Woot woot… just got the official notification I passed my CFP…. and had to pay $1100 in fees

At this point all I care about is salary what would result in your opinion most money •CFP •CPA •prestigious MBA •CFA •CAIA •coding boot camp I’m at $85k now

My paraplanner is wanting to get started with his CFP. It's been a while since anyone in my office has needed to go through a program. Looking for advice, what path should I suggest; Kaplan, Bryant University, Boston CFP, something else I don't know about? Looking for your ideas on what might be best to use as an educational source for the CFP these days?!? Thank you.

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

Does anyone here hold a non-CFA designation (CFP, CAIA, FRM etc.) and what kind of role/position do you have?

6 week cram sesh for CFP. Any recommendations?

Is anyone hiring for any Asset / Investment Management positions? Series 7 & 65, CFP, and completing my MBA soon with a focus in Mergers & Acquisitions. Over a decade experience in Wealth Management. Thanks.

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?

Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

Sitting for the CFP in March. Any tips on how to best maximize the next 3 weeks?

Hey Fish, passed my first CFP Course Exam this morning. Feeling great but can’t share with co-workers, so please share my joy!

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...

Anyone know of firms with the Los Angeles area that help you and encourage you to attain the CFP? I’m finding it hard finding local firms that have career trajectory from Client Servicing to full Advisory work.

I’m willing to pay for self study and take local classes but would love and appreciate sponsorship.

Any advice in general for making the jump from more client servicing to advisory would be greatly appreciated.

Ideally I’d love to make my way towards either an Advisor or Strategist.

Best study guide for CFP?

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

Best study guide for CFP?

Please debate: college football is less fun now that the top 3 spots each year in the CFP are Bama, Clemson & Ohio state with the 4th seemingly open to Georgia, ND, Oklahoma? If you agree, what would mix it up?

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

Anyone in Louisiana looking for a partner? Looking for someone that’s interested in Fee-only, CFP(coming soon), passionate and vocal about fiduciary standard

Can anyone provide insight on comp for a Financial Planning Associate with Vanguard in DFW? Hold my series 7/63 and towards the end of my CFP

Jummah Mubarak Fam ☪️💚
25th Rabi al-Awwal 1444

I would greatly appreciate some fun/engaging/stimulating lesson plan ideas for high school students.

I have joining on Monday,how does project assignment work and in how many days I will get the project ?

I'm hiring for reactjs developers with 3+ years of experience. Location: Hyd, India.

Recently interviewed with a company and they offered me a job position that has not been created yet. Engineering firm with no customer service interface, so I would be the first and creating a team of my own for the company. I’ve kept in touch with the COO but still no definite date or offer letter. Was told the start of Q4 but wondering if I’m being led on. Thoughts?

Anyone in this bowl from the denver area? Moving there this august with my girlfriend and are still considering which suburbs to move into. Would love some advice on popular areas!

Does anyone work for a company that is still hiring? It feels like all companies are freezing hiring these days.

Hi,

Anyone knows why Accenture has added 18k as other prespective in Income tax computation sheet.

I left Accenture in first week of June

What Salary one can expect. For band 9?

What is the average pay for a senior executive at EYP UK?

Price to Equity ratio or Price to Equity Growth ratio?

Very new to EY so sorry if it’s a dumb question but why is it suggested that you should never work directly with your counselor (as your acting engagement manager)?

Just submitted my first job application in private industry. Why am I so nervous about the possibility of leaving public? Stockholm Syndrome?

Please add currency to posts - were not all US based...

Shout out to all the PwC peeps that finished Independence Training tonight. Lord if they didn’t try to fit in every millennial cliche trying to be hip and cool.

I have a B.S. in accounting, and I will graduate with an M.S. in accounting in Fall 2023. I currently have three years of accounting experience, and I work in Nashville, TN. I know I am very underpaid. What would you consider a reasonable salary for someone of my credentials/experience working in Nashville?

What agency has done the best work since Covid started?

I feel like as an industry we have a really fucked up business model - the concept of scope of work seems like it makes little/no sense anymore. Is that just me or

Happy to be here! Politically speaking: I consider myself a Classic Liberal (JFK Liberal: “Ask not what your country can do for you, ask what you can do for your country.”) Constitutional conservative, fiscally moderate, socially liberal.

Looking for objective opinions. I was in a training session today with all men and one other woman. Truth be told, I was by far best there (based on effort, not necessarily natural ability). I suddenly felt like a goody twos shoes and unliked for coming prepared. The woman was indifferent with me which happens a lot with women in the industry. Sometimes I think it’s because I’m well put together and carry myself with confidence (I’m no Kate Moss but I did used to be a fashion buyer). Cont. below

What’s the best virtual event you’ve attended? Looking for ideas for our women’s network, new hire class, industry groups etc. so anything could work!

so I just had my quarterly feedback meeting w my boss and my negative feedback was that I never turn my camera on so it comes across like I’m unprepared.... it was partially due to circumstance but also in part because I’m insecure about being seen as less than without makeup and professional clothes..thoughts?

Hi! I'm new here. I was wondering how many of you are working in the Miami area and how do you like it so far.

Has being more assertive ever backfired on you? I'm naturally more reserved and am trying to work on this without coming across as a bitch. Any tips?

Do you work in a gossipy office? I am discovering that I do. I don’t like to participate in the gossip so I usually just listen and nod or try to find a silver lining in the situation to bring positivity. What tips do you have to avoid getting sucked in/being the subject of the gossip?

Any opinions on mentoring?

Anyone have advice on handling other people’s stress rn? My brother is a resident and starting a hospital rotation (family medicine, Nola).  My mom is stressed out of her mind. Idk how to help

How do you get the most out of your Series 7? From feeling like you are actively using it and making a nice income. I would hate to feel like I need a career move just because the Pay isn’t where I need it to be or maybe it’s because I am in Ohio?

Did anyone see the post in the Work-Life bowl posted by the analyst? Saying that he(26M) was scared to be judged at corporate events for his gfs(19F!!!) hair color & tattoos? If you didn’t, please check out the comments. And then remember that these are men in the financial industry, that could very well be your coworkers. The grooming. The objectification. I am disgusted, but not surprised.

Happy Friday everyone!! What are your weekend plans?

Would you say this was unprofessional, or would you have done the same? I was called out to present on a call mon night on which I got humiliated with questions: such as why are you telling us this, what even is this that you are sharing, kept getting cut off to explain myself. I was of course the only woman in the meeting. I literally cried after that’s how awful I felt. So today, similar call was scheduled, I just rejected, said I had something urgent come up and didn’t go.

Received job offer and negotiated salary. They came back not budging on base salary but offering a bonus of 15% rather than the original 10%. I appreciate that but was really hoping for an increase in base. Would you just accept or negotiate again? I don’t want to lose this opportunity.

You guys know about AI trading system? It’s actually the most efficient way to trade right now. Everyone in it is actually making over $1500 — $2000 weekly

What type of resources do you feel are important for you to succeed at work/in your position?

Is it just me or have you lost touch with most of your friends from high school/college? I’m 29 yo & coming from someone with a lot of friends, I can say that I now only have 2 friends that I can really trust and have kept in touch with over the years, in addition to my significant other. After the pandemic & switch to the WFH/hybrid environment, I’m feeling more isolated than ever. Any tips or recommendations on how to network and meet more people? I’m based in LA!

Any recs for interesting women's blogs that are free or have a low monthly fee? Mix of fashion/beauty/serious content. Current favorites: The Cut and Go Fug Yourself. Need more options.

Hi! I want to know how about the actual salaries of the people who works as BSA Analyst, EDD Analyst, Compliance Associate, Compliance Analyst, Sanctions Compliance, etc. in the Banking industry. I want to compare the salaries, beacuse I think the salary at the bank I work is too low. And I'm looking for a better salary... Thank you very much for your help.