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?
Anyone know of a good tutor for CFP exam? Thx.
Any recommendations for CFP Programs? So many options! Also, has anyone taken Series 50, I’m using STC and wondered how the exam is. Thanks!
I’m considering leaving Public Accounting to become a Certified Financial Planner. Have any of you other fishies looked into this? What are some things to consider?!
Any CPAs here also a CFP (Certified Financial Planner)? What was the process like getting the CFP designation?
has anyone here who is CPA sat for the CFP exam as a challenge candidate? would it be beneficial / make me more marketable if I have a CPA license and have passed the CFP exam? What are job ops like?
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!
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
I really want to get the CFP asap but I’m torn bc all of my time & energy is currently going into building my practice and I’m only about 16 months in with a relatively long way to go. Continued....
I want to start on the chfc and cfp but the courses are 8k through American college. Is there a better alternative out there? I definitely think there's value in them but that's a bit steep for me
Fellow young female FAs— How are you making it in the industry? I am getting burnt out from people not taking me seriously no matter what I do. You’d think being a CFP candidate, dressing professionally, and knowing my stuff would get me there but it doesnt. [more in comments]
Best designation for working with high net worth clientele? The CFP is obvious, but want to work my way up to it. I was thinking the AWMA. Thoughts???
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...
Any 🐠 have a CFP? Was it worth the time investment? Trying to decide whether to pursue CPA or CFP for long-term market competitiveness. (Not looking to dedicate several years for CFA.)
I’m looking for a CFP program that offers asynchronous distance learning with the option to extend for a masters degree.
Is it unrealistic of me to sit for the CFP exam in March if I start studying next week? I have three years of experience as an FA and I plan to study 2 hrs/night Mon-Thurs and all day on Sat/Sun
Jumping around big 4 for promotions, worth it?
Currently working for big 4 firm and have a desire to transfer to MBB due to learning/pay/camaraderie. Due to competitiveness, can I hear from people at boutique who like the culture and experiences?
Fucked up and forgot to cancel my Westin hotel booking when I was told to be remote this week. Got charged for one night. Can anything be done?
Can you get points and Platinum benefits for your stay if you get a Marriott using Hotwire?
Does anyone know if PwC will pay out a bonus after you have put in your 2 weeks notice? Specifically, it is a bonus for an actuarial exam. I have another job offer on the table, and they want me to start ASAP, but I’m not sure if I put my 2 weeks if they will cancel the bonus. Please help!!!
Boarded 30 late due to FAs mixing up time zone...taxi out, sit for hour , pilot announces return to gate for comp issues and mtce crew is waiting for us. 30 mins at gate - still waiting on mtce. 😡
Which MBB pays the best at all levels?
New analysts: what are some mistakes you've made over the first few months? Got grilled for the 1st time by a client #feelsbadman
Hi guys! need to make a decision abr 2 offers that I have: 1. Western Digital : Senior Engineer, 20.2 LPA (17.5 fixed) , Stock options, 2 Lakhs joining bonus, Location : Bangalore (temp. Remote), But technology and domain might be narrow 2. : Hyland Software : Developer 2 (R&D department), 17.85 LPA (17 fixed) , No stock options, Premanent Remote Location, Chance to learn Angular as well Common things : 3.2 yrs exp, .NET Web AND Deskop Stack Inputs abt companies r appreciated too!
Has anyone moved from NYC to a big city in Texas (Dallas FW, Houston or Austin)? I’ve been to Texas two times and I’m interested in the personal freedom culture as well as space. I’m living in a small NYC studio paying way too much, subsidizing failing state and local governments. I was paying for the NYC culture which is gone for the foreseeable future due to Covid.
Are any top consulting firms hiring for experienced analysts currently? I know ACN and some others are cyclical for resources 2-3 years out of college, but I’m looking to make a move sooner than fall
👋 Building a library of career resources! Currently have 60+ in-depth articles across 15+ topics, from analytics to interview prep and strategy. Started with my own writing, adding new links daily. Feel free to share what’s missing! https://www.productlessons.xyz/library
Is the AWS cloud practitioner cert meaningful to get or is it just another basic cert that’s useless?
Two weeks into a 2 months projects and the client has pushed me out of the project because of "budget constraints". I do not have a problem with it except that my instincts are telling me there were racial motivations with the move. Has anyone here experienced this type of thing and how do you deal with it 'cause it's getting my head?
Going on vacation to Europe. Looking for comfortable shoes that won’t hurt from walking all day, don’t look ugly (with nice dresses/clothes), and can perhaps even be considered for wearing to nice places (eg dinner, bars). Probably asking for a lot here but please let me know suggestions! Don’t want to take 4 pairs of shoes for a one week trip 🙂
Looking for advice and tips. I am due in December, will be taking a year off for mat leave. I don’t have “hobbies” and my current job wouldn’t allow part-time. The position is neither something where I could turn it into a “consulting” type of job/skill. How would I find a part-time gig if I didn’t want to go back working full-time? Hope my question makes sense
What “self help” books are you guys reading? I just read Untamed by Glennon Doyle and wow, I want to start from the beginning again, but feel like I should read something else. Would love any suggestions.
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