{ "media_type": "text", "post_content": "For those of you who have taken the 65, who did you use and why? Any recommendations?", "post_id": "59af9fda1e9872146e08df06", "reply_count": 3, "vote_count": 6, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors", "feed_type": "crowd" }

For those of you who have taken the 65, who did you use and why? Any recommendations?

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

I got the 66, and used Kaplan. If you have a 7, you should get the 66, not the 65.


I don't have 7 - just 6/63. Looking at going RIA exclusively.I used Kaplan for both of those - I looked at https://www.testeachersonline.com/ and it looked good and quite a bit cheaper than Kaplan...


used Kaplan, barely studied and passed. If you have been in the industry at least a few years, don't sweat it.


Additional Posts

Internally transferred into FDD as an audit senior 3. My coach and partner have indicated that I’m still eligible for promotion to manager based on years of experience. I’m trying to gauge the actual likelihood of this happening. Obviously firms bring in audit managers at the manager level with no FDD experience but would love to know if it’s possible/likely to be promoted to manager with less than a year of experience. I’d advise anyone in audit to transfer sooner rather than later!


What is the status on summer internships for tier 2 (Parthenon, LEK, S&)?


Huron or Navigant for Healthcare? What would you join?


Partners: can you give some examples of offers (written or verbal) that you got since making partner? (I.e., role, total comp, etc.). Just wondering what a company would pay for someone at that level.


I got a "pls complete" email from the client today.

A two word email.

I feel loved


Mid 20s couple moving to London, we are both from the South but not really lived in London proper so looking for some advice. Would appreciate suggestions and comments if you know areas that match our conditions below!

- <45mins commute to central London
- <£1.2k ish total rent (I.e. not per person)
- safe area rather than “fun” area (don’t really care about bars and restaurants, we’ll do with a local pub and Pizza express)
- 1bedroom
- >40m^2


Does anyone feel like their district IS NOT taking enough precautions about the Coronavirus? Not saying it’s time to panic at all but the lack of a response when it’s one county away?


Would you quit your job to pass the cpa? I’m one exam away and my other exams start to roll off on dec 31. I’m considering if I can’t pass them by like October to quit my job


Need reactions to unlock DM. Please help :)


For folks at Big 4 and other consulting companies with gov clients, is it federal-wide where you have to project your vacation 90 days in advanced? I hate this policy at EY.


What should be the pay as per industry standards for Chartered Accountant with 2 years of PQE in FP&A?


Does anyone else feel guilty working on cost reduction cases?

I keep having this persistent feeling of guilt that the people I am interviewing will be out of a job once we're done. Is it just me?


Will Tesla come down under $500 in the next few months?


what's the best way to get into pharma after working as a pharmacist for 5 years? I graduated with a PharmD and worked in retail pharmacy from 2016-2020 due to visa status. Even then it was hard to make a transition into pharma so i tried hospital job. I hated it so after 6 months, i switched job again to PBM. Now i feel it's even harder to get any entry level job. and wondering if i should go back to school to reset my career (ie. MBA or HOPE) Thoughts? I desperately need some guidance.


Recommendations on Men’s Tumi backpacks that can go with suits too? I know it’s a hard one but got injured shoulders and need to switch to a backpack.

Some (very) extended family members currently living in SoCal just bought a house on 300 acres of Upper Peninsula, MI land as part of their retirement plan.


Anyone have any ideas for aligning to Haven healthcare?


What are the expectations of a fresh S1 in FDD with 2 YOE in audit?


125 for ACD in LA. Fair? Underpaid?

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
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


Embed this post

Copy and paste embed code on your site


Download the Fishbowl app

For account settings, visit Fishbowl on Desktop Browser or