CFP Board Candidate Open Forum

  • 1.  Wiley Efficient Learning

    Posted 07-21-2021 13:14
    Hello all,

    Are there any one using Wiley Efficient Learning for this CFP exam? I bought this package for July exam and I did not pass this time. I wonder if anyone want to do Group Study for Exam in November by using Wiley. Or if anyone already in Group Study, please let me join to Group. Thank you.


  • 2.  RE: Wiley Efficient Learning

    Posted 07-22-2021 06:53
    Hi Xuan, 

    I'm using Wiley and plan to sit in November. Feel free to email me directly. I'd be happy to set up a study group with you. 

    Alaine MacDougall
    alaine0106@gmail.com

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    Alaine MacDougall
    Financial Services Professional
    Equitable Advisors, LLC
    Levittown NY
    (516)650-4463
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  • 3.  RE: Wiley Efficient Learning

    Posted 07-25-2021 15:10
    Hi Xuan,
    I, too, went through the Wiley Program in March and did not pass the first time around. For me, I felt I needed a different perspective and something that offered more in depth information as the test requires an advanced level of knowledge. I switched tracks and went through the self study program with Dalton, which is the  extreme opposite, very granular which, to some, might be overwhelming. But with the study books, review questions, and lectures I was successful in passing the second time around. 
    Regarding a group study, Joseph D'Amore offers a fantastic study group. You can find him on the CFP forum under study groups. 

    Good luck to you with your 2nd and final exam studying. It's not easy, but it's attainable!
    All the best,
    Laura

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    Laura Reeves
    Financial Advisor
    LJR Financial
    Jackson NJ
    (732)267-3507
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