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r/CFP

28,236 subscribers
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNERâ„¢ Practitioners in North America.

Notice: This subreddit is not actively monitored, so the posts here are only a small subset of what exists on reddit.

Browse by flair

Career Professional Development Investments Tax Planning Practice Management Business Development
New Top (24hr) Top (Week) Top (Month)
to r/CFP by Loose-Dream7901
1 week ago
I’ve worked in Practice Management/BD at a large firm for 5 years. Met over 2,000 advisors…
Business Development
to r/CFP by CommunicationFun9430
1 week ago
CFP with Discount Brokerage Work Experience (Execution only)
Professional Development
to r/CFP by Slow-Juice-7257
5 months ago
Coolest business development tactic you’ve heard?
Practice Management
to r/CFP by Slow-Juice-7257
5 months ago
What’s your On-Boarding Process?
Practice Management
to r/CFP by Far-Entrepreneur6368
6 months ago
Bank and Credit Union Advisors
Professional Development
to r/CFP by Bourbonandbudgets24
6 months ago
Unbiased advice
Professional Development
to r/CFP by aviwestside
5 months ago
Practicess - Anyone use them and have experiences to share??
Business Development
to r/CFP by Slow-Juice-7257
5 months ago
What kind social events & gifting do you look out for?
Practice Management
to r/CFP by Slow-Juice-7257
5 months ago
What’s your service plan for top clients and COIs?
Business Development
to r/CFP by Stabilizations
3 months ago
Credit cards
Investments
to r/CFP by Bourbonandbudgets24
6 months ago
Paternity leave
Professional Development
to r/CFP by Jigan93
8 months ago
Next Career step (advice needed)
Professional Development
to r/CFP by Scared_Palpitation56
3 months ago
Schwab commercial
Practice Management
to r/CFP by Strict_Cash2500
4 months ago
What do you charge for fees
Practice Management
to r/CFP by NoConsideration7426
10 months ago
Changing careers to FP
Professional Development
to r/CFP by ___this_guy
10 months ago
Fidelity looking for Planning Consultant in North Jersey
Professional Development
in New Jersey
to r/CFP by TheGoldenLambo
7 months ago
Question on CDs vs Equity play
Tax Planning
to r/CFP by Slow-Juice-7257
5 months ago
LinkedIn Reach Out Strategies
Business Development
to r/CFP by Slow-Juice-7257
5 months ago
Lead Generating Firms in Canada?
Business Development
in Canada
to r/CFP by Scared_Palpitation56
3 months ago
SCHWAB #!@*^&!!
Practice Management
in @^&
to r/CFP by LovelyLioness200
3 months ago
Quick Rollover Question
Tax Planning
to r/CFP by ApprehensivePlate611
10 months ago
Fidelity pay?
Investments
to r/CFP by GuidanceDowntown
1 year ago
Career path
to r/CFP by untapmebro
3 months ago
Being aggressively recuited help clear my head
Career
to r/CFP by Aware_Safety_5378
11 months ago
Hiring Planners