I've done parts of the CFP but couldn't sit for the exam. I am thinking about finishing the requirements to sit, but I am wondering if my time would be better spent prospecting. Thoughts?

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You will get 100 different opinions here. Mine is that it is worth it - good knowledge, good talking points to clients, and different level of respect from many (not all) CPA's. (assholes that they are)

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I GOT IT 3 years ago. I was 57. After i passed it, i swore i would never take another test as long as i live, It took me weeks to recover. Now the only tests i take are cardiac stress tests

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I think it depends on where you are in your career. I'm young, and I'm passing all of the tests by taking one day once a quarter to sit in on a class and then taking the test for the actual module. I haven't studied for any of these tests after the class, and typically sit for it the next day, so I guess I'm lucky/a good test taker. At some point, I'm going to take one of the week long courses and then sit for the real test, so it shouldn't end up being much of my time.So, I guess my point is, being young and planning to do this for the rest of my career, it seems like a worthwhile use of time. Yes it takes away from some prospecting time, but not an appreciable amount of time. By the time I sit for the test, I'll have the 3 years of service requirement almost to the day, and I'll never really have to think about testing for anything again. The older/more established you get, I think the less sense it makes.

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

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Hi, I wondering if anyone has thoughts on how I can negotiate to be put into the analyst rotation programme as a lateral hire. I have an offer for a A2 position at a elite boutique but as a lateral hire I will not be placed into their 3 year analyst rotation programme. Any recommendations on how to approach a negotiation to be part of the rotation?

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NOT accounting related question... but Hoping others might be able to help. I’m ready to leave PA to become a teacher (I’m a mom of 3 young kids and really need work-life balance, plus I love teaching

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I have an interview tomorrow to work at a fintech startup. I'm slightly worried as I'm not sure what it'll be like working While they use functional programming which I enjoy, I'm concerned about how much pressure I'll be under.

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Any Spotify people here? Noticed there’s an AM role going at the moment in the UK but not sure what experience level it is. For reference I’ve got 6 years in ad sales experience with 3 years management (both in music industry). Would this be comfortable or is it worth holding out for AD?

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Public finance exit opps?

Has anyone does a course from New Law Business Model? If so, what did you think?

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Hi,
I am working as Data Analyst. Now, I seen my interest towards Data Engineering.

Please help me to decide, Should I go with
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Thanks 😊

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Is it hard to get into Salesforce? Big 4 consultant with 10 yoe, mostly in ERP/CRM implementation and program/project management, have Salesforce Admin cert but not much hands on experience due to mostly management exp, looking into Director TPM roles - should I apply? Or should I wait until I somehow gain more hands on SF experience?

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Hi fishies! Considering an internal big 4 move from Western Europe to Dubai. Not sure about WLB and whether there’ll be enough growth and learning opportunities after reading some of the threads here. Anyone up for sharing their experience? Especially concerned about sexism / racism as a WOC…and whether moving back to Europe in a few years will be difficult because the ME experience won’t be considered valuable.

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Any advice for moving from being a lawyer to secondary advisory or private fund groups that combine this with placement/fundraising?

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I feel like every company lies about “working your way up.” You’re never allowed to blatantly say that you don’t like your position and you’d like to transition to HR or Finance. It’s almost as if once you get in claims, you’re stuck.

If you’re a manager and you see an employee that wants to branch out into a different department, why would you keep them boxed in for 2+ years?

Are there some background mechanics that I’m missing?

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Hi Fishes,

I am B.tech graduate and currently working in BPO sector in Accenture. I am looking to switch to an IT profile but having zero experience in IT sector. Please suggest how can I switch.

I don't know if this is a recent change but I’m seeing postings for junior copywriter/community manager roles. Have these roles always been attached or posted at a junior level? Is this merged role worth considering as someone young in the industry with more traditional intern and freelance copy experience.

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Do any of the top consulting firms hire into the Engagement Manager level after an M7 (if they had manager experience elsewhere)? I know MBB probably doesn’t but what about other tier 2 firms after that - and asking for US or Canada

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I have a business idea in the VR/AR space utilizing AI. However, I lack skill sets to evaluate viability or to create an MVP. Neither do I have a network to tap into.

My plan is taking classes to deepen my knowledge while joining and actively participating in communities to find collaborators.

Does this approach make sense or do you recommend other approaches? If it makes sense, do you have any recommendations for classes or communities?

Look forward to hearing your experiences and wisdom!

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Does anybody have a resource available for pricing and billing? I am 2 years out of law school, working as a corporate attorney, and wanting to go solo. Ideally, I will take my corporate client with me, but am working to build work on the side during the transition. Also, do you have any recommendations for document preparation? I would like to draft wills, trusts, and other estate planning documents, but would like a resource that has boilerplate provisions to utilize as a reference.

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Hi all!
Would love some insight on how you went from an HR assistant/coordinator to an HR Generalist. I’ve been in the HR world for 8 years, and only in the last 2-3 have I really done real HR work. The first company I was at didn’t have a solid HR team so I don’t really count that. I feel like I’m ready to take on more responsibility and learn more. And of course make more money.

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iX3 in 6 months vs i40 in 24 months?
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Hi all - I’m new to freelance in 2020, have an LLC and wanting to create my own banking and investment accounts separate from other family income. What is the best money management platform used by those in our industry. I see Betterment is an option. Thoughts?

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Hello fishes,
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Hello. I currently work in-house as a Legal Operations Manager. I am working on a project to expand our network of law firms.

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Thanks for your recommendations.

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Any freelance awards writers out there? We've got a Cannes submission for a big brand that we could use some help with. Any hand raises or recs for someone with experience in this area = much appreciated 👍

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I want to know about any company who are looking for core Java developers.
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Core Java
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Do you need to be a cpa for fdd at pwc? Manager and up? I heard ey SaT fdd is going away from that

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Fortnite is down ..... what do?

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I'm a HS biology teacher with 2 electives, Forensics and Worldwide Medical trends. I am looking for online lab resources, I use labster, Pearson and a colleague and I have started to record what the students would do. We rotate one does the the lab and the other is the narrator but I would still like more options. What do you use? Thanks and good luck to all in these unprecedented times.

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Hey! I'm actively looking for opportunities in finance transformation/ fintech roles with 6-8 years of experience. Please let me know for relevant openings in your organization.

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Additional Posts in Financial Advisors

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?

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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.

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What are some of your “schooling the client” moments?

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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?

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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.

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Craziest parties / perks on firm budget you _ experienced? Friend of mine had a table+bottle service at a super bougie Miami club. My office on the otherhand had a pizza party.

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It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

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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?

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Sometimes I feel like I am a drone that just works all the time and I have no friends.

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What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

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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.

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