CFP study tips? Just started program this week.

like
Posting as :
works at
You are currently posting as works at

Who are you using? I'd highly recommend Kaplans review course.
Don't get bogged down in the material. Just get through the modules and don't worry if you aren't retaining 100%. Then take the review seriously and make sure you're doing well on the review practice tests and exams and you'll be fine. I think most who fail simply didn't put in the work.

like

Thanks for the advice. I'm using Kaplan's course.

like

Kaplan has been great, highly recommend!

like

Glad you asked this question, I am curious as well.

Zahn for the review course 3 weeks before the exam. It helped me pass

I did the Dalton Guarantee to Pass and went to the live review class. It made the difference, I felt really prepared during the exam.

Related Posts

Hello! I was wondering if someone can explain the difference between PM vs. PMM, and tips for non-PM/PMMs in making a transition to the industry. Are there preliminary skills I should acquire before applying? Any info on day to day and salary will be helpful! Thank you :)

like

Hi, I am interviewing netcracker. EOY 10 years in UI development. HR is saying I will have to again give managerial technical round even though I had completed 2 tech round followed by HR round. Can anyone spread light in below areas
1. How's the WLB ?
2. How's the Job security - I have seen many reviews about frequent layoff
3. Is there really quarterly appraisal and hike ?

Can you please help with a few technical Interview questions that i should be prepared for ? This is for a senior role in tax compliance for financial services (PE & HFs) .

like

I interviewed with a top big law firm last week for a Senior Project Manager role. I felt fairly good and confident post the interviews. Sadly I was not given the offer. I remember the Director mentioned that I was over qualified for the position. I’m currently a Consultant… I’m guess I’m not sure how to take the “over qualified” response. Prior to the interviews, I felt I needed more experience …. Lol. Anyone else felt the same?

like

Are there any recommended paid interview prep services that focus on non-technical roles like business operations or GtM strategy & operations? Which ones?

like

Looking for feedback. What are your thoughts on when asked to provide a case study or project plan as a part of the interview process? I know BCD Travel and other start-ups make these kinds of request.

like

Got offered a Recruiter (contractor) opportunity at Microsoft. Yay or nay? What would you look out for?

like

Anyone here who have given or know Core Java Developer Interview questions or topics for Netcracker for Experience Candidate

How would I go about finding a recruiter for a career switch? I have a finance background and am currently a mid level in big law. Looking for a hybrid position, but I only have experience with recruiters who recruit for other big law positions. Any ideas for how to start looking?

like

Hello fishes,
I have been offered From Persistent system with 90% hike and some joining bonus.
I am still awaiting offer from Capgemini as I have cleared interviews and completed documentation there too.
My question is should wait for Capgemini's offer? As they haven't been responsive to any of my mode of communication.
While as Persistent has been responsive and offered a good deal..let me know ur thoughts

like

I have my first round scheduled in 2 days for data engineer role. HR told that first round would be of Data structure. Can you please tell me what could I prepare for it ?😓😓

Hi TCSers,


Will we have any project specific interview or client interview before joining TCS?

Will it more like a round to reject further?

Im really worried.I still have 35 days of notice period left and I received a call from a TCS employee today and she asked me to share my resume to a project manager when asked she said it is for its tracking purpose.

Please let me know.

like

Hi,
I have applied for 3D artist, cleared the technical round and given interview round 1 ,2, and 3 , it's been 2 weeks , no response from the Amazon wether i m selected or not, hr didn't tell me what will the next process.. m bit of confuse and sad

like

I got rejected for upper management position at Protiviti. Is that a bad thing?

like

Hey all, having issues with interviewing this year. I’ve been passed over every opportunity I really want and I’m unsure how to regroup and move forward. I’m really trying to break into method development roles and I haven’t had the opportunity to do so with my analytical experience. A lot of my HPLC and LCMS experience is with already established methods. Any tips?

like

I'm applying to a compliance role at Google, I have 10 yes banking and consulting experience, I was hoping to gain insight on Google's recruitment process for non tech. Google Atlanta if that makes a difference

like

Hi fishes,

I have a client interview tomorrow in Hexaware for automation testing profile. May I know what they'll be asking?

This is my first switch and having client interview for the first time. I have cleared 4 rounds already

like

I have an informational interview with a director of a consulting firm. I’m currently in banking. It’s just been 6 months at this job for me. It’s too slow for me. How do I tell this director why I want to work with him and justify why I want to leave my current firm just after 6 months? I’m an analyst and the role I’m targeting is also analyst level role

like

If you see an open job posting at a company you want to work for, what steps do you take to apply? I’ve been told that cold applying and making no contacts is usually not going to lead to anything, and that’s been true in my experience. But should I reach out to someone first? Should i apply and then email someone? In HR? Or someone who’d be directly supervising me? Or someone at my level? And what should i say? Thanks!

likehelpful

More Posts

Do Bank of America or frets work from home policy, if no is there any exceptions considered?? Thanks in advance

like

Why are is implementation a separate application for McKinsey? Speaking in mba recruiting terms

like

In NOLA for the weekend! I’m 25F. Looking for good restaurants/bars/things to do. TIA

like

Forgiveness - Today’s Beautiful Hadith is about Forgiveness
Abdullah ibn az-Zubayr (RA) said on the minbar, "Make allowances for people and command what is right and turn away from the ignorant." (7:199) He said, "By Allah, we are only commanded by this ayat to accept people's character. By Allah, I will accept people's character as long as I am with them."

(Al-Adab Al-Mufrad 244, Book 12, Hadith 7)

like

2.5 yoe in data & analytics for financial services. Tier 1 undergrad and comfortable in SQL, VBA, Tableau, and Python. Anyone hiring in NYC?

like

Hi Fishers, currerntly at tcs 8 exp with 25l salary as a data scientist.. what hike should i expect next.

like

Any tips to manage third party vendors and their employees from a contractual point of view to make sure they deliver well.

Currently being recruited for Alvarez & Marsal (Dubai or Riyadh). I’ve checked with my irl network and no one has worked with them before. Anyone here working with or for them who wouldn’t mind answering a few questions related to my proposed function; Strategy & Implementation?

like

How many days E&Y takes in general to release offer? My last discussion with the HR was on 06th Oct, no further communication or discussion initiated for negotiation.

like

Onsite opportunities at CitiusTech?

funnylike

Going to join CitiusTech. What we can expect in welcome kit???

What are some great companies to work for as a woman in engineering?

like

Is anyone still following/bullish on GIK? Wondering whether to keep holding or sell

like

How many people are there in Pune's office?

Learning cloud architecture right now so apologies if these are obvious questions: Best ways to store video metadata to perform analysis on it? I'm looking at AWS and GCP. Saw that Cassandra would be good for it, but not sure what the GCP equivalent is? But also I'm a bit confused on if Cassandra is just a DB and storage would need to be elsewhere? All help is welcome! I've been spinning my wheels on Google trying to understand

like

I applied to Microsoft and a recruiter reached out saying I’m being moved forward. I was asked to fill out a written questionnaire, which I submitted about a month ago. I’ve heard nothing since. My status online still says in review. Is it time to give up hope on this one?

like

Small life sciences company. Seeking reccos for internal IP Docketing Service/Platform. Anyone have any reccos.

like

How do you address students saying “that’s gay” in class?

like

What happens if you quit your job while in the process of getting a clearance?

Thoughts on the CCIV run up? Do you think it’ll hold post merger announcement?

like

Additional Posts in Financial Advisors

Best technology to use that LPL has?

like

I have recieved persmission to put a banner on the side of our building. It would get lots of looks as I am on Main Street in the seat of the County. What would you do?

like

What is the most expensive thing you have ever bought? How much did it cost you?

like

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

like
like

Anyone out there still moving (k) plans? My assumption is that it’s at the bottom of every HR priority list and nobody is moving, but I need the validation.

like

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

like

Thinking about going independent and operating out of my home office. Does anyone have any thoughts to share about that? I’m wondering about clients coming to my home and FINRA issues.

like

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?

like

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

like

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

like

Sick of people trying to link on LinkedIn that I do not know and not even sending a message along with it. Or sending recruiting messages with jobs outside of my level/experience.

like

Millennial advisor expanding into the 65+ client market for the first time. Anyone have recommendations for where I can learn about Medicare supplement plans and who/where you use for your clients?

like

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

like

When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?

like

Have a client w over a million in IRAs and NQ account. Invested in a combo of ETFs and dividend paying stocks. Now bitching abt performance. Should I stick to my strategy or offer alt to placate him?

like

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

like

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

like

Dropping my 10 yo son off at school this morning: Me: "I love you! Have a great day! Learn a lot of really cool stuff! Him: "Okay, whatever.

likefunny

Having serious sleep problems, on and off been about two years now. Recently had an episode of extreme dizziness, diagnosis is vertigo. Been two months, still feel it from time to time.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal