Thoughts on the CFP designation? Is it still worth considering or have stringent regulations muddied the waters? My goal is to have as many certifications under my belt as possible (to serve my clients the best I can) and I’m wondering which path I should pursue.
I'm CFP & RIA with 12 yrs experience. My wife and I are planning to relocate from the Big City to a suburb, pop: 75,000. My goal is to open an office there and grow my book to the next level. Advice?
I’m a CPA in advisory (IT/Internal audit) but my real passion is personal finance. I’m getting the CFP but I want to know if there’s opportunity in the b4 to get that experience or do I have to quit?
I am an experienced, trustworthy, CFP®, actively looking to purchase a small to mid-size practice in the Chicagoland area. I am with LPL and part of a Hybrid RIA. I’m open to different acquisition options including partnership.
What is the quickest way to jam a bunch of CFP CE credits in? I'm 20 hours away and have a July 31st deadline ugh
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.
13 years experience and no college education. Best way to go about earning my BA and taking the CFP?
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
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
What nuggets of wisdom do you fishes have for someone who is thinking of getting a CPA/CFA or CFP deep into my career (have a different qualification). What is the most straightforward way (self-financed, since I have another qualification)? These would compliment my work as an actuary.
Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.
Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!
Anyone have a great CFP that works with folks remotely (I.e., via Skype or FaceTime) or in Boston? Looking to learn about the unknown, e.g., tax loss harvesting, 529s and other similar vehicles, etc
Is getting your CFP worth the investment? I am in my 30s and plan on staying in this industry as an FA until I retire. Lately I’ve been getting asked if I offer any fee-only options and I know you can’t be fee-only unless you’re a CFP... Do we see the industry headed this way?
Just started a new job and after doing some research found out they do not offer a Roth 401k. My choices are limited to a traditional 401k or After-Tax Contributions. After speaking with a friend who’s a CFP, he suggested I contribute only to the After-Tax, but I wanted to validate that advice here. If it helps I’m 24 and my current base is around 110k. Thanks in advance!
My paraplanner is wanting to get started with his CFP. It's been a while since anyone in my office has needed to go through a program. Looking for advice, what path should I suggest; Kaplan, Bryant University, Boston CFP, something else I don't know about? Looking for your ideas on what might be best to use as an educational source for the CFP these days?!? Thank you.
My uncle, and aunt, had about $750k in investments scattered across 14 different retirement accounts, brokerage accounts, annuities, on different platforms. They are 65. Three months ago they asked me if I could help them consolidate everything. I agreed. We started the process and this week the last of the funds came into their new Vanguard accounts! Question: how do I scale this work organically, as a side hustle? I have an MBA in finance, but no CFP or other financial planning designation.
Have any of you CFPs out there ever gotten a referral/client out of someone who looked you up on the CFP's website?
Getting a nanny .... my husband and I are looking to hire a nanny for our 7 month old, our 3 y/o goes to pre-school. We've had nannies previously for our 3 y/o but they were both referred by friends. The one we are looking to hire now is our first from Care.com. Does anyone have any advice as to what we should be on the lookout for? My husband and I both work from home, but I can't help my anxiety about not knowing her, the background check was light in information, and I want to make sure he's safe
What is the culture like at Facebook? Thinking of exiting into a product owner role or just general pmo type of role. Good company to work for?
Hi all, 3 years into MBB and job was taking the toll on me, and we were unable to get pregnant. I forced myself into an internal role to get some breathing space and therapy, and we ended up getting pregnant. But a few months in, I moved back to client facing and it has been absolutely difficult to spend time at home and keep my wife happy. She is expecting some quality time every day for a few hours, and I am just unable to do that. Its probably a combination of the job and also how I
For any Pennsylvania attorneys, does anyone know the work culture of Saltz, Mongeluzzi, and Bendesky in Phildelphia?
How hard is it to change jobs after a few months? Role isnt what was sold to me and want to jump to tech/industry
I feel like my classroom is really small. It’s an interior room, so there are no windows, which doesn’t help. I’m looking for suggestions that make my room feel larger and brighter. Thanks!
401k? Easy to take money out?
We want to have a happy hour for this bowl on Wednesday - does anyone have a Zoom Pro or business account that is willing to share the love so we aren't capped at 40 min?! Want to see all of you!
What is the best way to ask hiring managers about their people development skills? Finding it kind of hard to gauge with all these virtual interviews but want a manager who will actually help me grow.
Tornado warning at IAH! What does this usually mean for flights? Don't see any updates on the board so far
4YOE @Amazon & trying to lateral to a similar role @FAANG. Have my undergrad GPA (3.8/4) on resume from top 15 school but colleague says to take it off (looks silly). If it’s a good school & high GPA, why ever take it off your resume? Even if 10 YOE...can’t hurt?
Does National car rental have dedicated areas for Exec Elite to choose own vehicle like the President’s Circle on Hertz? Our firm got rid of Hertz so doing status match with National.
Just curious, for those that have 1 yr OPT and at EY, PwC and KPMG, what do you do if you dont get selected in the h1b? I heard they dont allow day 1 cpt?
How do you find your therapist? How do I know if my company insurance covers for them? Very new to this and also the system here in the US.
Does transferring into M&A effectively “reset” your career/promotion progress? Eg. if you’re a 2nd/3rd year Senior prior to transfer, would you spend 3 more years as a senior in M&A?
Saw this in another bowl and there is some good info here to help be prepared. https://candor.co/guides/salary-negotiation
Ever interviewed for a job you don't intend to take even if offered? Should I go, even if my interest is more curiosity and I'm 99% sure they can't make an offer that would be more attractive to me than what I already have?
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