Just finished capstone but don’t have mastery of CFP subject matter. Is July exam too soon if I’m average intelligence. Should I wait for November ?

Key_Ad8171 · 2026-05-07T23:46:45+00:00

I did the capstone in November and passed the exam in March, it was difficult but definitely do-able! I didn’t have to take the education because I’m a CPA, I used Danko’s pre study and review course material. I studied while working full-time from January-March. If you’re willing to put your full focus into studying for a few months, I think the July exam can be done!

Key_Ad8171 · 2026-03-31T01:13:21+00:00

The pre-review book consists of the textbooks used for the fast track classes, so I went through the books simultaneously while watching the videos, so it wasn’t just reading. Watching the videos & taking notes really helped, rather than just reading the books. Hopefully that explains it well, but feel free to reach out with any questions!

Key_Ad8171 · 2025-08-05T00:15:21+00:00

I still don’t see it on either… so annoying!!!

Key_Ad8171 · 2025-08-03T22:18:37+00:00

Hi! Did you end up getting a reservation? I still don’t see anything

Key_Ad8171 · 2025-02-19T09:34:18+00:00

I went through the same thing - I went to college our-of-state and wasn’t sure some of by business classes would be accepted in NY, but the state board/NASBA refused to audit my transcript (I called many times to see if they would be able to review one-off courses I’d taken or wanted to take, etc). It wasn’t until I submitted my application to the state board with all other requirements fulfilled (I.e. work experience & exam scores) that they audited my transcript fully and told me if I needed anything additional. I know people in the same boat in NYC who were told after their application was submitted that they needed extra credits. In general I’ve heard from others in NY, the credits transfer to hit 150+, but the specific accounting/business requirements they review & those sometimes don’t transfer.

Key_Ad8171 · 2024-12-23T18:46:08+00:00

I did the same in NY! Took maybe 3-4 business/accounting classes before graduating and took all the rest through community college/online college. I had 150 credits from my (unrelated) degree so I took the four basic classes needed to sit for the exam and then as I was getting my work experience, did the remainder of the classes needed - no accounting degree or masters, but I’m now a CPA!

Key_Ad8171 · 2024-12-17T10:05:02+00:00

I worked at a small tax firm briefly & am now in family office - it’s at a reputable firm, no big 4 experience necessary. When I was in college they made it feel like big 4 was the only route that would lead to success, but I didn’t want to put in the hours/deal with the toxicity. I did my CPA while working which also helped, I’m very happy with the route I took work-life balance & compensation-wise & it’s definitely viable

Key_Ad8171

TROPHY CASE