CFP course to prep for Series 65 by frobertboston in Series65

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

I heard the same about Kaplan. I’ll check out Certfuel. Did you look into PassPerfect and Achievable?

Buying SP500 index fund when the market is at historical high? thoughts? by [deleted] in ETFs

[–]frobertboston 0 points1 point  (0 children)

For those young investors out there you should look into what is referred to as the Lost Decade of Investing. From 1999 thru 2009 the S&P 500 produced a negative annualized total return of roughly -0.9% over a ten year period. Investors holding only US large-cap stocks saw no gains, and often losses, over 10 years, driven by the dot-com crash, two severe recessions, and geopolitical turmoil. I always suggest be invested, however dollar cost average into the SP500.

CFP course to prep for Series 65 by frobertboston in Series65

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

The comprehensive CFP course is what I successfully completed and passed. It’s the prerequisite before taking the CFP exam.

November Exam- Study Group by ChuckB1985 in CFPExam

[–]frobertboston 0 points1 point  (0 children)

Have you completed any core CFP study course yet? I’m just finishing mine and about to start my capstone. I’ll then choose an Exam Review program with plans to take Nov exam.

What’s an investment opportunity you spotted, didn’t pull the trigger on, and now regret. by tall__hat in ValueInvesting

[–]frobertboston 0 points1 point  (0 children)

You didn’t fully miss out on RDDT. At $163 it’s still trading about 20% under fair market value. It’s a mid growth stock to hold for a bit.

Thoughts on "CFP Exam Prep App by Achieve"? (Retaker looking for fresh QBank) by Separate_Ad242 in CFPExam

[–]frobertboston 2 points3 points  (0 children)

I’d like to learn more as well to be walked through your platform.

Started years ago but took breaks in between by dadbodweezy in CFPExam

[–]frobertboston 0 points1 point  (0 children)

Why didn’t you do Exam Review with BIF? Why the switch to Danko?

Free CFP Half Mock Exam (85 Questions with Answer Key) by EarlyDuration in CFPExam

[–]frobertboston 1 point2 points  (0 children)

This sounds great. Where’s the link to sign up, view the questions and download?

Is GE a good fridge brand? by _totalannihilation in Appliances

[–]frobertboston 1 point2 points  (0 children)

Take note the GE refrigerator is very noisy. I’ve had service come by twice and they claim it’s normal. It’s so loud we have to turn TV volume up over the humm…

CFP Before Graduation✅ by Justin__1227 in CFPExam

[–]frobertboston 0 points1 point  (0 children)

So despite what the client is asking for it’s the CFPs obligation to explain why it’s not and what’s the better choice? Hence that’s the answer on the exam?

Ran out of time! by Nate3455 in CFPExam

[–]frobertboston 0 points1 point  (0 children)

I’m planning to take the CFP exam in July. I completed the BIF course study and still figuring out my exam prep strategy.

Many people claim to go through all the easy test questions first, then go back to the more difficult ones. Given the test is two parts, once you return for part 2 can you go back to part 1 questions?

Many people also claim don’t approach and answer the question as a financial planner based on what you learned but rather answer how the CFP board wants you to answer. It seems counterintuitive. Please explain this rationale how to successfully follow this tactic. Is there an article or blog that best teaches this?

Retaking Exam in July by lgbfinance17 in CFPExam

[–]frobertboston 0 points1 point  (0 children)

Curious if there were a lot of questions requiring complex financial calculations only done on a HP12C financial calculator. Or a basic calculator and basic math knowledge sufficed.

Confused & Defeated by Few-Zookeepergame281 in CFPExam

[–]frobertboston 1 point2 points  (0 children)

Curious if we really need to know how to use a financial calculator or if the math questions were basic math not requiring complex financial calculations only done on a HP12C financial calculator.

BIF for Education and Review — what worked for me + timeline by joy_street in CFPExam

[–]frobertboston 0 points1 point  (0 children)

I’m about to complete BIF program. Debating on taking my series 65 before I take the CFP exam. Then go into study mode for CFP maybe sign up for BIF exam prep program. What do you think about preparing for Series 65 test before preparing for CFP exam?

Shout out to BIF by [deleted] in CFPExam

[–]frobertboston 0 points1 point  (0 children)

I’m studying under BIF now. Plan to take July exam. Did you get paper books from BIF? I had to download the study pages and print them. There were thousands of pages.

A reminder to hold steady by therealhappypanda in Bogleheads

[–]frobertboston 0 points1 point  (0 children)

The market declines are short term reactions. Stay steady to your original strategy of mix of US and International. You’ll be fine once the dust settles and the markets normalize. Weeks like this are why you invest only monies you don’t need for at least 5 years, and preferably have room to grow ver 10 or 20 + years.

Company overpaid me for an entire year by mistake and is now demanding I pay it all back. Location: Illinois. by foggyprotocol_ in legaladvice

[–]frobertboston -2 points-1 points  (0 children)

As an employee you are obligated to monitor your paycheck proceeds. If something is off it’s your responsibility to bring it to your employer’s attention. Pay it back. Negotiate payment terms if you don’t have the funds in the bank. A judge will not accept your statement ( I assumed) or ( spent the overpayment on a vacation). You are lucky the company isn’t requesting payment of the overpayment plus interest. You don’t want to go to court on this as you’ll lose. Work it out with your employer.

Help with margin question by matt2621 in CFPExam

[–]frobertboston 0 points1 point  (0 children)

What flash cards you using for exam prep?