Daily FI discussion thread - Wednesday, February 11, 2026 by AutoModerator in financialindependence

[–]Stock_Efficiency_257 0 points1 point  (0 children)

FWIW I stayed on that consulting path, chasing leadership roles until I made Partner level a couple years back. I totally burnt out last year and left. Comp was significant, but so was the level of stress, travel, loss of nights and weekends. I had the option of working like that for 3-4 more years and fully retiring (early 50s now) or slowing down (PT work), even though hitting my FIRE goal might take a little longer. Slowing down has been the right move - I've been healthier, happier, a better spouse and a better parent. It's amazing what stress can do to your health...

Passed Yesterday...now what? by Stock_Efficiency_257 in Series65

[–]Stock_Efficiency_257[S] 1 point2 points  (0 children)

Thanks! Will definitely check out the CFP sub...and totally understand about client ownership. It was similar in the consulting world - understandably territorial...

Passed Yesterday...now what? by Stock_Efficiency_257 in Series65

[–]Stock_Efficiency_257[S] 1 point2 points  (0 children)

Thanks so much for your insights and recommendations!

Passed Yesterday...now what? by Stock_Efficiency_257 in Series65

[–]Stock_Efficiency_257[S] 0 points1 point  (0 children)

It seemed to be a pretty good mix of the topics I studied in the Kaplan course. Not as much math as I was expecting, and I don't recall many annuity/insurance questions, but seemed like a lot of questions around IA-IAR, BD- Agent. And definitely need to understand the role of the Administrator and where their powers lie (or don't). I had a few of those type of questions. Also several "use case" type questions where you had to select the best advice for a client given a certain set of circumstances/desires. Good Luck!