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!
Original Message:
Sent: 07-13-2020 12:37
From: Anna Bailey
Subject: HP 12 C & HP 12 Platinum Calculator Study Group
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!
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Anna Bailey
Financial Advisor
LPL Financial
Sheridan WY
307-672-1496
Original Message:
Sent: 07-11-2020 08:34
From: Joseph D'Amore
Subject: HP 12 C & HP 12 Platinum Calculator Study Group
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.comHello 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
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[Joe ] [D'Amore ] ChFC, CLU]
[Investment Advisor Representative]
Baystate Financial Services ]
[Wakefield ] [MA]
[781-876-4184]
Original Message:
Sent: 07-10-2020 21:06
From: Jorge Flores
Subject: HP 12 C & HP 12 Platinum Calculator Study Group
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
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Jorge Flores
Senior Wealth Advisor
Savior Wealth
Waltham MA
(617)752-1798
Original Message:
Sent: 06-30-2020 13:35
From: Joseph D'Amore
Subject: HP 12 C & HP 12 Platinum Calculator Study Group
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
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[Joe ] [D'Amore ] ChFC, CLU]
[Investment Advisor Representative]
Baystate Financial Services ]
[Wakefield ] [MA]
[781-876-4184]
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