Just finished the CFP exam and feel like I absolutely bombed it. Is that normal? Every question had 2 legit answers. Brain is absolutely fried. Bourbon and cigar, please
Is the cfp as hard as people says it is?
*** 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.
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
CFP designation even though not a fee base planner. Do you see any conflicts of interest/ misleading? Should a CFP be required to be a fee based planner?
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.
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
My company offered to pay my way through the CFP program, on the contingency that I will pass and also stay with them for 10 years after the fact. Is this normal? It seems unfair to make me pay them back down the road if I decide to take a better opportunity. It’s a small business that is worried I will leave.
Recently got my CFP and wanted to push more in the planning direction. Kind of young for seminars so I thought maybe do more door knocking. What do you think about no soliciting signs though?
I am looking to drop my series 7 and join an RIA. I’ve finally accepted that the BD environment is a terrible fit for me. I would like to join an RIA team because I’m just over 5 years in and I would like to have some mentors to continue learning from, but if I can’t find the right fit then my plan is to launch my own. Where to start looking for an established RIA? I have not completed my CFP yet.
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.
Those who have their CFP: how have you used/marketed it effectively to enhance your business? Just earned mine and curious how others have benefited.
Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!
Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.
I'm CFP & RIA with 12 yrs experience. My wife and I are planning to relocate from the Big City to a suburb, pop: 75,000. My goal is to open an office there and grow my book to the next level. Advice?
I want to start on the chfc and cfp but the courses are 8k through American college. Is there a better alternative out there? I definitely think there's value in them but that's a bit steep for me
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.
Hey Mates I'm working in pretty good fintech firm. I'm in my 30s with 2 kids and they are calling everyone to office by January I want remote job and would never want to live in any city again. Wondering which route to opt? 1. Start investing in open source and build a profile, find freelance jobs on upwork/Fiverr Or 2. Start giving interviews in remote jobs. FYI I'm terrible at interviews and spoken communications. Please provide your inputs. I want to work remote with good pay.
Employer 401k states no voluntary after tax contributions allowed. I have made zero 401k and/or Roth contributions in 2019, have 2 more paychecks left before 04/15. How do I maximize contribution?
The number of apps/utility tools we’re using is ridiculous. I probably spend an hour of my day just reading Basecamp 2, Basecamp 3, Wrike, Microsoft Teams, and slack notifications
I am in state and local government practice. I’ve been considering MPA and wondering if the curriculum would help me gain a better insight on client’s business. Would you recommend it?
Confession: I wish there were more minorities working at the firms and clients. I am so sick and tired of acting all “corporate” and feeling like everything just has to be serious all the time. I have worked with minorities in other jobs before and it is always so much more of a collective culture as opposed to an individualistic culture (speaking purely from my own personal experiences and anecdotes).
I just landed my dream job at a big tech company but I think I might have benefited from affirmative action. The recruiter mentioned how I would add diversity to the leadership team of the product...
My project is requiring a lot of time commitment during early hours and evening and it’s getting hard to pick up LO from day care. I wanted advise frm ppl who have hired help for pick/drop off.
For MBB interns who finish their summer internships and receive return offers, can they directly transition to FT? Or do they need to wait for some period of time
🐠 fam - how’s FAANG sr prod manager screening different than consulting manager role with MBB? Anything out of the usual? Have an interview coming up soon and help will be great!
Is it true that you have to do case interviews for industry jobs when moving from consulting to industry?
Hi Folks- Does anyone has insights on EY- TAS- operational transactional services practice ? Worktype, culture offer made ~15% bump and thinking about prospective career growth vs financial benefits.
PAM/IAM architect and controls assessment specialist 5 YOE.. NY industry positions what smtarget salary should I be looking at? 140?
I’m going to be acting manager for 18 months before the official title promotion. Should I accept that as normal?
Recent graduate (class of 21) from the UW business school. I came across an open FT associate position at Strategy&’s deal strategy team and was wondering if anyone from S& would be willing to chat? I’m really passionate about consulting and have a major interest in the PE vertical so this was a huge surprise. I’ve been prepping for a couple of months now and would really appreciate the help/opportunity! Would send over credentials but not sure how! PwC Thanks!
What is your max class size for the year? Is that number based on a virtual or in person classroom?
A2 at BCG/ Bain or Senior BA at Kearney? Compensation for A2 is 20-30% lower. Looking to exit consulting in 2-3 years.
Anyone have experience moving from a mid-tier firm to B4? What big differences have you found in work load and stress level if any? Is the switch really worth it. Currently A2 and on track to S1.
Anyone gotten rhinoplasty? I was getting consults before the pandemic and chickened out bc I’m terrified of dying in surgery for a cosmetic procedure. But I’m considering it again bc I hate how I look in photos and bc we’re all wfh and I’ve never met my colleagues in person so no one would know. Anyone had this done? Was it worth it? Any issues?
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