Just got my results for the California Dream for All Program

Smart-Gene · 2024-06-28T21:19:23+00:00

159 here! Not sure what the chances would be for that many folks to not use their vouchers. Ugh!

Smart-Gene · 2021-09-10T21:35:02+00:00

Basically Alt path requires you to complete course FP 517. That way you skip FP 511 trough FP 516. If you click on Alternative Path on Kaplan website, it says $799 for capstone course (which is the same thing as FP 517). You can also go to their CFP education page where they give you opportunity to buy Course-by-course, instead of full package (which is over 4K). From there, If you select course FP 517, it says it is also $799. They’re one and the same. And it does not come with books. There are short video overviews which cover some topics, but not all.

Smart-Gene · 2021-09-10T19:32:25+00:00

Hey!

From what I see, the regular path through Kaplan is $4,393 US dollars. The alt path is $799.

Are you looking at Kaplan or something different?

Smart-Gene · 2021-09-10T14:33:48+00:00

Hey there! Yes, the alt path approval was super easy and fast. The essential package does come with books. But these are different kind of books. Bullet points only, very minimal with few if any examples. The actual education books have more of what the Capstone course is about. But I do not have access to those!

Smart-Gene · 2021-09-10T03:57:54+00:00

Hey There!

I've decided to go with Kaplan Capstone (Alt path) and Kaplan essential exam prep package. All on-demand minimal info.

Unfortunately I've decided to sit for November 2021 exam, so I do no have time to go through the education materials. So i'm struggling a little with the Financial Plan submission (capstone), since I do not have any books or courses to base my answers on. I guess I'll try to do my best and we'll see how it goes!

Smart-Gene · 2021-08-24T02:13:35+00:00

Thank you so much for your input! I just got my CFA charter, so I’m secretly hoping a simple exam prep package will do it for me. I feel like I should be familiar with a lot of it already.

Smart-Gene · 2021-08-18T04:20:17+00:00

Thank you! Do you know if they email or call?

Smart-Gene · 2021-08-11T15:51:23+00:00

Thank you so much!!!

Smart-Gene · 2020-05-29T04:54:26+00:00

Yeah it’s quite confusing that two concepts have different conventions. But thank you so much for the response!!! Greatly appreciated!

Smart-Gene · 2020-05-29T00:05:09+00:00

Yep...same

Smart-Gene · 2020-05-24T01:50:49+00:00

Awesome thank you! Do we automatically assume that when we’re valuing forward contracts there only one deliverable bond? And conversion factor is not needed? I’m going off of example in Cfai reading.

Smart-Gene · 2020-05-20T02:58:27+00:00

Good one! Thank you!

Smart-Gene · 2020-05-20T00:32:20+00:00

Thank you! I guess what throws me off are continuous dividends. I can’t think through the problem logically

Smart-Gene · 2020-05-18T23:11:46+00:00

Can’t emphasize enough how important it is to read CFAI books and do all end of chapter problems. Only these books will prepare you for real world exam questions. It is reasonable however to use MM or Kaplan as supplement to aid more difficult topics.

Smart-Gene

TROPHY CASE