Starting the CFP in January... gonna use a scheduled, 11 month program through dalton. Any advice?
The only 5 people who have EVER asked me if I am a CFP... BTW I'm not... have been Millennials and gen-xers looking to start DCAing $250 a month into a Roth. Not 1 person of significant wealth. LOL
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?
The first CFP is a bunch of bull crap! Georgia over Alabama. All of the Big Ten getting shafted. WHAT GIVES??!!
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?
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....
Open to exploring my options for going indep. 8 year vet at EJ w/$150m AUM ($90m fee-based), & a CFP. Not unhappy @ EJ but not able to be a true planner. How do I compare all the options?
I’m looking for a CFP program that offers asynchronous distance learning with the option to extend for a masters degree.
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?
*** 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.
My paraplanner is wanting to get started with his CFP. It's been a while since anyone in my office has needed to go through a program. Looking for advice, what path should I suggest; Kaplan, Bryant University, Boston CFP, something else I don't know about? Looking for your ideas on what might be best to use as an educational source for the CFP these days?!? Thank you.
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?
Anyone recently take the March CFP exam? If so, how are you feeling, especially having to wait a month before getting the results?
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 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.
Looking to expand my knowledge beyond basic portfolio and planning but really not into full commitment of cfp. My junior advisor will be getting it. That said, what is a good way to learn/designation
Short of committing to the CFP program, what other designations do people think are the most useful/effective?
Does anyone use a money system to help with classroom management? What do you think about it?
Did anyone else starts out as an Instructional/Teaching Assistant/Paraprofessional before getting their own classroom? I was an IA last year & if I don’t get my own classroom this year I’ll be a Para
Was approached by Accenture for a principal role. Any insight on comp? Base/total. Glassdoor gives a pretty wide range of 183-268 base...
There’s a sense of entitlement in the biz that wasn’t present years ago. There are many signs but the one that hit home most is when I heard some employees gripe that the company wouldn’t pay dog insurance.
Better culture for m&a tax in NY - pwc or EY?
Just found out I’m pregnant with my first (married). It’s a welcome surprise but was hoping to make manager summer of 2021. What should my move for promotion be? I’d be due in Nov, mid years are Dec.
Compared to consulting, how much more challenging / demanding is an equity research role?
If you're going to carry a backpack instead of a briefcase, at least make sure it doesn't look like you stole it right out of a junior high classroom.
Got a job offer from Deloitte today. $155k + Bonus but requires weekly travel and I have 2 children one still under a year old. What should I do? I currently work from home.
Not sure if it’s just the project I’m on but I feel like my job/role is to just put out fires and it’s absolutely terrible. Is it the project or is this consulting not general?
The worst thing you ever said by accident in front of a classroom full of students that was not a curse. GO!
Received MBB offer, which I’m very grateful for. I have a medical degree with some work experience. I want to stay in healthcare. I like pharma/biotech, provider systems but also early stage healthcare investing. Certainly open to consulting long term. Few Qs: is the promotion pipeline any different for advanced degree folks? What sort of exit opps would be available to someone like me post MBB? Would my skill set/knowledge base be uniquely sought after, or not really? Thank you for your help!
Do any of you have colleagues who are very possessive and not willing to share their lessons/resources/materials? Solutions?
Fellow visa holders, I'm hoping to start a new job in a couple of months, but I really really hate my existing job. How do you stay positive and force yourself to keep going with the visa uncertainty?
What is a good title for a cold introduction email? On the bench, trying to network within my org.
This feels like a low offer: Sr Software Engineer Base: $125k. Stock: $50k/4 years. Bonus 0-20%. I have 6 YOE.
What are peoples opinions of EY FAAS group? How’s the work? How’s the pay? How the WLB? Interviewing for a Senior position.
New to Fishbowl?
unlock all discussions on Fishbowl.