to consider?!
Any CPAs here also a CFP (Certified Financial Planner)? What was the process like getting the CFP designation?
has anyone here who is CPA sat for the CFP exam as a challenge candidate? would it be beneficial / make me more marketable if I have a CPA license and have passed the CFP exam? What are job ops like?
I don't have anyone else who gets this, but I hit my personal goal this year in almost every category; revenue, income, AUM growth, etc. Our fiscal year ends in October and I ended the year with a bang. Just super excited and I hope everyone else knows, this business is worth it when you put in the time and effort! Edit: also passed CFP in March!
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
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 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
Fellow young female FAs— How are you making it in the industry? I am getting burnt out from people not taking me seriously no matter what I do. You’d think being a CFP candidate, dressing professionally, and knowing my stuff would get me there but it doesnt. [more in comments]
Best designation for working with high net worth clientele? The CFP is obvious, but want to work my way up to it. I was thinking the AWMA. Thoughts???
For my FAs who are also CPAs (or anyone who knows I guess 😊) - do you know if there is a way to simultaneously get your CPE for the CPA while also preparing for the CFP? Continued in comments...
I’m looking for a CFP program that offers asynchronous distance learning with the option to extend for a masters degree.
Is it unrealistic of me to sit for the CFP exam in March if I start studying next week? I have three years of experience as an FA and I plan to study 2 hrs/night Mon-Thurs and all day on Sat/Sun
Anyone else take the CFP this cycle?
Deloitte GPS offer: human capital consultant. 5k sign on, 88k base, 13% target bonus. Good offer? 1 year of consulting experience, 1 year of industry.
I know this has been asked before but since FB has no search function...how do people organize their resumes? Project or competency/skills
I’m interviewing for an Accenture Strategy Manager role. How will the upcoming reorg impact that position, if at all?
Recently received the offer letter from Nagarro. In the salary structure, i came across two components like gratuity like some 20k per annum and allocation bonus which is variable 9.5% of my fixed. I have 3 questions, Will I get the total variable amount in Nagarro or not.? What is the gratuity component and will they pay all or not. Will they be any joining bonus in Nagarro?
Curious question fam - I'm 23 and earn ~70k. At what age will I get to six figures, if I'm not fired and move up at an average pace in consulting?
Anyone who is a CFE, how did you study for it? Currently studying and trying to get a better studying schedule :(
Slalomites - Got an offer to join as a C w/ 2.5 yrs exp at $105k all in. High COL area. Should I negotiate up? Other qq’s: is there a referral bonus? What’s their phone policy (type, reimburse., etc)?
I was laid off from a resource management role, working with employees approaching or on the bench, working with managers to staff projects, and support functions like report creation, scheduling, etc. Roles like this are few and many large consulting firms have frozen internal hiring. Do you think it would be beneficial to get a SHRM cert? Would that help get a "talent related" HR role? Worth the money? I have a background in recruitment as well.
Is it typical in workforce implementations for the directos to all go out of office for weeks? Or is this just because it’s summer and vacation season…
Hey hey all. I'm up for the head of strategy role at a private equity firm . What would be some of the topics you cover in a first 90 day plan incase they ask ?
Water leaks out of the ceiling and onto the toilet when the shower is on. Marriott in LA. How many points?
Anyone remember the 2009 advertising documentary Lemonade, about all the agency ppl who were laid off - and how it freed them to find their real passion?
Hey- Anyone share some insights on KPMG FS Advisory - Cap Markets? (WLB, Culture, Typical Engagement ,etc) TIA!
What about the religious exemption? Who is eligible to claim it, and under what circumstances is the claim likely to be accepted? The short answer is: almost anyone can claim it, but not many will receive it. https://www.govexec.com/management/2021/09/how-will-religious-exemption-federal-employee-covid-19-vaccine-mandate-work/185572/
Best books for personal finance and investing? Non-finance person here, amateur investor 10+ years just want to get better.
Ready to clarify what’s holding you back at work? I’m gifting 5 HR professionals a 60 minute complimentary chat to fix what’s not working at work. Additionally, I have a 3 month program for over responsible professional women who are tired of chasing permission, perfection and praise and are ready to career with confidence by embodying their brilliance and integrating their soul’s goals. Three phases examination, re-imagination. and activation.
Happy Friday Everyone! How is school culture at your school this time of year? I am about to head to a staff happy hour and I hate how sometimes it turns into a gripe fest.
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