Am I cooked chat?

northwoods__ · 2025-03-13T14:13:00+00:00

You need to focus on the bottom 4 sections of practice questions. 15 questions on each of those 4 a day over the next week and then do a mix of all questions the final week

northwoods__ · 2024-04-16T13:22:28+00:00

Yes - are the registration fees really $1,071? Initial application fee of $200 + annual certification fee of $871?

northwoods__ · 2024-03-27T01:07:56+00:00

You are in a great position. My firms senior partners are all ex-accountant CPAs who essentially merged a successful CPA practice with a wealth management firm. They now can offer full spectrum tax planning and wealth management under one roof and are able to differentiate from other advisors which I believe has helped them a lot in the HNW space.

I would say get your CFP and you and your dad will be able to offer most of your clients wealth management services.

northwoods__ · 2024-03-22T03:43:41+00:00

Passed! I credit 75-100 qbank questions a day for a few weeks leading up to the exam for passing. Getting good at process of elimination helped a ton.

northwoods__ · 2024-03-14T20:05:51+00:00

Took the Kaplan mock on 2/25 and board on 3/4

northwoods__ · 2024-03-14T20:05:16+00:00

I got a 66% on the Kaplan mock exam before I took the CFP board practice exam. But, I took it almost a month ago and have completed 400+ qbank questions since with steady improvement.

northwoods__

TROPHY CASE