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HP 12 C & HP 12 Platinum Calculator Study Group

  • 1.  HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 06-30-2020 13:36
    Edited by Joseph D'Amore 07-05-2020 15:52

    UPDATED:  July 5th : We are at 25 participants for this group and so will not be able to accept additional members 
    However, feel free to send me an e mail and I'll be happy to send you study guides and practice questions.
    In a few weeks if one of our members can lead a parallel study group I will let you know ( I'll keep your e mail) 

    Thank you 
    Joe D'Amore 

    Original Post >>>> 

     

    If you use the HP 12 C   or HP 12 C Platinum you are invited to join a Calculator Study Group every Friday from 3:00 PM – 4:00 PM.  
     Start Date:  July 24th.  

     Familiarity with the calculator is strongly suggested. 

    In order to have a consistent agenda & follow along kindly please  purchase:

    • CFP Exam Calculator Work Book, Coventry House Publishing, 2019

    Once we begin you  want to stay on pace to complete 3-5 questions per day ( 6-7 days per week) so that all 400 calculations in the work book will be experienced in 90-120 days and in all relevant areas: 

    • Financial Planning Principles
    • Life and Disability Insurance
    • Income Planning
    • Investments
    • Retirement Planning
    • Estate Planning

    It's strongly suggested that you  create your own annotated study book with  a notebook to write out key strokes you  may have difficulty with for extra practice and mastery.  (Or alternatively create key-stroke/ explanatory  notes with online sources, spread sheets etc)

    Two study guides will be e mailed to you if you are interested in joining 

    Participation to lead sessions will be expected with pre-study after we begin sessions. ( volunteer-basis)

    Please let me know by July 8th if you will join ( And if you do please order the workbook )

    Send me an e mail and I'll respond with the two guides and answer your questions. 
    jdamore@baystatefinancial.com 



    ------------------------------
    [Joe ] [D'Amore ] ChFC, CLU]
    [Investment Advisor Representative]
    Baystate Financial Services ]
    [Wakefield ] [MA]
    [781-876-4184]
    ------------------------------


  • 2.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-01-2020 06:30
    Hi Joe,

    I would be very interested in joining this study group, thank you for setting it up!  My email is emcoe@verizon.net.

    Regards,
    Erin Coe

    ------------------------------
    Erin Coe
    N/A
    N/A
    Moseley VA
    804-380-2500
    ------------------------------



  • 3.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-04-2020 18:00
    Hi 
    I would be interested in joining the group.
    Thank you for your help, email address is borhan69@gmail.com

    ------------------------------
    Bilgin Orgun
    Manager
    Broadway Construction
    Katy TX
    (832)344-6538
    ------------------------------



  • 4.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-06-2020 00:56
    Hello,
    I would like to join the group 
    Thanks



    Vestech Securities, Inc., does not accept buy, sell, or cancel orders by email or any instructions by email that would require your signature. Information contained in this communication is not considered an official record of your account and does not supersede normal trade confirmations or statements. Any information provided has been prepared from sources believed to be reliable but is not guaranteed, does not represent all available data necessary for making investment decisions and is for informational purposes only. This email may be privileged and/ or confidential, and the sender does not waive any related rights and obligations. Any distribution, use, or copying of this email or the information it contains by other than an intended recipient is unauthorized. If you receive this email in error, please advise us (by return email or otherwise) immediately. Information received by or sent from this system is subject to review by supervisory personnel, is retained and may be produced to regulatory authorities or others with a legal right to the information





  • 5.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-01-2020 10:54
    Joe,
    I would like to participate in this.
    I will purchase the workbook today.
    See you then!
    Otto Ray

    ------------------------------
    Otto Ray
    President
    Ray Wealth Management, LLC
    Martinsville IN
    812.558.5002
    ------------------------------



  • 6.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-01-2020 14:01
    I would be interested in joining. My email address is mmiller@encompasslifeandwealth.com
    Thank you,
    Michelle Miller

    ------------------------------
    Michelle Miller
    Financial Advisor
    Encompass Life & Wealth Strategies
    Quincy IL
    (217)209-3916
    ------------------------------



  • 7.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-06-2020 01:46
    How much is workbook ? I did not see or I missed your link thanks .

    Michael 

    Sent from my iPhone





  • 8.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-07-2020 11:40

    The workbook can be found online, I just purchased it last night on Amazon for $9.99.  Be sure to get the exact book he mentions from Coventry House Publishing, 2019.



    ------------------------------
    Anna Bailey
    Financial Advisor
    LPL Financial
    Sheridan WY
    307-672-1496
    ------------------------------



  • 9.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-07-2020 11:54
    Thank you 

    Sent from my iPhone





  • 10.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-07-2020 16:02

    Thank you.

     

    Sent from Mail for Windows 10

     






  • 11.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-07-2020 16:25

    Who is the author, I'm in Amazon and can't find the workbook?

     

    Sent from Mail for Windows 10

     






  • 12.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-07-2020 17:42
    Here's a link.  :)

    https://www.amazon.com/CFP-Exam-Calculation-Workbook-Calculations/dp/1733591133/ref=sr_1_3?dchild=1&keywords=cfp+calculator+workbook&qid=1594158089&sr=8-3

    ------------------------------
    Anna Bailey
    Financial Advisor
    LPL Financial
    Sheridan WY
    307-672-1496
    ------------------------------



  • 13.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-07-2020 17:50
    Here's the link to the workbook on Amazon: 

    https://www.amazon.com/CFP-Exam-Calculation-Workbook-Calculations/dp/1733591133/ref=sr_1_3?dchild=1&keywords=cfp+calculator+workbook&qid=1594158089&sr=8-3

    ------------------------------
    Anna Bailey
    Financial Advisor
    LPL Financial
    Sheridan WY
    307-672-1496
    ------------------------------



  • 14.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-02-2020 08:12
    Hi Joe

    I'm interested in joining this study group.  My email address is msousou@mycoastalwealth.com.

    Sincerely,
    Michael J Sousou, CLU, ChFC, LUTCF, CRPS
    President
    Coastal Financial Strategies
    Orange Park, FL
    (904)621-0445

    ------------------------------
    Michael Sousou
    Financial Planner
    Coastal Financial Strategies
    Orange Park FL
    (904)621-0445
    ------------------------------



  • 15.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-02-2020 10:29
    Welcome Michael: See e mail with 2 guides

    ------------------------------
    [Joe ] [D'Amore ] ChFC, CLU]
    [Investment Advisor Representative]
    Baystate Financial Services ]
    [Wakefield ] [MA]
    [781-876-4184]
    ------------------------------



  • 16.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-03-2020 11:51
    Hello Joe, I would be interested in joining the study group. My email is Jgilbertcarroll@gmail.com.

    Thank you!

    ------------------------------
    James Carroll
    Operations Specialist
    USPS
    Columbia MD
    (410)591-4353
    ------------------------------



  • 17.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-05-2020 14:26
    Good Morning,

     I would like to join as well!  sameer.s.sarmast@gmail.com.  Thanks for doing this :)

    ------------------------------
    Sameer Sarmast
    Regional Manager - Financial Planner
    Saturna Capital
    Paramus NJ
    (201)686-4519
    ------------------------------



  • 18.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-06-2020 03:59
    I would love to join this group. My email address os belinda.ramsey20@yahoo.com

    ------------------------------
    Belinda Ramsey
    SR. FSO I
    NCSECU
    Raleigh NC
    (845)242-4519
    ------------------------------



  • 19.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-06-2020 07:49
    Can someone send me practice questions from Boston university or zahn please I will pay for shipping 





  • 20.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-05-2020 15:46
    Edited by Joseph D'Amore 07-06-2020 12:09

    Hello 

    We are at capacity with this study group in order to maintain it mutually helpful and efficient for everyone:  25 participants
    I will be happy to send you study guides and practice questions still

    Should one of our participants be willing to initiate a second group in a few weeks I will let you know. I will keep your e mail and notify you. 

    So far now I  will not be able accept additional participants in the study group. 

    Good luck with your studies!

    Thanks 
    Joe 



    ------------------------------
    [Joe ] [D'Amore ] ChFC, CLU]
    [Investment Advisor Representative]
    Baystate Financial Services ]
    [Wakefield ] [MA]
    [781-876-4184]
    ------------------------------



  • 21.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-05-2020 21:01

    Hi Joe,

    Id also like to join the group (or join a parallel study group or receive the study guide). My email is jennifermeganb@gmail.com. Thank you for setting this up!

    Best,
    Jenn Berkompas
    (585) 465-0903



    ------------------------------
    Jennifer Berkompas
    Financial Consultant Partner
    Charles Schwab
    San Antonio TX
    (585)465-0903
    ------------------------------



  • 22.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-06-2020 07:00
    Same here. Kellyjeffreyc@gmail.com

    ------------------------------
    Jeffrey Kelly
    Arnold MD
    ------------------------------



  • 23.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-06-2020 07:09

    Hi if a spot opens up or if this were to start again I'm interested! In the meantime, I'll take whatever I can get by form of e-mail since this group is closed (I'm a day late). 

    yane.beni13@gmail.com

    Thank you! 



    ------------------------------
    Yanelkys Benitez
    Financial Services Profession
    MassMutual
    Miami Beach FL
    (202)569-1849
    ------------------------------



  • 24.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-10-2020 21:06
    Hi Joe,
    I am interested in joining this group. Please confirm receipt of this request at your next opportunity. I have ordered my workbook and should have it in the next few days. 

    Best,
    Jorge Flores

    ------------------------------
    Jorge Flores
    Senior Wealth Advisor
    Savior Wealth
    Waltham MA
    (617)752-1798
    ------------------------------



  • 25.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-11-2020 08:34
    ​Jorge: I updated the message and added an additional message on July 5th that our study group is already filled
    Kindly please send me an e mail so I can communicate directly with you and send you study guides.

    I've placed you on a list as there is another study group that follows are possibly forming starting in August

    Joe

    jdamore@baystatefinancial.com

    Hello Jorge:

    I updated my original message and added an additional one July 5th to share that our group is filled already.
    However, another group may form to launch in August.  I'll add you to that list

    I can send you study guides and then additional information especially if the August group confirms formation. 
    Please send me an e mail 
    Thanks
    Joe

    jdamore@baystatefinancial.com 



    ------------------------------
    [Joe ] [D'Amore ] ChFC, CLU]
    [Investment Advisor Representative]
    Baystate Financial Services ]
    [Wakefield ] [MA]
    [781-876-4184]
    ------------------------------



  • 26.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-13-2020 12:38

    Hello Everyone,

    Joe had mentioned the possibility of starting another HP-12C calculator study group, and I am here to announce details on that! :)

    I will be leading this second group beginning on Thursday, August 27th at 3pm Mountain Time. I will facilitate for 6 weeks through October 1, and if the group wants to continue beyond that it will be up to them. (I am planning to sit for the November exam and will need to pivot my focus to practice questions and final review.)

    So far we have 17 'enrolled' from the overflow of the first group, and have room for 8 more, capping again at 25. I will send an email shortly to those on my list so you have confirmation that I've got you down. If you aren't on the list yet and want to join, please email me at anna.bailey@lpl.com . I will announce on this thread when we are full.

    I will be using the same book as Joe, the "CFP Exam Calculator Work Book", Coventry House Publishing, 2019, and it can be found here for $10: https://www.amazon.com/CFP-Exam-Calculation-Workbook-Calculations/dp/1733591133/ref=sr_1_3?dchild=1&keywords=cfp+calculator+workbook&qid=1594158089&sr=8-3

    Similar to Joe, I will suggest a number of workbook problems each week so you can stay on track and be ready for discussion during our virtual meetings. Disclaimer: I have plenty of experience with the HP-10bII, but the 12C is fairly new to me, so I will be learning along with all of you but trying to stay one step ahead. I feel that accountability is one of the the most important aspects of a group like this, as well as the sharing of resources and knowledge. This will be a two way street where we can all share helpful tips or ask questions.  I will also probably utilize YouTube videos or other great learning resources as I come across them, and welcome you to do the same. Also, there may be a week or two that I need someone else to lead and with 25 in the group I'm sure there will be at least of few of you willing to take the reins. :)

    Please be patient with Joe and I as we continue to organize our efforts to make sure we haven't duplicated or left anyone out of the two lists. I would also add that if the timing works better for you in one group than the other, please let us know and we can certainly accommodate. 

    Happy Learning!



    ------------------------------
    Anna Bailey
    Financial Advisor
    LPL Financial
    Sheridan WY
    307-672-1496
    ------------------------------



  • 27.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-13-2020 18:39
    Here's a YouTube playlist with 8 videos on the HP 12c. Maybe your study groups will find these videos helpful like I did back when I was prepping. Good luck all!

    ------------------------------
    David Sullivan, CFP®
    Wealth Planning Associate
    Ballentine Partners, LLC
    857-919-6292
    dusullivan27@gmail.com
    ------------------------------



  • 28.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-13-2020 19:14
    Thank you very much for your support!

    ------------------------------
    [Joe ] [D'Amore ] ChFC, CLU]
    [Investment Advisor Representative]
    Baystate Financial Services ]
    [Wakefield ] [MA]
    [781-876-4184]
    ------------------------------



  • 29.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-13-2020 19:18
    Thanks Anna:  Your message about accountability is very true.  We can hold ourselves accountable and each other too ; that can only produce success for everyone. That's for taking on the additional study group so we can accommodate everyone that wishes to participate. I'll be happy to chime in on the first session ---and offer assistance as needed along the way ----

    ------------------------------
    [Joe ] [D'Amore ] ChFC, CLU]
    [Investment Advisor Representative]
    Baystate Financial Services ]
    [Wakefield ] [MA]
    [781-876-4184]
    ------------------------------



  • 30.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-13-2020 20:44
    hi Joe - I would like to join when the next group is available in August.  Thanks

    --

    L-

    Loan Vu, PharmD, MBA
    "Driving Change & Excellence that Improves Quality Care & Services"






  • 31.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-13-2020 22:12
    Kindly send me an e mail so I can send your study guides we are using in the first group and I can place you in touch with Anna Bailey who will lead the second group launching  in August;   jdamore@baystatefinancial.com

    ------------------------------
    [Joe ] [D'Amore ] ChFC, CLU]
    [Investment Advisor Representative]
    Baystate Financial Services ]
    [Wakefield ] [MA]
    [781-876-4184]
    ------------------------------



  • 32.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-14-2020 14:07
    Hi Joe and Anna,
    I would love to be added to the August group if you still have openings. My email address is christinamckinzie@yahoo.com.
    Thank you!!

    ------------------------------
    Christina McKinzie
    -
    -
    Tulsa OK
    (918)927-1868 (9189271868)
    ------------------------------



  • 33.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-14-2020 15:37
    I've got you down, Christina, as well as a few others that have replied.  I have 4 spots left for the group beginning on August 27th, please email me at anna.bailey@lpl.com if you wish to join.

    ------------------------------
    Anna Bailey
    Financial Advisor
    LPL Financial
    Sheridan WY
    307-672-1496
    ------------------------------



  • 34.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-16-2020 19:12
    I'm interested in the parallel study group, please consider. my email is eric@comprehensiveadvisor.com

    ------------------------------
    Eric Brelsford
    Private Client Banker
    JPMorgan Chase Bank
    Carlsbad CA
    (760)994-5235
    ------------------------------



  • 35.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-18-2020 16:07
    I'm interested in the parallel study group, please consider. my email is meldawy@e-vestech.com



    Mohamed Eldawy

    Financial Advisor

    12 Greenway Plaza suite 1100

    Houston ,TX 77046

    Phone :  832-339-2937

              :  713-940-0643

    Fax     :  832-864-3747

    Email.  meldawy@e-vestech.com

    https://calendly.com/mheldawy


    Vestech Securities, Inc., does not accept buy, sell, or cancel orders by email or any instructions by email that would require your signature. Information contained in this communication is not considered an official record of your account and does not supersede normal trade confirmations or statements. Any information provided has been prepared from sources believed to be reliable but is not guaranteed, does not represent all available data necessary for making investment decisions and is for informational purposes only. This email may be privileged and/ or confidential, and the sender does not waive any related rights and obligations. Any distribution, use, or copying of this email or the information it contains by other than an intended recipient is unauthorized. If you receive this email in error, please advise us (by return email or otherwise) immediately. Information received by or sent from this system is subject to review by supervisory personnel, is retained and may be produced to regulatory authorities or others with a legal right to the information





  • 36.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-20-2020 19:26

    Yes – Mohamed, I have added you to the list! 

     

    You will be included in any updates I send to the group as our starting date approaches. In the meantime, be sure to get the workbook and start exploring the calculator if you haven't already done so. :)

     

    Warm Regards,

     

    Anna C. Bailey, CRPC®

    Financial Consultant

    First Interstate Investment Services

    16 S Main St, Sheridan, WY  82801

    w: 307-672-1496 | anna.bailey@fiwmwealth.com

    firstinterstate.com

     

    CRPC® conferred by College for Financial Planning.

     

    PLEASE DO NOT LEAVE TRADING INSTRUCTIONS VIA E-MAIL OR VOICE MAIL AS I AM UNABLE TO EXECUTE SUCH INSTRUCTIONS. WE MUST TALK PERSONALLY.

    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. First Interstate Bank and First Interstate Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Interstate Investment Services, and may also be employees of First Interstate Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of First Interstate Bank or First Interstate Investment Services.  Securities and insurance offered through LPL or its affiliates are:

     

    Not Bank Guaranteed

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    May Lose Value

     

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  • 37.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-20-2020 19:31
    We have one spot left for the HP12C study group beginning on August 27 at 3pm MST.

    ------------------------------
    Anna Bailey
    Financial Advisor
    LPL Financial
    Sheridan WY
    307-672-1496
    ------------------------------



  • 38.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-21-2020 08:40
    I would love the study material and practice questions.  Thank you!  jwilson@familylegacyinc.com

    ------------------------------
    Jennifer Wilson
    Financial Advisor
    Family Legacy, Inc.
    Anderson SC
    (864)233-0808
    ------------------------------



  • 39.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-24-2020 13:00
    Hi Joe,

    I started the course work for CFP few weeks ago. While I completed the TVM portion and passed the test with 90%, I would like more practice.

    It will be great if you can send me / point me towards any resources for practice questions , tips .

    Thanks

    ------------------------------
    Murali Kuppuswamy
    Founder
    Firmer Foundation
    Naples FL
    (281)386-3609
    ------------------------------



  • 40.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-24-2020 13:23
    could you please send me study guides and practice questions.?

    thanks,


    ------------------------------
    MOHAMED ELDAWY
    Financial Advisor
    Vestech Securities Inc
    Houston , TX
    (832)339-2937
    ------------------------------



  • 41.  RE: HP 12 C & HP 12 Platinum Calculator Study Group

    Posted 07-24-2020 14:31
    Murali
    Kindly send me an a email and I will send you the study guides

    Joe 

    jdamore@baystatefinancial.com

    ------------------------------
    [Joe ] [D'Amore ] ChFC, CLU]
    [Investment Advisor Representative]
    Baystate Financial Services ]
    [Wakefield ] [MA]
    [781-876-4184]
    ------------------------------