Thoughts on the CFP designation? Is it still worth considering or have stringent regulations muddied the waters? My goal is to have as many certifications under my belt as possible (to serve my clients the best I can) and I’m wondering which path I should pursue.
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.
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?
Out of curiosity, what designations do you have? CFP, CFA, CIMA, ChFC, etc. Do you feel that your having, or not having, a designation has put you at an advantage/disadvantage?
I want to start on the chfc and cfp but the courses are 8k through American college. Is there a better alternative out there? I definitely think there's value in them but that's a bit steep for me
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.
6 week cram sesh for CFP. Any recommendations?
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
I am looking to drop my series 7 and join an RIA. I’ve finally accepted that the BD environment is a terrible fit for me. I would like to join an RIA team because I’m just over 5 years in and I would like to have some mentors to continue learning from, but if I can’t find the right fit then my plan is to launch my own. Where to start looking for an established RIA? I have not completed my CFP yet.
Can I do PCS TAX as a finance major and pursuing my CFP? Or is a CPA 100% necessary? Any advice would help.
Our firm has a career or merge or succession opportunity for a seasoned CFP in Johns Creek (North Atlanta) metro area. Please call James at 6789946448 firstname.lastname@example.org
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 taking the CFP course via College of Fin Planning? Trying to figure out last day to take the test.
Best CFP continuing education providers? Not looking to just get the credits done, but something in depth to relearn things I️ may have forgotten.
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 landed a first interview at my dream company and role, but I received a rejection after. All I had was a phone screening interview, I can’t understand how I could have been cut just from this? (CONT
Recent grad hoping to switch to a big 4 firm. Undergrad recruiting went real shitty and I was wondering if experienced hire recruiting in general is as competitive?
If you had one week to travel domestically from NYC for the week of July 4th, where would you go?
Anyone successfully paid their car off with a credit card by buying visa debit gift cards and doing so over the phone with auto finance dept? I’m looking into this cuz staples has a no fee promotion on $200 debit cards but run into a hiccup if I can’t merge a bunch onto one card so I only pay the $4 pay by phone fee once. Any advice?
Looking for a case partner for a McKinsey interview coming up. Went to target school with ~1.5 years relevant experience. Ideally someone with similar background preferable! Feel free to dm.
I would like to start my own recruitment agency in Australia. Any insights in terms of where to start, what are the attributes that I would need to consider would really help. Thanks
Hi Fishes, PwC SDC is hiring for below roles. If interested please send your resumes to email@example.com. Positions: 1. Data & Analytics Tech - Big Data (Exp: 2-19) 2. SAP EWM (Exp: 6-9) 3. SAP TM (Exp: 3-6) 4. SAP CPQ (Exp: 6-9) 5. SAP Hybris Brim/Billing (Exp: 6-9) 6. SAP BPC & GR (Exp: 6-9) 7. Full Stack UI/UX Developer (Exp: 2-8) 8. Cloud Azure/AWS/GCP Devops (Exp: 2-9) Note: Please don't send your resume if you are in contact with any HR or have been interviewed in the last 6 months.
Best site to get hotel discounts on? Or offer codes you know work? Looking to stay 3 nights in Hoboken / NYC!
Anyone interested in a virtual networking event via zoom? Could help expand our network during this disruptive time - thoughts?
Long post alert. Also, confusing post alert haha. So, I'm going to be divorced in the next few months and have 2 kids who'll be with me. Ever since this situation has been finalized, I'm becoming very conscious of our spend & have been tight about it. Covid has helped. But I noticed that even my grocery store bills are pretty high...like a single run to Meijer is $125+. Costco is like $200 or so. We've always had fresh fruits, nuts liberally used in our house. [Cont'd]
Is it common for a company to set up a Google meets interview and say the video is not needed? Why not just use the phone. I’m not that ugly 🙃
Investment property opportunity - 20k purchase price, have to pay 20k up front due to seller financing. It rents 500 a month. Tax and insurance is 160 month. Tenant pays utilities. Deal or no deal?
Any opinions on structuring your LinkedIn? Does it ‘look better’ to show individual contract stints or do a big catch all of places you’ve freelanced? FWIW my path has been a mix of multi-month contracts and full time roles, mostly full time.
I’m an Indian woman, just turned 29, and I’m already feeling the pressure of not being married or having a fiancé. Social pressure and peer pressure. Plus I work in one of the big 4 firms. It’s gettin
I just received a LOW letter. Let me know if you know of any openings. Thank you for any help.
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