What is the quickest way to jam a bunch of CFP CE credits in? I'm 20 hours away and have a July 31st deadline ugh

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?

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

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

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

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’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?

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?

Average salary for a Senior Associate who’s in the process of getting their CFP?

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.

Best study guide for CFP?

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.

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

Any recommendations on prep courses for CFP exam? Taking the exam in March

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

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.

26 y/o JD, CPA, CFP --- what are my odds landing a career with the FBI?

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

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.

Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.

PwC India and PwC US

Which is better?
What are the advantages of joining PwC US.

Please help me to understand it

Hi sharks
News coming in i have just seen one person writing in some cts bowl that the new internet reimbursement model is put on hold and we will be receiving 1800 this month too,,is it true? Can someone throw light on this and enlight me by telling whether this is true or just a fake one

Hi Fishmates! Anyone working at VMware wishing to help me out with a referral? Thank you so much in advance!

I know I’m an excellent designer and creative leader but I am having the worst time securing just an interview. I’m tired of being ghosted. What can I do?

How did you get started with your personal investing in stocks? I am 26, F, and currently have a 401k, and some money in stocks but not much. I’m extremely interested in investing have been reading and listening to podcasts. Any advice?

Seeking employment as a Financial Analyst in the New York and New Jersey area any suggestions? Please help thank you.

I have received offer from accenture but still I am not accept it as my current company's increment letter is due. Is they consider my increment letter and send me the revised offer letter if I accept it now???? Please help me.

I’m in Georgia, and in the process of settling a claim. The liability insurance rendered the full policy limits of 25k, a release has not been signed yet, the coverage is 25/50can I still send a loss of consortium demand for the non-injured spouse ?

a few weeks ago we had a super busy day with scripts and i think i went into ‘autopilot’ because i don’t remember it happening, but i handed out the wrong prescription to someone (before you get mad, i only started a few weeks ago and i’m a junior assistant), out of all people i could’ve given the wrong medication to, it was a blind person. i have severe anxiety already and want to know some tactics to go back to work without guilt? i take guilt very heavy and struggle to get past it all

How can I change the project in Accenture?

Hello all, I'm currently negotiating salary for an Associate Business Manager role at JP Morgan, London. Can anyone please help me with what base salary should I quote?

I'm doing some due diligence on a startup founder and I'd love another set of eyes. If you look up Jennifer Sethre of Intry on LinkedIn, she lists that she was President of Lighting Science Group Corporation from Nov 2013 to Aug 2014, but I found an SEC Form that says she was appointed President March 1, 2014 and resigned July 17. And if you look at the rest of her work experience, it is all top exec roles all the way back to her first job after university in '94, which is a VP role. Odd, no?

Hi Friends,

I have total 11 years of experience in IT (Enterprise applications:Oracle Weblogic) and 4 years in DevOps, Git, Google Cloud, Terraform, Docker, Kubernetes. Currently working with Accenture India. I have been trying for almost a month in LinkedIn (applying for jobs as directly messaging recruiters) for opportunities in London, however not getting any positive response/interview calls.

If anyone working in UK can refer me in their organization, would be really helpful

Hi everyone,

I had offer of a well known company but they said position is on hold so they will be thinking on that and I have resigned from my company

I'm currently working In a good company as a Big Data Engineer having overall work experience of 2 years.


Skill Set: Python, Hadoop, Spark, SQL, Hive, Sqoop

Please refer me in any suitable position.

#referral #help #dataengineer #job

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

What are some good marketing seminar techniques to use? What are good things to add in a marketing campaign to get new clients to attend?

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

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

I need some good career-development or finance-related books, anyone got any recs?

Any tips for better public speaking? Got to lead an important meeting with high profile people. Feedback was good, but needed improvement. Insecurity/shyness played a role.

When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

What are the best resources for studying investment banking exams: SIE, 63 and 79? I received sponsorship today and have no idea where to start. Thank you!

I have recieved persmission to put a banner on the side of our building. It would get lots of looks as I am on Main Street in the seat of the County. What would you do?

Thinking about going independent and operating out of my home office. Does anyone have any thoughts to share about that? I’m wondering about clients coming to my home and FINRA issues.

Can someone give more information on JPM Private Banker Role Associate Level. I am being offered a 150k base. What is the catch in this role? Can someone give any insights ?

Any idea what someone with the title of a senior wealth advisor at Northern Trust should be making? Asking to help a friend here.

Anyone knows about the base for chase PCA?

Best technology to use that LPL has?

Has anyone done/heard of the Morgan Stanley 3 year program? If so, what was it like?

What is a deeply held truth that you believe?

Having serious sleep problems, on and off been about two years now. Recently had an episode of extreme dizziness, diagnosis is vertigo. Been two months, still feel it from time to time.

Anyone ever work at First Command as an advisor or manager position?

Any body have feed back onSecurities America ?