CFP Board Candidate Open Forum

  • 1.  Additional QBank Suggestions

    Posted 10-25-2020 23:35
    Hello Everyone and Happy Studying!

    I am sitting Nov. 10th and am using Kaplan for test prep. I have completed their QBank twice and on the last round finished with 81% for a final score. I want to make sure that I'm truly grasping the material and not just recognizing questions. Any recommendations on additional QBanks to purchase to work through for the final 2 week push? Thanks in advance for your thoughts!

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    Alicia McMurry
    Virtual Education Consultant
    Fidelity Investments
    Tempe AZ
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  • 2.  RE: Additional QBank Suggestions

    Posted 10-26-2020 02:40
    I used this book of CFP questions to study. 



    Regards,
    Rob Rea, CFP®, MBA





  • 3.  RE: Additional QBank Suggestions

    Posted 10-26-2020 07:21
    Alicia,

    First off, congrats on completing that twice!  I used Pocket Prep CFP® questions.  They aren't that expensive and helped me to drill down on higher level topics.

    Here is the link:

    https://www.pocketprep.com/exams/cfp/

    Hope this helps and best of luck on the exam!

    ------------------------------
    Ryan Kleiss, CFP®, ChFC®, CLU®, AAMS®, CRPC®, CRPS®
    Financial Advisor
    Edward Jones
    ------------------------------



  • 4.  RE: Additional QBank Suggestions

    Posted 10-26-2020 21:23
    Thank you Ryan! I downloaded their app a few weeks ago and found it incredibly helpful for taking a step back to nail those more basics concepts. It's helped immensely to tackle the harder questions too.

    ------------------------------
    Alicia McMurry
    Virtual Education Consultant
    Fidelity Investments
    Tempe AZ
    (417)343-7022
    ------------------------------



  • 5.  RE: Additional QBank Suggestions

    Posted 10-27-2020 08:46
    You are very welcome and hope it helps!  Wish you the best on the exam!

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    Ryan Kleiss, CFP®, ChFC®, CLU®, AAMS®, CRPC®, CRPS®
    Financial Advisor
    Edward Jones
    ------------------------------



  • 6.  RE: Additional QBank Suggestions

    Posted 10-26-2020 10:33

    Alicia,

    I am also passing on the 10th.  In the same place as you are with the practice exams.  I did the Brett Danko Live review.  They have provided us with about 480 test questions and a number of case studies.  They are much tougher than the exam itself.  Not sure if they are available to purchase separately but it might be worth checking out.

     

    Good luck!

     

    Jim Hesson

    Financial Advisor

    Edward Jones

    3608 Preston Rd Suite 227

    Plano, TX 75093

    Office: 972-867-6573

    Cell: 803-603-0099

     

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    Jim  Hesson
    Financial Advisor
    Edward Jones
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    Plano, TX 75093
    (972) 867-6573
     

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  • 7.  RE: Additional QBank Suggestions

    Posted 10-26-2020 21:23
    Appreciate the suggestion Jim. I will look into their Qbank. Good luck on the 10th! I look forward to passing with you!

    ------------------------------
    Alicia McMurry
    Virtual Education Consultant
    Fidelity Investments
    Tempe AZ
    (417)343-7022
    ------------------------------



  • 8.  RE: Additional QBank Suggestions

    Posted 10-27-2020 09:49
    Hi Alicia,

    This 
    post is my goto when people ask about questions. It has a list of different question providers along with their costs and a brief analysis. I personally liked and passed with Kaplan only, but if you want more, I'd start looking at that post first.

    ------------------------------
    Aaron A. Anderson, CFP®, CFA, EA
    Partner
    DFS Advisors, LLC
    Mooresville, NC
    https://www.dfs-advisors.com
    980-444-0330
    ------------------------------