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
Our firm has a career or merge or succession opportunity for a seasoned CFP in Johns Creek (North Atlanta) metro area. Please call James at 6789946448 email@example.com
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
Any 🐠 have a CFP? Was it worth the time investment? Trying to decide whether to pursue CPA or CFP for long-term market competitiveness. (Not looking to dedicate several years for CFA.)
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
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.
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?
*** 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.
My paraplanner is wanting to get started with his CFP. It's been a while since anyone in my office has needed to go through a program. Looking for advice, what path should I suggest; Kaplan, Bryant University, Boston CFP, something else I don't know about? Looking for your ideas on what might be best to use as an educational source for the CFP these days?!? Thank you.
I have my CFP and my CRPC. I’ve thought of dropping the CRPC and just maintaining the CFP. Thoughts?
Anyone taking the CFP course via College of Fin Planning? Trying to figure out last day to take the test.
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!
Best CFP continuing education providers? Not looking to just get the credits done, but something in depth to relearn things I️ may have forgotten.
Just started a new job and after doing some research found out they do not offer a Roth 401k. My choices are limited to a traditional 401k or After-Tax Contributions. After speaking with a friend who’s a CFP, he suggested I contribute only to the After-Tax, but I wanted to validate that advice here. If it helps I’m 24 and my current base is around 110k. Thanks in advance!
Any cpa's think of getting cfp?
Short of committing to the CFP program, what other designations do people think are the most useful/effective?
I’m looking to hire a producing FA in the Allen, Tx. Must be self motivated and willing to earn CFP. Base salary provided the first year.
Received H1B transfer approval email on October 4th, but haven't received physical copy oh I129 till now. Anybody had similar delays?
Do connecting flights count toward MQS on delta?
Are any chicago offices setting “back in office” dates yet? Or is everyone still WFH until “???”
Who left consulting recently due to Up or Out culture? Did you change your mind about Up or Out post COVID?
How do you remain undeterred after so many rejections/no responses? I've been applying for Jr. Copywriter roles for months now and I'm feeling defeated from it all.
What is the best Hilton in Orlando. We have stayed at Hilton Orlando and love it but am wondering about the others. Lake buena vista or bonnet creek or Waldorf? Or maybe doubletree? We are looking to stay for 5 nights on points and would need connecting rooms. Looking for a good pool, decent restaurants.
Have a startup I’ve done all the prep for but finding it hard to take the leap to quit my job. I don’t see a path to go live without doing so. But also know it’s going to take forever to make similar comp. Any words of wisdom?
Any associate at Citi LDN ECM that would kindly share any insight into culture, work/life and dynamics of the team? Hugely appreciated!
3 months pregnant. So far I’ve had two ultrasounds at visits. I’ll be 4 months at next visit and yeah I guess I go every month for a visit. Question, do you get an ultrasound done at every visit? Maybe not required but can I ask for it?..
Anyone know what its like working as a tax accountant at Lockheed Martin (h.q. in DC)? People? Compensation? Hours? Stock Comp? Travel? Etc
i’m interviewing for a p2p consulting role at kpmg , i passed the first technical interview, the next is with a director and final will be with a partner. does anyone have any tips or what to expect? I’m an expirenced hire without a consulting background. Any help would be much appreciated! thanks !
Any suggestions on how to politely "not ace" a project interview? I can't escape the interview but worried about the project. It's a bit disorganized.
Do you know if there’s any status challenges for a delta airlines besides the matching? Currently do not have status for any other airline.
Advanced analytics manager position comp range at PWC? I’m at $120k base rn as a C at Accenture
Hi fishes , Anyone needs referral @Kpmg global services private limited. Feel free to reach out . Skills:
Google TAM - 2nd attempt after a year Hey peeps, wanted to know is there anyone who tried for 2nd time to get a job in Google (for any role). Would like to know in 2nd attempt do they raise the interview bar or ask more hard questions ? Any inputs are appreciated. TIA #GCP #TAM #Interview #Google
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