If I'm looking to have the CFP completed 12-18 mths from start date, what would be a solid prep course/program you guys would recommend? Any pref to online classes vs. in-person classes?
I'm interested in hearing from those that hold the designation:After achieving the CFP did you/how did you announce it to your clients?
Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?
6 week cram sesh for CFP. Any recommendations?
Is the cfp as hard as people says it is?
My company offered to pay my way through the CFP program, on the contingency that I will pass and also stay with them for 10 years after the fact. Is this normal? It seems unfair to make me pay them back down the road if I decide to take a better opportunity. It’s a small business that is worried I will leave.
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.
The first CFP is a bunch of bull crap! Georgia over Alabama. All of the Big Ten getting shafted. WHAT GIVES??!!
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?
Those who have their CFP: how have you used/marketed it effectively to enhance your business? Just earned mine and curious how others have benefited.
I’m a CPA/FA and want to sit for the CFP exam. When I took the CPA I used CPAExcel and I loved it bc it broke down the material into “bite sized” lessons. Anything like that for CFP? Continued..
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?
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
Any recommendations for driving lessons? If they speak Chinese, big plus. Want to get lessons as a gift for my gf. Queens or Brooklyn preferred, assuming manhattan not a safe option lol
Found out today the slide master we use from the client was from the previous BCG team (we are implementation). Looked at the doc owner and the original doc owner from years back was McKinsey!
Somehow managed to get an interview at Netflix after a number of follow ups and referrals. Please wish me luck. 😓
Has anyone successfully transferred their H1B visa from one employer to another employer while overseas?
Anybody working or interviewed at MorganFranklin Consulting? Interviewing for their Senior Consultant role, Strategy and Transformation practice. Looking to get an idea on what kind of work they do and also, what’s their pay range for this role/practice.
***Oct 2021 Visa Bulletin Question*** Although the final action date for EB2 India is still stuck at Dec 2011, the date of filing chart has moved forward to Jul 2012. Question - My PD is May 2012. Will I be able to file my AOS based on the Date of Filing anytime soon? Please advise.
I have been thinking for a while to enroll for MBA, while researching I found University of The People. I like their flexibility. I need some advice on pros and cons, why or why shouldn’t I enroll there.
Anyone from NYU Stern in the Healthcare field who I could interview for 20-25 mins to learn more about the school? Thanks!
Can somebody refer me at MBB, Accenture, EY and PwC? Victim of Deloitte layoff. Would appreciate any and all the help I can get!
Has anyone used cellphone damage protection benefits for amex plat? Any challenges and tips that I should know ? What are some of the docs that they require to get reimbursement
Do top 10 schools generally fly you out for interviews? Or are they mostly Skype? Or do you have to pay your way to interview in person? Does it depend on the school?
Moms specifically at Deloitte, I am 8 weeks pregnant and planning to tell the team right after July 4th weekend. I had a question on the administrative/procedural stuff - do I have to let anyone else outside or project team know? When do I have to start thinking about paper work? Who should I let know about the maternity leave?
Tips on interviewing with McKinsey?
We're returning to the classroom full time after Spring Break (finally!!!). I am going to be co-teaching for the first time and I'm nervous because I'm new to the school and don't know this teacher well. Any tips on how to get to know her and plan together?
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