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.
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?
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’m looking for a CFP program that offers asynchronous distance learning with the option to extend for a masters degree.
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....
I don't have anyone else who gets this, but I hit my personal goal this year in almost every category; revenue, income, AUM growth, etc. Our fiscal year ends in October and I ended the year with a bang. Just super excited and I hope everyone else knows, this business is worth it when you put in the time and effort! Edit: also passed CFP in March!
Fellow young female FAs— How are you making it in the industry? I am getting burnt out from people not taking me seriously no matter what I do. You’d think being a CFP candidate, dressing professionally, and knowing my stuff would get me there but it doesnt. [more in comments]
Anyone know of a good tutor for CFP exam? Thx.
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.
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.
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
Best designation for working with high net worth clientele? The CFP is obvious, but want to work my way up to it. I was thinking the AWMA. Thoughts???
Is it unrealistic of me to sit for the CFP exam in March if I start studying next week? I have three years of experience as an FA and I plan to study 2 hrs/night Mon-Thurs and all day on Sat/Sun
Anyone else take the CFP this cycle?
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
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?
Those of you practicing in privacy, how deep does your knowledge of IT and comp sci go? Do you feel it is necessary to succeed in the field? Any resources you recommend picking up to learn more in the area aside from CIPP cert?
I’m job hunting for Software Engineer roles in the Toronto, Canada area. For context, I graduated in April 2020 when Covid became the worlds problem and many were let go. I didn’t want to stay unemployed so took a role as a PM. I’ve recently revamped my portfolio and am ready to start applying for roles again. Any software engineers have any tips for me as I embark on this journey? Thanks in advance!
Having less sex with husband because I’m stressed about Covid but feel very close/like he is my true partner in how we are doing things together at home. Curious if this is happening to anyone else?
I'm an ArtDir working in US with 3.5 yrs exp., US Advertising Masters degree, 2 years exp in India. I'm planning to move to Toronto this year. What's the salary range I can expect if I go client side?
Which is better ABB India or KPMG Global services? YOE:7.10 Tech stack: .net full stack CTC: ABB- 23+3.4 KPMG- 24+ VP(nothing mentioned in offer letter though) Any suggestions? Which one should I go for and why?
Is it possible Fauci is lying to us about needing a “cure” when he already acknowledged we had one for SARS / novel coronavirus back in 2005? HCQ + Azithromycin + zinc function as both a cure and a vaccine. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC1232869/ https://onenewsnow.com/perspectives/bryan-fischer/2020/04/27/fauci-knew-about-hcq-in-2005-nobody-needed-to-die
For those who received the pfeizer vaccine, how bad were your side effects after the second dose? Trying to decide if I should schedule it for a Friday afternoon so I have the weekend to recover, and avoid having to take a sick day during the week. Just curious about the severity of side effects and how long they lasted. Thanks!
Applying to a new job now and was wondering if I could put my new title on LinkedIn and resume since I know I got promoted to SC? Definitely don't wanna lie tough if not kosher. Thoughts?
Anyone familiar with Arc Worldwide’s strat team, work culture and salary? Curious about switching over to agency side.
In my town, we have been getting daily email notifications from the school district informing the parents of new Covid cases, usually it’s 1-3 new cases per email/day, the last email earlier this evening, 22 people (students, faculty, and district employees) tested positive!! Infection is spiking bc of the holidays. I am so glad we made the decision of keeping our kids home for virtual classes instead. How is the situation in your town?
I’m a 25 year old male working in consulting who moved out of the city temporarily during covid. I plan to move back Sept. - Nov. my only real friends in the city were friends from work which get old sometimes. Any advice on how to meet new friends?
#Deloitte Interviewed on 5th october Got prehire survey mail on 6thoctober And after that i'm waiting for the HR call It's been almost 2 weeks. But didn't get any response from deloitte. Does anybody know how much time it will take?
Accenture, BCG, Deloitte & E&Y all signed up to be in the consortium for eliminating the gender pay gap. All the sudden I'm feeling the urge to switch firms!
EY - are tennis rackets and tennis lessons permissible under our $500 fitness reimbursement program?
Hi Ladies! New manager here... I recently asked my team to turn on their video whenever the client turns it on. I felt it's a basic etiquette to do so but few of my team members didn't turn it on even after my request. How can I manage a team who doesn't listen to me? 😞
Hey everyone! I have passed L1 and L2 interviews in Birlasoft, have HR interview tomorrow. Profile - python AWS developer Work exp - 2.5 years, Wipro Limited How much hike should I expect/ask for?
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