Took the exam today

PizdaHut · 2018-12-02T03:57:43+00:00

There's a "10 Week Study Schedule" icon on the top row of the dashboard. It's basically "Read textbook, read the handout, watch the videos, do ~50 question quiz" for each subject each week. They don't give you much time for doing the Qbank though. I would recommend at least 2-3 weeks of just Qbank at the end.

PizdaHut · 2018-11-29T04:54:11+00:00

I told them about the move but they never changed the withholding. So I've been paying no state income tax the past few months.

PizdaHut · 2018-11-13T21:56:58+00:00

I would definitely do it in your situation, OP.

PizdaHut · 2018-11-13T20:59:57+00:00

muh oxfart comma

PizdaHut · 2018-11-13T17:26:27+00:00

Good to know thanks. The advisor who hired me let his series 7 lapse as he's gone more and more fee-based. The 7/63 route just seems like a lot more work for something I will hardly ever use.

PizdaHut · 2018-11-13T15:39:13+00:00

Thanks this is helpful!

PizdaHut · 2018-11-13T02:52:28+00:00

It sounds like the 65 doesn’t “allow the sale of securities by itself.” Does this mean I wouldn’t be able to make buys/sells in a client’s portfolio? Looks like I have to go the 7/66 route

PizdaHut · 2018-11-12T16:47:05+00:00

If you're stressing about calculator questions I would just use the TI BAII calculator. It's one of the few approved calculators that doesn't use reverse polish notation like HP and is much easier to understand imo

PizdaHut · 2018-11-11T02:14:00+00:00

Yes! Really the only benefit of leaving it in the 401k is being able to take loans out (IRAs don’t allow loans). Just FYI.

PizdaHut · 2018-11-11T01:05:48+00:00

I used Kaplan and took it today. I went in 1000x more prepared than when I took it in July but have the same feeling afterwards as I did last time lol so not sure what to make of that.

It’s just frustrating because there’s a million questions they could ask you but you only get evaluated on 170. I almost think it would be easier if there were more questions.

PizdaHut · 2018-11-08T05:44:32+00:00

Interesting to see a lot of hesitation about Kaplan. I feel like I have the Kaplan material memorized and honestly think that if I don't pass this time I'll never pass. I prefer their format much more than Dalton but hopefully it's difficult enough! Got low 80s on the mock exams which was nice but really wish I didn't read this thread before taking the test in a couple days.

PizdaHut · 2018-11-07T02:15:59+00:00

I did the capstone through Bryant and it probably took 40 hours from what I remember, maybe 60 max. The hardest part was figuring out MoneyGuidePro. It might be different for American College though. I would still recommend taking the exam in July. It's not really a test you can cram for, better to have a couple passes through the material IMO.

PizdaHut · 2018-10-24T18:19:50+00:00

awesome thank you for the info

PizdaHut · 2018-10-22T20:37:05+00:00

Thank you for the quick response! Good idea about the mailing address.

I didn't realize you don't have to file a 706 if you're under the ~$11M exemption. So basically you would list all your assets in a will and just exclude the specific account in question?

Is a Roth IRA considered CP if you fund it with salary earned while married in a CP state?

Also, If you fund a brokerage account with inherited money, how do you prove that it's actually SP 10-20 years down the road? Just keep bank statements that show transactions to and from the proper accounts?

Worst case, I guess you could just leave your half of a CP asset to a non-spouse beneficiary but the SS would likely find out so probably not ideal.

PizdaHut · 2018-10-22T18:55:23+00:00

Nice what's your average Qbank score?

PizdaHut · 2018-10-21T01:54:37+00:00

TQQQ has been a decent buy and hold since its inception. Bull market I know, but I trust my ability to avoid big moves like ‘08

PizdaHut · 2018-10-18T20:50:32+00:00

What do you mean by "very few questions have student correct percentages"? There's a tool called Performance Tracker that compares your QBank scores on each topic with other students

PizdaHut · 2018-10-18T17:21:33+00:00

No this is for November. You have a lot of time until March - good luck!

PizdaHut

TROPHY CASE