Is the cfp as hard as people says it is?

Average salary for a Senior Associate who’s in the process of getting their CFP?

Any recommendations on prep courses for CFP exam? Taking the exam in March

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

Best study guide for CFP?

I’m looking to hire a producing FA in the Allen, Tx.
Must be self motivated and willing to earn CFP.
Base salary provided the first year.

I’m looking for a fully licensed FA with 3-5 years experience in the North Dallas,Tx area. Small BOB preferred.
The position is salaried with discretionary bonus. The advisor must be people oriented and desire to obtain the CFP designation.

Anyone know of a good tutor for CFP exam? Thx.

Best study guide for CFP?

*** 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.

Relocating to Columbus, OH area. Would prefer to transition to Independent. Have over 5 yrs as lead advisor experience and cfp. Could probably transition 4-5m and help with existing book.

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

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.

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

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.

We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

I’m a CFP® and work as a test engineer for financial planning software. I’m pretty new to the tech space, and wondering what jobs might be out there in the fintech space as I gain more software knowledge. It’s kind of niche working in financial planning software as my background is financial planning. What kind of jobs are out there that might translate well and would have good earning potential?

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

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?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

Hello Fishes . Anyone works for delta here ? I need your help . Want to know about work culture and job security .

Tax Senior here. I’m well liked around the office, I put in the hours and work hard, I haven’t had any dumpster fire projects, but I am a mediocre performer compared to my peers (not as strong project management, communication, not as confident). I just got told they’re firing me. Should I expect severance? Have other people been fired for similar? What did you do with your career?

Hi boys, do you find nosepin sexy?

Anybody working with a client that is looking for content or has everyone just decided to rerun old work?

🚨 Job Alert 🚨 One of Apex Systems top clients in Knoxville, TN has a Project Manager opening. It is a 6 month contract to hire with possible extension or conversion to FTE.

If you are interested in learning more, Please contact Halli Henninger, Technical Recruiter at Apex Systems, on LinkedIn

Does anyone know how much a catalog lead makes and what their career path is ?

I have been offered by Amazon. Have one doubt, they have stated that for relocation, if done by self managed...we will be getting lumpsum amount of 1.5 lacs. My question is, will it be reimbursed against bills or it will be paid as one time amount without any bills..
Experienced Amazonians views needed. Thanks!

How many leaves can we take during the notice period?

I love what I did in physiotherapy but two years into the career im struggling to see progression or long term future satisfaction. What have people shifted to from this career?

Any fish going out in the east village tonight? Mid 30s?

What if we turn this into a 50/50 ratio event (say max 12 people with sign ups in a google sheet) instead of just sliding in DMs? 🤔🫥

Hi! What's the entry level UX designer job pay range realistically? Just trying to gauge a general range (I understand factors such as location play into it big time)

I gave 3 rounds at sas R&D, 3rd round was final round which was just normal talk about company culture , work culture etc. But after that i didn't hear anything from HR, is this how this company behaves? Although they were very quick in scheduling Frist Second and third round but didn't hear anything back from them, even i tried to call and message but no reply

Best technology to use that LPL has?

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

What is the most expensive thing you have ever bought? How much did it cost you?

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

Hey fish: what are some of your favorite business/self-help books?

Dropping my 10 yo son off at school this morning: Me: "I love you! Have a great day! Learn a lot of really cool stuff! Him: "Okay, whatever.

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

Looking for insight on avg total comp for registered middle management with big bank. Considering making the jump from a branch advisor to managing a team of branch advisors. I’m newly 9/10 licensed. I’ve been building book in a bank branch but the consumer bank side of the job is draining. I’m making $155k total, $75k of that is salary. Anticipating a $130k salary offer if I go management route, with small annual bonus. Any others with experience that can speak to this?

I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

Best technology to use that LPL has?

Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing

I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.

Who is proud of their office? Share a photo of your office; this is your chance to be loud and proud while providing ideas for others!

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

Anyone have success/experience/stories to share getting someone with mild bipolar disorder insured at a decent rating? Which type of policy, how old was the applicant etc.?

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.