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

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

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?

*** 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.

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

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.

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.

Best study guide for CFP?

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

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

Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.

I’m a CFP® and work as a test engineer for financial planning software. I’m pretty new to the tech space, and wondering what jobs might be out there in the fintech space as I gain more software knowledge. It’s kind of niche working in financial planning software as my background is financial planning. What kind of jobs are out there that might translate well and would have good earning potential?

We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

I am currently finishing up CFP course work. Does anyone have tips or tricks for studying for the actual exam? I am particularly concerned about the investment planning section. I have 12 plus years in the industry and CRPC. I do planning literally everyday but a test is a test and this is the module I have had the most trouble with.

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 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.

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

Best study guide for CFP?

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?

Anyone know of a good tutor for CFP exam? Thx.

I want to get a bottle of liquor from Canada that isn't sold in the US. Can't get it shipped. Anyone from PA/DE/NJ/NY going to Quebec anytime soon that would be willing to bring a bottle back?

What is the salary range for M1 in Pwc sdc vs ey gds?

How often do people actually go into the office? I’m about to get an offer as a CE and I live about 90 minutes from the office. Google will give me relocation but if I just need to go in 1-2 a week, I’d be open to stomaching the commute. Any info would be helpful!

Hello Technie's,
I am in a confused state of mind with my current situation & I can surely use some advice from you guys.
I'm working with a product company for almost 5+ yrs now & recently decided to separate from them for obvious compensation reasons.
I have multiple offers now with product/service based companies.
The top and the best offer I have is from a service based organization of almost 100% hike.
Now my company wants to retain me & offering me even higher. What should I do?

Anyone studying for EA or completed EA recently? If so, which materials are the best ?

I am considering an offer from A&M as an SA in the FTS team. Any idea what total comp is usually? :/ Not sure if it’s worth the move based on salary and sign on…

I’m 26 and have ~40k sitting in my savings account. Annual income 140k. Maxing out 401k. No debt. Planning to invest 25k but don’t know where to start. Should I get a wealth manager? What is the best way to approach this?

Maxed out Roth IRA contributions when I wasn't eligible for 2021 (got a salary bump mid year). Do I need to recharacterize? It's a very small account that's been open for only two years. That's the only IRA account I own. Do I need to open a traditional IRA and roll over 6k + realized gains into that account and keep the Roth IRA. So confused how this works and got conflicting information from Merrill.

Are there any diversity clubs/groups in B4/EY? Are they worth it in terms of meeting new people/networking/making friends?

Any AVP from CCB operations here? What is your CTC in JPMC?

How is job security in Harman Connected?Could you please share your thoughts.

Please suggest.
I have received my first offer letter, now what all things I should do to get more job calls and better offer?

Would I still need to relocate to base location if I’m putting my papers down?

Is it worth joining Kpmg india lighthouse ?
Which one will be good in terms of learning and wlb KGS or KI?please suggest

What puzzles do people generally get as a question in senior data analyst role interviews ?

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

Has anyone heard of, or tried using, the Paladin Registry?

LLP. 2 partners with a single employee. What could my client (one of the partners) do in the way of a retirement plan? 2nd partner may or may not “be in."

For you introverts who aren't fond of socializing or "hanging out". Do you just dislike socializing at work or just dislike it in general? In my case it's the latter. How about you guys?

Has anyone done/heard of the Morgan Stanley 3 year program? If so, what was it like?

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

*** 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.

Any tips for better public speaking? Got to lead an important meeting with high profile people. Feedback was good, but needed improvement. Insecurity/shyness played a role.

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

Best books you read this year that aren’t about sales, marketing or prospecting?

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

Best technology to use that LPL has?

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

How do you handle people in your life who try to discourage you from working so much or don’t understand your ambition? I’m thinking about just cutting off a lot of people.

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

Anyone have success/experience/stories to share getting someone with mild bipolar disorder insured at a decent rating? Which type of policy, how old was the applicant etc.?

Characteristics/actions of the worst manager you've worked with?