Looking into certifications like the CFP or CFA but they’re so expensive and I can’t afford the upfront cost right now. Are other certs like APMA and CDFA worth it?

like
Posting as :
works at
You are currently posting as works at

Designations are great but you would get a better return on your money taking clients and their friends to lunch.

Look into RICP - best bang for your buck in my opinion.

Related Posts

I just sent in my application to my state to begin the CPA exam. From what I hear, I have to wait to hear back from the NASBA and then receive my NTS. About how long does this process take? Should I go ahead and start studying or would that not be worth my time yet?

like

Hello everyone, I am CA looking to start a fresh innings in Management Consulting role at a Business Consulting Firm as a fresher. Can you please suggest me some good books to read on management consulting to begin with? It will be of great help

like

Hi guys, I’m debating switching careers. I’m currently a mortgage loan officer but I’m very interested in SE. My degree is in finance. There’s a coding bootcamp near me called Boca Code that’s supposed to be top notch. I’m curious for feedback on 1. Are coding bootcamps actually a way into the industry like they’re marketed? And 2. What is a realistic starting salary for entry level SE? I’ve read and been told 90k, but that seems high.

like

Is switching to a regional (6 offices) firm from big 4 a career step back? Looking to leave, lots of smaller firms interested but worry it’s a backwards move.

like

I am working with Sanda from last 3 years it is a good experience to work with this company but there is no Work life balance in this company. Also from last 3 years I am playing the Sr. Software developer Role so no growth as well . So want to change. I am a full stack developer in PHP also knowledge of ML and AI

like

I want to transition from SE to AE. What are the skills I’d need to build up to be ready? I’m not sure I’d be able to handle the paycut required to go into the BDR/SDR role and build up. I’m also doing an MBA. Any tips?

like

I’ve been in house my entire career (6 years) and I am thinking about transferring to big law. I feel the experience would sharpen key skills and compensation wise would work out better. Has anyone made this transition before? Is it too late?

like

I’ve got a lateral interview for an AM 100 firm tomorrow. I’m currently at a tiny plaintiff employment litigation firm. The lateral would be to defense employment litigation. Advice on how to answer the question of “why are you switching from plaintiff to defense”?

like

Hey yall, I am in my second school year. I work as an aftercare director, student support specialist (basically sub teacher, filling in K-6th), and office assistant. Really trying to branch out and get my own classroom, preferably kindergarten, 1st or 2nd. Starting my teacher certification program and starting the process getting my Masters in Education in February, Ill be finished Jan 2024. Who would hire me in the DMV area as a homeroom elementary teacher w/o a complete teaching certification?

like

Boutique or big 4?

I'm currently an ops manager at a big 4 in London and received an offer from a small boutique firm with 25-30% pay rise.

I'm also in the process with Accenture but I feel like I'm not sure if I'd jump just for the money but also change in environment.
What type of things would you be asking yourself if you were in my shoes and debating to jump ship?

like

Not necessarily looking to exit right now, but possibly in the next 2-3 years. I’m currently a Senior in implementations. I should pick up my promotion to Manager next summer. Would it be wise to try moving into a product/program management role at Google (or similar big tech) after about 1-2 years experience as a Manager or wait a bit longer? Thanks!

like

What do I need to know attempting to transition into Tech? Currently active duty military, working acquisitions as an engineer (I don’t do engineering) but I will be transitioning soon to the civilian work force and would like to get into tech. Any advice for the transition or things to watch out for/keep in mind. I’m looking at technical project management, engineering management, or product management as examples of roles. 5 yoe in mil.

like

Anyone here work at Wellington Management and is willing to chat with me about a Data Science / Quant role? Recruiter reached out and I’m considering whether I should interview for it. Currently work at a Global Macro Desk of a MM hedge fund (think Millennium, Balyasny, Pt72) and looking to understand more about firm culture, investment process, career prospects to the extent possible and comp. Thanks!

likehelpful

Looking to get into a CRE analyst position. I’m in my early 40’s and have been a landlord and doing fox and flips for my own business. I graduated in 2018 and minored in real estate. In striking out in the few interviews I’ve gotten but haven’t had much luck w my resume despite accolades from those that have reviewed it. Wondering if it’s an age thing or maybe being self employed is a turn off. Any suggestions?

like

Tech Mahindra Hi Fishes,

I joined TCS 1.5 years back only in Oct20 as an Asso Consutlt (C3B).
in Jan22, I appeared for Tech Mah interview process and got selected as a Project Manager position, they have offered me 40% hike.

Currently I am on notice period, resigned from TCS last month but still not very convinced with my decision there is still a 2nd thought like whether should I join TechM (obviously bcoz of leaving TCS and its facilities, job security and no hire back policy).

Please guide me.
YOE- 14+

like

Ex healthcare workers in Tech/Sales Engineering/ Healthcare consulting;
I have my masters in nursing/FNP (1 yr) making <K70 (Indiana) due to low patient census in my role. No desire for a different FNP job nor to return to bedside nursing (RN 5 yrs). I have heard of some individuals with remote positions making >K100 with little to no experience in tech or consulting after doing a boot camp or cert?
If you pivoted; What’s your current role/ Income & what did you do to complete the transition?

like

Need some advise. I am fairly young/junior in the industry and was included in COVID layoffs. While searching for new positions I worry about moving to a less prestigious agency and stunting my career or not being able to find work at all. I am leveraging connections that I can but am feeling really overwhelmed with this transition. Any tips?

like

Side hustle or startup ideas for someone who isn’t technical/doesn’t code? Where should I look or where to begin? I don’t have any strong passions or specific skills that I’m confident in. What books, articles, blogs, orgs, events, people I should follow for inspiration that has helped you? I have some cash to invest and am looking for a part time hustle that can cash flow at least a little bit of money on the side.

like

More Posts

Do folks know if we can select which online GMAT score we send to schools? For example if I take both online attempts and only want to send my first attempt, can I do that and not have schools see attempt 2?

like

Hi! Does anyone have any recommendations for great therapists in the LA area? Ideally covered by PPO.

Self-doubt is preventing me from making progress. I keep convincing myself I’m not intelligent enough for this so I shouldn’t bother. Do you have any advice for getting past this?

like

Forward Message : my team is looking for change manager with 3 plus years experience who can join within 10 days, please ping me if you need reference. Company: Capgemini
Will share more info...

like

My ctc shows 10lpa + 20lac esops. But I'm not sure if I'll get this 20lac stocks for free or do i need to buy them by paying? Distribution is 4lac per year for 4 years. Pls explain.

like

Hi all. My 6mo rvw is approaching in <2mo. I am aware I will receive a performance-based raise, but not sure how much. My student loan payments kick back in shortly after and I could use some advice on how to ensure that raise accommodates as much of my new debt as possible. I have over 6 years of various office and FOH experience, but no degree. I often receive praise from coworkers and intend on revising my SOP to record every one of my tasks in my current position to cover my basis. Thoughts?

like

Noir Thursday. Happy almost weekend watch lovers.

Post Photo
like

What’s going on in the District this week??

like

Need advice for small boutique IT consulting and staffing company to use sales prospecting tool?

like

Please keep me active

like

I figured it out. The data scientist wants to be a Chief (not THE Chief, because bowls have multiple Chiefs), so he posts wacky clickbait that we all respond to, which helps him level up faster.

likefunnysmart

Are any firms doing remote internships going forward?

like

Can anyone suggest cheap travels to Boston and Washington DC from NYC?
I am booking for four people, my parents, younger sibling and myself. Amtrak is a bit costly for me to book for all four, any other good alternatives I can trust ?

like

Does anyone know what AWS federal financials team does? Do they mostly work with CFO offices from different agencies or is it more dealing with like financial regulatory body?

like

What steps to take to secure a place as a scholarship house or rehab home housing multiple people, and the legal steps to make sure it's kept in good shape and to remove liability of tenant body harm?

What do people think about screendragon campaign management software?

like

Liberty Mutual has open roles for a Senior Market Researcher and a Senior UX Researcher. DM me for a referral and more info!

like

Where is VMware Pune office located? Showing different address on Google and on website.

Also please suggest some locality to search for flats/pg near by.

if you get an offer, how many months after you clear background check can you push your start date to? does google usually require you to start in 1-2 months or can you push it to 4+ months?

like

This group is for providing a unique platform for utilization of opportunities and delivering quality results in political consulting. It will also act as a go-to go network for all types of Political Campaigning & allied activities.
Plz, invite your connections...

like

Additional Posts in Financial Advisors

Do you make your bed before work? What’s your morning routine?

like

Need some advice bc my work and personal life intertwine. Too much sometimes. Father is my boss. Wife is adamant that when folks come over they take off their shoes. Tried to ask my family...cont

like

What’s your credit score and debt amount?

The only 5 people who have EVER asked me if I am a CFP... BTW I'm not... have been Millennials and gen-xers looking to start DCAing $250 a month into a Roth. Not 1 person of significant wealth. LOL

likefunny

Hi! I have an interview for the role of financial consultant/financial planning and analysis @ computershare.. please share words of advise for me please... This is the highest role I have ever interview for.. I am currently a credit analyst! Any tips help. Thank you in advance.

like

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

like

How much travel would you consider to be reasonable on a daily basis for a client?

likesmart

Would you say that you're genuinely liked by the majority of people at your office? I just don't really seem to vibe with many people...

like

Anyone try public speaking coaches to train them how to be a better seminar speaker? Posture, tone, subliminal onstage stress relievers etc..?

like

Has anybody come up with a way to purge the words “like”and “you know” out of somebody’s speech patterns? I don’t want to be insulting, I truly want to help. It’s not a young person either

like

Anyone have the CTFA designation?

like

When you guys are making luke-warm calls. Do you leave voicemails? I've always been against it because, in my mind it puts the responsibility of the connection on the other person

like

What are the biggest lessons you've learned from being fired

like

How would you handle a person at your job that makes inappropriate jokes in public? Just curious ...

likehelpful

Has anyone ever thought of retiring early in a low cost country? Like Costa Rica or India

like

Any Fish who are also musicians?

like

Anyone getting their LPL emails on an iPhone? I'm wondering how hard they look at the Phone at the annual audit. Not that I'm doing anything they can't see, I'm just always paranoid.

like

What kind of shoes do you guys rock at work?

like

Best non-finance book you read recently that helped you in your career?

like

What exactly do mean by cold calling? Who do I call? What do I say? I'm really untrained in this art.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal