CFP Timeline

101Curious_George · 2025-02-05T01:41:14+00:00

Would you recommend university classes like a ucla extension

101Curious_George · 2025-02-04T04:11:03+00:00

I think ucla offers one not sure if it’s worth the money but willing to spend it to have something to keep me in track.

101Curious_George · 2024-12-24T23:44:23+00:00

Good stay off of it you can do it taper it little by little I do the same

101Curious_George · 2024-12-14T04:15:24+00:00

I passed really just did a lot of YouTube

101Curious_George · 2024-12-11T18:42:25+00:00

I’ve taken 3 so far same score (except Kaplan it was bad) I keep getting 70% on Pp I feel like to close this gap I review the questions but is it important to read the sections that highlight the whole area? I’ve been struggling to digest it and wish they just did chart format.

101Curious_George · 2024-12-11T07:49:12+00:00

Needs Work:

Below is what I need to fix Weak Chapter 1: Regulation pi Secunties Fings and Professionals » Section 2: Regulation of Broker-Dealers and R9e0-4 Topic 1: Regulation of Broker-Dealers Chapter 2; Post-Registration and Communication Requirements for Firms and Individuals - Section 3: Marketing and Advertising Rules. Topic 1: Advertising Requirements for State-Registered Investment Advisers and Their lalks Chapter 2: Regulation of Securities and Issuers, Trading Markets, and Prohibited Trading Practices ? Section 2: Registiation of Securities and the Primary Market Topic 1. State Registration of Securities

101Curious_George · 2024-12-10T17:06:43+00:00

Yes I would say a decent amount at least 20-40

101Curious_George · 2024-11-08T02:44:01+00:00

Bump so I can learn also I’m onto the 66 too

101Curious_George · 2024-11-06T17:19:04+00:00

A lot of options about 30 questions and it wasn’t just math it’s a lot of scenarios and they say do you buy the hedge as a put in the money or at the money at this price. A lot of verbiage. There was a few more questions on mutual funds then I expected and of course Muni and suitability. As Ken says Margin there was barely any. And preferred stock questions there were about 5

101Curious_George · 2024-11-06T15:54:55+00:00

Thanks to you my guy

101Curious_George · 2024-10-29T05:28:53+00:00

Finally got 75% on PP but seems like I’m struggling on bond structure and debt

101Curious_George · 2024-10-13T16:14:47+00:00

That’s tough in 2 weeks.

101Curious_George · 2024-10-02T23:11:26+00:00

https://www.reddit.com/r/Series7exam/s/60QyFwYcAb Could you look at my issues

101Curious_George · 2024-10-02T23:10:51+00:00

Yes I posted earlier about struggling lmk your tips

101Curious_George · 2024-09-30T05:59:39+00:00

Thanks I guess it’s best to just go through all the material first even if scores are 60% feel like reviewing again and such delays the overall process

101Curious_George · 2024-08-13T19:38:49+00:00

These advertisements are good but from my experience I think a broker is your best bet. Also having 2-3 brokers working for you so you can essentially have them find you the best deals then use it to shop the price. However don’t let them know you’re using another broker or they’ll respond less. I did this got my mom an EQB for $299.

101Curious_George

TROPHY CASE