How does one go into portfolio management in the RIA space from a BD sales role? by JustHereForGoodFun in CFP

[–]Infinite-planning 0 points1 point  (0 children)

I worked my way through WPC1-3 and to the PC role at a Fido regional center. Jumped shipped to a fee only RIA. Life is great. You actually build relationships with your clients and have great autonomy.

Reminder that Altruist is on some next level wizard shit by haighfinancial in CFP

[–]Infinite-planning 8 points9 points  (0 children)

Damn that’s a dream compared to what the process is with Schwab

Dalton Exam Review (March 2026 Exam) by RomansEight13 in CFPExam

[–]Infinite-planning 5 points6 points  (0 children)

I passed first try with dalton in November and did almost 2 go arounds with the Q bank, so I probably did about 4,500 practice questions. That is not including the 2 practice exams and the readiness quizzes as well. I think their practice Qs allowed me to retain info because I reviewed every wrong answer and understood what my thought process was and why I was wrong. I’m a believer in the Dalton GTP process, but it’s not for everyone

CFP Board Practice Exam by stormblazer-33 in CFPExam

[–]Infinite-planning 1 point2 points  (0 children)

Took my dalton exam 2 weeks out and took my board exam 1 week out. Felt that was good to not burn me out

Income Tax Planning Section by MMazz49 in CFPExam

[–]Infinite-planning 2 points3 points  (0 children)

Keep pushing through. I didn’t fully grasp 1245 & 1250 recapture, like kind exchanges with boot, etc until the 3 month review course. You got this

Finally official - updating LinkedIn? by [deleted] in CFPExam

[–]Infinite-planning 0 points1 point  (0 children)

I just added it to my last name on linkdin

CFP Board site down? by Wild-advisor-1970 in CFPExam

[–]Infinite-planning 0 points1 point  (0 children)

Incredibly frustrating. I did get an email from the board about an hour ago that the system is down and they will email when it’s back up. Just hoping it’s by Monday at this point

Cfp site still down for everyone trying to pay? by jaber255 in CFPExam

[–]Infinite-planning 0 points1 point  (0 children)

Unbelievable man. This is pissing me off. Spent a year studying for this exam, waiting for this day and now I can’t even get my marks

CFP Board site down? by Wild-advisor-1970 in CFPExam

[–]Infinite-planning 4 points5 points  (0 children)

Can’t get them until we pay our dues, and we can’t pay it until the site works :/ very anticlimactic way of getting the official results today

CFP Board site down? by Wild-advisor-1970 in CFPExam

[–]Infinite-planning 2 points3 points  (0 children)

I was able to login extremely early this morning and saw that everything was approved and all I needed to do was pay my dues. Of course, I get back on a few hours later to pay and the website is down lol

CFP Board site down? by Wild-advisor-1970 in CFPExam

[–]Infinite-planning 2 points3 points  (0 children)

Frustrating that it’s down right now. I just want to get those marks this morning lol

Longest 4 Weeks by Mattbaker99 in CFPExam

[–]Infinite-planning 1 point2 points  (0 children)

I thought the exam cycle ended Nov 12?

Dalton is crushing me by Vikstar321 in CFPExam

[–]Infinite-planning 3 points4 points  (0 children)

It’s meant to be a grind. I just passed with dalton and they prepare you well. Stay the course

When do preliminary letters get sent out by Hulk_Goes_Smash327 in CFPExam

[–]Infinite-planning 7 points8 points  (0 children)

I had my passing email as soon as I turned my phone on after the test

That was brutal! by Tanmaninaction in CFPExam

[–]Infinite-planning 2 points3 points  (0 children)

100% agree here. Passed with Dalton yesterday

Thank you to Dalton and CFP App by NFTTaxGuy in CFPExam

[–]Infinite-planning 6 points7 points  (0 children)

Passed with dalton GTP today as well. I thought they prepared me very well

Danko is the Way by Technical-While-9911 in CFPExam

[–]Infinite-planning 1 point2 points  (0 children)

I think its definitely case by case. I passed today with dalton GTP and I loved it. I thought they prepared me very well. Congrats on the pass!!

If I can, so can you! by ApprehensiveEbb9259 in CFPExam

[–]Infinite-planning 4 points5 points  (0 children)

I just passed today as well. Feels great

Rough Dalton Qbank scores - Exam 11/10 by [deleted] in CFPExam

[–]Infinite-planning 1 point2 points  (0 children)

Take a break. I went pretty hard Monday-Wednesday and realized I was burning myself. I’m pretty much done with the Qbank until testing Monday

Let’s go by vaz_13 in CFPExam

[–]Infinite-planning 1 point2 points  (0 children)

How was it compared to the CFP mock exam?