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..
I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?
The first CFP is a bunch of bull crap! Georgia over Alabama. All of the Big Ten getting shafted. WHAT GIVES??!!
Just finished the CFP exam and feel like I absolutely bombed it. Is that normal? Every question had 2 legit answers. Brain is absolutely fried. Bourbon and cigar, please
For my FAs who are also CPAs (or anyone who knows I guess 😊) - do you know if there is a way to simultaneously get your CPE for the CPA while also preparing for the CFP? Continued in comments...
I am taking the CFP exam in July. I currently have my RICP but I struggle with how to market the designation. I’m fearful that I will have the same problem with the CFP. What do you do to show people you have these designations aside from having the letters after your name? @
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
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.
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?
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?
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?
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.
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?
Does anyone here hold a non-CFA designation (CFP, CAIA, FRM etc.) and what kind of role/position do you have?
Gonna start new project after 5 months on the bench. It's a miracle they haven't fired me 🙌
Dear Fishes, I have 2 offers, accenture(9.8 LPA including variable + 64 K) and Deloitte (9.5 lpa fixed) for SAP ABAP PROFILE in Pune. I am having LESS THAN 3 YEARE of experience in coding. Because from mechanical background. Delloitte offering greenfied implimentation which is dream for any SAP consultant having my experience. Accenture project is not sure. Many consultant complaints about work balance life in deloitte. Any suggestions for me who wants to upskill his skill Thankyou
Any openings for manager or senior manager
Informed today that, unless we win some new business in the next 90 days, I’ll be laid off. Thoughts on when I should start to make alternative plans? (Con’t)
What roles would a generalist tech consultant (3.5 YoE) apply for at a top tech company? I’m not a dev, and mainly have done tech strategy in the analytics space cross industry and PMO work. Have a ugrad and MS in engineering, six sigma certified. I do know python/R as well as tableau but don’t want to be a dev or BI analyst
Anyone from Oliver Wyman willing to chat? Interested in an associate role for tech strategy (financial services). I think I’d be a great candidate Finance UG 2 years strategy consulting @ Deloitte 1 YOE in corporate finance before Deloitte writing business cases & process improvement initiatives Happy to share more details!
Got an offer with Microsoft for L60 recruiter.Any idea on the salary ranges for the same and also around the work culture.Will help in my decision making.
Chicago Tribune: Huge crowd gathers at Rotary Hill near Naperville District 203 offices to demand area schools reopen. Hundreds of Naperville-area parents & students rallied Monday to urge local school boards to bring students back to the classroom and the playing field. Hmm...so all these parents just want to send their kids into schools do die, right? And kill all the teachers and their families too. All out of pure selfishness.
Large team event ideas in-around Newyork (travel should be less than an hour from dowtown) ? Say group of 30-40 people !
Has anyone rolled off a project to take vacation because the client didn’t approve the time off?
Has anyone interviewed for the Amazon Customer Practice Manager role? Are the interview questions and progression similar to the other Amazon roles? I am not seeing much out there on this specific job.
Sage Therapeutics: Any insight into the work culture and/or interviewing process? I have a preliminary HR touchpoint later this week. TIA!
Anyone meet clients at home? I'm an RIA, and my home office is much nicer than my office. Unfortunately it doesn't have a separate entrance and you have to walk through the living room/kitchen.
Flying for personal reasons this weekend and the Delta flights I have been on lack any sort of urgency to get us to the destination. Is this normal at Delta or during non-business hours in general?
Has anyone experienced being fully scheduled on a client, but not receiving work from a senior and manager as a staff? Recently started in audit (internal transfer from tax) and really anxious about the lack of work/communication from superiors. Any tips on what to do? ￼
Doctor spouse wants to a start her own practice. I want to work hard and become MD in consulting. Have 1 kid currently. I feel helping wife start her practice will mean my career will have to take a backseat. Thoughts/suggestions ?
I’m sick of living in NYC but can’t go anywhere.
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