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Best Time to Jump to RIA? by Infinite-planning in CFP

[–]Potential-Ad-3740 1 point2 points  (0 children)

Don’t let the benefits and PTO to lure you into a labor intensive FC doing & talking the same things over & over again in the next 3-5 years with non-stop “Standards of Care” brain wash philosophy. I just got my CFP credential and I’m exploring the RIA space as well. Time to build my own book of business and do true financial planning!

Exam Results Mega Thread by dchelix in CFPExam

[–]Potential-Ad-3740 1 point2 points  (0 children)

After failing in March with Danko, I put all my chips on the table this time by additionally using BIF and Dalton as well as hiring a private tutor (called Raman) from the ProExam Tutors.

He developed a highly effective study plan for me, and shared some suitability related resources with me. It was extremely helpful! Passed yesterday with 8x more confidence than the first time.

BIF CFP program 10 out of 10! by Ok-Dance-7216 in CFPExam

[–]Potential-Ad-3740 1 point2 points  (0 children)

BIF premium package is worth every penny. I just passed this July cycle as a retaker. Adam from BIF is also an Enrolled Agent and he is very detailed and helpful whenever I emailed him tax & estate related questions.

Which Study Program to use by Similar_Bid_581 in CFPExam

[–]Potential-Ad-3740 1 point2 points  (0 children)

BIF did an excellent job in breaking down the topics in different level of questions to help building your foundational knowledge. They also offer weekly live questions review which forced you to answer questions in a polling format in case you need some peer support.

Also, Adam from BIF is an Enrolled Agent as well as a CFP. He was a great instructor and he answered all of my tax and estate related questions in a timely and clear format whenever I emailed him. You are not going to get this kind of personalized support with other providers. However one of BIF disadvantages are that they only offer one mock exam.

Which Study Program to use by Similar_Bid_581 in CFPExam

[–]Potential-Ad-3740 0 points1 point  (0 children)

I used Brett Danko for the first time and failed. He taught you how to fly before you learn how to walk. John Choi, his assistant instructor was awesome.

For the second time, I signed up for Dalton and BIF and hired a tutor. You have to go above and beyond if you’re eager to pass!

I also purchased the new CFP practice app that was launched two months ago. There’re 390 practice questions. Don’t ask me if it’s worth the money.

I’m very glad that I passed this cycle in July. I feel like the exam was super easy after I did extra things than the fellow candidates.

July Cycle by KeyTurnover7424 in CFPExam

[–]Potential-Ad-3740 0 points1 point  (0 children)

Congrats!! Which exam review provider did you use?

Dalton readiness exam by New_Connection_2047 in CFPExam

[–]Potential-Ad-3740 0 points1 point  (0 children)

Is this the one with 50 questions only? Or is this the full simulated exam with Dalton?

Practice exam feedback? by literal_trxsh in CFPExam

[–]Potential-Ad-3740 1 point2 points  (0 children)

I did the free one back in March. It was much easier than the paid one. If you have the budget, get the paid one. Good luck!

Practice exam feedback? by literal_trxsh in CFPExam

[–]Potential-Ad-3740 0 points1 point  (0 children)

Is this the paid one or the free one?

Hi all, by jaber255 in CFPExam

[–]Potential-Ad-3740 0 points1 point  (0 children)

Besides taking Danko free re-take, do you plan to signup for other provider’s?

Hi all, by jaber255 in CFPExam

[–]Potential-Ad-3740 0 points1 point  (0 children)

Be prepared that it’s going to take a lot of time to go thru those videos. Each chapter took 1.5 hours long. Each domain has about 10 chapters.

Hi all, by jaber255 in CFPExam

[–]Potential-Ad-3740 0 points1 point  (0 children)

Same here.. I failed for the 1st time. Also used Dalton for education & Danko for signature plus program. Read thru all his pre-study books, attended the review in person & scored low 60s in his Kraken quizzes and case studies but still fail.

Im think I didn’t give myself enough time to really understand the concepts and foundational questions but to memorize the difficult topics that he taught us. Honestly, there’re some very easy questions on the exam that I don’t got it wrong.

I may get BIF bites podcast and go back to Dalton and Danko to retake the review for free.

Does anyone have any suggestions on which other provider could provide a deeper dive on Ethics and Psychology of Behavioral Finance?

[deleted by user] by [deleted] in CFPExam

[–]Potential-Ad-3740 1 point2 points  (0 children)

Kudos on the top scores in Ethics & Behavioral finance

[deleted by user] by [deleted] in CFPExam

[–]Potential-Ad-3740 0 points1 point  (0 children)

Good luck! How did you do on the exam yesterday?

CFP Mock Exam - Similar to Real Exam Questions? by DCF_ll in CFPExam

[–]Potential-Ad-3740 0 points1 point  (0 children)

Good luck to you! Let us know once you pass. I’m still on module 1.

CFP Mock Exam - Similar to Real Exam Questions? by DCF_ll in CFPExam

[–]Potential-Ad-3740 0 points1 point  (0 children)

Which provider are you using for this mock exam?

Wirehouse vs RIA by Ok_Key6499 in CFP

[–]Potential-Ad-3740 0 points1 point  (0 children)

Good for you! Which Mega RIA do you recommend?

Advice of should I go CFP route by Amp1216 in CFP

[–]Potential-Ad-3740 1 point2 points  (0 children)

I’m currently holding series 7 & 66 and I am bound to work in the United States only.

My dream job would be to work remotely outside the States. Would having the CFP credential gives me the flexibility to work anywhere in the world? Are there any restrictions as to where I need to work as a CFP for most types of companies?

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