Fellow lady 🐠🐟🐡, do you have a certified financial planner you trust? I'm looking for one in the DC metro region and don't know where to start!
I really want to get the CFP asap but I’m torn bc all of my time & energy is currently going into building my practice and I’m only about 16 months in with a relatively long way to go. Continued....
Looking to expand my knowledge beyond basic portfolio and planning but really not into full commitment of cfp. My junior advisor will be getting it. That said, what is a good way to learn/designation
Anyone have a great CFP that works with folks remotely (I.e., via Skype or FaceTime) or in Boston? Looking to learn about the unknown, e.g., tax loss harvesting, 529s and other similar vehicles, etc
Any advice on how to find a CFP? Or any suggestions in the DC area? Parents are thinking about retiring soon and need more advice/guidance than I feel comfortable giving
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?
Have my CPA but thinking about becoming a certified financial planner after leaving public accounting. How difficult and time consuming is the exam compared to the CPA? Is it worth it?
6 week cram sesh for CFP. Any recommendations?
Can I start an LLC and manage people’s money through a fund account without being a licensed CFP or having passed the series 7, etc?
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.
Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!
Working on my CFP. Enjoying it so far, except for the financial calculator part. This seems outdated, when Excel and other online tools exist. Seriously, has anyone been with a client in the past decade where they whipped out an HP 12C and “wowed” their client?
Is it worth to get an MBA? I have my CFP already and see I can get the degree online at Murray State by completing 8 total courses. Is it even worth it? other university’s that give CFP credit?
Hello everyone! I got mapped to Microsoft project in Cognizant. Can someone please share the insights of the account, wlb, work culture,on-site opportunities. TIA!!
What are some good baby books. This is baby 2 so didn’t do baby shower and some of the things we did with our first, so would like something that is easily customizable and not too much work!
I have 105K of student loan debt (Yeah I know it's a lot....). I figured out if i switch jobs and get that bump in salary, I'll be able to pay this off in 8-10 years. Is this a good reason to (cont.)
Need some help (!!) from the women who work in tech in this bowl. The company I work for has a parental leave policy that is only 2 weeks paid leave (pretty sad..) I am proposing we update this to be more competitive. I need other companies that are: 1. US policies 2. Funding under 200 million (not big tech)If anyone is aware of policies that would be helpful in my argument please message me or drop a comment below with: 1. Name of start-up 2. Amount of current funding 3. Parental leave policy.
Welcome to Ex H1B bowl. Anyone and everyone who's moved or palnning to move to Canada from the US, while stuck in the green card backlog.
Tata Consultancy I have 11 years of experience. Joined TCS as AST last year and will complete one year next month. Any suggestions on process to get promotion as I heard 11 years is eligible for ASSOC
On h1b. Gonna give my 2 weeks this Friday. Really can’t take it anymore. And then leave country nov 25. (Have to hang around for a close friends wedding). Do we see any issues with this?
Hey 🐠 fam: have a verbal offer from PwC awaiting the offer letter but expected to get it today. Partner from the group I interviewed with called me personally to congratulate me and offered to talk if I had any questions, etc. he seems really excited to have me and values my prior experiences and our Interview ran well over the allotted time. Is this standard or has anyone had this happen? Unsure what to do haha I’m sure I can think of questions to ask? Not really sure what the best move is
There’s so much of a race to marry and settle down for male and female desis, so for those of you who got divorced with or without a child what is your life about now? This culture is so unforgiving so much of the time, that without both these things in place they’re not about inclusion much either. Do you still feel a sense of urgency to race to remarry?
Holiday presents for daycare teachers- giving gift cards but have absolutely no idea how much to spend. What is normal these days?
Would you leave to a Microsoft PMM role if you only have one year left till promotion to manager at your firm? Exit now or wait and get the title? Thoughts?
Anyone that’s jumped from the D to MBB, I am curious how different the work is? I love my team, project city, but I’m not interested in the project. How much better is the work at MBB at analyst lvl?
I am senior data engineer in LTI and I got offer from IQVIA as software QA engineer 1. IQVIA is giving 30% hike on my current. LTI may also match the offer. My doubt is should i join iqvia over LTI? I want to go in product based company and Machine learning role so i thought i can get internal opportunity in iqvia to change the role after join. Also i am looking long term stability in terms of management and work life balance. Any suggestions? Larsen & Toubro Infotech IQVIA
If I leave the firm before my referral bonus is due (6 months from now?), Will I still get paid for that referral?
For those looking for an exit
Having some imposter syndrome lately: Previous JMO who left for Management Consulting years ago post-MBA (non top-25), but now a manager in tech. Moved around firms and looking to move again to chase the pay and title I think I should be at. Always wrestling with YoE and skills versus the higher positions I think I’m qualified for. Always comparing years in industry and rationalizing years of management/soft skills in the military. Anyone deal with or conquer this? and how? TIA
Homeowner in East Bay…, thinking of moving to Irvine…. Thoughts… Married with young kids…on visa..
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