Considering becoming a CFP and CFA but I’d like to know what the job market looks like. For those of you who are practicing, how long were you searching for a job and are you satisfied with your experience thus far?
Any one use Kaplan to prep for the CFP? I used it for series 7 and 66 and it worked. Just curious if anyone has used it.
I’m looking for a CFP program that offers asynchronous distance learning with the option to extend for a masters degree.
Thoughts on getting CFP when done with CPA (1 test left) and pivoting from audit to personal financial planning? Estates, taxes, savings, etc. Or should I just stick the OG plan and go into industry FP&A when I make senior/CPA?
*** 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 have CFP but see need for more managed account in my practice. Would it be wise to get CIMA (Certified Investment Management Analyst) to obtain more knowledge and skills? Thank you.
The first CFP is a bunch of bull crap! Georgia over Alabama. All of the Big Ten getting shafted. WHAT GIVES??!!
has anyone here who is CPA sat for the CFP exam as a challenge candidate? would it be beneficial / make me more marketable if I have a CPA license and have passed the CFP exam? What are job ops like?
Which is the one that is actually the rankings as this time? AP or CFP rankings? Talking about NCAAF
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
At this point all I care about is salary what would result in your opinion most money •CFP •CPA •prestigious MBA •CFA •CAIA •coding boot camp I’m at $85k now
Recently got my CFP and wanted to push more in the planning direction. Kind of young for seminars so I thought maybe do more door knocking. What do you think about no soliciting signs though?
Open to exploring my options for going indep. 8 year vet at EJ w/$150m AUM ($90m fee-based), & a CFP. Not unhappy @ EJ but not able to be a true planner. How do I compare all the options?
Anyone here taken the CFP?
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?
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?
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.
Looking to expand my knowledge beyond basic portfolio and planning but really not into full commitment of cfp. My junior advisor will be getting it. That said, what is a good way to learn/designation
Can anyone share experienced SM salary at BDO, medium COL city. Any idea what MD's start at?
Any recommendations on the best tool for finding names, titles, emails and phone numbers? We use WinMo with some success but our subscription is up for renewal. We know the companies we want to reach. Need the names, etc. Open to alternatives based on your successes.
I’m an Analytics Consultant looking for industry roles as a data analyst/BI Developer. I’ve had a few recruiters and job postings ask directly for a dashboard sample. I obviously can’t give them anything I’ve worked on because of client’s proprietary data and NDAs. Has anyone run into this problem before? Did you end up making a dashboard with public data solely for industry interviews?
Currently certified in AWS (CCP, SAA, and Security) and GCP (Security Engineer and Cloud Architect). Any recommendations on Azure certs to pursue?
How is TCS pune in terms of project and growth, for a fresher joining for System Engineer Profile?
The PL on my case makes every feedback feel like a personal attack - not only towards me, but towards everyone else on the team. He is unpredictable and choleric - should I raise this topic in my...
End of Year Sign Out Poll: I’m curious how many teachers are required to: give up their keys at the end of the year even when they’re returning, clean out their classroom even when they’re returning, do intensive cleaning/janitorial duties before signing out, or other ridiculous procedures? (My answer in comments)
Do Bonvoy points always expire after 12 months, regardless of what tier you make? Coming off of IHG and those did not expire at EOY.
Anyone exit to sales operations/solutions/engineering? How’s the day to day work? Are you held to a quota, similar to AEs or AMs? How does it relate to creating tailored solution demos, presenting value prop, and creating proposals in consulting? I have some interviews coming up, but am trying to get a better feel for the true responsibilities or the role. Thanks!
Looks like my credits score/history is screwed as I was away from US for 3 years. I have no loans and only 1 credit card. They couldn’t increase the limit beyond 6K. What do I need to do to come back in the good books?
Hi PwC fishes, Wanted to know the salary range for IT due diligence (senior associate) bengaluru location. With 2.5 yrs post mba work ex and 5 yrs total
I feel like these “incredible” exit opportunities consulting gives you is only applicable to MBB (i.e, companies only value MBB experience vs others). Any successful exits from Big 4 folk?
What should be the salary range for an analytics professional with 6.5 years of experience?
How did your responsibilities change from being a junior to mid level to a senior position? What are the different expectations for each level?
Does anyone have insight into this? Which group is the first to have their offers rescinded in a recession if it has to come to it? Internship programs or new hire graduate programs?
Best-paid exits for healthcare consultants?
This is not a recruiter question specifically, but how do you approach your manager about a promotion?
Just got a big raise (50%+) starting July 1st that is going to move me out of income limits for direct Roth IRA contributions (prior to raise was under the limit) even with maxed pretax 401k and HSA - however I am already halfway through contributions ($3000). What options do I have to address these excess contributions?
New to Fishbowl?
unlock all discussions on Fishbowl.