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Latest Discussions

  • Thank you for the clarification!  I appreciate your input. Thank you, Petr ------------------------------ Petr Petrik Insurance Examiner RI Department of Business Regulation Pawtucket RI 401-871-2025 ------------------------------

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    Investments section

    I'm really struggling with the investment portion. Specifically investment selection. I might be too conservative. How do you choose the right allocatio

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    CFP v CPA exams

    Just curious of those of you who are CFP's and CPA's which test was more difficult and by what measure... ------------------------------ John McVay Yacht Captain Yacht Captain St Thomas VI (713)858-3110 ------------------------------

  • I used a Keir audio program that I thought was helpful in keeping things fresh. I listened while I worked out. I used it only as a supplement but I think it contributed to my passing on the first attempt. ------Original Message------ I am ...

  • Hi All, I started the George Mason in-class program last year and our group just finished up last weekend.  It was great!  The instructors are incredible and the experience was amazing!  When I was deciding which program to attend I also looked at George ...

Pinned Posts

  • Hi All, I have never formally participated in this forum, but read the updates daily during the months leading up to the exam for insights and encouragement. I thankfully passed the exam yesterday, and had promised myself to share with others my experience ...

    3 people recommend this.
  • Hello, Bryant University boasts an 80% success rate and has a self study program that can be completed over 21 months. I've decided that self study would be most conducive to my success considering my client load and family responsibilities. Before ...

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    July Test Takers

    Hello out there! This is my first post! Are there any July test takers out there? I'd like to share ideas with you! Thank you. Carroll Hacker ------------------------------ Carroll Hacker Financial Advisor Morgan Stanley Omaha NE ------------------------------

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    Too Old for CFP?

    Hi, I'm a first-time poster, and I'm considering pursuing a CFP to assist in a potential 'second-act' career transition to financial planning. I'm 55 years old and have a CFA designation as well as an MBA from a Top 10 school. I've spent the past 25 ...

  • I am currently pursuing CFP as a second career and am still trying to figure out how to transition into a CFP position part-time while continuing my current job or doing pro-bono work that would fulfill some of my hours for certification. I have had ...

    3 people recommend this.

Career Center Job Postings

  • US - NV - Reno, You are committed to helping others succeed and passionate about delivering an outstanding client experience. Your ability to build relationships and educate clients has made you a natural sales-per
  • US - KS - Overland Park, This entry-level position is a key support role for a team of financial planners in an established and growing fee-only financial planning firm. The Financial Planning Associate is an integral member
  • US - GA - Marietta, The firm is looking for Super Stars! Candidates must have a minimum of 2 years experience working for a financial planning or wealth management firm. Securities licenses of S7 and S66 (o
  • US - CA - Los Angeles, A person primed for success in this role will be excited about operating in an autonomous and entrepreneurial environment but also be a successful team player when working with clients and helpin
  • US - GA - Atlanta, This job might be for you if: * You are a true fiduciary - you always act in the clients best interest * You excercise sound judgement - you are able to manage risk effectively *