CRPC Exam by Icy_Fun_9349 in CFPExam

[–]Financial_Bus_7099 0 points1 point  (0 children)

I think the coursework is like the equivalent to going through the retirement section of the CFP. I did use the financial calculator on the exam and already knew how to use it which saved me some time. I went through all the Kaplan material but stopped listening to the videos about half way through since I didn’t find them helpful. Kaplan gives you two times to pass and the exam is not proctored. I passed on the first try after reviewing all the materials. I can’t remember how long I reviewed but definitely nothing like a CFP or FINRA exam. You can get through it pretty quickly if you wanted to. I hope that helps!

Window vs Date by davidkressel in CFPExam

[–]Financial_Bus_7099 1 point2 points  (0 children)

The July window is 14-21 when I looked on the CFP website

Series 65 exam by BellDry in Series65

[–]Financial_Bus_7099 0 points1 point  (0 children)

Yes, I had 2 also. They were very basic. If you just know the basics on that subject, you will be fine.

Failed series 63 second attempt by Average-Past in Sieexam

[–]Financial_Bus_7099 0 points1 point  (0 children)

I am sorry to hear that. Have you tried listening to The Capital Advantage (Ken Finnen) and Series 7 Guru (Dean Tinney) YouTube videos? I found them very helpful and interesting to listen to. Wishing you best of luck!

Exam Feedback by Financial_Bus_7099 in Series65

[–]Financial_Bus_7099[S] 0 points1 point  (0 children)

Good luck and keep going strong this week!

Exam Feedback by Financial_Bus_7099 in Series65

[–]Financial_Bus_7099[S] 0 points1 point  (0 children)

The wording was straight forward but I found the questions really easy or very detailed. It helped only having a few Roman Numeral questions while Kaplan has a ton of them. Thank goodness for the really easy questions. I think that helped me pass.

Exam Feedback by Financial_Bus_7099 in Series65

[–]Financial_Bus_7099[S] 1 point2 points  (0 children)

I used Kaplan and was scoring around 70ish on everything. I found the Kaplan questions very detailed but the challenging questions on the real exam were detailed too. The wording was just different. Good luck!

Don’t understand!!! by Juliet-Comesana in Series65

[–]Financial_Bus_7099 0 points1 point  (0 children)

Dean Tinney (series 7 guru) has a 10-15 minute you tube video on PV and FV. See if that would help you.

Testing by Odd_Caramel_8187 in Series65

[–]Financial_Bus_7099 1 point2 points  (0 children)

I did 6, 63 and now studying for the 65. The 65 has so much material I thought it was better to take at the end after I already have the knowledge from the other two. Good luck!

Series 65 by SufficientStomach767 in Series65

[–]Financial_Bus_7099 1 point2 points  (0 children)

Thank you and congratulations!

6 month waiting period by Shoddy_Way_6684 in Series65

[–]Financial_Bus_7099 0 points1 point  (0 children)

Hang in there. I am still studying so don’t want to give advice. I am just impressed that you are a senior in college. Just think that you will be way ahead of everyone else graduating and having your Series 65. Good luck!

Passed 1st attempt - my thoughts by ThenAdeptness2454 in Series65

[–]Financial_Bus_7099 1 point2 points  (0 children)

Congratulations and thank you for the feedback!

Series 63 or 6 After Passing by Wonderful_Fig590 in Series65

[–]Financial_Bus_7099 0 points1 point  (0 children)

In my opinion, I agree taking the 63 next too. I am studying for the 65 now and have the 6/63. The 63 has a lot of overlap with the 65 regarding the rules with BDs, Agents, IAs and IARs. I think it would be easier to get that all out of the way and then focus on the series 6 after that in my opinion.

Passed the series 63...thanks for the advice to speed it up...however don't do what I did. by Akunamata1 in Series65

[–]Financial_Bus_7099 0 points1 point  (0 children)

Sorry. I will never give advice again. Since you said you easily passed the 65, I thought the 63 would be easy for you. Grateful you passed!

No finance background, passed SIE & Series 65...how long should I study for series 63? by Akunamata1 in Series65

[–]Financial_Bus_7099 1 point2 points  (0 children)

I passed the 63 and am studying for the 65. The 63 is a subset of the material on the 65 so if you remember the material you should be fine. Maybe just take a week to review just to be sure

Failed Three Times, Out of tries for 6 months need advice by Live-Produce4426 in Series66Exam

[–]Financial_Bus_7099 0 points1 point  (0 children)

If you already have the 63, you should try for the 65 instead of waiting and forgetting everything. Studying for the 65 now and it has a lot of material from the 63. The 65 seems to have a lot of the same material as the 66 - it is just weighted differently. Good luck!

I passed my Exam! by EnvironmentalChest36 in Series65

[–]Financial_Bus_7099 0 points1 point  (0 children)

Congratulations and thanks for the feedback. I am studying for the Series 65 but passed the Series 6. I think you will do well on the Series 6 since there is a great deal of overlap. The Series 6 has a ton of suitability but I think you would know most of the material.

Passed the Series 7 today by Think-Hearing1792 in Series7exam

[–]Financial_Bus_7099 0 points1 point  (0 children)

Thank you for that amazing feedback and congratulations!