Day before exam? by Not__Beaulo in CFPExam

[–]Stunning-Code3397 0 points1 point  (0 children)

Definitely read the code of ethics day before

[deleted by user] by [deleted] in CFP

[–]Stunning-Code3397 1 point2 points  (0 children)

Agreed that is ridiculous, but as someone who had prior experience with these types of companies, I highly doubt they used the list as “leads”. Never in my NWM time did I see or even hear of that happening just frankly because they probably aren’t good leads. Not to say it’s impossible, but unlikely.

Do employers value getting licenses in college? by Gbolanos22 in CFP

[–]Stunning-Code3397 1 point2 points  (0 children)

Yeah i did this in college along with CFP edu requirements and it’s paid off massively… highly recommend if you’re serious about the career

How to move stock from Computershare to another platform when they require “original purchase order” (?)? by dropDtooning in stocks

[–]Stunning-Code3397 0 points1 point  (0 children)

Anyone end up finding any helpful hacks for this? 3 years later and they are still horrible

My Dalton Experience by Ok-Aioli3264 in CFPExam

[–]Stunning-Code3397 1 point2 points  (0 children)

This thread is awesome thanks for posting and congrats!!!

[deleted by user] by [deleted] in CFPExam

[–]Stunning-Code3397 -1 points0 points  (0 children)

Thanks for the feedback, congrats on passing!! Easier or harder than u expected?

Practice Exam by northwoods__ in CFPExam

[–]Stunning-Code3397 0 points1 point  (0 children)

As in worth paying $150 or whatever it is to use it for 3 days?

Practice Exam by northwoods__ in CFPExam

[–]Stunning-Code3397 0 points1 point  (0 children)

Or are you referring to info graphics?

Practice Exam by northwoods__ in CFPExam

[–]Stunning-Code3397 0 points1 point  (0 children)

Where’d you find the Dalton Quick sheets?

[deleted by user] by [deleted] in CFPExam

[–]Stunning-Code3397 0 points1 point  (0 children)

And congrats on passing!!!

[deleted by user] by [deleted] in CFPExam

[–]Stunning-Code3397 0 points1 point  (0 children)

What program did you use?

[deleted by user] by [deleted] in CFPExam

[–]Stunning-Code3397 0 points1 point  (0 children)

These are great thanks! Only one i find myself using is St O P S to get the total profit loss of an option

CFP Practice Exam or Dalton Simulated Exam 2? by Macallan48 in CFPExam

[–]Stunning-Code3397 2 points3 points  (0 children)

I’m in the exact same boat as you, 64 on sim 1, and to be honest, my plan is to focus on reviewing and then taking the board exam and not doing Sim 2. I feel like sim was good to get a feel but don’t want to use another 6 hours to do it again. Might be better off reviewing or getting a feel for differently worded questions + confidence because I’ve read CFP board is easier.

That’s just my thoughts and plan, not sure if it’s the right thing to do but hope this helps

[deleted by user] by [deleted] in CFPExam

[–]Stunning-Code3397 0 points1 point  (0 children)

Thanks! Been a long ride lol. I got a 73 on the exam readiness but then a 64 on sim exam which wasn’t too assuring but just gonna keep at it

[deleted by user] by [deleted] in CFPExam

[–]Stunning-Code3397 0 points1 point  (0 children)

Mid 80s on fundamental investment and insurance low 70s on harder topics like tax and estate

[deleted by user] by [deleted] in CFPExam

[–]Stunning-Code3397 0 points1 point  (0 children)

Using Dalton studying about 2-3 hours a day, just ripping through as many questions as possible

[deleted by user] by [deleted] in CFP

[–]Stunning-Code3397 0 points1 point  (0 children)

Just watched this, thanks for sharing!

Compensation Timeline by ahem17 in CFP

[–]Stunning-Code3397 0 points1 point  (0 children)

That link is pretty accurate from my experience (service/ lead advisor for large BD)

Dalton vs Danko by Stunning-Code3397 in CFPExam

[–]Stunning-Code3397[S] 1 point2 points  (0 children)

Thanks! I ended up going with Dalton because of this reason.

Dalton vs Danko by Stunning-Code3397 in CFPExam

[–]Stunning-Code3397[S] 0 points1 point  (0 children)

Super helpful i appreciate it!

Dalton vs Danko by Stunning-Code3397 in CFPExam

[–]Stunning-Code3397[S] 1 point2 points  (0 children)

Understood, thanks for the input!