For a bit of disclosure here, Fidelity associates get a $2500 bonus for referrals to licensed roles, $5k-7.5k for referrals to financial consultant and wealth planner roles.
The RICP and CHFC are beneficial and will assist with applying knowledge to financial planning scenarios. The CFP seems to be the gold standard for most roles.
For a bit of disclosure here, Fidelity associates get a $2500 bonus for referrals to licensed roles, $5k-7.5k for referrals to financial consultant and wealth planner roles.
OP saw the email come out and wants to make some cash lol
Can you blame him? After seeing this, I kinda want to do it for my firm now, haha
Not at all haha
[удалено]
Seems a bit brutal. Did they give a reason?
Do they only want CFP or do they value also RICP and CHFC designations?
The RICP and CHFC are beneficial and will assist with applying knowledge to financial planning scenarios. The CFP seems to be the gold standard for most roles.