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?
Hey Fish, passed my first CFP Course Exam this morning. Feeling great but can’t share with co-workers, so please share my joy!
I’m looking for a CFP program that offers asynchronous distance learning with the option to extend for a masters degree.
Which is the one that is actually the rankings as this time? AP or CFP rankings? Talking about NCAAF
*** 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.
Is the cfp as hard as people says it is?
I have CFP but see need for more managed account in my practice. Would it be wise to get CIMA (Certified Investment Management Analyst) to obtain more knowledge and skills? Thank you.
The first CFP is a bunch of bull crap! Georgia over Alabama. All of the Big Ten getting shafted. WHAT GIVES??!!
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.
has anyone here who is CPA sat for the CFP exam as a challenge candidate? would it be beneficial / make me more marketable if I have a CPA license and have passed the CFP exam? What are job ops like?
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
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?
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?
Any 🐠 have a CFP? Was it worth the time investment? Trying to decide whether to pursue CPA or CFP for long-term market competitiveness. (Not looking to dedicate several years for CFA.)
Anyone here taken the CFP?
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?
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?
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.
Anyone recently jump between SAP practices at different firms? Curious on module, YoE, Comp
Had an interview last week that went well. The next day, HR sent an additional application to fill out (basically same info as the online app). Is that a good sign or usual process for 2 apps? Still waiting to hear back.
I recently received a VP offer at AlixPartners, can someone at AP help me understand this new profit sharing/ longevity bonus they have? The HR rep was not very clear given how new it is. I presume it is additive to any annual bonus or 401k match, correct? How does it work? How long is the vesting period? Etc.
What's the typical sales commission on TCV and Earned Revenue for software services in Tier1 System Integrators you guys comes across?
Who has bounced between PwC and Accenture? What differences did you notice between the companies as far as culture, benefits, growth, work/life balance, etc?
For folks who get a company phone, do you keep two separate phones - one for perosnal and one for professional use? At my current company, I just file an expense for my monthly cell phone bill, so I keep my own phone and use it for both work and personal use. About to start at MBB soon and wondering if people just use the company phone for both use? Is it ok/accepted if your checked personal emails, social media, other apps etc.. on the company phone?
Any updates on bonus, increase and promotion?
Anyone heard of VAL Health?
Suggestions on a town that is resonably close to the Boston Airport and still affordable (under $700k for a single family home), also have a kid so schools are eventually going to be important. Suggestions?? Resonably close to the airport to me is an hour or less of car/commuter ride. I am thinking we may have to travel at some scale over the next year and beyond hence the proximity to Bos Logan is important.
Any rumors of PWC joining the parental leave arms race? EY and Deloitte upped theirs to 16 weeks paid leave, while Don Draper PwC kicks new parents in the nuts and tells them to get back on the road
Let’s say someone was to offer to sell the following. What would they be worth? Marriot Gold l Hilton Honors Diamond IHG Priority Club Platinum Elite Delta SkyMiles Platinum Medallion Continue....
Finally put in my notice bc I reached my limit with the currents stress of our industry (long hours, no boundaries, no breaks during the day, lack of eating due to stress and schedule, toxic leads, toxic clients, etc). Every Sunday I’d be up til 4am bc I could sleep and felt sick to my stomach. For some reason I’m still feeling that even tho I know I’m leaving. Tips on how to relax and get through work til my last day?
Reviewing resumes and I see more and more frequent that people last one year or less at a job and move on to the next. Is that the new norm? I’m a millennial but my last job I was with for over 4 years. Can I ask in the interview why they’ve moved around so much? Or find a nicer way of asking that. I’m definitely looking for longevity not a hopper.
just told I need to reduce my charge hours from 45 to 40 / week. Not reducing my work scope, just amount of time I can charge. I know I shouldn't be angry, given that the bench is huge, but still sad
ACN digital M1 in ord. What's a fair pay?
What accounting/industry firms (Big 4 and otherwise) offer seasonal positions for experienced professionals? At PwC we have the "flexible talent network" for people to work 3-6 months a year.
New to Fishbowl?
unlock all discussions on Fishbowl.