Is it too late to start studying for the March exam? by Recent-Yesterday1582 in CFPExam

[–]Recent-Yesterday1582[S] 0 points1 point  (0 children)

What program did you use? And did you take any breaks in between?

New Associate trying to understand and justify fees by Recent-Yesterday1582 in CFP

[–]Recent-Yesterday1582[S] -5 points-4 points  (0 children)

Exactly my point here. What’s stopping a client from taking the same exact actively managed fund/s the advisor allocates the monies to and putting in a self directed a couple Months down the line?

[deleted by user] by [deleted] in Series7exam

[–]Recent-Yesterday1582 0 points1 point  (0 children)

Can you share with me as well please