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?
13 years experience and no college education. Best way to go about earning my BA and taking the CFP?
Looking into certifications like the CFP or CFA but they’re so expensive and I can’t afford the upfront cost right now. Are other certs like APMA and CDFA worth it?
Does anyone have recommendations for self-improvement books written by Asians/Asian-Americans? By self-improvement, I mean any book that has caused you to reflect or positively impacted your life to include philosophy or leadership.
Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!
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’ve made up my mind to fall in love with reading more. What are your top books of 2019? I typically prefer non-fiction —philosophy/organizational excellent/leadership/science
*** 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.
Does anyone have any good books or podcasts about how to develop leadership/ managing skills?
Best book(s) on leadership.....?
Which books would you recommend for in house counsel about strategy, management, and leadership? Asking as product counsel for tech startup.
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.
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
Anyone know of any resources where you can get dual credits for CPA/CFP continuing education?
Just wanted to say, I posted in here about wanting feedback on my book and also about a mentor I can ask questions to bc I don’t have any female creative leadership at my agency. Con’t...
Has anyone read either Dave Burgess's "Teach Like a Pirate" or "Lead Like a Pirate" books? What's your takeaway from them?
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.
CFP designation even though not a fee base planner. Do you see any conflicts of interest/ misleading? Should a CFP be required to be a fee based planner?
Looking for inputs and insights into developing Executive Presence as an immigrant female. Any books, tutorials, live classes etc. that has helped anyone and willing to share? Also looking to hear what in your experience has been the reason that impedes the exec presence someone could potentially bring in a senior leadership setting. How does that differ for a M vs. F candidate?
Any good leadership books?
How is PwC's expense policy? Breakfast/lunch/dinner allowances? Phone allowance? Hotel options?
Approximately how much mortgage do you think I can comfortably afford with 120k-150k salary?
I’m 29, at my first serious job, and am getting fired (not laid off). Feel like an idiot, and don’t know anyone else my age who has been fired. If you’ve been fired, can you tell me about it? I’m LA based in PR & Comms.
I'm in discussions for a tech strategy role with Accenture Middle East and a case interview appears to be the next step. Does anyone have any insight as to locations, what to expect from the case, member firm culture, expat life etc? I've never gotten this far for an international role.
Any firms actively hiring salesforce talent?
Any D Corp strategy folks open to taking about their experience with the firm/team? Consultant in EY’s Strategy practice here and have an upcoming interview
The gate agent at O'Hare called Global Services and 1Ks together. Don't know what that means. 1K requirements getting bumped up?
Hello! Many great lawyers are being laid off during these trying times. How would this reflect on an attorney? Should they be honest during the conversation?
Deloitte be like: Your safety is our #1 priority.....but so is utilization becau$e year end is around the corner
I’ve been promised a promotion. The discussion started many months ago before Covid. When the pandemic hit, I stepped up & worked insanely hard, above my level—it’s been praised and recognized, but not rewarded. I was told the promotion will be delayed for reasons not to do with me. Am I going to get strung along? Should I start looking? Can I ask for more money when it does come? I believe I deserve a lot more money, but I’m afraid of sounding greedy or entitled, especially during a pandemic.
Manager - Salesforce Advisory, What’s the salary in Toronto? PWC and other Consulting firms?
Can anyone speak to, at a high level, what interviews for CSG group at Director / SD look like? Engagement Lead.
Hi, I’ve 2.6 YOE in Python/Pyspark. Please let me know if there is any vacancy for this position for Mumbai Location.
Have to cover client testing daily from 9 am to Midnight. At client site 9 am to 4 pm. PM called me at 5:00 and berated me for leaving early. Meanwhile I’m near delirious with lack of sleep. WWYD?
What’s everyone’s best passive income strategy? Any tips/suggestions to share? Currently only relying on salary and looking to build more sources of income to retire early if I can!
Been an art director for 12 months but grown in my role significantly & my boss told me my next promo was “political”. I’m managing well over 1.5M a year, 9 brands. Functioning with little to no oversight on a day-to-day basis, w/ only strategy checkins with my CD. 100% client facing. I’m managing 1 direct report and from 2-8 copy and art freelancers at any time. I feel like all my stretch goals are ACD focused. Yet still need SAD before ACD. Does this sound like an art director? Pharma agency.
I’m applying for roles as a software development manager in NYC and both tech and finance companies. I have 15 years experience in tech. Not from the US and only moved here last year. Does anyone know the ballpark salary range?
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