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

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Webce is good

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I just did a day zoom class with Morton Barber and received like 13 or 17 hrs (can’t remember).

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There’s no simple hack unfortunately...just block off a day and knock it all out.

A fund company I use just had a super CE event that gave me 10 CFP credits and 21 Insurance credits (took a couple of hours)- look for one of those.

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What’s your firm’s position with regard to the regulation of the CFP standards coming Oct 1st?

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

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Was previously working as an advisor growing a nice book and left to move 18hrs away to be close to family. I was pregnant and desperate to take what would move us and now I’m a planner working for FAs and I’m making $130k. Was fine at first while I got thru pregnancy but now I’m not happy & regret accepting the job and pay. I’m supporting others who are making 3-4times my salary. I have 10 yrs experience and CFP, often more than FAs I’m helping. Ask for more $$ or start over being an FA?

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I’m looking to hire a producing FA in the Allen, Tx.
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Best study guide for CFP?

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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?

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Anyone taking the CFP course via College of Fin Planning? Trying to figure out last day to take the test.

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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?

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I have CFP but see need for more managed account in my practice. Would it be wise to get CIMA (Certified Investment Management Analyst) to obtain more knowledge and skills? Thank you.

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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?

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Alright gents, quick opinion how valuable is a WMCP & Chfc designation

Currently finishing off my finance degree wondering if it’s worth it before achieving a CFP & CFA

More context I aim for more roles in wealth & assets management or commercial / institutional investments either states side or Latin American, speak Spanish Portuguese.

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Looking to join an RIA. Referrals greatly appreciated. CFP with over a decade experience with in Wealth Management.

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Anyone believe CFP's do a better job than non CFP? Or is it mostly a marketing plan?

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Underpaid? 5 years managing 250+ households, working toward my CFP (advisor’s request), conduct meetings in FAs absence, travel to meet clients out of state, cultivated many relationships on my own, work with wholesalers to customize structured notes and trade them biweekly (tedious with the volume we do), manage 40+ SBLOCs (fun when volatile), provide all financial planning services to clients, office management, marketing, did I mention I’m his only staff member? $1M producer - me $65k/year

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Have my CPA but thinking about becoming a certified financial planner after leaving public accounting. How difficult and time consuming is the exam compared to the CPA? Is it worth it?

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Average base salary for someone who just passed the CFP?

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I’m 25, been working in boutique financial planning/wealth management shops since college graduation (ba Econ & finance). I hold my CFP and CIMA- no graduate degrees. Is it realistic to be able to make a move to PE or IB space?

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

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This is going to be an amazing community of professionals who strive to continuously improve themselves and upskill as per their career choices.

We are professionals who find opportunities cross borders. We are not limited by physical boundaries.

There are various remote-first companies chiding remote workers. We are professionals who want to stand out and work with companies abroad.

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