The first CFP is a bunch of bull crap! Georgia over Alabama. All of the Big Ten getting shafted. WHAT GIVES??!!
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
For my FAs who are also CPAs (or anyone who knows I guess 😊) - do you know if there is a way to simultaneously get your CPE for the CPA while also preparing for the CFP? Continued in comments...
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
*** 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.
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.
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!
Anyone know of any resources where you can get dual credits for CPA/CFP continuing education?
I am taking the CFP exam in July. I currently have my RICP but I struggle with how to market the designation. I’m fearful that I will have the same problem with the CFP. What do you do to show people you have these designations aside from having the letters after your name? @
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.
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.
What would be a comparable salary/bonus for someone 15 years in the industry as an associate with a CFP... client service but no business development experience? @northwestern mutual
Open to exploring my options for going indep. 8 year vet at EJ w/$150m AUM ($90m fee-based), & a CFP. Not unhappy @ EJ but not able to be a true planner. How do I compare all the options?
We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448
I am CFP,CPA,MBA looking to expand my practice. I'm located in PA and interested in speaking to advisors that are looking to sell their practice. Please email me at firstname.lastname@example.org. Thanks!
When the worst intern is also an anti-masker
I have sponsorship from my consulting firm (tuition, requires 3 year commitment, definitely does not pay like MBB/T2). I got a 60k scholarship from Kellogg, should I just consider making a move to MBB/T2?
SEE YOU IN COURT! THE SECURITY OF OUR NATION IS AT STAKE! - POTUS or a kid who's parents denied his wishes two times in a row 🤔
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Split classes take away joy! We have 6-7 classes at each grade level and they split 1-2 into the remaining 5 so we can have a 5 day schedule. Big classes plus the classroom culture homeroom teachers work so hard to achieve are ruined. Advice? (Plus we are told to "not be negative" by admin.)
AM here, on our corporate AMex card who pays the yearly 115$ for the rewards points? Is this exoensed
My career goal isn’t to make it to MBB or a unicorn or FAANG. It’s to feel fulfilled and challenged as I progress. I can’t be the only one that isn’t title or company chasing.
Would someone please explain what it means when people say that you will get some of your bonus back when you file your taxes?
Have a ton of Aeroplan points saved up. Debating whether to save them for travel or use them for an Apple Watch. Any tips? Is it generally better value to use them for travelling?
Got the phone call promoted to Manager.....assurance PwC, currently interviewing as I've basically been in busy season for the last 6 months. Completely burnt out and ready for change.
Is 112K for a startup good for 2 YOE in MBB in nyc? I was personally targeting 135K at least but this seems interesting
Wait! Most people in this group aren’t mbb! So, this group isn’t how we can network and figure our next steps?
Has anyone with an ADA disability put in any notice to their company? I have one and my doctor is concerned I’m being pushed to the limit with the amount of work I have. Been working 70-80hr weeks if
Interviewing for MBB...how do I spin my tech implementation experience to strategy consulting?
Haven’t traveled at all in the two years that I’ve been here. Any watch-outs when selecting about travel projects?
This might be a dumb question but when folks say max out 401k contributions, do they mean the full 19.5k per year? I usually do the 5% to get my company match.
How is the WLB at Deloitte USI. I am joining as LSA in a couple of months. Risk Advisory ( Valuations) Also, what is tha salary band for LSA here. Thanks in advance.
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