Thoughts on getting CFP when done with CPA (1 test left) and pivoting from audit to personal financial planning? Estates, taxes, savings, etc. Or should I just stick the OG plan and go into industry FP&A when I make senior/CPA?
Considering becoming a CFP and CFA but I’d like to know what the job market looks like. For those of you who are practicing, how long were you searching for a job and are you satisfied with your experience thus far?
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
*** 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.
Is the cfp as hard as people says it is?
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?
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.
Any one use Kaplan to prep for the CFP? I used it for series 7 and 66 and it worked. Just curious if anyone has used it.
If I'm looking to have the CFP completed 12-18 mths from start date, what would be a solid prep course/program you guys would recommend? Any pref to online classes vs. in-person classes?
I'm interested in hearing from those that hold the designation:After achieving the CFP did you/how did you announce it to your clients?
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.
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.
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
I don't have anyone else who gets this, but I hit my personal goal this year in almost every category; revenue, income, AUM growth, etc. Our fiscal year ends in October and I ended the year with a bang. Just super excited and I hope everyone else knows, this business is worth it when you put in the time and effort! Edit: also passed CFP in March!
Has pipeline slowed for you (US): MBB Big 4 Boutiques (Parthenon) Other (ATK, Strategy&)? I know lots of overlap in the type of work and clients but thought this is the best way to segment for now.
Recruiter gets in touch to set up a phone call following the 2nd round of executive level interviews. Primary contact has been by email. Potential offer being extended?
Hi all! Looking for a mid to senior level UX or Product Design role, remote or in the Greater Boston area. Anyone hiring? 4 years of experience (including my masters in interaction design and usability, and relevant work experience) + over 7 years of experience in other design fields. DM me, let’s chat!
Any tips on how to make a less traditional background (stand-up comedy, screenwriting MFA, TV development) stand out as a positive when applying to JR. CW jobs & CW internships?
What’s a reasonable amount of money to spend on rent at $350k combined comp, if you also are having kids soon and want to retire before 60. Is $4200 too much?
Hi TCS fishes, please help me know the estimated in hand salary for the offered ctc of 15.5 lpa (14.2 fixed) ? Also the designation is AST(C3A) .. Current YOE: 8 yrs Current ctc: 11 lpa Will it be a wise decision to join TCS with this hike?
How can I impress the senior strategist I am about to soon interview with for a junior strategy role? The role is opened cause the account is in a place to train and mentor a junior. I have 3 months of strategy experience from my internship, but going up against people that have 1 year of strategy experience and scarred they would want them more since they have the experience and don’t have to train them that much.
Curious, anyone works or has worked in the PCS group at Marks Paneth? If so, what is the culture like, perks, hours, comp for a senior? Considering on applying but just want to get some insight scoop. Thanks!
I have ~$52K in my 401K. How does that compare with others? I’m almost 27 and have been thinking more and more about withdrawing some to pay off college debt.
Difference between female vs male leadership is based on gender bias. I'm labeled "aggressive, stubborn, and difficult to work with" by male peers, while they're praised as decisive and direct. WTF 😡
Coronavirus is still lurking behind the scenes. News reports are so vague. They Don't even break it down by state?
On a flight (yes, but not for work) and a morbidly obese person next to me is all up in my space - there is no way for this person not to touch me. If people cannot fit into standard seat sizes (cont)
Can somebody please explain to me why MBB and other top consulting firms are so adamant that you have an MBA? I majored in accounting, finance, and operations management at a top 10 undergrad business school and then got my masters in information systems from the grad school program. I took multiple MBA courses as electives when getting my masters and it seemed like those classes were very basic and easy. Idk if I would learn anything in an MBA program that I hadn’t already learned in undergrad
5th year in house associate looking to join a mid size law firm of roughly 150 attorneys in nyc doing corporate finance. Any insight on a reasonable starting base salary offer?
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