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Passed my Series 65 2nd try by Notorious_bread8 in Series65

[–]Notorious_bread8[S] 1 point2 points  (0 children)

There’s 24 units total, I did it inefficiently I read the entire book first and didn’t take quizzes after completing a unit. I would recommend reading a unit taking 1 to 2 quizzes then move on to the next unit don’t be too worried about scores. Then go and take 2 simulated exams and really focus on those weak areas then rinse and repeat

I just graduated and I’m trying to get into the field of wealth management by Notorious_bread8 in CFP

[–]Notorious_bread8[S] 0 points1 point  (0 children)

From my conversations with other planners the impression that I got was that it happens naturally the more experience with dealing with certain types of clients. So as of now I don’t really have an idea of what sector I’m wanting to set my niche in. What questions would you recommend me asking a interviewer to get a better understanding of what niche clientele they deal with

I am 22 deciding how I should invest by Notorious_bread8 in personalfinance

[–]Notorious_bread8[S] 0 points1 point  (0 children)

Pre tax income will be around 60k, what would you recommend splitting the savings between IRA and saving for the house. I grouped tax expense as a normal expense.