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?

What advice would you give if I’m choosing between getting my cfp and through consulting? Which one would give me more $$ and better life quality?

Has anyone used Betterment premium? It’s like regular Betterment but with .4% fee instead of .25% and a 100,000 min deposit. It comes with a CFP to help with financial planning and such...

Are there any good finance jobs out there? I currently make 74k in Florida as a cfp and would like to make closer to 150 toe 200k but I do not know how to go about achieving this.

CFP, asking advisors out more than five years... has it really made a difference in your career growth/AUM and how clients perceive you? I guess I’m asking, was it really worth it?

Anyone in Louisiana looking for a partner? Looking for someone that’s interested in Fee-only, CFP(coming soon), passionate and vocal about fiduciary standard

So I am a W-2 salaried CFP at a small IRA and I have a neighbor who runs his own practice and asked if I knew anyone who would be looking for part time paraplanning work. After thinking about it I got to wondering if its compliant and okay for an advisor to do something like that on the side for extra income or would that be considered a conflict on interest as an OBA?

Best study guide for CFP?

How to handle a toxic work environment? My team hired a new guy who has 0 experience and is younger than me, yet he was hired with a higher job title than me. I am fully licensed with my SIE/Series7/63/CFP (he has none of these). The firm makes these decisions but I am dumbfounded. I’m told if I want a higher job title I have to forgo overtime eligibility. Seems like a cop out answer.

Planning to start my CFP program. What’s the quickest pace anyone has finished the coursework and been ready for the exam? I’m hoping to be ready to take the exam for November.

If anyone out here is a rising CFP and looking for their next opportunity near or around the Minneapolis, MN area, DM me! I had an awesome conversation with a firm yesterday who is looking to fill a junior advisor role (succession opportunity down the road). This sounds like a great opportunity for the right person!

Is it worth it to be certified // do the CFP or CFA? Does anyone have advice?

Thoughts on joining at team at Morgan Stanley vs RIA route? I have an option for a team who is all retiring and looking for succession opportunities ($3mm annual revenue book). Another option is going an RIA route with a bank affiliation. Currently I’m working for a bank trust dept as a wealth advisor (very few of my accounts are trusts). I’m a CFP and my book is $2mm in annual rev. I’m ready for a change but looking for some feedback, particularly if anyone is familiar with Morgan Stanley.

Is anyone hiring for any Private Equity positions? Series 7 & 65, CFP, and completing my MBA soon with a focus in Mergers & Acquisitions. Over a decade experience in Wealth Management. Thanks.

I keep hearing that the CFP is worth it. What makes it worth it? The knowledge, the credibility, the confidence? All of the above I assume. Do you have prospects seek you out?

Hello, want to know if my salary of 115k is reasonable for my position? Background: 26 years old, 3 years industry experience, SIE, Series 7 & 66, AIF, and over half way through my CFP. I am part of a team around 500M AUM and in next few months I will have officially been with my RIA firm for 2 years. My title is associate advisor. Thank you!

ChFC or CFP? And why? Also, take in consideration not having a Bachelors

Any CPAs that have also taken the CFP exam and switched to being a financial planner? Considering a career change because work/life balance doesn't exist in public accounting.

Does anyone here hold a non-CFA designation (CFP, CAIA, FRM etc.) and what kind of role/position do you have?

How do you handle when one Big 4 firm is trying to move really quickly through the interview process but I am also progressing through the process with an MBB as well that I really want to see through to the end. At the end of the day I don’t want to lose the Big 4 firm if MBB doesn’t come through.

Hi guys, Can anyone provide an idea of the salary range of "Senior Project Consultant - Design Operations" at SAP India - Bangalore location? Thanks in Advance

Are there typically people reviewing every single line item of your company credit card expenditures or is it sort of like taxes where if something seems off they "audit"? I don't know if I need to worry about fudging an extra person at the table in order to stay within client meal budgets.

Has anyone used Betterment premium? It’s like regular Betterment but with .4% fee instead of .25% and a 100,000 min deposit. It comes with a CFP to help with financial planning and such...

Globant has the highest pay parity in market... Lets share your packages.(ur past/current association with globant)..so that others will take a sound decision of moving out or negotiate with salary. Please mention ur role, yoe and ctc Starting from me... 8Yoe. 16LPA. Business Analyst (underpaid)Globant You can also mention ur globant friends packages

How do you respond to all the negativity of childless people? I get that they are not the norm and trying to defend their decisions, but I get so sick of hearing how “amazing” the personal and financial freedoms are and the good life I give up by having kids. I already feel like I took a hit to my personal career goals and this is the icing on the resentment cake. I wonder how fulfilling bar hopping is 20 years deep

Whenever an agency I freelance at doesn't want to do 1099 and wants my taxes taken out, I file for unemployment right after the gig is over. I got 10k on the last one :)

Does Cerner send rejection mail ? I have got a mail like 'Candidate Experience Survey' after my final round. Does it mean I am rejected ?

Should I take loss or sell some stocks?

If you asked a recruiter for an update on your offer status and they say they will have by Friday of next week (which happens to be today) would you follow up with an email today or on Monday?

I want to hear it all, let it out. Why did you hate HRC? Or you just felt she couldn’t be president because she was a woman?

Only have a BSW here in florida, looking for other options. Love the medical field. Currently a case manager at Encompass IRF. Looking for ALF or something similar. Interested in marketing. Any suggestions?

Say what you will about Dirty D, but we officially restricted all domestic travels for the next two weeks. 👏👏

Hold on to my TSLA stocks that I got 2 months ago or post loss?

I am having a difficult time setting up a catch-up with an exec because his/her assistant isn’t responding to my emails. I email the exec updates ~monthly at his/her request. How should I proceed?

How many points? Platinum Elite Marriott member- Delayed flight got me to the hotel at ~2:00am. I try to check in and was told they have my reservation, but there is no room available. They “tried to contact me” but also told me I have no phone number on file (never been told this, I believe it is, plus my email is there). Ended up literally having to call nearby hotels with the front desk lady and walking to a Marriott with our luggage .5 mile away. Had to pay double the original booked rate