Way too early CFP predictions... who’s your top 4???

Best study guide for CFP?

Big disrespect to UCF in the CFP poll... Michigan above? Thoughs?

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?

Best study guide for CFP?

We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

Relocating to Columbus, OH area. Would prefer to transition to Independent. Have over 5 yrs as lead advisor experience and cfp. Could probably transition 4-5m and help with existing book.

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

I’m a CFP® and work as a test engineer for financial planning software. I’m pretty new to the tech space, and wondering what jobs might be out there in the fintech space as I gain more software knowledge. It’s kind of niche working in financial planning software as my background is financial planning. What kind of jobs are out there that might translate well and would have good earning potential?

Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

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.

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

I’m looking for a fully licensed FA with 3-5 years experience in the North Dallas,Tx area. Small BOB preferred.
The position is salaried with discretionary bonus. The advisor must be people oriented and desire to obtain the CFP designation.

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

Anyone know of a good tutor for CFP exam? Thx.

Hi All,

I heard that wellsfargo , Hyderabad is Hiring now for many candidates for A specific project . Any one from Wellsfargo, please provide me reference to me to join the company for KYC process.

If someone revoke resignation in TCS.
Is there any rule that he cannot resign for certain period and where can I find that policy???

Anyone wear baccarat rouge?

Any women on here living in Jubilee hills?
It's urgent

Looking to enhance knowledge of back-end rev cycle functions, best practices, benchmarks, etc. What are some good books to read for this?

A customer brought me a Christmas gift today. So sweet. What's the nicest thing a customer has ever done for you?

I have an 8 hour layover in Madrid. Never been there before. Is it worth leaving the airport and doing something in the city? Any tips on what to see in a few hours?

Is a 2200/2400 sat score worth putting on my resume/application?

Has anyone else worked two programming roles at one time?
I currently work as a Contracted Software Engineer and I’m set to finish my contracted time at the end of October. To stay ahead of game I started to move forward in the interview process with another opportunity as an Application Software Programmer and just received notification that I got the position. I definitely could use the extra paycheck to help out with my financial obligations. Just wanted to see if anyone has done this before.

How many employees does KGS have in total?

VC / PE / MMB comp and trajectory comparisons? Is it better to stay in MMB until later in your career then switch to PE/VC or better to make the move earlier.

What does an internal facing Strategy director at KPMG do? Kinda sounds nice-ish. Anyone with experience ? Recruiter says great pay and good WLB but any primers?

AbbVie just posted Director of Innovation role. Does anyone know about this team? Seems like a good exit opportunity but would like some inside scoop.

Hello all
Is there anyone who can teach me few devops tools. I have the theoretical knowledge, but want practical hands-on. Please reply or DM me.

Any good recommendations for patent industry magazines with regular print editions? too much of my keeping up to date is by blogs.

Bangalore or Hyderabad, which market is expected to have better PM opportunities in next 5-10 years ?
Anyone betting big on remote PM Jobs in India?

What are your best 5 picks for companies to work as PM and why (optional) ?

Any tips on how to quantify work as an EA? I’m having trouble with this part but I’ve heard it’s necessary. Also what would be considered a KPI for an EA? That’s not something we tracked at my last job. TIA!

Had a recruiter tell me that investment firms only give 24 hours for you to accept an offer - is this true? It seems crazy to me

How long can you go without having anything to do before you get laid off?

Any suggestions for anger management books?

I'm trying to buy a bigger than normal whiteboard for my home office: any recommendations?

What's Deloitte's paternity leave policy? And how long do you have to work there before becoming eligible?

Favorite statistical modeling technique to use? ANN, SVM, LR, PCA, etc. And any specific reasons? Industry, ease, interpretability, etc.

To the employees who take the "2 bag rule" too seriously: my wallet cross body is not going to take up anyone's over head space. Men have pockets, I need somewhere to put my phone.

I’m at a T2 with 2 YOE. Feels like you only have real client exposure here once you hit around 4-5 YOE (from undergrad). Is this true at MBB/other T2s?

If I want to jump ship to a different big 4 company, which recruiters are best in NY or do I need to go direct to the firm? (Works differently in the county that I'm from)

Has anyone moved states and changed their home office / region? (Personal choice not project driven)....If so, what's the process? What approvals are needed?

When your manager says you don't have to stay for the rest of the meeting, should you go?

If counselor doesn't have to present you at year end does that mean your destined for a 3?

EY fish - when you are laid off, is it immediate the day you're told or do you get a little warning?

If I need Friday 4-5pm to go to a doctor's appointment, do I need to set a meeting invite to my manager in order not to be fired?

what does the bonus range look like for a new band 4 at bank of america?

Plural tutoring session anyone? Looking to do as a weekend job. Current target OPs are "Has there been layoffs" and "What's your thoughts" but happy to expand.

Season finale of billions... 💸 #teamaxe

Anyone else get a little claustrophobic when the window seat doesn't actually have a window?

Best consulting firms to work for in Hartford CT area?

Books to learn more about how to drive sales in consulting? Any recommendations?