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

I am a CPA with 19 years of audit and corporate experience. I’m tired of month end and was thinking of exploring a CFP. Has anyone else ever made this transition? Any advice?

At this point all I care about is salary what would result in your opinion most money •CFP •CPA •prestigious MBA •CFA •CAIA •coding boot camp I’m at $85k now

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.

How to handle a toxic work environment? My team hired a new guy who has 0 experience and is younger than me, yet he was hired with a higher job title than me. I am fully licensed with my SIE/Series7/63/CFP (he has none of these). The firm makes these decisions but I am dumbfounded. I’m told if I want a higher job title I have to forgo overtime eligibility. Seems like a cop out answer.

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.

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

Is anyone hiring for any investment banking positions? Series 7 & 65, CFP, and completing my MBA soon with a focus in Mergers & Acquisitions. Over a decade experience in Wealth Management. Thanks.

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.

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

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

Hey everyone,

I'm currently looking for entry level opportunities in advisory. I'm fully licensed (SIE/7/63/65) and ready to start my CFP as soon as it's affordable or sponsored. I'm struggling to find opportunities that don't have a large emphasis on insurance sales. Anyone have any recommendations or opportunities?

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

What’s your take on including an alphabet soup in your signature? Which of your designations do you intentionally exclude and why? ex PhD, JD, MBA, CPA, CFA, CAIA, PMP, PMI, CIMA, CFP, etc etc

At what point in my career should I consider taking the CFP? Almost 4 years in the business and have my AAMS and CRPC designations already.

Does anyone here hold a non-CFA designation (CFP, CAIA, FRM etc.) and what kind of role/position do you have?

Was previously working as an advisor growing a nice book and left to move 18hrs away to be close to family. I was pregnant and desperate to take what would move us and now I’m a planner working for FAs and I’m making $130k. Was fine at first while I got thru pregnancy but now I’m not happy & regret accepting the job and pay. I’m supporting others who are making 3-4times my salary. I have 10 yrs experience and CFP, often more than FAs I’m helping. Ask for more $$ or start over being an FA?

Is getting your CFP worth the investment? I am in my 30s and plan on staying in this industry as an FA until I retire. Lately I’ve been getting asked if I offer any fee-only options and I know you can’t be fee-only unless you’re a CFP... Do we see the industry headed this way?

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

What is a good website to compare financial advisor options? I’m looking at individual profiles on NAPFA and CFP but I am not getting a good sense of which firms / agents are better than others.

Any good book recommendations for the industry? I’m about to be a manager for the first time and looking for any good reads to help me grow. TIA!

Is it mandatory to serve 90 days notice period?

Any lender recommendations in NJ? I am new to the process. Not sure what type of mortgage I am looking for yet. Should I talk to a mortgage consultant?

What kind of LS or healthcare work does OW do? Especially in Europe?

Is hike are record high?

Hey everyone! I’m currently an AE as a SaaS company with 6 years experience. I’m looking to transition into a CSM role. Any tips to landing an interview without prior CSM experience?
Thanks in advance!

Thoughts on UWG? (Uniworld Group)

Just put an offer on my first house. Crossing fingers🤞. If not, I'm buying me a convertible lol

How much does Novartis offer for the role of associate manager. YOE-4 and ctc-23.5

Anyone from NYC? What’s a good restaurant here? None of the restaurants look good to me

Planning on resigning from my current role at the end of the week and giving two weeks notice. Does anyone know protocol on notice, if the employer decides to terminate me immediately am I still eligible to claim wages on those two weeks? (Not moving to a competitor if that’s relevant)

Any late 20s 🐠 don’t like night life?! Feeling out of place

Anyone know a good vet in the Boston-Brookline-Cambridge area?

Women of color — which industry initiatives best meet your needs? Asking from perspective of your personal racial/ethnic (and/or LGBTQ+ intersectional identity if that applies

Best places for couples massage in Denver ?

Hi Fishes,
Need 11 likes to DM asap. Please help

How do you balance wanting to sell higher-priced properties with the thought of them not selling because of how much they’re worth?

How much did everyone make at 24-30 years? Trying to see what growth has been for people in the industry

Hey fish: what are some of your favorite business/self-help books?

What side project are you currently working on?

What is on your Christmas wishlist this year? I really want a Roomba.

How much in assets do you need to go independent? Keeping in mind that you might bring 75% with you

So depressed.... finished our partnership return ...bad enough seeing we are going to write a six figure check but knowing that we don't get the QBI tax break next year really hurts

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

Sometimes I wonder if I should get out of bank land. Client calls out of the blue today and was real short to liquidate her 450k managed account to invest into CDs at our bank.

Struggling to find a healthy outlet during these trying times. I’d love to focus my energy on something constructive. Anyone have some inspiration? What are you doing to pass extra time while you WFH?

Does anyone know where to find the Edward Jones non-compete contract and/or employee contract?

Hey everyone,

I'm currently looking for entry level opportunities in advisory. I'm fully licensed (SIE/7/63/65) and ready to start my CFP as soon as it's affordable or sponsored. I'm struggling to find opportunities that don't have a large emphasis on insurance sales. Anyone have any recommendations or opportunities?

How do I help my clients feel more confident about my product? I'm working with the model, but I'm finding that some clients have a bad impression of my company. What can I do to mitigate this?

I don't know if I'll ever understand life insurance commissions. Chew on this, I sold a guy a term policy, annual premium was $585. I just checked my commission run and I got $630. Is this right?

Have a slight fever but we're running a workshop with clients tomorrow. Advice?