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

Transitioning to Indy channel, and would like to see if anyone is looking to exit the business in the next 2-3 years. I am looking to purchase a practice. I am a CFP, AAMS and working on ChFC currently. We run a comprehensive financial planning business.

Does anyone know of a good CPA and or CFP in silicon beach?

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. 

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.

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.

Anyone believe CFP's do a better job than non CFP? Or is it mostly a marketing plan?

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.

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!

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.

Can I do PCS TAX as a finance major and pursuing my CFP? Or is a CPA 100% necessary? Any advice would help.

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

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?

Way too early CFP predictions... who’s your top 4???

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....

Anyone use Kaplan for their CFP prep? What were your thoughts on it...

Hello. I am new to Fishbowl. I graduated in December 2021 with a master's degree in cybersecurity. Has anyone found it hard to find a job in the cybersecurity industry?

Hi Fishes,

I have 6.8 years experience with Infosys and having 5 years experience as team lead. CCTC is 5.6LPA, but I have got an opportunity of 7LPA now in Novartis for "Artwork change coordinator". can you suggest if I should accept? how much LPA I can expect?

Is a referral basically a must for a 1st round interview at McKinsey?

What are some creative ways that I can reward my team? They've been working really hard lately and I want to show my appreciation

Curious what the typical pay is for PTAs in SNF and Outpatient settings in Norfolk/ Va Beach, VA area? Full time vs PRN?

Hey fishes,
Is it okay to decline an offer( from a startup ) 2-3 days before the joining date?. I don't intend to do this but i am stuck in a situation where the other company is taking time.
Just wanted to know if that's okay in this corporate world

Is it easier to go from senior auditor to controller or is it more recommended to go become an accounting manager for a few years and then controller.

Hi everyone. I know you are the WLB in consulting in the world is bad but in general in Europe it is better than other parts of the world. So does the WLB in consulting in Italy slightly better than US or UK?

Early in my career, but had previous background in HR Generalist and Business Partner work before switching to consulting. Looking to find projects that go back to my HR roots? Any suggestions?

Hey IBMers/ex-IBMers,

What is the designation hierarchy in IBM GBS for someone joining as "Advisory Technical Services Specialist" at "7A" band?

Like I would like to know what will be the next designation/band once for me if I get promoted?

YOE: 6 yrs.
Tech Stack: Testing

Thank you in advance!

Is Fuqua calling admitted applicants tomorrow (Thursday) or Friday?

What’s the most you’ve ever made in a year (talking about money not projects produced)?

Hi everyone,
Currently am serving notice period and almost 2months left.
I'm looking for opportunities in Salesforce Vlocity developer, Cpq, order management
Current company- Infosys
Yoe- 2.8
Please dm or comment if you can refer anywhere, it will be a great help.
Thank you very much 😊

Today is my birthday and I’m having the worst day. I’m pretty sure my husband forgot until he saw a Facebook post and even then, he put zero effort into anything. I’m already sad and depressed that I can’t see my family and he knew that. I’ve really been struggling with my marriage and this just shows me even more that he doesn’t care about me. We have kids that I’m trying to stay strong for but I’m starting to crack. I just want this day to be over.

My mom just called me to tell me she has cancer. I have never felt an emotion wash over me so intensely, though I’m still trying to figure out exactly what emotion that is. Lonely? Confusion? Terror? Sadness? Adrenaline. Weight.

Raymond James Indy’s - what are the pros and cons? Likes and dislikes?

Why do some advisers say only fee based planning is good and that if you get sold an A share that’s a non fiduciary adviser? To me that person is not compliant under the fiduciary standard.

I’m a financial planner who moved to a new city and looking to get clients. Any suggestions on prospecting?

It’s been a while since I’ve done a Series 7 Regulatory Element CE. Does anyone know how long this year’s version takes?

I want to use my asset management skills for a social just cause or community activism. Does anyone have experience doing this?

Anyone on here parents where both people have full time careers? Is it possible to raise a child without a nanny?

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?

Biggest waste of time / bs tasks? For me, scheduling internal calls

Do you pretend to like clients you don't actually like?

Is it Fi-nance or Finance??

Have some clients w money but only bring a small portion. I keep rolling out the red carpet but they don't feel the need to bring more $. Don't know what should be my next step

Has anyone used Smart Asset for lead generation?

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 💁🏼‍♀️

Does everyone have a routine on Mondays that they execute when they get into the office? Feel like I really need to improve in this area.

How do you make yourself feel better when you do something stupid and have people above you really angry with you because of it?

Madly in love with a co-worker who barely knows I exist. Help!

Anyone have the CIPM and willing to share any thoughts on it?

Best marketing books/videos for a brand new advisor that is building their book from scratch?

Looking for a young professional with 2+ years of experience in the industry and desire to succeed. We've a great team and client base in place.

Best Direct Mail Company and why?