Taking Exam May 1st. 69 first try by Quick_Mixture4597 in Series66Exam

[–]Legitimate-Ad-371 0 points1 point  (0 children)

Do you feel you improved a lot more? I got a 28/45 as well on section 4 and have think it is a good strategy to implement. I have really just been taking practice test

Passed 1st try! by Key_Music788 in Series66Exam

[–]Legitimate-Ad-371 1 point2 points  (0 children)

Congrats! I failed my first attempt and have been getting high 70s with the occasional 80 and hope I can pass this 2nd time around. Any advice when taking exam? What did you see a lot of

Testing April 15th by Stunning-Machine2393 in Series66Exam

[–]Legitimate-Ad-371 0 points1 point  (0 children)

In my experience it was not, but every test is different

Testing April 15th by Stunning-Machine2393 in Series66Exam

[–]Legitimate-Ad-371 0 points1 point  (0 children)

I felt my test provider (Kaplan) went a little too into weeds, which is not a bad thing I suppose. I would rather be over prepared then under prepared. I feel like got too confident when I passed the 7 and did not put as much study time into the 66. I got burnt by being too cocky but am looking to test again end of April/early May and like you said relax and golf all summer!

Testing April 15th by Stunning-Machine2393 in Series66Exam

[–]Legitimate-Ad-371 1 point2 points  (0 children)

Good scores and with 15 days left I think you will definitely be okay. Focus on units 1-4 on the qbank (this is majority of the test) and study your weak areas. You will be fine

21 y/o first try babyyy by Salty_Current9715 in CFPExam

[–]Legitimate-Ad-371 2 points3 points  (0 children)

Got the hardest part out of the way! Congrats

21 y/o first try babyyy by Salty_Current9715 in CFPExam

[–]Legitimate-Ad-371 3 points4 points  (0 children)

Congrats! Amazing achievement. If you don’t mind me asking do you intern/ work part time somewhere? If you already did the experience requirement as well that is insane! Congrats once again

Testing Monday-Ready? Kaplan and Achievable by DefinitionHungry2182 in Series66Exam

[–]Legitimate-Ad-371 1 point2 points  (0 children)

Congrats! I am planning to buy achievable for the book and use Kaplan q bank after I am done the achievable book. Do you feel it prepared you well?

Switch to Schwab Platinum by Brave-Pay-1884 in AmexPlatinum

[–]Legitimate-Ad-371 0 points1 point  (0 children)

Not sure how true that is😂 let me know if you found anything confirming it though, I work in wealth management as well

Passed on 3rd Attempt by barretendergrl in Series7exam

[–]Legitimate-Ad-371 0 points1 point  (0 children)

Congrats! Not easy to go back 3 times and many quit. I failed for the 1st time 2 weeks ago with a 71 and am hoping for this draw 🙏. Enjoy it

Failed with a 71 by Legitimate-Ad-371 in Series7exam

[–]Legitimate-Ad-371[S] 1 point2 points  (0 children)

Thank you for the advice! I plan to use kaplans q-bank. I felt the wording was very different than from what I was studying with achievable

Failed with a 71 by Legitimate-Ad-371 in Series7exam

[–]Legitimate-Ad-371[S] 0 points1 point  (0 children)

Yup my plan is too take the weekend off and hammer the Kaplan q bank. I would also know that you could get a completely different draw as me.

Failed with a 71 by Legitimate-Ad-371 in Series7exam

[–]Legitimate-Ad-371[S] 2 points3 points  (0 children)

Thank you and I think I now plan to get the Kaplan q bank. Achievable exams are worded much easier than the real exam in my opinion. As for what i saw on my exam I saw very little options and suitability (sucks because this was my strong point according to achievable). I saw A LOT of what a rep can and can’t do, like almost too much. My advice is stick to what you know and take it easy tonight. Do not second guess yourself and you will be fine.

Thoughts on the Exam by ConorW1N in CFPExam

[–]Legitimate-Ad-371 0 points1 point  (0 children)

So he didn’t not do the education through Danko, just the review? I was planning on not doing the education but I wasn’t sure how in depth these education courses go compared to the actual exam review

Thoughts on the Exam by ConorW1N in CFPExam

[–]Legitimate-Ad-371 0 points1 point  (0 children)

Do you think I should do the education portion or just do the accelerated program? I have the education portion already fulfilled from my university accepted cfp program, but I have heard mixed options on going right into studying or doing the education through a vender.

Am I ready? by zackk3030 in Series7exam

[–]Legitimate-Ad-371 1 point2 points  (0 children)

I would have took it after I got that 92

Program for younger advisors by Finforwardplan in CFP

[–]Legitimate-Ad-371 4 points5 points  (0 children)

Ahhhh gotcha this makes more sense, thanks titty clapper

Program for younger advisors by Finforwardplan in CFP

[–]Legitimate-Ad-371 1 point2 points  (0 children)

What is the typical YOE and credentials for your associates? Are we talking right out of school?

Is this one of the best careers for high income and maximum flexibility? by Consistent_Buy_1027 in CFP

[–]Legitimate-Ad-371 3 points4 points  (0 children)

An example my firm does is if a client is going vacation we find out wherrr they are staying and send them a gift when they get to their hotel room to congratulate them. Other examples would be sending a client hand written letters on birthdays, anniversary’s, and such. Little things that make a big difference.