I’m considering leaving Public Accounting to become a Certified Financial Planner. Have any of you other fishies looked into this?
Can I do PCS TAX as a finance major and pursuing my CFP? Or is a CPA 100% necessary? Any advice would help.
My uncle, and aunt, had about $750k in investments scattered across 14 different retirement accounts, brokerage accounts, annuities, on different platforms. They are 65. Three months ago they asked me if I could help them consolidate everything. I agreed. We started the process and this week the last of the funds came into their new Vanguard accounts!
Question: how do I scale this work organically, as a side hustle? I have an MBA in finance, but no CFP or other financial planning designation.
Alright gents, quick opinion how valuable is a WMCP & Chfc designation
Currently finishing off my finance degree wondering if it’s worth it before achieving a CFP & CFA
More context I aim for more roles in wealth & assets management or commercial / institutional investments either states side or Latin American, speaking Spanish Portuguese. ￼
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’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?
Hello, want to know if my salary of 115k is reasonable for my position? Background: 26 years old, 3 years industry experience, SIE, Series 7 & 66, AIF, and over half way through my CFP. I am part of a team around 500M AUM and in next few months I will have officially been with my RIA firm for 2 years.
My title is associate advisor. Thank you!
Can anyone provide insight on comp for a Financial Planning Associate with Vanguard in DFW? Hold my series 7/63 and towards the end of my CFP
Interested in taking ChFC exam (due to timing, then will roll into CFP
What are your recommendations for material? Any course better than the other? I studied Kaplan for series 7, and it was ok, but I’m open to other programs as well.
Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.
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???
MS Taxation, MS Accounting, MBA, JD, BS#2, CFP?
What would be the most beneficial credential outside of the BS in accounting and a CPA for an early career or entry level associate?
How much does University/School weigh on career outcomes?
I am a financial advisor, licensed, CFP (only one on my team of 9) with 6 years of experience. My team has $1B AUM and I handle all the financial planning and estate projections for clients with NW up to $300M. I am also the primary relationship manager for ~ 50 clients ($100k-$11m AUM/client). I’m curious as to what fair compensation is for this type of responsibility? I’m also looking for ways to “track” my contributions for the clients I am not the lead on?
33 year old with MBA thinking about a career change from financial services consultant to certified financial planner. Any advice?
My 2020 goal is to either obtain my AAMS or CRPC designation. Which one holds more industry strength? My end goal is to get my CFP. Thoughts?
HEEELLPPPP 35 no savings no retirement need investing advice or contact for a reputable certified financial planner to help set up some investments for me....
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.
What's the best way to give/get regular feedback on a team? Does your agency have any systems in place to make sure teams are giving each other feedback regularly?
My work team has a huge feedback gap, and we're trying to (as a group) get better at getting / giving feedback, but don't know where to start! All suggestions welcome
This goes out to the big fish, do you think growing a book is a function of time or sales ability? What is a reasonable annual AUM rate of growth?
What’s the latest w/ the Deutsch NY office?
Looking to end up in non tech MC work but have the opportunity to get Workday certified. How lucrative do you think it will be to have these skills in 5 years? Are most of you with WD certs in tech?
How is lutron project?
Wlb manager hike etc
I got an offer from Atos at GCM Level 4. With the company split happening soon is it safe to leave TCS and join Atos???
I'm a fresher working in TCS for the past 6 months
Now i got selected in Nagarro as a Technology trainee with same package. Which one should I choose ?
Is the Herman Miller Aeron Chair worth it? What do /don’t you like about it ? I’m trying to find a comfortable ergonomic chair that goes high enough and will help reduce aches and pains
Any consultant with a toddler to take care of, please advice. How do you manage long work hours, spend time with the kid, do your part of house chores and cook meals at home ?
Was talking with a friend about the biggest scams or failures in tech. For me WeWork has to be #1 (even tho it's not really tech). What are some others that come to mind?
How do you address being assigned work that is not class year appropriate? I’m a senior associate that lateraled into a group where, for some reason, I’m staffed as though I am a first year. At my prior firm, sixth years were more or less project managers, and I feel like I’m being staffed as a worker bee…
I am planning to relocate Hyderabad for job purpose, can someone suggest the best area for rental accommodation 1BHK or 2BHK ? my budget is < 20K. Also anyone has any idea of Hyderabad cost of living compared to Pune?
Anyone up for clubbing?
How is Deloitte’s Analytics and Cognitive practice doing? Saw a couple of open Data Science roles open on their website, are they actively hiring
As a data engineer, what do you work generally?
My offer letter has relocation allowance mentioned , but it is not mentioned in
How much amount i can reimburse. Can someone say where I can view the amount?
Star Trek discovery the biggest piece of shit ever? Bunch of special effects and space karate. Gene Roddenberry would be rolling in his grave
Additional Posts in Accounting
When you finally get home to bae and they meet you at the door... And by bae I mean my cat. My cat met me at the door.
What to do when you get an offer in industry that you really want but the timing coincides with starting fieldwork for new engagement? Whole team turned over PY & I feel bad bailing in the middle.
When you go in the cafeteria by yourself and sit at a table of 7. Then a group of 6 walks in and don’t have a table to sit together. Sorry I’m not giving up the table, you are welcome to join though
Does NJ State Board still mail CPA license certificate during the pandemic and currently or has this stopped?
Are thank you notes still expected after interviews?? I’m manager level and feel like I always did as a less experienced professional, but as you move up what’s the expectation?
Started a new role in FAAS/CMAAS/AAS last year and won’t hit my charge hour goal even with prorating for the portion of the year I was employed. Any idea how this will impact my performance feedback?
What percentage of your income do you put away in a roth or 401k? I’m currently doing 20% (have been doing around 15% the past few years) but not sure if I should scale back a bit to help save for a future house
I hear that to be made partner, senior managers are measured on their book of business. I'm curious what kind of numbers we are talking about?
Anyone in RSM’s transaction advisory group? How is it? Thinking about switching from audit to TS and RSM reached out to me. Thanks!
If I give my 2weeks notice (leaving to Deloitte) would I be asked to leave the same day? I am worried I will have no income till I start with Deloitte in 3weeks. Advise pls
Is it reasonable to expect a decent pay bump when moving from a tax tech/tax consulting role to a finance/analyst role? Continued...
Anyone have success joining the board of a non profit organization? If so, what route did you take to find opportunities, connect with current members, etc?
Interview at the home office for a different group, the email is offering to potentially pay for expenses (incl. hotel). My commute is over an hour away, should I ask to see if I'm eligible?
New to Fishbowl?
unlock all discussions on Fishbowl.