Any cpa's think of getting cfp?
1)Mid 30s, Michigan, CFP. Conducting due diligence to go RIA (IAR & RR regs currently at protocol member firm). Suggestions? Do/Don't? Contacts? Expense templates? Avoid ___?Expectations for yr1/yr2?
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
Can I start an LLC and manage people’s money through a fund account without being a licensed CFP or having passed the series 7, etc?
Fellow lady 🐠🐟🐡, do you have a certified financial planner you trust? I'm looking for one in the DC metro region and don't know where to start!
I now have both CFP and AAMS. Does anyone know if there is a standard in prioritizing the designations?
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!
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.
Has anyone heard of Brittney Castro, CFP in Los Angeles? What an inspiring young lady! She’s incredible at marketing herself
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
I'm CFP & RIA with 12 yrs experience. My wife and I are planning to relocate from the Big City to a suburb, pop: 75,000. My goal is to open an office there and grow my book to the next level. Advice?
Help! What's the best online CFP course?
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?
At this point all I care about is salary what would result in your opinion most money •CFP •CPA •prestigious MBA •CFA •CAIA •coding boot camp I’m at $85k now
*** 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.
Do you show your human side at work? Also share your gender if you’re comfortable. I’m F and I generally do, but wondering if this is not perceived well. For example, sometimes I talk to my peers about my weekend plans, sometimes about how tired I am because of work, I recently had surgery and shared with them details about it.
Any other juniors in baking get a sizable salary bump recently (within the last few months) as a “market adjustment”? Is it getting more competitive for big banks to retain juniors?
New filter for effort when the client is a dick: will this lead to work that will make my/creatives’ careers? If the answer is no & I’ve tried twice to fix it than I’m not losing sleep over it anymore
How to stop chasing numbers? I left PA a few years ago after some rough busy seasons and ended up with a position with much better wlb and compensation. However, I could not stop thinking about getting a higher paid job or comparing my total comp with other peers. I know comparison is the thief of joy but could not help myself…
If I quit big 4 I get to keep my cell phone, right? They just stop paying for the service?
Has anyone seen/created any unique media executions or co-branded efforts lately? Client is looking for something "innovative" without explaining how they're defining innovation.
Is the MBB name really worth it over Big4, T2, Boutiques in terms of exit opps? Would love to hear from experienced hires who have insight into both types of exits (MBB vs other) to better comp and wlb (tech is ideal but any industry works). I know type of case work factors heavily into opportunities but how much does the MBB name really open? Is that name recognition worth leveling down to grind for another few years?
Is it ethical or safe for a fully vaxxed person to fly after confirmed, close exposure to covid during the Thanksgiving holiday and weekend? Does that travel pose a risk to others? Should they voluntarily quarantine for 14 days?
D 🐠 Anyone filed for H1B extension recently? Should I push our law firm to file before sept so that I can at least get an RFE?
I have been offered the consulting analyst position starting at 33.5k + 10k joining bonus, I’m wondering what the salary progression is like. In year 2 can I expect 33.5k with no bonus or will this go up? What about year 3/4 assuming I progress at the average rate? Thanks
SMs/MDs/Partners- If you have a client who's rude or unreasonable, do expect your team to just deal with it or is there a point where you'll step in to intervene?
I'm planning to give my 2 weeks, but am in the middle of using our Hyatt Legal plan benefits to create a will, which is scheduled to be finalized on 8/31. I already have my case number....
Can anybody suggest any books or resources to get smart on medical device marketing and/or medical device manufacturing?
Anyone ever transition from creative to account? Thinking that if I get laid off I might go after those roles too. How’d you get them to give you a shot?
KPMG, how do you change your 401k elections before your bonus gets paid out? I don't want any of my bonus to go into my 401k
Can anyone suggest which is better in terms of Work-life balance , learning & Skill growth and financial growth: 1. Centric Consultant 2. PwC 3. EY 4. Fidelity International 5. Innovaccer Assuming all giving same salary and bonus.
Has anyone changed from audit to tax? I'm a senior and want to know if it's remotely possible..I had a less than a year experience in tax before starting in audit at a big 4.
If you are interested in working for a small startup as a lead data analytics engineer, please DM me. It is a remote job starting at $200k+ and you will be the first data hire so lots of autonomy and knowledge needed. Must be US based and no future sponsorship needed.
Did Guidehouse increase salary ranges and do market adjustments over the past 12 months?
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