Which is the one that is actually the rankings as this time? AP or CFP rankings? Talking about NCAAF

Best study guide for CFP?

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

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?

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

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

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

*** 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.

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.

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

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.

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.

Sitting on two AWS vs McKinsey offers. Which would you take?

Looking for a flat 1BHK/2BHK full occupancy starting Feb’23.

Preferred location- Kharadi, Wadgaon Sheri, Viman Nagar,

Been selling covered calls or puts on F. Seems almost too easy. What can go wrong, outside of it actually hitting ITM?

I have one question please clarify
Was helping a friend in one of his assignment , Downloaded the data from my gmail and developed the report and sent to my gmail Id so in this process I just used the EY laptop will this create any problem ?

I was recently joined so wanted to get clarity on this please throw some light

What happens if you quit your job while in the process of getting a clearance?

Suggestions for a 2-3 day solo trip for a female 28 years old within the US. I live in Florida if that helps

Dear all,

Are there any openings for senior design engineer in Daimler truck , currently working in new product development domain . If there are any openings for the role mentioned, kindly refer me.
Thank you 😊

Anyone have belt recommendations?

Was anyone from this bowl just on the KPMG Australia Town Hall? What do you think of the payback and pay adjustment announcements?

Will I get the yearly bonus if i join in october ?

Hello team,

What should be good package for a 5yr old IAM consultant in UK? Thanks in advance!

does bosch provide allowance for chair? table? Internet bill?

Hi Fishes, I need your suggestions as I am confused between companies. Tech stack- ServiceNow, YOE-3.5
Deloitte India -12 fixed+ 2JB
EY India -11fixed+50k
Kpmg india-11.8 fixed+ 1JB
Accenture-11 fixed+ 2.2JB
Please help me to choose considering all parameters.

Time warner is so sneaky! They charged me extra and took off my discount with no notification! Hate it! Is Verizon fios way better?

Does anybody have any material covering the basics along all industries?

Hi Fishes,

Do these 2 points in the JD allude to modelling requirements?

• Prepare transaction specific and marketing materials (teasers, information memorandum, pitch books, corporate profiles, and industry data and analyses)

• Perform in-depth company and industry research supporting specific client engagements and marketing opportunities

What are some cool perks/ benefits at PE firms? I know it isn’t close to MBB but anything?

Looking for book recommendations; any favorites? Interested in both fiction and educational/self-improvement (for example, investment / finance books, time management, etc). I feel my vocab is...

Hi, I am a PhD student and I have recently started preparing for consulting. I have gone through basics of framework and have watched few YouTube videos. I am at the point where I am seeing diminishing returns by studying more books. Anyone willing to help or are there people in the same boat? Would love to connect with potential study/case buddies! TIA!

Any book recommendations?

Have the Big 4 raised their initial post-MBA salaries to somewhat match the recent MBB offer changes?

I feel stuck as a Strategy Manager and want to make a career pivot at 35. But have no idea what i should do? Any suggestions, resources or books that I should read to help with my existential mid thirties crisis? I have experience in technology consulting, corporate strategy, freelance consulting and law. Do I go back to being an Attorney, or do I retrain and become a financial advisor or something else?

Help me 🐠Thinking of buying a home. With all that is happening politically wondering if the current govt will create an unstable economy and dip real estate prices. Should I wait a year or 2?

Notice there are so many people with debate experience in consulting. Kinda impressed. Any highly recommended books related to debate or communication in general?

Wtf is up with this smog in Seattle?!? Its like the cities sky turned into LAs 😱

Best consulting firms (including boutiques) if you want to do product design/development

Does anyone know where I can go for a short period of time to get a business work setup? Two monitors + keyboard + mouse and good WiFi? I have a timed case study coming up and would ideally go into the office to do it but it is closed and i don’t have a good wfh setup.

Thoughts on Wealth Management as an industry? Offered a role to work under a senior FA and eventually take over the book (~$800M AUM and growing). It sounds great, but I am worried about the disruption this industry is facing with Robo advisors and other low cost, DIY options. I’d want to make sure the clients stay through the transition, and I don’t want to join a dying industry. Thoughts and advice?

Thinking about switching into the GBS program at IBM for IT consulting. Good or bad move?

Wealth of experience working in the Bay Area with pre ipo clients going through funding/ working on pitch books etc.

My hometown has a growing tech scene but little funding. Was thinking of parlaying these experiences and starting a bit of a consulting operations to connect the two

Anyone with insight on how I might go about doing this? Would love to chat!

BCGers your NYC office makes me pretttty jelly... 😳 can't wait for us to leave 52nd st

Can I use my MBA loan to pay for my monthly condo mortgage? Probably heading to Georgetown and want to buy a condo in northern va area. Would just pay mortgage instead of rent using the MBA loan $

Now that United's market cap has dropped 600M, maybe we can all agree that regardless of who was at fault, United should have handled the situation far differently.

Are you seeing more beach time recently at your firm?

Layoffs for Deloitte- who is doing them? How are they being delivered? Who schedules?

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