Appreciate this video was looking on insight before starting my studying journey for the July Exam. Thank you for these tips. Excited to get started and start this next step in my career.
Thanks for the video! Great job and congrats! I’m taking the Kaplan Ed right now and almost done. Is the studying during the exam prep a lot different than the education component? I spend about 20 hours a week on it now. Obviously the volume of material in the education component is large and broad in scope. Is the material in the 10-12 week exam prep more condensed? Did you study that material the same? Would also love to see a video about how you broke down a typical week of studying and how you managed the different topics. Thanks!!
Hey Tim! Thanks man, appreciate it. I actually did the pre-requisite exams years ago... so from a studying standpoint I went into the 10 week board exam prep schedule 'cold' (well, I did do the capstone course right before registering for my exam date). However I can tell you that the 10-12 week exam prep books are way more condensed. Not sure if I'll end up doing another video on this topic though, but once you register and have an exam date, feel free to request me as your mentor on the board's website...I'm in their mentor program. 20 hours a week might be a little light but you'll be in great shape coming off of all those exams!!
@@adamcharlesburke Awesome! Thanks for the feedback. I plan on spending 25+ hours a week moving forward as I wrap up the Education portion and jump right into the 10-12 week exam prep work. I appreciate your video - it was helpful to see a glimpse of the dedication required to pass the exam!
I liked the advice of switching your workout schedule. I workout in the mornings as well and think I will implement the tip you gave. I’m testing in Nov 2022 and plan on using Danko. Any advice for the pre study course?
Nice, man. Ya it worked really well for me to put that morning energy towards studying instead. And as you well know, continuing to work out throughout the studying process will keep you and your mind well balanced. I've heard great things about Danko's program so you are in good hands. I don't have anything I would add to what you're already set up to do so best of luck to you!
@@adamcharlesburke Oh, I didn't know this. Thanks. I think due to the pandemic they have removed the option for print books. Or I don't know where that option was.
What would you recommend for a senior in college who is trying to prepare for the exam with everything going on? With crucial 400 level classes being online, it is much harder to retain the information and actually grasp all of the concepts. Also will the exam even be offered this upcoming year? Thanks
Eric O'Neill Hey Eric! I’m not familiar with what 400 level classes are and I can’t speak to whether the exam windows will end up happening this year but they are currently schedule to take place. I can say that preparing for this exam as a senior in college seems daunting. I know I couldn’t have done it haha. I suppose it all comes down to what your goals are and the reasons for taking it so early? Personally, I would get experience in the industry prior to committing to such a demanding schedule. But everyone is different. Sorry I can’t give you more than these surface thoughts!
Adam Charles Burke I just started the Dalton self study course, I’m going to be a Junior in college this year so might be tough. Planning on sitting for the exam in March. Any advice?
@@shaunleonard4738 Hey Shaun! I've received a lot of similar type questions (as far as people in college or just out of college preparing to study/ sit for the board exam) and it's a challenging question for me to address but I'll give you my '2 cent thoughts'... if you've found a real passion for the profession, it could really help you get ahead of the pack by focusing on it and getting it out of the way (employers will love that commitment and drive). With that being said though, it's no joke and a very difficult exam. Depending on what else you have going on in life, it may or may not be the best time for you to start tackling it. I say this because if you haven't discovered a real passion for the financial services profession and are still interested/ curious in exploring other avenues/ industries, it might make sense to hold off and take some time working for an independent RIA firm to see what your level of interest in the work really is after getting some real world experience. Hope this helps!
Adam Charles Burke Appreciate your advice! I’ve been working part time at an RIA for about a year so going to go for it. Always wanted to be a financial advisor and this seems like the best path to avoid most of the sales/insurance side of the business.
Appreciate this video was looking on insight before starting my studying journey for the July Exam. Thank you for these tips. Excited to get started and start this next step in my career.
I’m excited for you. Stay focused and you’ll do great! Glad you found it helpful David
Thank you for sharing! Taking my exam in 5 weeks. It’s getting real!
My pleasure! You got this!
Thank you..I needed to view this
I’m happy to hear that. Best of luck!
Thank you so much. I am going to track my hours.
My pleasure. And good luck with your studies!
Thanks for the information! Great video, starting the course next week!
glad you found it valuable, Colin! And that's awesome, good stuff!
Cool video my man! Love the accountability calendar
Thanks brother!!
A tip: watch movies at Kaldrostream. I've been using them for watching loads of movies lately.
@Dean Roy Definitely, I have been watching on Kaldrostream for since november myself :D
@Dean Roy yea, I have been watching on kaldrostream for since november myself =)
Thanks for the video! Great job and congrats! I’m taking the Kaplan Ed right now and almost done. Is the studying during the exam prep a lot different than the education component? I spend about 20 hours a week on it now. Obviously the volume of material in the education component is large and broad in scope. Is the material in the 10-12 week exam prep more condensed? Did you study that material the same? Would also love to see a video about how you broke down a typical week of studying and how you managed the different topics. Thanks!!
Hey Tim! Thanks man, appreciate it. I actually did the pre-requisite exams years ago... so from a studying standpoint I went into the 10 week board exam prep schedule 'cold' (well, I did do the capstone course right before registering for my exam date). However I can tell you that the 10-12 week exam prep books are way more condensed. Not sure if I'll end up doing another video on this topic though, but once you register and have an exam date, feel free to request me as your mentor on the board's website...I'm in their mentor program. 20 hours a week might be a little light but you'll be in great shape coming off of all those exams!!
@@adamcharlesburke Awesome! Thanks for the feedback. I plan on spending 25+ hours a week moving forward as I wrap up the Education portion and jump right into the 10-12 week exam prep work. I appreciate your video - it was helpful to see a glimpse of the dedication required to pass the exam!
@@PTProgress that's a solid plan... you'll do great... glad you found the video helpful and best of luck!
I liked the advice of switching your workout schedule. I workout in the mornings as well and think I will implement the tip you gave. I’m testing in Nov 2022 and plan on using Danko. Any advice for the pre study course?
Nice, man. Ya it worked really well for me to put that morning energy towards studying instead. And as you well know, continuing to work out throughout the studying process will keep you and your mind well balanced. I've heard great things about Danko's program so you are in good hands. I don't have anything I would add to what you're already set up to do so best of luck to you!
Great video. But my guy the music is way to loud
Lol ya, I agree... we live and learn 😂
Hey Adam can we apply this exam from India?
Hey! I’m honestly not sure. Check out CFP.net and give their customer success team a call. Best of luck.
which books should we refer for cfp
Personally I used Kaplan
How did you get these books? I have got e material.
You have a choice between print or e-books under their Premium review package. I went with print.
@@adamcharlesburke Oh, I didn't know this. Thanks.
I think due to the pandemic they have removed the option for print books.
Or I don't know where that option was.
What would you recommend for a senior in college who is trying to prepare for the exam with everything going on? With crucial 400 level classes being online, it is much harder to retain the information and actually grasp all of the concepts. Also will the exam even be offered this upcoming year? Thanks
Eric O'Neill Hey Eric! I’m not familiar with what 400 level classes are and I can’t speak to whether the exam windows will end up happening this year but they are currently schedule to take place. I can say that preparing for this exam as a senior in college seems daunting. I know I couldn’t have done it haha. I suppose it all comes down to what your goals are and the reasons for taking it so early? Personally, I would get experience in the industry prior to committing to such a demanding schedule. But everyone is different. Sorry I can’t give you more than these surface thoughts!
Adam Charles Burke I just started the Dalton self study course, I’m going to be a Junior in college this year so might be tough. Planning on sitting for the exam in March. Any advice?
@@shaunleonard4738 Hey Shaun! I've received a lot of similar type questions (as far as people in college or just out of college preparing to study/ sit for the board exam) and it's a challenging question for me to address but I'll give you my '2 cent thoughts'... if you've found a real passion for the profession, it could really help you get ahead of the pack by focusing on it and getting it out of the way (employers will love that commitment and drive). With that being said though, it's no joke and a very difficult exam. Depending on what else you have going on in life, it may or may not be the best time for you to start tackling it. I say this because if you haven't discovered a real passion for the financial services profession and are still interested/ curious in exploring other avenues/ industries, it might make sense to hold off and take some time working for an independent RIA firm to see what your level of interest in the work really is after getting some real world experience. Hope this helps!
Adam Charles Burke Appreciate your advice! I’ve been working part time at an RIA for about a year so going to go for it. Always wanted to be a financial advisor and this seems like the best path to avoid most of the sales/insurance side of the business.