The first CFP is a bunch of bull crap! Georgia over Alabama. All of the Big Ten getting shafted. WHAT GIVES??!!

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

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

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

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.

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

Best study guide for CFP?

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

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

Best study guide for CFP?

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

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’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?

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

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. 🤦‍♂️🔫🤢

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’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?

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.

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

Hi How long are you on bench after joining brillio?

Hello Fishes,

I joined CG on 27th July, the first project require me to work on documentation not related to my tech(networking) this I said no and went on bench.
The second project/client they tagged asking me to wrok on FTP L1 Monitoring and t-shoot.
Again this is not relevant to my exp(6 years in Network).

How to get released from this? the upper line is not in touch with me not they responding with update

What options do i have, what if I abscond?

Will they give me exp letter?

Anyone here from EY Parthenon SSG Group?

Need some help

Can someone walk through a general day-to-day if an in-house employment lawyer? Thanks in advance!

What tips would you give to someone going into customer service?

When you’re applying for customer service jobs, do you customize the resume objective for each?

Has anyone ever flown Silver Airways? Reviews I’ve seen look horrible but the regional route I’m looking into has limited direct options.

Hi I have an interview with JP Morgan for Devops SRE role. Please help with what kind of questions can be asked ? Thanks

Hello,
My skillset: Oracle Identity and Access management, Java , YOE:3.5

My current CTC is 8lpa, i have an offer from VFISLK 11lpa, and expecting offer from Accenture 12lpa.

Can Wipro match the offer?

Considering wlb and job security, i can stay in Wipro if they match the offer.

Been having stomach cramps, digestion issues and been feeling slightly nauseous for the last 3 days, I’m worried it’s COVID symptoms. Is stomach cramps a symptom and should I be concerned?

Imagine waking up from a 6 month coma today and reading the news to see what you missed 😳

Bridge between Customer Support and Product Design?

Hiya! I am in the final round of interviews at an EdTech platform for a role that is the bridge between the Customer Support and UX/Product Design teams. I act as that bridge in my current role but on a more informal basis because it is a smaller company.

Would anyone be willing to share their perspective (positive or negative) on the Product/UX end of this relationship? I want to make sure to ask the right questions.
Thank you!

How can I get experience with user testing and interviews if clients don’t value it?
I’m a designer at an agency looking to land a product design position. I’ve got 8 years experience, started as a brand designer and now focus solely on web and product design. I work with agile dev teams and have worked on real products that have shipped (mostly b2b). Many of the positions I’m interested in ask for experience with user testing and interviews, which I have not had the opportunity to do.

I want my pre Covid abs back, but I also discovered that I really really like food. I eat healthy all day until 2 pm :( what type of snacks to keep around not to feel like I am depriving myself?

What are your favorite recipes with ground beef?

What field is everyone here working in?

What is fastest way to improve both structured communication and thinking? Any helpful books or drills?
It’s the one consistent feedback I get while casing , “to be more structured” I’m there for math ability , business logic , creativity.

Not in active practice under my own shingle, I am a consultant to lawyers on estate planning and trust administration issues, with something of a subspecialty in charitable gift planning.

I am looking for any referrals in audit/ advisory firms. I have worked in 3 of the big four audit firms and currently working in Canada in the financial services industry (head office in Boston).
I have 15 years experience in the financial services industry and worked in various countries.
Looking to move to USA. I am Canadian citizen and holds CIA (USA), CPA Canada, ACCA UK.

Do I charge flight time to my client... or the General admin code? #newhire

Does it sadden you to see coworkers leaving your firm? If so, how do you cope with it?

Happy Pride, all y’all 🌈🐠🐟🌈 out here!

The most successful biz owners work 100 hour wks & reap all the rewards. Min wage workers @ 40 hr wks can't cover their expenses. Who do you identify with most and why? Please include your level.

Is there any options if you dont get your cpa at PwC In audit? I heard of one guy that went into basically business dev (helping partners get new clients) is there anything else besides recruiting

Which offer should I accept? Currently staff 2 at big 4 in Tax with CPA license. I want to leave tax ASAP. Both are public companies +1B in revenue and same salary. Offer 1 - staff revenue accountant so reading contracts, speaking with the sales team and legal team, a lot of work at the end of the months to close books and reconcile transactions to make sure we are ASC 606 compliant. This track usually leads to director of revenue. Offer 2 - internal audit staff so SOX and compliance projects.

26 y/o JD, CPA, CFP --- what are my odds landing a career with the FBI?

Anyone have their CCIFP certification? If so, how difficult and time consuming is the process of getting certified?

If my recon doesn't add up, can I blame Russia?

So FTX, a multi-billion dollar business, was running on quickbooks per the Financial Services Committee meeting going on right now 😂 Man their auditors gotta be sweating

Heard bumblings over HH today of a second round of Deloitte Tax Chicago layoffs after busy season. Thoughts?

Leaving PA after 3 years. Everything is better but I’m terrified at the same time

Is it possible to get promoted twice in one year in PA? Someone at work said it happens sometimes but I haven’t heard of it. Ever heard of this occurring?

Tomorrow i quit.
Gg wp.

NOT accounting related question... but Hoping others might be able to help. I’m ready to leave PA to become a teacher (I’m a mom of 3 young kids and really need work-life balance, plus I love teaching

Y'all leaving upper deckers in the toilet stalls need re-examine your life. How can it be so tricky to hit a12inch hole while sitting down? Bathroom is out of commission thanks to a serial squatter.

My coworkers make jokes about suicide...I know they are just joking & people joke about what they don't understand, but as someone who has been affected by suicide, it makes me uncomfortable. Advice?

Have work and trainings to do and can’t bring myself to do anything. I’m so burnt out I really can’t do this anymore