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  1. #1
    Join Date
    Jun 2009
    Posts
    910

    Default Any CFP mom or dad here? I would like to ask your advise.

    I am an active CPA and plan to return back to work after my youngest starts school. I plan to take the CFP exam next June. How did you prepare for the exam? Did the exam harder than the CPA one?

    Now, I have the questions on the jobs. There are ones with the investing firms, i.e Amex. You get the low salary plus commission. Has anyone worked with this set up or you go out to find your own clients? How much would you charge? Per job or per hour?

    I like the fact that it is flexible. So, I can work half day and pick up my kids after schools, take them around to after school activities, and help them with the homework. Is it really flexible as it is supposed to be? Thoughts and advice are appreciated. TIA!
    Last edited by moonsky; 09-12-2012 at 07:56 PM.

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