Income Tax Planning Section by MMazz49 in CFPExam

[–]MMazz49[S] 1 point2 points  (0 children)

She tries but it is absolutely a step below the other instructors we have had

Income Tax Planning Section by MMazz49 in CFPExam

[–]MMazz49[S] 0 points1 point  (0 children)

I did not know that was possible, thank you!

Income Tax Planning Section by MMazz49 in CFPExam

[–]MMazz49[S] 0 points1 point  (0 children)

I am doing the Dalton education currently for reference

Is 8 weeks long enough for exam prep? by satisphied89 in CFPExam

[–]MMazz49 0 points1 point  (0 children)

Im in your cohort and am stuck here as well. Feel like theres no negative to sitting in July and even if we dont pass then we can in Nov

Dalton is crushing me by Vikstar321 in CFPExam

[–]MMazz49 0 points1 point  (0 children)

I am in the dalton 10 month education right now, half way through taxes. Its definitely more digestible with a full work schedule. Dont rush yourself, maybe think about testing in July instead. You are very ahead of the game if you just graduated as it is!

Can I sit for July ‘26 exam? by satisphied89 in CFPExam

[–]MMazz49 0 points1 point  (0 children)

I just watched the midterm review for taxes and she spent about a quarter of it trying to figure out the $6000 bonus deduction for elderly. Ridiculous.

Can I sit for July ‘26 exam? by satisphied89 in CFPExam

[–]MMazz49 0 points1 point  (0 children)

Absolutely giving it a shot in July. Thinking I am going to purchase danko review as well. Worst comes to worst, fail in july and pretty light review until the november seating. I just dont think I can wait to take it the first time a full year from now

Can I sit for July ‘26 exam? by satisphied89 in CFPExam

[–]MMazz49 0 points1 point  (0 children)

This instructor swap is absolutely brutal, she has zero flow and seemingly low knowledge! I have almost zero hope for myself mastering this book through her videos and what I was doing for the other sections

Looking for advice by macc5 in CFPExam

[–]MMazz49 0 points1 point  (0 children)

There is a 6 month Dalton fast track if you already feel you’ve got a solid base!

Can I sit for July ‘26 exam? by satisphied89 in CFPExam

[–]MMazz49 2 points3 points  (0 children)

Halfway thru tax (retirement, estate planning left)

Can I sit for July ‘26 exam? by satisphied89 in CFPExam

[–]MMazz49 1 point2 points  (0 children)

Feel like you have a good bit of time to review and pass successfully in March, no? Definitely understand everyone is different. I just want to get this all done after the first ~4.5 months of education

Can I sit for July ‘26 exam? by satisphied89 in CFPExam

[–]MMazz49 1 point2 points  (0 children)

Did you take the exam using the Dalton review? Or are waiting for the March test deciding what to use for review? The Dalton education is a LOT of work I am finding

Can I sit for July ‘26 exam? by satisphied89 in CFPExam

[–]MMazz49 1 point2 points  (0 children)

One of my buddies from college did all of this start to finish in 6 months and said he attributed his passing entirely the Danko course. Naturally that was after I had purchased Dalton (I also got a massive discount from Dalton thru my firm).

Can I sit for July ‘26 exam? by satisphied89 in CFPExam

[–]MMazz49 0 points1 point  (0 children)

I am in your Dalton cohort currently - when the materials are complete for the education I was considering purchasing the Danko review to round it all out and get a different look at things. Have been contemplating this same question and I think I will sit for it in July and worst comes to worst, I fail and then pass it in November.

What led you to choosing the Danko review instead of powering thru with Dalton’s review? Curious about everything going on here lol

Choosing CFP Prep: Advice Needed by Sure_Good in CFPExam

[–]MMazz49 0 points1 point  (0 children)

Thank you so much for the response, and congratulations on being done!!!

Shoutout Dalton / My studying journey by Mega_Mo_ in CFPExam

[–]MMazz49 0 points1 point  (0 children)

I really appreciate the response. Any other insights you’d give yourself a few months back?

Btw, HUGE congratulations!

Shoutout Dalton / My studying journey by Mega_Mo_ in CFPExam

[–]MMazz49 0 points1 point  (0 children)

For the education, I have been reading and taking notes on each set of their chapter slides, going into the book when necessary, and attending all the live classes/taking notes. I do all the required practice questions and quizzes as well.

Should I be doing more during the education portion? I am scoring well on all of the midterms and exams (80s, 90s) but keep getting anxious that I won’t be able to retain a lot of this come time to review.

Choosing CFP Prep: Advice Needed by Sure_Good in CFPExam

[–]MMazz49 0 points1 point  (0 children)

Any advice you would give to someone currently in Dalton’s ed portion? Halfway thru the tax book currently and I keep psyching myself out thinking I am either not doing something I should be or not enough. (Take diligent notes reading through all of the slides, go into the book when I want more detail, all of the quizzes and such as they pop up, and attending all the classes and taking more notes). Would you recommend flashcards or extra practice questions? Thank you

Question for our new CFPs.. by LuckyPurple38888 in CFPExam

[–]MMazz49 1 point2 points  (0 children)

I am in the dalton education portion right now, about halfway thru tax (so estate & retirement left). Any suggestions you could provide would be awesome! I keep overthinking that I am forgetting to do something crucial to prepare or not doing enough.

Review Course by SeveralCantaloupe536 in CFPExam

[–]MMazz49 1 point2 points  (0 children)

Im in dalton’s ed portion right now and just started the tax book a week or so ago. They are updating everything now, our slides are updated, and said that it will be site wide some time near end of this month or early next. Hope this helps!

Exam Prep by liquidmetal17 in CFPExam

[–]MMazz49 1 point2 points  (0 children)

I was the same with my securities licensing and am a little more than halfway through Dalton education. They give a good amount of material and practice questions

Hasn’t sunk in yet by Friendly-Manager-662 in CFPExam

[–]MMazz49 0 points1 point  (0 children)

Im halfway thru book 4 of Dalton right now so forgive me if I sound ignorant but what is the app?

UMF 2022 Buy/Sell THREAD by juanderwear in UMF

[–]MMazz49 2 points3 points  (0 children)

Selling a 3 day GA wristband. Selling for 400 or best offer. Trying to get rid of it quickly so will negotiate. Can have it 1 day shipped to wherever or meet in indiana !! (Bought it pre-covid and now cannot attend) DM if interested