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?!

Anyone here taken the CFP?

Best CFP continuing education providers? Not looking to just get the credits done, but something in depth to relearn things I️ may have forgotten.

Any one use Kaplan to prep for the CFP? I used it for series 7 and 66 and it worked. Just curious if anyone has used it.

Recently got my CFP and wanted to push more in the planning direction. Kind of young for seminars so I thought maybe do more door knocking. What do you think about no soliciting signs though?

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?

Starting the CFP in January... gonna use a scheduled, 11 month program through dalton. Any advice?

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.

6 week cram sesh for CFP. Any recommendations?

I am planning to do CFP. What are the opportunities I'll get after completing CFP?

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.

According to new rules, if you have a CFP you have to give up your 7.. Correct?

I am a CFP(tm) and a 20 year veteran looking to educate and acquire businesses from owners in GA (or the southeast) who want to sell or are looking to get educated on the succession planning process.

Anyone have CFP Prep books they don’t not need anymore?

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.

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

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?

Any 🐠 have a CFP? Was it worth the time investment? Trying to decide whether to pursue CPA or CFP for long-term market competitiveness. (Not looking to dedicate several years for CFA.)

Anyone recently take the March CFP exam? If so, how are you feeling, especially having to wait a month before getting the results?

How do you ladies invest (outside of 401k/employee stock purchase plan - already maxing those out!)/how have your investments done? Just finished my first year of work and have a stupid amount just sitting in my savings account that I know I need to invest ASAP! Not sure where to start! Thank you!

My sisters internship got cancelled :( do you think there's much chance in even applying for new roles at this point? In Canada fwiw

What would the salary for a Manager 2 in audit, financial services be in the Big 4 in the Bay Area/ NYC ? Hoping to get some numbers before the raises are finalized !! Thanks

Some days I get so stressed and can't help but think how bad this job is for my mental health, and I lean towards leaving. But then I can't help but think about how "the grass isn't always greener" 😞

What's one small change you made to your classroom physical environment that had a big impact?

Does anyone know the EY corporate code for the Marriott? And if another big 4 corporate code will the overseas hotel ask for identification?

What’s the advantage for roth 401k vs. roth ira? And is having all types of IRA and 401ks the best to save up investment?

Has anyone enrolled/completed MicroMasters Program in Business Management from IIM B in Edx? I am from an old IIT and working in my core industry for 8 yrs now and want to increase some management knowledge and use it together with my experience l, may be, to switch to consulting if possible. I am open to other online programs if anyone may suggest. I don't want to take a break from work to take offline/ regular MBA. I have worked as shift Manager in mine, as mine planner & in Minister's team

Folks whose h1 was picked in lottery, hav ur lawyers submitted documents to uscis. What documents they need frm client and frm u. What is last date to submit. Mine got picked but no word from lawyers

Is McKinsey traveling to clients? What’s the policy for WFH?

GSAPers, how close were you to the PPMDs you asked to sponsor your GSAP application? I’m a first year C interested in GSAP but not feeling like I have good enough rapport with any PPMDs to ask for sponsorship since I’ve jumped around for project teams…

Got an offer, base is 165k, bonus is 15%, sign on is 10k, what is my TC for Year 1? 199k?

Hi all.. looking for some advice on how to start a conversation with my manager about seeking a full time offer after my internship ends in a couple of weeks. We’ve never really had any 1-1 on progress updates or check ins. Would this be a red flag?

Anyone have any contacts for Fitzco ATL and 22Squared Tampa? I’m wanting to follow-up on my writer apps.

Anyone can speak to the culture of Amazon’s accounting? They’ve been hiring like crazy and I started to wonder if this is a good exit option. I know it’s a big team, but any insights are highly appreciated!

Do I need to be a top performer to get hired client side/tech/etc. as a creative (copywriter)? My book really isn’t anything special but also wouldn’t mind looking outside the agency world.

Some call it quitting on your team, U.S. Gymnastics are calling it mental health issues. I'm calling it something more specific related to sports psychology: the yips. It's bad athletic performance having the yips, but when continuing can turn you into the next Elena Mukhina, backing out is the right call. Alternate history: Simone continues on, manages not to break her neck, but absolutely s**ts the bed and is criticized for taking the US off the podium when knew she wasn't on her game.