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?
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?
*** 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?
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
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.
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.
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
Hi guys.. I have Accenture final interview next week , which is a managerial round as per HR. Interviewer is a SPM from applied intelligence. What kind of questions can I expect ?
Best Marriott hotel for a weekend trip with partner in Boston? Thinking Liberty or Envoy
Any advice for "working remotely" with a 9 hour time difference? Ideally trying to take a vacation
For 401k, Deloitte contributes 25 cents for every 1 dollar we contribute. Its matched upto 6% of our salary. How is it other big 4?
Purchased a basic AA ticket for my wife... those things are rough... very restricted. Only part of my status that benefits her is the priority boarding and I think the gate agent just let us have it..
What is the typical base + bonus range at Citi for SVP and Director level (Institutional Clients Group)? Recruiter refused to provide any compensation range for given roles.
Absolutely hate consulting and been at it for 8 years. Decided to stay for various reasons - immigration, lack of good offers etc. But so glad that I didn’t take up any of those marginally better offers that were trying to shortchange me. Finally exiting to a opportunity that I always dreamt of. Takeaway: focus on what you really want and keep trying
My husband and I are in 2nd month of trying to get pregnant. Been on BC on and off for the last 15 years. Taking prenatal vitamins, watching ovulation, watching diet, any other suggestions?
Hi Everyone, I have 14yrs Exp, Project Manager, FinTech Domain, 30 LPA. When i am trying to switch, not able to find jobs matching the expectations of atleast 40% hike. Can anyone suggest companies that might be able to pay appropriately? Thanks in advance for the help.
Okay, I seriously love the group I’m in - audit. Very happy. Could do it for life. Genuinely. Interacting with another group (advisory) - they’ve really come to like me. I got an unsolicited interview
When you’re planning for PTO, do you ask your managers if it’ll be okay to take time off those dates or do you just give them kind of a heads up?
Are there any Big 4 or middle market firms that have national tax/policy (WNTS, NTS, etc.) practices that won’t work you to death?
Not so fun one: drank too much at the holiday party and feel like a total idiot. Nothing happened but still, lesson learned. Any advice on how to recover?
Do you guys truly disconnect on vacations? Is it frowned upon? I have a vacation next week but feel like the expectation is for me to be available
I'm having difficulty making personal connections with students this year. I teach hybrid, so I have a room half full of students in front of me and half at home on zoom. I have tried playing educational games, I greet them each time I see them, I try to do small talk, I make positive comments on their work, it just isn't happening. Any ideas?
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