Sitting for the CFP in March. Any tips on how to best maximize the next 3 weeks?

I’m looking for a fully licensed FA with 3-5 years experience in the North Dallas,Tx area. Small BOB preferred.
The position is salaried with discretionary bonus. The advisor must be people oriented and desire to obtain the CFP designation.

Average salary for a Senior Associate who’s in the process of getting their CFP?

Anyone use Kaplan for their CFP prep? What were your thoughts on it...

Best study guide for CFP?

I’m looking for a new opportunity and I’m open to either wealth management, financial planning, hedge funds, private equity, asset management, or trading. I’m more of a hunter/closer not a gatherer. I manage $100 Million in assets, but my book is mostly NOT portable. I’m a CFP, ChFC, hold the Series 7, 65, and Life insurance licenses. I have 12 years experience in wealth management and I’m finishing up my MBA soon with a concentration in Mergers & Acquisitions. 3.6 GPA from top 50 university.

Best study guide for CFP?

Is it worth it to be certified // do the CFP or CFA? Does anyone have advice?

Big disrespect to UCF in the CFP poll... Michigan above? Thoughs?

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.

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

What would you consider a starting salary range for an individual with 10 years experience in the industry and a CFP certificate of just over a year?

Anyone have success charging an hourly fee for financial planning? Considering making a jump into it, have cfp designation, but am mostly commission at the moment. Won’t be a total switch.

I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

Any recommendations on prep courses for CFP exam? Taking the exam in March

Anyone know of firms with the Los Angeles area that help you and encourage you to attain the CFP? I’m finding it hard finding local firms that have career trajectory from Client Servicing to full Advisory work.

I’m willing to pay for self study and take local classes but would love and appreciate sponsorship.

Any advice in general for making the jump from more client servicing to advisory would be greatly appreciated.

Ideally I’d love to make my way towards either an Advisor or Strategist.

Anyone have CFP Prep books they don’t not need anymore?

I have CPA and am thinking about getting another certification. CFA may be too difficult for me. Would CFP a better and useful certification to get that will add value to you on resume/job?

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

Have one year of experience as an FA completed the AAMS designation and currently completing my CFP education,what should my next move be?/ What should I expect salary wise ?

I recently got an offer from accenture. But I am not sure about job security as I heard accenture has laid off many employee. Need your input on this please.

TIA 🙏

Hi m working at deloitte usi fy22 hs already been sent on jan, I cud raise just 2 snapshot by that time my utilisation was 90%.and my sctrerplot is neither too gud nor too bad,as I joined deloitte in aug 2021.
Ps. How much hike ahud I expect and how much bonus.
I hav total 4 years + experience as of now

As an Asian American, have you experienced bias this year that you believe was related to coronavirus?

I am an SM3 at B4 in India and transitioning internally to Toronto. I am have experience in FS Risk (Model Risk). I have 11 YOE and placed at the top end of the SM band in India. What salary should I be expecting at SM3 level in Toronto?

Where to find the best roommates that are friend-material, kind,'friendly, want to include you in their friend group, share similar values as you and won't judge you?

Recruiting on LinkedIn seems to be picking up. I’ve gotten several messages recently. I’d like to move to industry soon, thoughts on going ahead and updating my profile to show my promotion to SC?

Anyone hiring entry level video producers? Will move anywhere to get a foot in the door - had exposure to this world on a project and feel like it’s what I’m meant to be doing.

Any idea on when will Infosys Start their offices in Noida?

Any update on Tcs promotion results ??

How is work culture in Netapp?

How long after your i140 approval can you quit the company? Is it 180 days from date of i140 filling?

Can a recruiter or someone from AWS do me a kindness and peek at my resume? I had been getting so many rejections and just wanted to see if it’s me or just the old format? Thanks much

Does anyone know the answer to this? - My first mortgage statement was generated on 11/2 with a due date of 12/1 and includes a month of interest based on the balance on 11/2. I made a principle only payment on 11/14 of $500 which was applied right away. Will the interest automatically recalc to reflect a lower outstanding balance for a portion of the month? I plan to do this every month.

Would you feel comfortable telling HR that your service line’s culture sucks and name the individuals who cause it? Or is a better approach saying it’s the leadership in general creating a negative and toxic culture? How effective are these conversations really? Trying to assess if there’s any point in bringing this up. Obviously HR works for the company and an employee sharing their thoughts on the unsupportive, cold leaders could bite me in the long run.

What is the avg working hours that you guys are putting in PwC india? Im having more than 13-14 hours daily .. is it same for everyone here?

For those who left industry for consulting, and decided it wasn’t for them - how quick was your jump back to industry? Can you share challenges you had in explaining why the quick turnaround during an interview?

Do we have any leave encashment policy in IBM? Can we carry forward leaves from current year to next year or is it going lapse?

Your first year of going solo, what was your overall profit? How much did you spend on overhead and what did that consist of? Practice area? Thanks in advance!!!

Wtf happened to the market today?

Newbie here. What are the most popular finra exams for financial advisors? Thanks!

Any tips of overcoming anxiety and building confidence with my clients?

Anyone use Kaplan for their CFP prep? What were your thoughts on it...

What are your favorite YouTube channels? Ideally industry specific or ones that benefit your life or work. Thanks!

Any recommendations on a non-prescription blue light filtering glasses?

Need a book recommendation.. something intellectually intriguing yet fun to read. Bored of all business and safe advice books.

Do any other women (or men) constantly experience people assuming you’re an assistant ? It seems like being a young female people assume you must be the advisor's assistant. How to do handle this?

What do some of the bigger BD’s charge for stock trades? I have a client who just came over from Wells and asked to buy 500k in a single stock. Not sure what to charge?

Does anyone use a tablet? I am looking for recommendations.

TFW you accidentally write "please hesitate to email me"...

What music (genres, artists) do you like to listen to at work?

Does anyone use an automated service for texting/emailing for meeting confirmations? Thinking of trying one

Hands tingle when I’m asleep. Carpal? Anyone else? Guilty of typing quite a bit but who doesn’t in our industry? I read lack of magnesium in my diet.

Passed my SIE today! Did anyone else have an anxiety attack while taking that test?

What do you guys do when prospects or clients bring their kids with them? Have found this to be super distracting...

What’s the current morale at your Firm? ⬆️ ⬇️ 🔁 ?