Possible career path options for high-end financial advisor to athletes and small businesses? I want to advise clients about the cutting-edge end of finance and real estate while maintaining an accountant's persona and lifestyle. Currently: Accounting background going for CPA. EA for tax jurisdiction purposes. Should I consider MSF, CFP, CFA, Finra Licenses? Should entry level career be at a bank, asset manager? Please advise difficulty levels. Real estate license on the back end of career
Recently acquired my CFP. I’m just starting in the industry and relatively fresh out of college. More or less working as an associate for senior advisors with a focus on portfolio management & trading for them. I think I’d like to go the designation route to cover CE for the CFP and the APMA caught my attention as I see other younger advisors getting it. Is it worth the money/time? I’d like to dive deeper in portfolio management education. I understand CFA and/or CIMA would be the most valuable.
I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?
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
So its almost 2 yrs for me and starting to feel like I should have some letters after my name. Looking for a designation that is worth having but not intense as the CFP
JPMorgan Chase If someone wants to be promoted from Private Client to Private Bank, how can he do that, besides exceeding sales goals and getting the CFP? Any other steps?
Planning to start my CFP program. What’s the quickest pace anyone has finished the coursework and been ready for the exam? I’m hoping to be ready to take the exam for November.
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
I really want to get the CFP asap but I’m torn bc all of my time & energy is currently going into building my practice and I’m only about 16 months in with a relatively long way to go. Continued....
*** 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.
I keep hearing that the CFP is worth it. What makes it worth it? The knowledge, the credibility, the confidence? All of the above I assume. Do you have prospects seek you out?
Best study guide for CFP?
Why do people go to CPA's for investment and insurance advice? It drives me insane. I don't give tax advice even though I'm a CFP.
Any CPAs that have also taken the CFP exam and switched to being a financial planner? Considering a career change because work/life balance doesn't exist in public accounting.
Hi everyone - I am asking my company for a significant raise and was wondering if anyone could share any insight to what they are currently getting paid/what annual salary would accompany my experience. I have pretty solid statistics to go off of, but looking for someone who’s in the same boat as me. I am a senior financial planner (CFP) working on 2 teams that manages 600M across 350 households with 10 years experience.
I’m looking for advice on career path. I’m interested in becoming an advisor (studying for CFP) coming from 3 years in hybrid FP analyst and paraplanner role. My team is located in CA and merged with a larger WA practice (both Ameriprise), however I live in Mass. Is it realistic to be a fully remote FA? Time zone not an issue. I really like my company and team, and there are FAs looking to give clients. I know I can find another practice in MA but I’d prefer to stay with my company. Thoughts?
Help! What's the best online CFP course?
test on 1.1.5!
Post without company
What's your level; how did you get there?
Not to brag, but just crossed 200k annual comp with my raise and bonus this year. Still living in NYC, paying 2k a month in MBA loans, and 1k to support patents, but now feel a little more secure. 😀
Do foreigners have to work extra hard in order to gain the same achievement in America? Or the government usually favors foreigners for diversity purposes?
Just had an internal strategy interview. Interviewer, “I’ve never heard of Kearney / AT Kearney. What do they do?” Ex-Deloitte. My fish, are we not well known?
What is the meaning of life? If you are an artist or actor you at least leave behind something. Or a doctor, you would have saved lives. If I die today, no one would care except my family and I would leave behind powerpoint decks
Gave $15 tip on a $96 bill with $7 tax included. It's a little over 15% on the total. The restaurant asked if we wanted still or sparkling water. Said sparking and was charged $9 for it. Was I too cheap for only giving a $15 tip?
Seeing all these "great place to work" awards for my former employer completely undermines my perception of those awards. I'm actually starting to wonder how many places run for awards like this to paper over their broken culture.
Please stop misspelling my name, it's literally in the email address you sent this to. Sincerely, It's not even that difficult to spell
If a partner in a round 2 interview asks, “what questions do you have for me?” would any fish happen to have some good recommendations? In the past I’d say I don’t have questions in fear of asking something weak or inapplicable. Any advice would be appreciated!
For my coloradans, what next car should I buy that can hopefully last me 200-300k miles, and our winters (especially I-70)?
At how much money invested would it be smart to hire a financial advisor or a managed portfolio? 401k is managed by fidelity and has around 32k and my individual account for stocks is at $14k and hope to grow that one fast. I’m concerned I may end up losing too much from bad decisions or miss out because from not buying correctly. I usually research a companies financials, outlook, and some analyst papers but other than that it’s more of a gut decision to buy or sell.
A guy on my practice team had a death in the family and asked for a bereavement week so I said of course, please make sure you notify your project. They do so....they mention "I already asked (me)..." So then the PM emails me, all hot and bothered, wanting to school ME about our PTO policy - that the PM gets to approve leave first and that "project needs come first." Like seriously? You actually think that it's within your authority in this situation to deny the leave? PMs 🙄
LA vs Miami for late 20s single male? Priority would be 1)Ladies 2)COL 3)Generally fun life 4)Weather
How do you come to terms with just not being smart enough to get to the next career level? Currently a senior consultant and the partners seem super humanly smart and good at their job, I think this is as high up as my brain can get
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