
One down two to go
Passed part 1 this morning. PSI didnt have the testing URL white listed so there was a bit of a wait while they sorted that.

Passed part 1 this morning. PSI didnt have the testing URL white listed so there was a bit of a wait while they sorted that.
Hello all. I'm sitting for the 3 parts of the exam between now and mid August but don't plan to do any tax work or advertise myself as an EA till the new year. Am I correct in my understanding that if I wait till send in form 23 till December/January I'll avoid the pro rated CE I'd have to do between now and the end of the year if I sent in form 23 in August.
Has anyone leveraged their designations to help secure a teaching role? I'm in the middle of a mass certification run during a two month leave I have from work and assuming it all goes well I'll have an alphabet soup after my name. CFP, ChFC, EA, CAIA, by March with all the exams besides the CAIA lv 2 either already done or of minimal concern at this point. My family and I are relocating to a country with a very small capital/investing industry so I'm exploring alternative career paths. Planning to do some remote tax prep and planning and offer remote tutoring for the FINRA/MSRB exams. I worked at a TA for four years during undergrad and find the prospect of teaching an undergraduate level course on personal finance, risk, planning, the investment industry, etc intriguing. Obviously most teaching roles, even at a CC level require a masters at least so I'm debating taking the 3 courses I'd need to finish that up.
Anyone start in the US and then transition to Europe or a non location specific remote role?
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My family and I are planning to move outside of the US in April of 2027. I've been in the industry for 5 years mostly working training and supervision for client facing advisors with a focus on fixed income planning. My tentative plan is to work remotely as a tutor focused on the FINRA exams and a handful of high-school and undergraduate subject outside of finance. Honeslty i know next to nothing about looking for employment opportunities outside of the US based retail client space which I am most familiar with.
Current series 7/9/10/66 and ChFC charter holder. I will be sitting for the CFP and EA exams next month and have no concerns about passing either. As a stretch goal I started studying for the CAIA level 1 a few months back with a test date set for September, if that goes well level 2 will be in March shortly before we move. Not that I think they would factor in much job wise unless I pick up an undergraduate or late secondary teaching role but i am also 2 classes away from finishing a Masters in personal financial planning degree with the intention of finishing that up in middle to late 2027.
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I understand the 7/9/10/66 will be useless once I'm abroad. I plan on doing the necessary CE in years 3-5 to keep them warm in case we come back to the states.
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Thankfully my family and I will be in a position where I won't need a firm, stable, dependable income when we arrive. I would like to work though. I'm not looking for or interested in an 80 hour a week meat grinder role with high earning potential. We simply dont need that level of stress or income.
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We are planning on moving to Albania. It's not the most popular destination for US expats and for sure not on the top of anyone's list of financial hot spots but it is a place we have visited and researched and are pretty well set on.
If a person working as a relief worker in a disaster area was trying to delay paying taxes for as long as possible is there a limit built into the extension for how long they could ride that? For arguments sake let's say there is always an active disaster area somewhere in the country and the relief worker never spends a full day outside of a disaster area.