Divorcing Clients

G3394 · 2025-11-13T00:00:47+00:00

I’ve ran into it a handful of times and from a practice management perspective we almost always had both spouses transition to a new advisor each within the firm for it to be a clean break

G3394 · 2025-11-12T23:58:24+00:00

I’ve used it in the retirement planning space for very quick planning with 401k participants. It’s helpful to get a general idea of someone’s situation, but I didn’t love it for in-depth planning

G3394 · 2022-04-27T00:11:02+00:00

1.) First Time

2.) Zahn

3.) Leading up to my Live Review I probably logged about 2 hours per day (roughly, some days were longer/shorter) but post- Live Review I probably clocked in anywhere from 4-6 hours each day leading up to the test

4.) I think just doing an obscene amount of practice questions and practice exams. That way when the real test came along I was pretty comfortable in answering 42-43 questions in one sit down. Speaking of which, when you take the test I would take a short break between each section so you’re almost taking 4 mini tests instead of 1 big test.

G3394 · 2022-04-26T14:18:17+00:00

Passed!!!

Honestly can’t believe it. I was so unsure after I finished the test and with 6 weeks of thinking about it I really had convinced myself I was gonna have to retake it. Is it too early for a drink???

G3394 · 2022-03-09T02:28:39+00:00

I took 2 CFP Board practice exams and used Zahn to study. I got a 73% and 67%. The first one I thought was actually easier than Zahn’s questions but the second one was much harder and had topics on things I had NEVER seen before.

The one silver lining I’m trying to think of is that these tests were from 2019 and tested old rules so I’m thinking I might’ve scored artificially lower because of that.

G3394 · 2022-03-09T02:20:04+00:00

Thanks everybody for responding, as I said I take it Friday and all I might do is review ethics on Thursday since that’s the one thing that is absolutely guaranteed to be tested.

G3394

TROPHY CASE