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Old Thread - Exam Materials for Sale

Tenesha Hartgrove

Tenesha Hartgrove07-18-2019 08:39

John Einspanier

John Einspanier07-22-2019 16:58

Akemi Dalvi

Akemi Dalvi08-01-2019 15:06

David Levenhagen

David Levenhagen08-20-2019 17:58

Akemi Dalvi

Akemi Dalvi08-19-2019 11:20

Titi Ogunlana

Titi Ogunlana08-25-2019 21:31

Patrick Bryant

Patrick Bryant11-15-2019 09:17

Patrick Bryant

Patrick Bryant11-21-2019 13:22

  Thread closed by the administrator, not accepting new replies.
  • 1.  Old Thread - Exam Materials for Sale

    Posted 07-01-2019 08:17
    Edited by Rebekah Horsting 03-12-2020 11:32
    No replies, thread closed.
    Hello everyone!

    As an effort to keep exam materials being sold and purchased in one consolidated area, please post anything you are selling on this thread! This will allow us to keep things organized while candidates are purchasing or selling their materials!

    #Exam

    ------------------------------
    Annie Moncure
    Community Manager
    CFP Board
    candidateforum@cfpboard.org
    ------------------------------


  • 2.  RE: Old Thread - Exam Materials for Sale

    Posted 07-11-2019 09:28
    No replies, thread closed.

    I have the 7 Kaplan exam prep review books for sale that cover the November and March upcoming exam periods.

     

    I also have the Kaplan " Understanding your financial calculator" for sale.

     

    Thank you and good luck!

     

    Christopher A. Cristallo

     

    Investment Consultant

     

    alliant-retirement-gray-turq

     

    1125 Sanctuary Parkway

    Suite 300

    Alpharetta, GA 30009

     

    Direct:   770-325-6696

    Office:   770-325-6652

    Cell:      470-233-2118

    Email:   christopher.cristallo@alliant.com

     

    Registered Representative offering securities through Cetera Advisor Networks LLC, Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

     

    This email and its attachments are for the exclusive use of the intended recipients, and may contain proprietary information and trade secrets of Alliant Insurance Services, Inc. and its subsidiaries. This email may also contain information that is confidential, or otherwise protected from disclosure by contract or law. Any unauthorized use, disclosure, or distribution of this email and its attachments is prohibited. If you are not the intended recipient, let us know by reply email and then destroy all electronic and physical copies of this message and attachments. Nothing in this email or its attachments is intended to be legal, financial, or tax advice, and recipients are advised to consult with their appropriate advisors regarding any legal, financial, or tax implications.


  • 3.  RE: Old Thread - Exam Materials for Sale

    Posted 07-14-2019 19:01
    No replies, thread closed.
    How much?

    ------------------------------
    Suzannah Richards
    Financial Adviser
    Eagle Strategies / New York Life (NY Life)
    Pompano Beach FL
    (954)895-8980
    ------------------------------



  • 4.  RE: Old Thread - Exam Materials for Sale

    Posted 09-04-2019 04:45
    No replies, thread closed.
    Hi Christopher

    I am interested in buying the Kaplan "Understanding your financial calculator" How much are you selling it for?

    Thank you
    Suki Moran
    suki.moran@yahoo.com
    917-532-1207 


    ------------------------------
    Suki Moran
    suki.moran@yahoo.com
    917-532-1207
    ------------------------------



  • 5.  RE: Old Thread - Exam Materials for Sale

    Posted 10-09-2019 18:27
    No replies, thread closed.
    Are the materials and exam calculators still available?  Thanks Helen

    ------------------------------
    Helen Chan
    Owner
    H&S Financial Services
    Houston TX
    (713)203-6688
    ------------------------------



  • 6.  RE: Old Thread - Exam Materials for Sale

    Posted 10-23-2019 10:37
    No replies, thread closed.
    Do you still have them for sale?

    Brian Stoll
    407-687-6340
    bcstoll4@aol.com

    ------------------------------
    Brian Stoll
    Licensed Insurance Representative
    McInerney Financial Group, LLC
    Debary FL
    407-587-2034 (27)
    ------------------------------



  • 7.  RE: Old Thread - Exam Materials for Sale

    Posted 11-08-2019 10:04
    No replies, thread closed.
    I would be interested.

    Brian Stoll
    407-687-6340
    McInerney Financial Group, Inc.
    Orlando, FL  32801

    ------------------------------
    Brian Stoll
    Licensed Insurance Representative
    McInerney Financial Group, LLC
    Debary FL
    407-587-2034 (27)
    ------------------------------



  • 8.  RE: Old Thread - Exam Materials for Sale

    Posted 07-11-2019 09:31
    No replies, thread closed.
    Hello,
    I am looking to purchase Brett Danko flashcards from this last July exam. If you would be willing to send me yours please message me! Thank you so much.

    (I am sitting for the November exam but will not be buying his “Signature Review”)

    Jon Frawley
    Fairway Wealth Management
    Cleveland Ohio


  • 9.  RE: Old Thread - Exam Materials for Sale

    Posted 07-23-2019 16:13
    No replies, thread closed.
    I have the Danko Flash Cards and the Zahn Audio Flash Cards

    ------------------------------
    Lauren Smith
    Financial Advisor
    Green Financial Group
    Houston TX
    (409)893-5416
    ------------------------------



  • 10.  RE: Old Thread - Exam Materials for Sale

    Posted 07-25-2019 15:23
    No replies, thread closed.
    Do you think u can sell or share the Danko flash card with me? email me at tony19930806@gmail.com 
    Thanks !

    ------------------------------
    Tien Hao Lee
    Registered Representative
    Transamerica Financial Advisor
    Walnut CA
    (909)718-9780
    ------------------------------



  • 11.  RE: Old Thread - Exam Materials for Sale

    Posted 10-08-2019 10:42
    No replies, thread closed.
    Hi Lauren,

    Are these still available?

    ------------------------------
    Andrew Rader
    Financial Advisor
    Capital Investment Advisory Services
    Hickory NC
    828-446-4883
    ------------------------------



  • 12.  RE: Old Thread - Exam Materials for Sale

    Posted 11-30-2019 23:14
    No replies, thread closed.
    hello Lauren,
    I'm interested in the materials.  how much?

    ------------------------------
    Kliphord Darkwa
    Director
    KOD Financial LLC
    Arlington TX
    (682)252-4599
    ------------------------------



  • 13.  RE: Old Thread - Exam Materials for Sale

    Posted 12-01-2019 06:20
    No replies, thread closed.
    Hello
    I passed the exam earlier this month and have all 7 Kaplan books along with the in class guide for sale if any one is interested.

    ------------------------------
    Diana
    Wealth Planner
    Dsnovakova@icloud.com
    ------------------------------



  • 14.  RE: Old Thread - Exam Materials for Sale

    Posted 08-02-2019 10:00
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    ​Jon-

    If you are still looking for the Brett Danko flashcards, I have some that I purchased for the July exam. $40 including shipping if you are interested.

    Raeann

    ------------------------------
    Raeann Sarsfield
    Financial Advisor
    Merrill Lynch, Pierce, Fenner & Smith, Incorporated
    Mandeville LA
    (985)246-6430
    ------------------------------



  • 15.  RE: Old Thread - Exam Materials for Sale

    Posted 09-04-2019 04:42
    No replies, thread closed.
    Do you still have the flashcards, I am very interested. And do you have the Danko study book?

    Suki Moran
    suki.moran@yahoo.com
    917-532-1207

    ------------------------------
    Suki Moran
    suki.moran@yahoo.com
    917-532-1207
    ------------------------------



  • 16.  RE: Old Thread - Exam Materials for Sale

    Posted 12-13-2019 13:10
    No replies, thread closed.
    Jonathan
    If you passed in November I would be interested in the flash cards.
    Steve Jackson
    steve.jackson@lpl.com

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------



  • 17.  RE: Old Thread - Exam Materials for Sale

    Posted 07-11-2019 09:31
    No replies, thread closed.

    If you are taking the exam in November, I have an extra set of 2019 Dalton study material for sale.  Brand new with no marks. Best offer.  Please respond to jimbobbarber@msn.com.
    Cheers,
    James Barber 



    ------------------------------
    James Barber
    Financial Management Officer
    Foreign Service
    Carrollton TX
    972-655-4219
    ------------------------------


  • 18.  RE: Old Thread - Exam Materials for Sale

    Posted 07-13-2019 11:58
    No replies, thread closed.
    James,

    What is included in the Dalton study material? Is it just the books or are there quick sheets or flashcards too?

    Thanks,

    Barbara Misener

    ------------------------------
    Barbara Misener
    Engineer
    Gainesville Regional Utlilities
    Gainesville FL
    352-672-8925
    ------------------------------



  • 19.  RE: Old Thread - Exam Materials for Sale

    Posted 07-13-2019 12:07
    No replies, thread closed.

    It's the notebooks (fundamentals/insurance, retirement, estate, investment and tax) only which is what you need to pass.  I studied the heck out of the 2018 material and later bought the 2019 material thinking I needed it, but it was not necessary.  I passed this week on the first try.

     






  • 20.  RE: Old Thread - Exam Materials for Sale

    Posted 07-22-2019 15:03
    No replies, thread closed.
    James,

    I have a question regarding the material on the pre-study books.  Was there a big difference (if any) between material on the 2018 books vs 2019 books?

    Sincerely,
    Virajith

    ------------------------------
    Virajith Wijeweera
    Director of Trading and Operations
    FPL Capital Management
    Metairie LA
    (504)828-1907
    ------------------------------



  • 21.  RE: Old Thread - Exam Materials for Sale

    Posted 08-16-2019 17:29
    No replies, thread closed.
    Whats you want for the books!

    ------------------------------
    John Arias
    Financial consultant
    Pen mutual
    Brooklyn NY
    (917)554-3645
    ------------------------------



  • 22.  RE: Old Thread - Exam Materials for Sale

    Posted 07-25-2019 16:25
    No replies, thread closed.
    If you have books and audio I'm interested. Karen kkwilhelms@me.com

    ------------------------------
    Karen Wilhelms
    Financial Wellness Specialist
    Concordia Plan Services
    Lake Saint Louis MO
    (636)357-3320
    ------------------------------



  • 23.  RE: Old Thread - Exam Materials for Sale

    Posted 07-11-2019 14:30
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    Hi folks,

    Thanks to everyone who reached out. I'm all set now :)

    --

    I have access to everything online but need to buy updated study books. Does anyone have recent materials (hard copies of the books) that they don't need anymore?

    Thank you,

    ------------------------------
    Curtis Pope
    248-505-4272
    curtis.j.pope@gmail.com

    ------------------------------


  • 24.  RE: Old Thread - Exam Materials for Sale

    Posted 07-11-2019 18:31
    No replies, thread closed.
    I just passed yesterday. I have all the books and Quick Sheets. Let me know if you are interested.

    ------------------------------
    Scott Clayton
    Financial Advisor
    MassMutual
    Chicago IL
    (773)505-2427
    ------------------------------



  • 25.  RE: Old Thread - Exam Materials for Sale

    Posted 07-12-2019 08:59
    No replies, thread closed.
    Hi all,

    I passed the exam have a set of Dalton Flash cards if anyone could use them. I added a few notes and highlights on very few. Email me at miller.4240.bm@gmail.com if interested!

    Thanks!

    ------------------------------
    Brian Miller
    Cincinnati OH

    ------------------------------


  • 26.  RE: Old Thread - Exam Materials for Sale

    Posted 07-12-2019 15:20
    No replies, thread closed.
    I have Brett Danko's July 2019 Live Review materials. Anyone interested ?

    ------------------------------
    Curtis Frisch
    Financial Advisor
    Brimley Frisch Wealth Management LLC
    Alvada OH
    (567)429-0251
    ------------------------------



  • 27.  RE: Old Thread - Exam Materials for Sale

    Posted 07-13-2019 12:08
    No replies, thread closed.

    I have Kaplan materials & live review binder for sale. Highlighting and some margin notes. Call or email me if you'd like them. travis.whitmore@edwardjones.com, 319-572-2710.

    Thanks!



    ------------------------------
    Travis Whitmore
    Financial Advisor
    Edward Jones
    North Liberty IA
    (319)626-2365
    ------------------------------



  • 28.  RE: Old Thread - Exam Materials for Sale

    Posted 07-14-2019 19:01
    No replies, thread closed.
    Hi, do you have flash cards by chance?

    thanks!

    ------------------------------
    Andrew Bucksner
    wealth management relationship consultant
    Lincoln Investment
    Warrington PA
    (267)694-4290
    ------------------------------



  • 29.  RE: Old Thread - Exam Materials for Sale

    Posted 07-15-2019 11:23
    No replies, thread closed.
    Andrew - I have flash cards, they helped a lot. I will hold them for you if you want to buy them.

    ------------------------------
    Jim Hazelton, CFP®, CLU
    Financial Advisor
    Northwestern Mutual
    515 S. Flower Street
    Los Angeles, CA, 90071
    213.243.4462
    jim.hazelton@nm.com
    ------------------------------



  • 30.  RE: Old Thread - Exam Materials for Sale

    Posted 07-14-2019 19:01
    No replies, thread closed.
    Yes, what do they consist of and how much?

    ------------------------------
    Suzannah Richards
    Financial Adviser
    Eagle Strategies / New York Life (NY Life)
    Pompano Beach FL
    (954)895-8980
    ------------------------------



  • 31.  RE: Old Thread - Exam Materials for Sale

    Posted 07-17-2019 08:12
    No replies, thread closed.
    Yes, I will give you $150. Congrats!!!

    ------------------------------
    Thomas Gaughen
    VP
    First National Bank
    Omaha NE
    402-740-8822
    ------------------------------



  • 32.  RE: Old Thread - Exam Materials for Sale

    Posted 07-19-2019 08:17
    No replies, thread closed.
    yes pls,
    you can inbox me @ kdarkwa01@gmail.com

    ------------------------------
    Kliphord Darkwa
    Director
    KOD Financial LLC
    Arlington TX
    (682)252-4599
    ------------------------------



  • 33.  RE: Old Thread - Exam Materials for Sale

    Posted 08-18-2019 13:51
    No replies, thread closed.
    I'm interested if still available. Thanks

    Elaine Thompson-Perez
    925-381-5694

    ------------------------------
    Elaine Thompson-Perez
    Financial Advisor
    Morgan Stanley
    Jamaica NY
    925-381-5694
    ------------------------------



  • 34.  RE: Old Thread - Exam Materials for Sale

    Posted 08-20-2019 00:27
    No replies, thread closed.
    Hello

    how much are you asking for Danko Prep Material?

    ------------------------------
    PRASHANT PATEL
    Financial Advisor
    Wells fargo Advisors
    Fresno CA
    (559)493-0597
    ------------------------------



  • 35.  RE: Old Thread - Exam Materials for Sale

    Posted 08-20-2019 09:08
    No replies, thread closed.

    $100 including shipping

     

    Kathy

     

    Kathleen Monahan, CFP®

    Financial Advisor  |  Wealth Management

    tel 908.789.4344 | fax 908.838.4689| kathleen.monahan@ml.com

     

    NMLS ID: 1846060

     

    image001.png@01D4DD7E.58362BF0

     

    Johanna Aguilera| Registered Client Associate

    tel 908.789.4322 | johanna.aguilera@ml.com

     

    Merrill Lynch | 530 South Avenue West| Westfield, NJ  07090

     

    View Our Webpage

     

    Connect with me on  LinkedIn

     

     

     

     

     

     

     

    ***We are providing the above information as you requested. The information is provided as a service to you and is obtained from data we believe is accurate. However, Merrill Lynch considers your trade confirmations and monthly statements to be the official documentation of all transactions.***

    Banking and mortgage products provided by Bank of America, N.A., Merrill Lynch Credit Corporation and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.  Investment products provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated:

     

    Are Not FDIC Insured     

    Are Not Bank Guaranteed     

    May lose Value

     

    Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.

     






  • 36.  RE: Old Thread - Exam Materials for Sale

    Posted 07-14-2019 19:01
    No replies, thread closed.

    Hi, Everyone

     

    I have the Kaplan study books 1-6 but am looking for book 7.  If anyone has interest in selling just that one, please let me know.

     

    Thanks,

    Eileen



  • 37.  RE: Old Thread - Exam Materials for Sale

    Posted 07-15-2019 13:09
    No replies, thread closed.
    I have book 7 but it has the 2018 tax rates. Let me know if you'd still be interested.

    ------------------------------
    Chad Conner
    Paraplanner
    LPL Financial
    Roanoke VA
    540-345-5200
    ------------------------------



  • 38.  RE: Old Thread - Exam Materials for Sale

    Posted 07-14-2019 19:01
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    I also have Brett Danko's July 2019 Review Materials (unmarked except for a couple of notes in the Live Review Book). Let me know at chu.marco@gmail.com if anyone is interested.

    ------------------------------
    Marco Chu
    Financial Advisor
    Merrill Lynch, Pierce, Fenner & Smith, Incorporated
    Los Angeles CA
    213-236-2065
    ------------------------------



  • 39.  RE: Old Thread - Exam Materials for Sale

    Posted 07-15-2019 06:43
    No replies, thread closed.
    Interested, how much?

    ------------------------------
    Suzannah Richards
    Financial Adviser
    Eagle Strategies / New York Life (NY Life)
    Pompano Beach FL
    (954)895-8980
    ------------------------------



  • 40.  RE: Old Thread - Exam Materials for Sale

    Posted 07-15-2019 10:33
    No replies, thread closed.
    I have Dalton's Guarantee To Pass class material which includes prestudy books, class handbook, flash cards for all 6 topics. Let me know if anyone interested to buy them.

    ------------------------------
    Venansia Ekawati Tuineag
    Financial Solutions Advisor
    JPMorgan Chase Bank
    Lomita CA
    (626)628-5792
    ------------------------------



  • 41.  RE: Old Thread - Exam Materials for Sale

    Posted 07-17-2019 08:07
    No replies, thread closed.
    Hi all - I have both the Dalton rainbow books as well as the Kaplan books for sale.  There aren't any markings in any of the books.  If you're interested, please let me know. 

    Louise

    (317) 408-9669
    louisefalexander@gmail.com






  • 42.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 18:16
    No replies, thread closed.
    Looking for Dalton Review Handout book. for the review/
    Steve Jackson
    Covecrawler@gmail.com

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------



  • 43.  RE: Old Thread - Exam Materials for Sale

    Posted 07-18-2019 11:40
    No replies, thread closed.
    Vanansia,

    I am interested in the flashcards only. Would you be willing to sell those separately? I can Paypal you. My contact information is below. Thank you.

    ------------------------------
    Tricia Lepofsky
    Financial Planning Analyst
    KFA Private Wealth Group
    Arlington VA
    (202)445-5509
    ------------------------------



  • 44.  RE: Old Thread - Exam Materials for Sale

    Posted 07-19-2019 08:17
    No replies, thread closed.
    how much? can inbox me....kdarkwa01@gmail.com

    ------------------------------
    Kliphord Darkwa
    Director
    KOD Financial LLC
    Arlington TX
    (682)252-4599
    ------------------------------



  • 45.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 18:13
    No replies, thread closed.
    Looking for Dalton Review Handout Book to buy.
    Steve Jackson

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------



  • 46.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 18:17
    No replies, thread closed.
    Looking for Dalton Review Handout book. for the review/
    Steve Jackson
    Covecrawler@gmail.com

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------



  • 47.  RE: Old Thread - Exam Materials for Sale

    Posted 07-15-2019 13:42
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    I have all the textbooks from Dalton, flashcards, and the live review book if anyone is interested. Lightly highlighted and a few notes in the margins. ​

    EDIT: All materials have been sold.

    Hunter Woody
    Wells Fargo Advisors
    Dallas TX
    8178221041 (cell)

    ------------------------------
    Hunter Woody
    Financial Advisor
    Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)
    Arlington TX
    (817)822-1041
    ------------------------------



  • 48.  RE: Old Thread - Exam Materials for Sale

    Posted 07-15-2019 14:47
    No replies, thread closed.
    I have the Dalton books from Nov 2018 (old tax numbers) and the Dalton books from July 2019 minus the tax book (I gave it away).  I will give it to anyone for free if you will cover shipping.  Only the investment book is marked up a little. Just message me 214-709-2994.​

    ------------------------------
    Raegan Arrington
    Partner
    MPACT Financial Group
    Dallas TX
    rarrington@mpactfinancial.com
    ------------------------------



  • 49.  RE: Old Thread - Exam Materials for Sale

    Posted 07-16-2019 08:55
    No replies, thread closed.
    My books are gone.  Best of luck to everyone.

    ------------------------------
    Raegan Arrington
    Partner
    MPACT Financial Group
    Dallas TX
    rarrington@mpactfinancial.com
    ------------------------------



  • 50.  RE: Old Thread - Exam Materials for Sale

    Posted 07-15-2019 21:57
    No replies, thread closed.
    I am interested in the flashcards. How much do you want for them? Do you have the Quicksheets or Audio Files? 

    Thank you!

    ------------------------------
    Rebecca Wilton
    Master's Student
    Department of Defense- United States Air Force
    Perry GA
    478-955-8284
    ------------------------------



  • 51.  RE: Old Thread - Exam Materials for Sale

    Posted 07-16-2019 10:12
    No replies, thread closed.

    My Danko material is presently spoken for. Thanks for your interest.

     

    Please click HERE to schedule a meeting!

     

    Curtis W. Frisch

    Financial Advisor

    567.429.0251 direct | 419.725.7783 fax

    www.savageandassociates.com | 419.475.8665 main

    655 Fox Run Rd, Ste E | Findlay, OH 45840

    Brimley & Frisch Wealth Management is a marketing name for securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance services offered through Savage & Associates, Inc. which is not affiliated with Royal Alliance Associates, Inc. If you are not the intended recipient, please notify the sender immediately. This information is intended only for the person(s) named above and for the purpose indicated. Do not distribute this message without written consent of the author.
    This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient, any review; copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. If you do not wish to receive marketing emails from this sender, please reply to this email with the word REMOVE in the subject line.

     






  • 52.  RE: Old Thread - Exam Materials for Sale

    Posted 07-23-2019 16:15
    No replies, thread closed.
    I have Zahn Audio Flash Cards if you're interested email me. Lauren7557@gmail.com

    ------------------------------
    Lauren Smith
    Financial Advisor
    Green Financial Group
    Houston TX
    (409)893-5416
    ------------------------------



  • 53.  RE: Old Thread - Exam Materials for Sale

    Posted 07-15-2019 15:33
    No replies, thread closed.
    Hello! 

    I have the Kaplan Guaranteed to Pass review books for sale. Please feel free to reach out if you are interested!

    ------------------------------
    Shelbi Ruffino
    Assistant Portfolio Manager
    Moon Capital Management
    Knoxville TN
    (865)228-1399
    ------------------------------



  • 54.  RE: Old Thread - Exam Materials for Sale

    Posted 07-16-2019 09:07
    No replies, thread closed.
    Hello!

    I have 2019 Dalton Review books for sale! All books are unmarked and in excellent condition. 

    Please email me at rachel.pasch128@gmail.com if interested.

    ------------------------------
    Rachel Pasch
    Financial Planner
    NorthWest Financial Services, Inc.
    Indianapolis IN

    ------------------------------



  • 55.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 18:23
    No replies, thread closed.
    Looking for Dalton Review Handout book. for the review/
    Steve Jackson
    Covecrawler@gmail.com

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------



  • 56.  RE: Old Thread - Exam Materials for Sale

    Posted 07-19-2019 08:17
    No replies, thread closed.
    yes I'm interested.  how much?

    ------------------------------
    Kliphord Darkwa
    Director
    KOD Financial LLC
    Arlington TX
    (682)252-4599
    ------------------------------



  • 57.  RE: Old Thread - Exam Materials for Sale

    Posted 07-25-2019 10:27
    No replies, thread closed.
    Hello! I received a message from someone who was interested in the books I have. I managed to delete the email and cannot find it. Please feel free to email me at shelbiruffino@gmail.com!

    ------------------------------
    Shelbi Ruffino
    Assistant Portfolio Manager
    Moon Capital Management
    Knoxville TN
    (865)546-1234
    ------------------------------



  • 58.  RE: Old Thread - Exam Materials for Sale

    Posted 07-16-2019 10:14
    No replies, thread closed.
    Hello,
    i am gearing up for the November exam and would like to use the Dalton Flashcards.
    If you are someone that no longer needs them, I would be glad to take them off your hands! I will gladly purchase them from you.

    Kindly reach out at jfriedman28@gmail.com

    thank you,

    Joseph Friedman

    ------------------------------
    Joseph Friedman
    Vice President, 529 Advisor Consultant
    Invesco
    Denver CO
    (917)837-9917
    ------------------------------


  • 59.  RE: Old Thread - Exam Materials for Sale

    Posted 07-17-2019 08:06
    No replies, thread closed.
    Emailed you.

    ------------------------------
    Boris Kagarlitskiy
    Financial Advisor-V.P.
    Key Investment Services
    Cleveland, Ohio
    216-789-7889
    ------------------------------



  • 60.  RE: Old Thread - Exam Materials for Sale

    Posted 07-18-2019 08:38
    No replies, thread closed.
    Hi Joseph,

    I found an App that allows you to look up flashcards that others have created and made public for people to use.  I was able to find decks that closely mimicked the Dalton Program that I was taking.  Some of the material was dated so you will need to make sure the tax info is up to date.

    The App was Chegg Flashcards+

    Check it out and it was free.

    Chad

    ------------------------------
    Chad Johnson
    Financial Advisor
    Avalanche Financial
    Lancaster PA
    717-742-0538
    ------------------------------



  • 61.  RE: Old Thread - Exam Materials for Sale

    Posted 07-16-2019 10:16
    No replies, thread closed.

    I have 2 sets of materials available:

    Kaplan 2018/19 (Tax and Estate updated for TCJA) education books

    Danko July 2019 Live Review & PreStudy books

    If anyone is interested, drop me a line.  Thanks!


    Best,

    Joe



    ------------------------------
    Joseph Yoon
    Vice President- Financial Consultant
    AOG Wealth Management
    Great Falls VA
    703-757-8020
    ------------------------------



  • 62.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 18:25
    No replies, thread closed.
    Looking for Dalton Review Handout book. for the review/
    Steve Jackson
    Covecrawler@gmail.com

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------



  • 63.  RE: Old Thread - Exam Materials for Sale

    Posted 07-16-2019 11:11
    No replies, thread closed.
    I have both 2019 Wiley CFP books.  Have limited notes and underlining... $125 with shipping OBO.  Send me a notes

    ------------------------------
    Bradley Griffith
    Financial Planner
    Buckingham Financial Group
    Westerville OH
    (614)515-4964
    ------------------------------



  • 64.  RE: Old Thread - Exam Materials for Sale

    Posted 07-16-2019 11:54
    No replies, thread closed.
    Hi! I have all the Kaplan review books and the electronic version of the case study book (the original had errors and they updated it on the portal).

    Please email me at jared.etkins@gmail.com if interested!

    ------------------------------
    Jared Etkins
    Financial Advisor
    Guardian Life Insurance
    Mt Washington PA
    (412)519-4129
    ------------------------------



  • 65.  RE: Old Thread - Exam Materials for Sale

    Posted 07-17-2019 08:06
    No replies, thread closed.
    I have Dalton materials in good condition. If interested, please call 216-789-7889

    ------------------------------
    Boris Kagarlitskiy
    Financial Advisor-V.P.
    Key Investment Services
    Cleveland, Ohio
    216-789-7889
    ------------------------------



  • 66.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 18:26
    No replies, thread closed.
    Looking for Dalton Review Handout book. for the review/
    Steve Jackson
    Covecrawler@gmail.com

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------



  • 67.  RE: Old Thread - Exam Materials for Sale

    Posted 08-18-2019 20:07
    No replies, thread closed.

    Wonderful comprehensive Keir books in perfect condition. I know someone will get a good use of these. I'm in Los Angeles so I can meet you locally or you pay for the shipping. Asking $100 for both. Please email me to: for_greenberg@yahoo.com 



    ------------------------------
    Marina Greenberg, CFP®
    West Hills CA
    (323) 383-4224
    ------------------------------



  • 68.  RE: Old Thread - Exam Materials for Sale

    Posted 07-17-2019 08:04
    No replies, thread closed.
    I have all of the Dalton review books, calculator book, and flashcards from the July exam.  Some of my books are heavily highlighted and marked up and a couple are wrinkly from exposure to humidity/salt water.  My flashcards are in perfect condition; some are even unopened.  I'll send everything to someone who wants the materials as long as you pay for the shipping.

    ------------------------------
    Kate Keller
    Financial Advisor
    Blakely Financial Services
    Stockton, CA
    ------------------------------



  • 69.  RE: Old Thread - Exam Materials for Sale

    Posted 07-18-2019 08:28
    No replies, thread closed.
    Hi Kate,

    I would be more than happy to PayPal you for shipping expense. Let me know​.

    ------------------------------
    Best Regards,

    Manny Shah
    Financial Advisor

    Merrill Lynch Wealth Management
    Merrill Lynch, Pierce, Fenner & Smith Inc.
    333 North Point Center East, Suite 400
    Alpharetta, GA 30022

    Alpharetta GA
    ------------------------------



  • 70.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 18:27
    No replies, thread closed.
    Looking for Dalton Review Handout book. for the review/
    Steve Jackson
    Covecrawler@gmail.com

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------



  • 71.  RE: Old Thread - Exam Materials for Sale

    Posted 07-17-2019 08:15
    No replies, thread closed.
    I have the following exam materials:

    1. Kaplan's 6 education coursework books (hard copies)
    2. Kaplan's 6 review course books (hard copies)
    3. Kaplan's Case Study Book (e-book)
    4. Kaplan's Live Review Binder (hard copy).

    There is some highlighting and writing in the hard copy books except for the live review binder. 

    Email me at tanner.krauth@gmail.com if you are interested.

    ------------------------------
    Kenneth Krauth
    CEO
    Schultz CPA
    Columbus OH
    (330)990-1157
    ------------------------------



  • 72.  RE: Old Thread - Exam Materials for Sale

    Posted 07-17-2019 10:04
    No replies, thread closed.
    Hi all, 

    I have Dalton's prestudy booklets, flashcards and Guarantee to Pass handout book. However, These are 2017 materials, lightly markedup. I am willing to give them away for free, just pay for the shipping/mailing charges. 

    Please email me at nehaawas85@yahoo.com if interested.

    ------------------------------
    Niharika Awasthi
    Wealth Planning Specialist
    Staten Island NY
    ------------------------------



  • 73.  RE: Old Thread - Exam Materials for Sale

    Posted 07-17-2019 10:05
    No replies, thread closed.
    ​I have all of the review books from Kaplan, with information updated for the November 2019 exam.  This includes:
    Book 1 - General Principles and Regulations
    Book 2 - Risk Management, Insurance, and Employee Benefits
    Book 3 - Investment Planning
    Book 4 - Tax Planning
    Book 5 - Retirement Planning
    Book 6 - Estate Planning
    Book 7 - Case Studies (Note that this book was misprinted with 2018 figures, but still gives good examples and teaches how to handle the case studies)
    None of the books have any marks or highlighted and are all in perfect condition.  Email john.r.kautz@gmail.com if you are interested in purchasing these review materials.


  • 74.  RE: Old Thread - Exam Materials for Sale

    Posted 07-17-2019 10:11
    No replies, thread closed.
    Hi everyone,

    I have the Kaplan book series good for the November 2019 and March 2020 exams. It comes with the 6 topic books, 12 cases studies book and the live review work book. I wrote on them in pencil. I can erase it if needed. Text me for info if interested:

    Jorge Cardenas
    928-864-6817

    ------------------------------
    Jorge Cardenas
    Financial Advisor
    Merrill Lynch, Pierce, Fenner & Smith, Incorporated
    Phoenix AZ
    (928)864-6817
    ------------------------------



  • 75.  RE: Old Thread - Exam Materials for Sale

    Posted 07-17-2019 11:13
    No replies, thread closed.
    I have Dalton flashcards, all of the pre-study booklets, and the handout book for sale if anyone is interested. They are from 2018, so they use last year's contribution limits/tax figures. Still in decent condition and not marked up, except for just a few notes on formulas in the study guide. Let me know if interested!

    ------------------------------
    Matthew Meek
    Financial Advisor
    Fisher Financial Services, Inc
    Delphi IN
    (765)650-6289
    ------------------------------


  • 76.  RE: Old Thread - Exam Materials for Sale

    Posted 07-18-2019 12:38
    No replies, thread closed.
    Matthew - I am interested!

    ------------------------------
    Andrew Gentile
    Financial Advisor
    National Financial Services Group
    Atlanta GA
    (770)512-5109
    ------------------------------



  • 77.  RE: Old Thread - Exam Materials for Sale

    Posted 07-17-2019 15:05
    No replies, thread closed.
    I have Dalton Flash Cards for sale. Some of the cards have underlining, highlighting, and hand written notes. Please feel free to email me if you're interested, vincent.ditaranto@gmail.com.

    ------------------------------
    Vincent DiTaranto
    Senior Advisor Consultant
    Virtus ETF Solutions
    New York NY
    (917)363-9295
    ------------------------------



  • 78.  RE: Old Thread - Exam Materials for Sale

    Posted 07-19-2019 17:50
    No replies, thread closed.
    If you still have the Dalton Flashcards (2019) I'm interested. I'd like them ASAP. Please let me know your price. Thanks.

    ------------------------------
    Tricia Lepofsky
    Financial Planning Analyst
    KFA Private Wealth Group
    Arlington VA
    (202)445-5509
    ------------------------------



  • 79.  RE: Old Thread - Exam Materials for Sale

    Posted 07-18-2019 08:26
    No replies, thread closed.

    Hello everyone,

    I have the Kaplan Exam Prep Review book series for sale.  This edition is good for the November 2019 and March 2020 exams. The material comes in seven soft cover books, six topic areas and one case study/item set/mini case work book.  Additionally I will provide the PDF version of the work book with corrections from Kaplan.  Very good condition, very minimal margin notes. All questions remain unanswered. First time, self-study test taker and I had success using soley this material and practice questions. I found it to be comprehensive and concise.

    Call or email with questons.
    nvanbortel@gmail.com
    585-478-0690



    ------------------------------
    Nathan Van Bortel
    Financial Advisor
    Canandaigua Financial Group
    VICTOR NY
    585-396-2720
    ------------------------------



  • 80.  RE: Old Thread - Exam Materials for Sale

    Posted 07-19-2019 08:18
    No replies, thread closed.
    helloi is it still available,  price?

    ------------------------------
    Kliphord Darkwa
    Director
    KOD Financial LLC
    Arlington TX
    (682)252-4599
    ------------------------------



  • 81.  RE: Old Thread - Exam Materials for Sale

    Posted 07-18-2019 08:34
    No replies, thread closed.
    Brett Danko July 2019 Review book brand new with no marks
    Brett Danko July 2019 Flashcards
    Dalton Review Materials-  All books and study guides.  2 books have seen better days as I took them to the beach.  Old tax information but I was able to work around it. 
    Keir Gneral Financial Planning Principals 2017 Edition

    Message me if interested.

    ------------------------------
    Rose Galeano-Phillips
    Pennsylvania
    Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)
    Coopersburg PA
    908-329-0879
    ------------------------------



  • 82.  RE: Old Thread - Exam Materials for Sale

    Posted 08-02-2019 06:34
    No replies, thread closed.
    Good morning! 

    Do you still have the Danko material? How much are you asking? 

    Thank you!

    ------------------------------
    Rebecca Wilton
    Master's Student
    Department of Defense- United States Air Force
    Perry GA
    478-955-8284
    ------------------------------



  • 83.  RE: Old Thread - Exam Materials for Sale

    Posted 08-26-2019 13:52
    No replies, thread closed.
    I have DANKO July 2019 Books - Basic Exam Prep with 3 PRE STUDY MATERIAL TEXTBOOKS & Post Study 450+ Practice Questions, 10+ Case Studies asking $150 plus shipping and 
     
     
    BRAND NEW 2019 DANKO July 2019 Books - Signature Exam Prep Books with 3 PRE STUDY MATERIAL TEXTBOOKS & Post Study  750+ Practice Questions 20+ Case Studies $350 plus shipping.  

    Painters2009@live.com 


    ------------------------------
    Jacqueline Painter
    Financial Advisor
    James Madison University
    Timberville VA
    540-421-2124
    ------------------------------



  • 84.  RE: Old Thread - Exam Materials for Sale

    Posted 07-18-2019 08:36
    No replies, thread closed.
    For sale:

    Brett Danko Flashcards
    Brett Danko July 2019 pre study books
    Brett Danko July 2019 live review book with no markings
    Keir General Financial Planning Principles 2017 edition
    Dalton November 2018-2019 Review Materials.  2 books have seen better days.  Includes study guides and Handout Book

    Please message me if interested.

    ------------------------------
    Rose Galeano-Phillips
    Pennsylvania
    Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)
    Coopersburg PA
    908-329-0879
    ------------------------------



  • 85.  RE: Old Thread - Exam Materials for Sale

    Posted 07-18-2019 08:39
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    My books have been given away.


  • 86.  RE: Old Thread - Exam Materials for Sale

    Posted 07-18-2019 15:09
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    Update - Materials have been taken!
    --------------

    Hi all,

    I have Dalton review books from the July 2019 exam, plus flashcards if anyone would like them.  The tax and retirement books are marked up, and the general principals has a chapter marked up.  All of the others are clean.  Free to a good home if you cover shipping.  ​Please let me know if you are interested.  Email:  briahnna@gmail.com

    ------------------------------
    Briahnna Thompson
    title
    Holland & Knight LLP
    Beverly MA
    (978)578-6232
    ------------------------------



  • 87.  RE: Old Thread - Exam Materials for Sale

    Posted 07-19-2019 09:31
    No replies, thread closed.
    Hello Everyone,

    I did all my classes a few years ago but had to suspend it due to family constraints. I'm back to the study arena for the Capstone and Review to take the Exams.  Does anyone have study material Brett, Zain or Kaplan) and calculator to let go.

    Kliphord


    "If you don't like the road you're walking, start paving another one." - Dolly Parton



    Notice:
    This communication may contain proprietary, privileged or other confidential information. If you are not the intended recipient, or believe that you have received this communication in error, please do not print, copy, retransmit, disseminate, or otherwise use the information. Also, please indicate to the sender that you have received this email in error, and delete the copy you received.


  • 88.  RE: Old Thread - Exam Materials for Sale

    Posted 07-19-2019 09:51
    No replies, thread closed.
    I have the Zahn prestudy books and the July 2019 Live review book.  Message me if you're interested.  These books definitely helped me pass the July exam

    ------------------------------
    Chad Conner
    Paraplanner
    LPL Financial
    Roanoke VA
    540-345-5200
    ------------------------------



  • 89.  RE: Old Thread - Exam Materials for Sale

    Posted 07-19-2019 10:27
    No replies, thread closed.
    I am selling the Dalton rainbow-colored books. They do not have any writing in the but show signs of use. They are the most recent books that I used and passed on the first try without flash cards or the Guarantee to Pass. Just good old fashioned studying and learning. Let me know if you are interested.

    ------------------------------
    Stanton Roseman
    Private Banker
    Wells Fargo Private Bank
    Ontario CA
    909-942-8820
    ------------------------------



  • 90.  RE: Old Thread - Exam Materials for Sale

    Posted 07-19-2019 15:45
    No replies, thread closed.
    Hello!
    I have the July 2019 ​Zahn prestudy books and Live review book for sale
    I also have a TON of flash cards I made myself
    You can text or call to inquire

    ------------------------------
    Katherine Jenkins
    (404)563-6180
    ------------------------------



  • 91.  RE: Old Thread - Exam Materials for Sale

    Posted 07-19-2019 17:55
    No replies, thread closed.

    Wonderful comprehensive Keir books in perfect condition. I know that someone who's at the begging of a journey will get a good use of these. You can get a real good, solid base with these books. I'm in Los Angeles so I can meet you locally or you pay for the shipping. Please email me your best offer to for_greenberg@yahoo.com



    ------------------------------
    Marina Greenberg
    Private Banker
    City National Bank
    Sherman Oaks CA
    (323)383-4224
    ------------------------------



  • 92.  RE: Old Thread - Exam Materials for Sale

    Posted 07-19-2019 22:32
    No replies, thread closed.
    I have the Dalton pre-study books and flash cards for sale. Asking $150, if anyone's interested let me know!

    ------------------------------
    Matthew Meek
    Financial Advisor
    Fisher Financial Services, Inc
    Delphi IN
    (765)650-6289
    ------------------------------



  • 93.  RE: Old Thread - Exam Materials for Sale

    Posted 07-22-2019 11:15
    No replies, thread closed.
    I recently completed the CFP Exam using Dalton's Guarantee to Pass program, and have in excellent condition both flashcards and QuickSheets that I am willing to sell. (The QuickSheets were a lifesaver in prepping for the exam!)

    Please let me know if you are interested via email at jms.a.davis@gmail.com.

    Thanks.

    ------------------------------
    James Davis
    (817)564-3084
    jms.a.davis@gmail.com
    ------------------------------


  • 94.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 18:30
    No replies, thread closed.
    Looking for Dalton Review Handout book. for the review/
    Steve Jackson
    Covecrawler@gmail.com

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------



  • 95.  RE: Old Thread - Exam Materials for Sale

    Posted 07-22-2019 14:59
    No replies, thread closed.
    Hello All! 

    I am currently selling the Dalton Pre-Study Booklets & Flashcards for Fundamentals, Insurance, Tax, Retirement, and Estate. These materials were a tremendous help in passing the July CFP exam on my first attempt. The Materials are in Excellent condition with no markings on them.

    I am also selling all of the text books I used to pass the education requirement (Cases in Financial Planning, Financial Calculator Essentials, Fundamentals, Insurance, Income Tax, Retirement, and Estate)

    Please Reach out to me at ralkhamis@yahoo.com  if you are interested in any of these materials.

    Best Regards,

    Ryan Alkhams

    ------------------------------
    Ryan Alkhamis
    Financial Planning Assistant
    Alkhamis Financial
    Portage MI
    (269)978-0238
    ------------------------------



  • 96.  RE: Old Thread - Exam Materials for Sale

    Posted 07-22-2019 15:06
    No replies, thread closed.
    Pre-study Books with flash cards


    ------------------------------
    Ryan Alkhamis
    Financial Planning Assistant
    Alkhamis Financial
    Portage MI
    (269)978-0238
    ------------------------------



  • 97.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 18:32
    No replies, thread closed.
    Looking for Dalton Review Handout book. for the review/
    Steve Jackson
    Covecrawler@gmail.com

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------



  • 98.  RE: Old Thread - Exam Materials for Sale

    Posted 07-22-2019 16:58
    Edited by System 01-22-2020 10:32
    No replies, thread closed.

    ------------------------------


  • 99.  RE: Old Thread - Exam Materials for Sale

    Posted 07-22-2019 18:00
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    Sorry to be the bearer of bad news, but pretty sure on the Terms and Condition you signed state your log in was for a single user, therefore probably not best to be selling log in info. 

    Congrats on passing with just the Q bank though. That's impressive. If I was going through again I'd probably buy the book with material and Q bank and forget the video lessons/package deals. Went with Wiley Silver Package for $400 and passed. Doesn't need to be an expensive endeavor!

    ------------------------------
    Bradley Griffith
    Financial Planner
    Buckingham Financial Group
    Westerville OH
    (614)515-4964
    ------------------------------



  • 100.  RE: Old Thread - Exam Materials for Sale

    Posted 07-23-2019 12:34
    No replies, thread closed.
    Selling Dalton pre-study books and flashcards. The pre-study books have some highlighting and underlining. Email me at ctran@rwbaird.com if interested.

    ------------------------------
    Carina Tran
    Client Specialist
    Robert W. Baird
    Seattle WA
    (206)343-3363
    ------------------------------



  • 101.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 18:33
    No replies, thread closed.
    Looking for Dalton Review Handout book. for the review/
    Steve Jackson
    Covecrawler@gmail.com

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------



  • 102.  RE: Old Thread - Exam Materials for Sale

    Posted 07-23-2019 13:24
    No replies, thread closed.
    I passed using Denko's review course. 
    My objective is to compare the course materials.
    If you would let your Dalton study materials on a loan or sale basis, would you please contact me?

    Thank you!

    Mike

    --
    Mike Elerath, Agent 
    direct (360) 921-4090
    Financial Education & Disciplines
    (800) 562-7096

    LEGAL DISCLAIMER
    The information transmitted is intended solely for the individual or entity to which it is addressed and may contain confidential and/or privileged material. Any review, re-transmission, dissemination or other use of or taking action in reliance upon this information by persons or entities other than the intended recipient is prohibited. If you have received this email in error please contact the sender and delete the material from any computer.


  • 103.  RE: Old Thread - Exam Materials for Sale

    Posted 07-24-2019 10:15
    No replies, thread closed.
    Hi Mike:

    I don't think you will get a good comparison from just purchasing the printed the study materials.  I would estimate that they are less than 1/3 of the Dalton review materials; the others are all online.  While you would see pre-study books and flashcards, you would be missing the pre-study lectures, question bank, case studies, two Simulated Exams, Infographics, extra class handouts, Guarantee to Pass Supplemental lectures, and more.  All online classes are also recorded and available to all students online, as well as four office hours sessions.  You would not be comparing apples-to-apples if you had access to the full array of Danko materials and are comparing it to a small portion of the Dalton materials.

    Sherri

    ------------------------------
    Sherri Donaldson, CFP®, ChFC®, CASL®, MSFS, CAP®, EA
    Editor/Lead Review Instructor
    Keir Educational Resources
    4785 Emerald Way
    Middletown, OH 45044
    1-800-795-5347 x 122
    ------------------------------



  • 104.  RE: Old Thread - Exam Materials for Sale

    Posted 07-28-2019 09:19
    No replies, thread closed.
    Hey, Sherri:

    You did a fantastic job with the weekly live reviews online. I went to a live review as well, but supplementing my study with your videos solidified many conceptual topics. I passed the first time, and the online material (pre-study lectures and test bank answer explanations) was critical to fully understanding the material.

    ------------------------------
    Cody Garrett
    Associate Financial Planner
    Legacy Asset Management, Inc.
    Pearland TX
    (832)693-5511
    ------------------------------



  • 105.  RE: Old Thread - Exam Materials for Sale

    Posted 07-29-2019 06:34
    No replies, thread closed.
    I have unused Dalton material that I can sell you. It's 2018 and good for the October and March exam according to Dalton.  Feel free to email me at richard.k.stockdale@gmail.com and we can correspond directly!

    ------------------------------
    Richard Stockdale
    Financial Representative
    Merrill Edge
    Cincinnati OH
    (513)967-6643
    ------------------------------



  • 106.  RE: Old Thread - Exam Materials for Sale

    Posted 07-29-2019 16:16
    No replies, thread closed.
    I passed but am looking for additional resource materials.
    How much ($)?

    Sent from my iPhone





  • 107.  RE: Old Thread - Exam Materials for Sale

    Posted 07-23-2019 16:13
    No replies, thread closed.
    I have a few things for sale that i found really helpful for the the July 2019 Exam.  

    1. Zahn July 2019 Presudy Books (2) - No markings/highlights​
    2. Zahn July 2019 Live Review Book- No markings/highlights​
    3. Zahn Practice Problems/Practice Exams/Practice Cases - 
    4. Danko PreStudy Book of Questions (A LOT of Questions)
    5. Danko Flash Cards - Hard Copy bound with ring
    6. Zahn Audio Flash Cards - I found it really helpful to play the audio flash cards every time I was in the car or while i was doing things around my house.

    Email me/Text me for more info.  
    Lauren Smith
    Lauren@greenfinancialgrp.com
    409-893-5416

    ------------------------------
    Lauren Smith
    Financial Advisor
    Green Financial Group
    Houston TX
    (409)893-5416
    ------------------------------



  • 108.  RE: Old Thread - Exam Materials for Sale

    Posted 07-23-2019 20:40
    No replies, thread closed.
    LOOKING FOR FLASH CARDS FOR SALE FOR NOVEMBER EXAM

    ------------------------------
    linda coffey
    senior consultant
    Wipfli Financial
    Park Ridge IL
    ------------------------------



  • 109.  RE: Old Thread - Exam Materials for Sale

    Posted 07-24-2019 07:32
    No replies, thread closed.
    Selling Dalton 2019 Flash Cards.  Please email bethany.frymire@ronblue.com if interested!

    ------------------------------
    Bethany Frymire
    Financial Planning Associate
    Ronald Blue Trust
    Winder GA
    (770)280-6186
    ------------------------------



  • 110.  RE: Old Thread - Exam Materials for Sale

    Posted 07-24-2019 09:37
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    Congrats to all the people who passed the July exam! I was fortunate enough to pass, and it was my second sitting. So if you didn't get the score you want keep plugging. I have the materials for sale that pushed me over the top. 
    - Both July 2019 Zahn prestudy books. Little to no writing or highlighting. 

    - Zahn 2019 hard copy flash cards (general principles, insurance, investments, retirement, estate, and tax)

    -Zahn Audio flash cards

    If you are interested email me at jamesdickson52@gmail.com.

    ------------------------------
    James Dickson
    Teacher/Coach
    East Hickman High School
    Fairview TN
    (931)628-0753
    ------------------------------



  • 111.  RE: Old Thread - Exam Materials for Sale

    Posted 07-24-2019 11:15
    No replies, thread closed.
    I passed in July and will sell my Dalton materials.  I have the prestudy books, flash cards and Quicksheets.  I also have the live review book.  It is heavily highlighted and has many handwritten notes.  I sat through 2 reviews with 2 instructors so it is fairly marked up.  The books are heavily highlighted.  Please email stefani.faunce@gmail.com if you are interested

    ------------------------------
    Stefani Faunce
    CPA
    SFS Roseburg LLC
    Roseburg OR
    503-269-9649
    ------------------------------



  • 112.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 18:34
    No replies, thread closed.
    Looking for Dalton Review Handout book. for the review/
    Steve Jackson
    Covecrawler@gmail.com

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------



  • 113.  RE: Old Thread - Exam Materials for Sale

    Posted 07-24-2019 12:00
    No replies, thread closed.
    Hi, I recently passed the exam in July (First Try). I used Kaplan as my exam prep provider.

    I have all 7 Kaplan exam prep review books for sale. All are in good condition and are updated for the upcoming November and March exams.  

    I can also throw in with it some exam question PDFs of Zahn (1200) and Dalton (340) questions. 

    You can email me at mikezarrelli15@gmail.com. Thanks and good luck!

    ------------------------------
    Michael Zarrelli
    Client Service Associate
    Financial Services Advisory
    Burtonsville MD
    (301)704-0233
    ------------------------------



  • 114.  RE: Old Thread - Exam Materials for Sale

    Posted 07-24-2019 22:29
    No replies, thread closed.
    I have passed recently July exam, and currently selling the Dalton's Guarantee to Pass Review Class, consists of :Pre-Study Books for Fundamentals, Investment, Insurance, Tax, Retirement, and Estate; Financial Calculator book, and Handout binder book from the lectures.These materials were a tremendous help in passing the July CFP exam on my first attempt. The Materials are in good condition, but with some markings on them on some of the books. 
    Asking for $120 shipping included, can be done via paypal or zelle.
    Please note flashcard has been sold separately; therefore won't be included in this bundle.  
    If interested, please text me at: 626-628-5792

    ------------------------------
    Venansia Ekawati Tuineag
    Private Client Advisor
    JPMorgan Chase Bank
    Lomita CA
    (626)628-5792
    ------------------------------



  • 115.  RE: Old Thread - Exam Materials for Sale

    Posted 07-25-2019 13:58
    No replies, thread closed.

    Hello Everyone,

    I am selling all 7 Kaplan exam prep review books; new, no marks, no highlighting. Includes case study book and calculator and live review book. Used March 2019. Will also include Dalton flashcards and bonus material. $250 shipping included .  

    You can email me at zuly24@gmail.com. Thanks and good luck! 
     



    ------------------------------
    Zuleyka Feliz
    Director, Equities Operations
    Condon Sullivan Wealth Management
    Burlington MA
    (781)552-4905
    ------------------------------


  • 116.  RE: Old Thread - Exam Materials for Sale

    Posted 07-26-2019 09:13
    Edited by System 01-22-2020 10:32
    No replies, thread closed.

    Hello Everyone!

    I am selling 7 Kaplan exam prep review books, including the Case Book that cover the upcoming November and March exam periods. It has some highlighting and notes. If interested please email me at Lsmaizyte@gmail.com

    Thank you and good luck!


     



    ------------------------------
    Liucija Smaizyte Wright
    Wealth Advisor Associate
    Morgan Stanley
    Birmingham AL
    (205)968-6910
    ------------------------------



  • 117.  RE: Old Thread - Exam Materials for Sale

    Posted 07-26-2019 09:24
    No replies, thread closed.
    I have Dalton Flash Cards for sale purchased April of 2019. Most of them still in their original packaging. Great condition.

    Email me if you are interested at jms.a.davis@gmail.com

    ------------------------------
    JamesDavisjms.a.davis@gmail.com(817)564-3084
    ------------------------------



  • 118.  RE: Old Thread - Exam Materials for Sale

    Posted 07-26-2019 12:29
    No replies, thread closed.

    Hello Everyone,

    I am selling all 7 Kaplan exam prep review books; new, no marks, no highlighting. Includes case study book and calculator and live review book. Used March 2019. Will also include Dalton flashcards and bonus material. $250 shipping included .  

    You can email me at zuly24@gmail.com. Thanks and good luck!
     



    ------------------------------
    Zuleyka Feliz
    Director, Equities Operations
    Condon Sullivan Wealth Management
    Burlington MA
    (781)552-4905
    ------------------------------



  • 119.  RE: Old Thread - Exam Materials for Sale

    Posted 07-26-2019 13:51
    No replies, thread closed.
    Hi all,

    I am selling the Dalton July 2019 Prestudy books. They should be good for the upcoming November and March exams.

    I am also selling a ton of July 2019 Zahn materials. They include prestudy books and unit exams, live review book, post study questions and mini-cases, as well as the supplemental test bank with 200?'s per subject. I also have Zahn flashcards.

    All of these materials helped me to pass the exam and only the Zahn live review book has any writing or highlighting in it.
    Message me if interested in any of it!

    ------------------------------
    Dylan Camp
    Graduate Student
    Conway Financial Group LLC
    Saint Louis MO
    641-521-0054
    ------------------------------



  • 120.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 18:39
    No replies, thread closed.
    Looking for Dalton Review Handout book. for the review/
    Steve Jackson
    Covecrawler@gmail.com

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------



  • 121.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 18:52
    No replies, thread closed.
    I have books for sale 

    Call me . I left you a message 

    Sent from my iPhone





  • 122.  RE: Old Thread - Exam Materials for Sale

    Posted 07-26-2019 14:28
    No replies, thread closed.
    I still have the Dalton review books, study guide, and flashcards for sale if anyone's interested. They have the 2018 numbers, but everything is still in good condition and not marked up. Asking $125 for everything together. If interested, just email me at matt_meek@hotmail.com

    Thanks!

    ------------------------------
    Matthew Meek
    Financial Advisor
    Fisher Financial Services, Inc
    Delphi IN
    (765)650-6289
    ------------------------------



  • 123.  RE: Old Thread - Exam Materials for Sale

    Posted 07-30-2019 13:15
    No replies, thread closed.
    I have all Dalton books and Dalton Audio review for sale.
    216 789 7889

    ------------------------------
    Boris Kagarlitskiy
    Financial Advisor-V.P.
    Key Investment Services
    Cleveland, Ohio
    216-789-7889
    ------------------------------



  • 124.  RE: Old Thread - Exam Materials for Sale

    Posted 07-29-2019 06:40
    No replies, thread closed.
    I have unused Dalton study books for sale. I confirmed with Dalton that the material I have is still good for the October and March exam.You'll just need to print the 2019 numbers for contributions and phase out limits. I'm not able to use them due to work demands. Email me if you have any questions or are interested in the material.


  • 125.  RE: Old Thread - Exam Materials for Sale

    Posted 07-30-2019 13:36
    No replies, thread closed.
    I have 7 Kaplan examp prep books for sale, the 7th being an ebook + understanding your financial calculator for sale. 


    Just shoot me an email cvergara1013@gmail.com

    ------------------------------
    charles vergara
    Financial Advisor
    Security Federal Investment Services
    Lafayette IN
    (765) 543-7421
    ------------------------------



  • 126.  RE: Old Thread - Exam Materials for Sale

    Posted 07-30-2019 16:17
    No replies, thread closed.
    Does anyone want to sell their July 2019 flashcards?  Thanks for your consideration.

    ------------------------------
    Ashlee deSteiger , CFA®, CPA
    Founder & Financial Advisor
    Gunder Wealth Management, LLC
    Birmingham MI
    ------------------------------


  • 127.  RE: Old Thread - Exam Materials for Sale

    Posted 07-31-2019 11:40
    No replies, thread closed.
    I'd be willing to sell mine.  Email me if you'd like them - stefani.faunce@gmail.com

    ------------------------------
    Stefani Faunce
    CPA
    SFS Roseburg LLC
    Roseburg OR
    503-269-9649
    ------------------------------



  • 128.  RE: Old Thread - Exam Materials for Sale

    Posted 07-31-2019 12:14
    No replies, thread closed.
    I can sell mine to you (brand new).

    Let me know if interested: nicolaslauro1990@gmail.com

    ------------------------------
    NICOLAS LAURO
    Project Manager & Coordinator
    Emilia Edgewater LLC
    Miami Beach FL
    (305)923-2837
    ------------------------------



  • 129.  RE: Old Thread - Exam Materials for Sale

    Posted 08-01-2019 16:03
    No replies, thread closed.
    I just accepted an offer with someone to obtain their flash cards.  Thank you all for your offer to help.  I assume it's safe to say you passed, so congrats on being done!

    --
    Ashlee deSteiger





  • 130.  RE: Old Thread - Exam Materials for Sale

    Posted 07-31-2019 12:53
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    Hi Everyone, 

    Are there any flash cards (Zahn or Danko) still available for sale for the Nov 2019 exam preferably hard copy flash cards?  If so, please email me at kesaunders82@gmail.com with the price.

    No longer needed.  I located some. 

    Thank you,

    ------------------------------
    Kimberly Saunders
    Investment Advisor Representative
    Lake Mary, Florida
    407-442-3352
    ------------------------------



  • 131.  RE: Old Thread - Exam Materials for Sale

    Posted 07-31-2019 21:54
    No replies, thread closed.
    I have all seven Kaplan Exam Prep Review Books plus the Kaplan Live Review Book, for the July 2018 - March 2019 exam, all in very good condition. Selling all for $150 plus shipping.  Text me if interested. (614) 975-0954

    ------------------------------
    Kevin Lyles
    N/A
    N/A
    Sanibel FL
    (614)975-0954
    ------------------------------



  • 132.  RE: Old Thread - Exam Materials for Sale

    Posted 08-01-2019 07:42
    No replies, thread closed.
    Hi- looking for a set of 2019 Flash Cards if anyone has a set to sell.

    Thank you.

    ------------------------------
    Brian O'Neill
    United States Air Force
    Niceville FL
    702-812-8336
    ------------------------------


  • 133.  RE: Old Thread - Exam Materials for Sale

    Posted 08-02-2019 08:33
    No replies, thread closed.
    I have the Dalton flash cards available from the July exam.

    ------------------------------
    Stefani Faunce
    CPA
    SFS Roseburg LLC
    Roseburg OR
    503-269-9649
    ------------------------------



  • 134.  RE: Old Thread - Exam Materials for Sale

    Posted 08-02-2019 22:37
    No replies, thread closed.
    I have a set you can buy. What would you like to pay for them. I could send them next week. 
    Gary Hannah
    Garhann@outlook.com
    440-554-0793

    ------------------------------
    Gary Hannah
    Financial Advisor
    Peak Wealth Solutions
    Pepper Pike OH
    (440)554-0793
    ------------------------------



  • 135.  RE: Old Thread - Exam Materials for Sale

    Posted 08-01-2019 11:32
    No replies, thread closed.
    ​I have the Brett Danko July 2019 review books (2 pre-study text books, 1 workbook full of questions, and 1 live review book with condensed material and questions). I also have supplemental quizzes and case studies that were provided with another ~600 questions. Ping me at 617-645-9388 or chu.marco@gmail.com.

    ------------------------------
    Marco Chu
    Financial Advisor
    Merrill Lynch, Pierce, Fenner & Smith, Incorporated
    Los Angeles CA
    213-236-2065
    ------------------------------



  • 136.  RE: Old Thread - Exam Materials for Sale

    Posted 08-01-2019 13:36
    No replies, thread closed.
    I gave have brand new sealed HP 10 calculator for sale with Dolton Financial calculator essentials fir sale 40 dollars plus shipping and handling feel free to call or text 
    8167143080 or email zulfiqar2513@gmail.com 


  • 137.  RE: Old Thread - Exam Materials for Sale

    Posted 08-01-2019 15:01
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    ​Hey guys!
     
    I have a brand new (never used or opened) set of ​Dalton's Guarantee to Pass Review Materials. These will cover the November 2019 and the March 2020 Exam. It includes the new TCJA material. 

    Selling the following:
    Fundamentals​ Pre-Study Book​ 
    ​Insurance Pre-Study Book
    Investments Pre-Study Book
    Income Tax Planning Pre-Study Book
    Retirement Pre-Study Book
    Estate Planning Pre-Study Book
     
    ​Fundamentals Flashcards
    Insurance Flashcards
    Investments Flashcards
    Income Tax Planning Flash Cards
    Retirement Flashcards
    Estate Planning Flashcards
    Dalton Guarantee to Pass Review Binder
    Financial Calculator Essentials Book 
    This textbook provides the reader with a foundation in basic time value of money skills and techniques that can be applied to more complex and application-oriented problems. Mastery of the techniques outlined in this textbook will provide the reader with the necessary skills to ultimately solve all time value of money problems on the CFP® Certification Examination. Keystrokes are provided for the HP10BII+, HP 12C and HP 17BII financial calculators. 

    ​This packet typically sells for $450 on Dalton's website. I will sell for $200 + shipping. Please email me at cmhowerton@gmail.com rather than responding to this thread if interested!​

    Best Regards,

    Cait Howerton, MBA, AFC®



    ------------------------------
    Cait M. Howerton, MBA, AFC
    Financial Coach | CFP Candidate
    (501) 802-0320
    cmhowerton@gmail.com
    Atlanta, Georgia
    ------------------------------



  • 138.  RE: Old Thread - Exam Materials for Sale

    Posted 08-01-2019 15:06
    Edited by System 01-22-2020 10:32
    No replies, thread closed.


  • 139.  RE: Old Thread - Exam Materials for Sale

    Posted 08-01-2019 22:24
    No replies, thread closed.
    I have July 2019 Ken Zahn Pre-Study books (2) and the post-study book. They are marked on with my notes but otherwise nothing is wrong with them. Please let me know if you have questions. 

    Send offers to andyspears322@gmail.com

    thanks

    ------------------------------
    Andrew Spears
    Raymond James
    ------------------------------



  • 140.  RE: Old Thread - Exam Materials for Sale

    Posted 08-02-2019 08:36
    No replies, thread closed.
    If anyone wants all Dalton 2019 materials including flash cards I am giving mine away. Either free pickup in Chicago or just reimburse me for shipping. Good luck to everyone studying!

    ------------------------------
    Megan Lepman
    Student
    Northwestern Mutual
    Chicago IL
    ------------------------------



  • 141.  RE: Old Thread - Exam Materials for Sale

    Posted 08-02-2019 10:18
    No replies, thread closed.
    Hi Megan, I live there and will take them!! Thank you.
    Linda

    ------------------------------
    linda coffey
    senior consultant
    Wipfli Financial
    Park Ridge IL
    ------------------------------



  • 142.  RE: Old Thread - Exam Materials for Sale

    Posted 08-02-2019 11:42
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    I'm selling Dalton pre-study books and flashcards. I have both the 2018 version and 2019 version. I can give out eh 2018 books for free if you purchase the 2019 July one. If interested, please email me at randaisy@hotmail.com

    Pickup can be either near Morristown, NJ/ Jersey City, NJ or NYC (downtown/midtown)

    Thanks.



  • 143.  RE: Old Thread - Exam Materials for Sale

    Posted 08-02-2019 12:20
    No replies, thread closed.
    Hi,

    I have all of the Dalton review books, calculator book, and the book of class slides.  Some of my books are heavily highlighted two are a little beat up looking from exposure to humidity/salt water.  I'll send everything to someone who wants the materials as free of charge as long as you pay for the shipping.  Feel free to email me at katekeller5@gmail.com.

    Kate


    ------------------------------
    Kate Keller
    Financial Advisor
    Blakely Financial Services
    Stockton, CA
    ------------------------------



  • 144.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 18:42
    No replies, thread closed.
    Looking for Dalton Review Handout book. for the review/
    Steve Jackson
    Covecrawler@gmail.com

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------



  • 145.  RE: Old Thread - Exam Materials for Sale

    Posted 08-03-2019 12:37
    No replies, thread closed.
    Hi all,

    I am selling Dalton R
    eview Materials (books & flashcards) from the July 2019 exam. 


    Pre-Study Books
    Fundamentals​ Pre-Study Book​ 
    ​Insurance Pre-Study Book
    Investments Pre-Study Book
    Income Tax Planning Pre-Study Book
    Retirement Pre-Study Book
    Estate Planning Pre-Study Book
     
    ​Fundamentals Flashcards
    Insurance Flashcards
    Investments Flashcards
    Income Tax Planning Flash Cards
    Retirement Flashcards
    Estate Planning Flashcards

    Please let me know if you are interested and I can ship these items out ASAP. Please email me for price at Karinafinkelstein@gmail.com

    My best and good luck!


    ------------------------------
    Karin Finkelstein

    ------------------------------


  • 146.  RE: Old Thread - Exam Materials for Sale

    Posted 08-15-2019 13:08
    No replies, thread closed.
    Hi Karin,
    Do you still have the flashcards available?
    Thanks!

    ------------------------------
    Michelle Erickson
    Financial Advisor Associate
    Journey Tree Financial
    Eugene OR
    (541)485-3154 (102)
    ------------------------------



  • 147.  RE: Old Thread - Exam Materials for Sale

    Posted 08-04-2019 11:52
    No replies, thread closed.

    For sale: Kaplan Certified Financial Planning Program CFP ® 2019-2020 - $500

    I purchased the Essential Package for the online Certified Financial Planning (CFP®) Certification Program and all of the print books through Kaplan about 3 months ago, and decided not to take the exam. I am outside of the return window, so Kaplan will not return any of the $3,000 that I spent on the print books and the online classes, question bank, practice exams, etc.

    I'd like to recoup $500 to put towards the CFA program I have decided to do instead, but please feel free to make an offer. I can ship you the physical books or meet you in the Greater Sacramento or Bay Area if you want. I will also update all the account information on Kaplan to reflect your name and email for ownership. Cash or Venmo work great for me.

    Here's a list of everything that's included, which I took straight from the Kaplan site (pics of everything on here as well):

    Study Tools

    Core Lecture Videos
    ---Refer to these videos throughout your study program to review the core concepts of the CFP® exam curriculum.

    Education eBooks
    ---Each Financial Planning Course comes with a corresponding Education Program eBook. Prepare for the CFP® exam with these concise, clear, and comprehensive study notes and supplemental readings.

    Education QBank
    ---After reading your Education Program Textbook, practice what you've learned with the Education QBank. Focus your attention where you need it the most and review critical concepts. The QBank allows you to:
    >>>>>Perform with custom-made exams and quizzes utilizing thousands of multiple-choice questions
    >>>>>View answer explanations for every question
    >>>>>Access your QBank online, with available offline access

    Instructor Email Access via InstructorLink™
    ---As you prepare for the exam, connect with a credentialed instructor to get your exam- and content-related questions answered.

    Performance Tracker
    ---Included with our QBanks, Performance Tracker allows you to track your progress and compare your exam results to other candidates. You can also use Performance Tracker to track your assessment exam and quiz scores.

    Study Planner
    ---This innovative tool takes the guesswork out of creating a prep plan! Prepare with a detailed study plan that shows you how to use your study materials in the most effective way possible.

    Live Review Book: In Class Guide (Giant coil-bound book with class notes for all chapters of individual books)

    Book #1: Essential Education Package - General Financial Planning Principles, Professional Conduct, and Regulation (FP-101)

    Book #2: Essential Education Package - Risk Management, Insurance, and Employee Benefits Planning (FP-102)

    Book #3: Essential Education Package - Investment Planning (FP-103)

    Book #4: Essential Education Package - Tax Planning (FP-104)

    Book #5: Essential Education Package - Retirement Savings and Income Planning (FP-105)

    Book #6: Essential Education Package - Estate Planning (FP-106)

    Thanks for looking!




    ------------------------------
    Rachel Freeman
    operations manager
    smart investor
    Roseville CA
    (916)724-5216
    ------------------------------



  • 148.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 02:04
    No replies, thread closed.
    Is this a self study program

    ------------------------------
    nedra cales
    owner
    Cales Tax
    Clarksville TN
    (708)271-3224
    ------------------------------



  • 149.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 12:56
    No replies, thread closed.

    Rachel, 

    Does the web access have an expiration?

    ------------------------------
    Luz de Sol Morgan Olmeda
    Service and Operations Assistant
    Liberty Capital Management
    Santa Ana CA
    (949)724-8848 (229)
    ------------------------------



  • 150.  RE: Old Thread - Exam Materials for Sale

    Posted 08-04-2019 12:47
    No replies, thread closed.
    Danko review materials for sale. $150 plus shipping or local pick up. Can add the flash cards for $30. Please email me if interested - for_greenberg@yahoo.com. They come with a positive energy! Good luck :)

    ------------------------------
    Marina Greenberg
    Private Banker
    City National Bank
    Sherman Oaks CA
    (323)383-4224
    ------------------------------



  • 151.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 09:48
    No replies, thread closed.
    I need the Handbook for the Dalton review for 2019, Anyone one out there have one left to sale?
    Steve

    ------------------------------
    stephen jackson
    covecrawler@gmail.com
    ------------------------------


  • 152.  RE: Old Thread - Exam Materials for Sale

    Posted 08-06-2019 10:08
    No replies, thread closed.
    I think I still have mine. Contact me later today.

    ------------------------------
    Scott Clayton
    Financial Advisor
    MassMutual
    Chicago IL
    (773)505-2427
    ------------------------------



  • 153.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 11:58
    No replies, thread closed.

    Kaplan Exam Prep Review Material for sell. All 7 books; NEW, no marks, no highlighting. Includes live review book, case study book and calculator book (2019 numbers). Used March 2019 and passed. Will also include Dalton flashcards and bonus material. $250 shipping included .  

    You can email me at zuly24@gmail.com. Good Luck!!!!



    ------------------------------
    Zuleyka Feliz
    Director, Equities Operations
    Condon Sullivan Wealth Management
    Burlington MA
    (781)552-4905
    ------------------------------



  • 154.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 14:33
    No replies, thread closed.
    I have 2 prestudy books and one post study book from the July 2019 exam. They are marked on but nothing else is wrong with them. Please let me know if interested!

    ------------------------------
    Andrew Spears
    Raymond James
    ------------------------------



  • 155.  RE: Old Thread - Exam Materials for Sale

    Posted 08-05-2019 19:09
    No replies, thread closed.
    I have all seven Kaplan Exam Prep Review Books plus the Kaplan Live Review Book, for the July 2018 - March 2019 exam, all in very good condition. Selling all for $100 plus shipping. Text me if interested. (614) 975-0954

    Book 1 - General Financial Planning Principles, Conduct and Regulation
    Book 2 - Risk Management, Insurance, and Employee Benefits Planning
    Book 3 - Investment Planning
    Book 4 - Tax Planning
    Book 5 - Retirement Savings and Income Planning
    Book 6 - Estate Planning
    Book 7 - Financial Planning Case Studies




    ------------------------------
    Kevin Lyles
    N/A
    N/A
    Sanibel FL
    (614)975-0954
    ------------------------------



  • 156.  RE: Old Thread - Exam Materials for Sale

    Posted 08-07-2019 17:22
    No replies, thread closed.
    ​Zahn Live Review work books and flashcards.
    Dalton Review Handout Book and Dalton Pre-Study Materials.
    My wife said they must go!

    Text if interested.

    630-212-4001

    ------------------------------
    Edward Shine
    630-212-4001
    ------------------------------


  • 157.  RE: Old Thread - Exam Materials for Sale

    Posted 08-15-2019 12:50
    No replies, thread closed.
    Do you still have the flashcards?  If so, are they the hard copy or audio?

    ------------------------------
    Michelle Erickson
    Financial Advisor Associate
    Journey Tree Financial
    Eugene OR
    (541)485-3154 (102)
    ------------------------------



  • 158.  RE: Old Thread - Exam Materials for Sale

    Posted 08-08-2019 07:23
    No replies, thread closed.
    Hi all,
    I am looking for 2019 Brett Danko flash cards. I will be taking the exam in November and hear the flash cards really help. 
    Thank you!


  • 159.  RE: Old Thread - Exam Materials for Sale

    Posted 08-09-2019 09:47
    No replies, thread closed.
    I purchased the virtual flashcards for the July exam and thought they were helpful. Sorry I don't have a set to pass on!

    ------------------------------
    Justin McFaul
    Trust Officer
    Texas Bank and Trust Company
    Longview TX
    ------------------------------



  • 160.  RE: Old Thread - Exam Materials for Sale

    Posted 08-08-2019 22:31
    No replies, thread closed.
    I have the July 2019 Danko Prestudy Workbook for sale...... This is the book full of questions! 
    It hasn't been written in! Would make a good supplement to Dalton or Wiley!
    Text is easiest 478-955-8284. 

    Thanks!

    ------------------------------
    Rebecca Wilton
    Master's Student
    Department of Defense- United States Air Force
    Perry GA
    478-955-8284
    ------------------------------



  • 161.  RE: Old Thread - Exam Materials for Sale

    Posted 08-09-2019 18:39
    No replies, thread closed.
    Hello,

    I am selling the Brett Danko July 2019 review material along with flashcards. All materials are not marked and are in excellent condition.

    July 2019 Live Review Book
    July Prestudy Textbook I
    July Prestudy Textbook II
    July Prestudy Workbook
    Set of Flash Cards

    Please text (505)907-2051 if interested. 

    Thank you,
    Felicia A

    ------------------------------
    Felicia Anaya
    Financial Associate
    Fidelity Investments
    Albuquerque NM
    (505)907-2051
    ------------------------------



  • 162.  RE: Old Thread - Exam Materials for Sale

    Posted 08-12-2019 13:27
    No replies, thread closed.
    Hi there,

    I am looking for any flashcards available for the November 2019 exam. If anyone has any they are looking to sell, my email is jared.lea@rwmgroup.net.
    Thank you!

    ------------------------------
    Jared Lea
    Financial Advisor
    Running Wealth Management Group
    Chaska MN
    (952)221-3879
    ------------------------------



  • 163.  RE: Old Thread - Exam Materials for Sale

    Posted 08-12-2019 15:19
    No replies, thread closed.
    If anyone is looking for the 2019 Dalton study material please let me know.  I took the exam in July and passed using their study guides.

    I have the 2019 study guide, books, flash cards and quick sheet summary folders.​  The materials are like new and are not marked up at all.

    Please email me with an offer and I will ship them out immediately.

    Thanks,

    Kevin

    ------------------------------
    Kevin Brady, CFA
    Partner
    Long Run Wealth Advisors LLC
    Lake Placid NY
    518-523-8050
    kevin@longrunwealth.com
    ------------------------------



  • 164.  RE: Old Thread - Exam Materials for Sale

    Posted 08-13-2019 01:36
    No replies, thread closed.
    Scheduled to take the CFP exam in November 2019. Looking to purchase a set of study flash cards that are current with the new tax rules.


  • 165.  RE: Old Thread - Exam Materials for Sale

    Posted 08-13-2019 12:27
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    Hi everyone,
    Seeing as exam results are official now, I will not be needing my July 2019 Zahn Prestudy (2x books) and Poststudy book. They are both heavily marked/highlighted. I am not trying to sell them. I'd be willing to donate them to someone in need as long as you cover the shipping. Or if you are in the Portland area you can come pick them up during a weekday.

    edit: claimed, thanks!
    ------------------------------
    Katelyn Cummings
    Client Service and Operations Associate
    Vision Capital Management
    Portland, OR
    ------------------------------



  • 166.  RE: Old Thread - Exam Materials for Sale

    Posted 08-15-2019 13:29
    No replies, thread closed.
    ​Hello,

    I have the Brett Danko July 2019 review material available if anyone is interested.

    July 2019 Live Review Book
    July Prestudy Textbook I
    July Prestudy Textbook II
    July Prestudy Workbook

    thanks,

    ------------------------------
    Christine Cash
    Financial Advisor
    Merrill Lynch, Pierce, Fenner & Smith, Incorporated
    Brentwood TN
    Christine.cash@ml.com
    (615)750-1013
    ------------------------------



  • 167.  RE: Old Thread - Exam Materials for Sale

    Posted 08-16-2019 17:21
    No replies, thread closed.
    Looking for a good prep books for the exam? Anyone what has success can recommend me or want to sale theirs books.

    ------------------------------
    John Arias
    Financial consultant
    Pen mutual
    Brooklyn NY
    (917)554-3645
    ------------------------------


  • 168.  RE: Old Thread - Exam Materials for Sale

    Posted 08-17-2019 11:07
    No replies, thread closed.
    I have unused Kaplan books with the live review prep book for the July 2018 exam and I'll throw in flash cards from another provider as well.

    ------------------------------
    Lisa Rosenthal
    Director of Financial Planning
    McDonald Partners
    Cleveland OH
    216-273-9762
    ------------------------------



  • 169.  RE: Old Thread - Exam Materials for Sale

    Posted 08-18-2019 09:47
    No replies, thread closed.
    Hi John,
    i can offer you full set of Zahn books including four prep books live review in preparation for the July exam, I will include flash card as well.
    We have practice questions and mock exam over 1,200.

    Angel Torres
    angel@newhorizonmc.net
    CFO strategic services/ financial awareness
    305-582-1104

    ------------------------------
    Angel Torres Rivera
    FL
    New Horizon MC LLC
    Miami FL
    (305)582-1104
    ------------------------------



  • 170.  RE: Old Thread - Exam Materials for Sale

    Posted 08-18-2019 16:05
    No replies, thread closed.
    I would like to sell the following  text books. They are in  very good condition and slightly cheaper than what is being offered on Amazon

    1) Fundamentals of Financial Planning : 5th edition by Michael A Dalton, James F. Dalton, Joseph M. Gillice, Thomas P. Langdon -
    $85.00

    2) Retirement Planning and Employee Benefits: 13th Edition by James F.Dalton and Michael A.Dalton - $85.00

    3) Estate Planning: 10th Edition by Michael A. Dalton and Thomas P. Langdon - $85.00

    4) Insurance Planning: 10th Edition by Michael A Dalton, James F. Dalton, Joseph M. Gillice, Thomas P. Langdon -
    $85.00

    5) Cases in Financial Planning 3rd Edition by Michael A Dalton, James F. Dalton, Katheleen F. Oakley $85.00

    6) Income Tax Planning 10th Edition by Thomas P. Langdon, E. Vance Grange, Michael A. Dalton $50.00 (cheaper since 2019 tax laws have changed)


    ------------------------------
    Nayantara Dongre
    Interim/Perm
    N/A
    Sugar Land TX
    (832)584-3399
    ------------------------------


  • 171.  RE: Old Thread - Exam Materials for Sale

    Posted 08-18-2019 16:13
    No replies, thread closed.
    If you are taking the exam in November, I have 2 extra sets of 2018 Dalton study material for sale. Best offer.  Please respond to ndongre2003@yahoo.com

    Nayana Dongre


    ------------------------------
    Nayantara Dongre
    Interim/Perm
    N/A
    Sugar Land TX
    (832)584-3399
    ------------------------------



  • 172.  RE: Old Thread - Exam Materials for Sale

    Posted 08-18-2019 18:35
    No replies, thread closed.
    Selling the following:

    Danko July Textbook I and II plus workbook. Like New Best offer

    Dalton July Books Fundamentals and Insurance, Tax, Investments, Retirement and Estate Like New Best offer

    Dalton Quick Sheets Good Condition Just a little worn Best offer

    Email Kmonahan37@aol.com


    ------------------------------
    Kathleen Monahan
    Registered Client Associate
    Bank of America Merrill Lynch
    Westfield NJ
    (908)789-4344
    ------------------------------



  • 173.  RE: Old Thread - Exam Materials for Sale

    Posted 11-10-2019 19:46
    No replies, thread closed.
    Hi Kathleen,

    Do you still have the Quick Sheets for sale?

    ------------------------------
    Rhonda Grover
    Operations Manager
    Wealth 360, LLC.
    Lawrenceville GA
    (309)259-0303
    ------------------------------



  • 174.  RE: Old Thread - Exam Materials for Sale

    Posted 08-18-2019 20:12
    No replies, thread closed.
    Brett Danko books and flash cards in excellent condition  for sale. $180 for all plus shipping or local pick up. I'm in Los Angeles.

    ------------------------------
    Marina Greenberg
    Private Banker
    City National Bank
    West Hills CA
    (323)383-4224
    ------------------------------



  • 175.  RE: Old Thread - Exam Materials for Sale

    Posted 08-18-2019 20:16
    No replies, thread closed.
    Dalton review books in excellent condition, no marks. $200 for all plus shipping or local pick up. I'm in Los Angeles.  Please email me if interested: for_greenberg@yahoo.com

    ------------------------------
    Marina Greenberg
    Private Banker
    City National Bank
    West Hills CA
    (323)383-4224
    ------------------------------



  • 176.  RE: Old Thread - Exam Materials for Sale

    Posted 08-19-2019 01:57
    No replies, thread closed.
    Dalton exam prep materials for sale. I purchased these 3 weeks ago in preparing for the November exam. No marking, slight wears on the cover of the first book. The others are in perfect condition. $200 or obo. Thanks

    ------------------------------
    Cory Tan
    Principal
    Cory Tan
    San Francisco CA
    (415)827-0641
    ------------------------------



  • 177.  RE: Old Thread - Exam Materials for Sale

    Posted 08-20-2019 17:58
    Edited by System 01-22-2020 10:32
    No replies, thread closed.


  • 178.  RE: Old Thread - Exam Materials for Sale

    Posted 08-19-2019 11:20
    Edited by System 01-22-2020 10:32
    No replies, thread closed.


  • 179.  RE: Old Thread - Exam Materials for Sale

    Posted 08-20-2019 00:34
    No replies, thread closed.
    Hello:

    Does anyone have most recent Brett Danko Exam Prep Material For Sale?

    ------------------------------
    PRASHANT PATEL
    Financial Advisor
    Wells fargo Advisors
    Fresno CA
    (559)493-0597
    ------------------------------


  • 180.  RE: Old Thread - Exam Materials for Sale

    Posted 08-20-2019 11:04
    No replies, thread closed.
    ​I am selling the Brett Danko July 2019 review books (2 pre-study text books, 1 workbook full of questions, and 1 live review book with condensed material and questions). Books are unmarked with the exception of some additional notes on 1 page of the live review book. I also have supplemental quizzes and case studies that were provided with another ~600 questions. Let me know if you're interested at 617-645-9388 or chu.marco@gmail.com.

    ------------------------------
    Marco Chu , CFP®
    Financial Advisor
    Merrill Lynch, Pierce, Fenner & Smith, Incorporated
    Los Angeles CA
    213-236-2065
    ------------------------------



  • 181.  RE: Old Thread - Exam Materials for Sale

    Posted 08-22-2019 11:45
    No replies, thread closed.
    I have all 7 Kaplan Review books available for sale.  They were used for the July 2019 exam and are valid materials for the November 2019 exam.  

    Full disclosure: There is a lot of writing/highlighting in the texts, however I find the notes very useful and augment study in a positive way.   

    $300 with shipping included.   Payment through PayPal works.

    ------------------------------
    Peter Fleming
    Financial Advisor
    Associated Bank
    Minnetonka MN
    952-210-7275
    ------------------------------


  • 182.  RE: Old Thread - Exam Materials for Sale

    Posted 08-22-2019 14:45
    No replies, thread closed.

    Hello,

    I am selling Dalton Review Guaranteed to Pass Materials (books & flashcards) from the July 2019 exam.  I successfully passed on my first try with these materials.  The materials have highlights and notes from the Live Class.


    Pre-Study Books
    Fundamentals​ and Insurance Pre-Study Book​ 
    ​Investments Pre-Study Book
    Income Tax Planning Pre-Study Book
    Retirement Pre-Study Book
    Estate Planning Pre-Study Book

    Financial Calculator Essentials

    The Dalton Review Handout Book

    Flashcards

    Fundamentals
    Insurance Flashcards
    Investments Flashcards
    Income Tax Planning Flash Cards
    Retirement Flashcards
    Estate Planning Flashcards

    Please let me know if you are interested and I can ship these items out.  ( I am located in the Dallas/Fort Worth Area)

    Diane79406@yahoo.com



    ------------------------------
    Diane Rankin
    CPA
    Edwin R Cummer, LLC
    Flower Mound TX
    (214)403-1106
    ------------------------------



  • 183.  RE: Old Thread - Exam Materials for Sale

    Posted 08-22-2019 14:58
    No replies, thread closed.

    Passed the July 2019 exam. Please reach out to me if you want to purchase my exam review materials from Kaplan. Great condition and I am willing to ship - $200 OBO.

    Grant



    ------------------------------
    Grant Twogood
    Registered Sales Assistant
    AXA Advisors
    Phoenix AZ
    (602)335-9010
    grtwogood@gmail.com
    ------------------------------


  • 184.  RE: Old Thread - Exam Materials for Sale

    Posted 08-23-2019 08:59
    No replies, thread closed.
    ​I am interested.  I live in Rochester HIlls, Michigan

    ------------------------------
    Jamie Brandimarte
    Account Manager
    Northern Trust Company
    Shelby Twp MI
    (248)593-9251
    ------------------------------



  • 185.  RE: Old Thread - Exam Materials for Sale

    Posted 08-23-2019 07:32
    No replies, thread closed.
    I have all 7 Kaplan review books for sale, including the updated Case Study book, for the November exam.  Please email me at john.r.kautz@gmail.com

    ------------------------------
    John Kautz
    Financial Planner
    Hefren-Tillotson
    Canonsburg PA
    (412)633-1524
    ------------------------------



  • 186.  RE: Old Thread - Exam Materials for Sale

    Posted 08-25-2019 15:00
    No replies, thread closed.
    I have a terrific November 2019 of updated current study guides available.  I only bought them a few weeks ago in July for the November 2019 that I registered for.

    I unfortunately have to postpone taking the exam until July due to job duties. 

    The set cost of books and audio cost me three times what I am welling to sell it for.  

    Nearly new condition.  I only wrote in one of the books for about 20% of that book.

    I can ship this out this week when paid or on Tuesday of the following week after the Labor Day early holiday.  Great timing and you should have it the 1st week of September

    https://www.ebay.com/itm/293201089053

    ------------------------------
    Tim Moore
    Albany NY
    ------------------------------



  • 187.  RE: Old Thread - Exam Materials for Sale

    Posted 08-25-2019 15:02
    No replies, thread closed.
    I have a terrific November 2019 of updated current study guides available.  I only bought them a few weeks ago in July for the November 2019 that I registered for.

    I unfortunately have to postpone taking the exam until July due to job duties. 

    The set cost of books and audio cost me three times what I am welling to sell it for.  

    Nearly new condition.  I only wrote in one of the books for about 20% of that book.

    I can ship this out this week when paid or on Tuesday of the following week after the Labor Day early holiday.  Great timing and you should have it the 1st week of September

    https://www.ebay.com/itm/293201089053

    ------------------------------
    Tim Moore

    ------------------------------


  • 188.  RE: Old Thread - Exam Materials for Sale

    Posted 08-25-2019 15:02
    No replies, thread closed.
    I have a terrific November 2019 of updated current study guides available.  I only bought them a few weeks ago in July for the November 2019 that I registered for.

    I unfortunately have to postpone taking the exam until July due to job duties. 

    The set cost of books and audio cost me three times what I am welling to sell it for.  

    Nearly new condition.  I only wrote in one of the books for about 20% of that book.

    I can ship this out this week when paid or on Tuesday of the following week after the Labor Day early holiday.  Great timing and you should have it the 1st week of September

    https://www.ebay.com/itm/293201089053

    ------------------------------
    Tim Moore

    ------------------------------


  • 189.  RE: Old Thread - Exam Materials for Sale

    Posted 08-25-2019 18:43
    No replies, thread closed.
    I am selling Dalton Exam books for July exam in excellent condition. Fundamentals & Insurance, Income Tax, Investments, Retirement and Estate plus Handout Book for $100

    Also Selling Dalton Quick Sheets aka Cheat Sheets. Paid $100 selling for $50

    ------------------------------
    Kathleen Monahan
    Financial Advisor
    Bank of America Merrill Lynch
    Westfield NJ
    (908)789-4344
    ------------------------------


  • 190.  RE: Old Thread - Exam Materials for Sale

    Posted 08-25-2019 18:43
    No replies, thread closed.
    I am selling Dalton Exam books for July exam in excellent condition. Fundamentals & Insurance, Income Tax, Investments, Retirement and Estate plus Handout Book for $100

    Also Selling Dalton Quick Sheets aka Cheat Sheets. Paid $100 selling for $50

    ------------------------------
    Kathleen Monahan
    Financial Advisor
    Bank of America Merrill Lynch
    Westfield NJ
    (908)789-4344
    ------------------------------


  • 191.  RE: Old Thread - Exam Materials for Sale

    Posted 08-25-2019 21:31
    Edited by System 01-22-2020 10:32
    No replies, thread closed.


  • 192.  RE: Old Thread - Exam Materials for Sale

    Posted 08-26-2019 07:36
    No replies, thread closed.
    I am selling my Kaplan Live Review In Class Guide Book.  It is 350+ pages and contains a review of all topics included in the November 2019 - March 2020 test, including questions.  Only wrote on about 2 pages of the book.  Asking $40 plus shipping.

    Please email me at john.kautz@hefren.com if you are interested.​

    ------------------------------
    John Kautz
    Financial Planner
    Hefren-Tillotson
    Canonsburg PA
    (412)633-1524
    ------------------------------



  • 193.  RE: Old Thread - Exam Materials for Sale

    Posted 08-26-2019 08:57
    No replies, thread closed.
    Zahn Material from the March 2019 testing cycle
    Test Bank valued at $189 for 1,200 total questions _ 200 questions for each module
    Flash Cards valued at $90 for 6 sets of 45-55 cards per module

    $100 OBO

    Please email: katie.christy1@gmail.com 

    ------------------------------
    Katharine Christy
    AFC
    Military Spouse, Student at The American College
    APO AE
    (512)387-1444
    ------------------------------



  • 194.  RE: Old Thread - Exam Materials for Sale

    Posted 08-26-2019 13:58
    No replies, thread closed.
    I have DANKO July 2019 Books - Basic Exam Prep with 3 PRE STUDY MATERIAL TEXTBOOKS & Post Study 450+ Practice Questions, 10+ Case Studies asking $cost plus shipping and (minimal writing) paid $850 
     
     
    BRAND NEW 2019 DANKO July 2019 Books - Signature Exam Prep Books with 3 PRE STUDY MATERIAL TEXTBOOKS & Post Study  750+ Practice Questions 20+ Case Studies $cost plus shipping. (brand new no writing) paid $1600 this is a great reduced deal. 
     
    email if interested painters2009@live.com
    #exam 


    ------------------------------
    Jacqueline Painter

    ------------------------------


  • 195.  RE: Old Thread - Exam Materials for Sale

    Posted 08-26-2019 13:59
    No replies, thread closed.
    I have the following available for sale for the best offer:
    - Zahn July 2019 2 Prestudy Books- new with no markings
    - Zahn July 2019 1 Live Review Book- new with no markings
    - Danko July 2019 2 Prestudy Books- some markings/highlights
    - Danko July 2019 1 Live Review Book- some markings/highlights
    - Zahn Audio Flash Cards (great for listening when driving)
    - Zahn PDF Practice Questions/Case Studies/Practice Tests

    Email me or text for more info:  Lauren7557@gmail.com 409.893.5416

    ------------------------------
    Lauren Smith
    Financial Advisor
    Raymond James
    Houston TX
    (409)893-5416
    ------------------------------



  • 196.  RE: Old Thread - Exam Materials for Sale

    Posted 08-27-2019 14:00
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    ​Hello,

    I took the exam and passed first try in March.  I'm selling my Kaplan books which I thought were amazing.

    If you are interested please shoot me a text or give me a call at 845-608-3159. I am in the NYC area but can also ship them somewhere if need be.

    Thanks!

    ------------------------------
    Michael Karlewicz
    Financial advisor
    Merrill Lynch, Pierce, Fenner & Smith, Incorporated
    Hoboken NJ
    (845)608-3159
    ------------------------------


  • 197.  RE: Old Thread - Exam Materials for Sale

    Posted 08-27-2019 23:51
    No replies, thread closed.
    Is anyone offering to sell CFP Board approved Financial Calculator for Sale?

    ------------------------------
    PRASHANT PATEL
    Financial Advisor
    Wells fargo Advisors
    Fresno CA
    (559)493-0597
    ------------------------------


  • 198.  RE: Old Thread - Exam Materials for Sale

    Posted 08-28-2019 05:50
    No replies, thread closed.
    You can get a TI BA II Plus for under $30 at Walmart, Target, Amazon. It's the most common calculator used in the investment/business world. It is CFP approved.

    ------------------------------
    Leland Sylver
    Associate Wealth Manager
    BNY Mellon
    Wilmington DE
    (216)536-4467
    ------------------------------



  • 199.  RE: Old Thread - Exam Materials for Sale

    Posted 08-29-2019 02:39
    No replies, thread closed.
    I have two. If you want I can give it for $15 plus shipping.

    ------------------------------
    SHIVKISHAN KOTHARI
    SENIOR TAX MANAGER
    Seiler LLP
    Dublin CA
    (310)251-1837
    ------------------------------



  • 200.  RE: Old Thread - Exam Materials for Sale

    Posted 08-28-2019 10:02
    No replies, thread closed.
    I have a HP 12C brand new in package. You can PM me if interested.

    ------------------------------
    Gary Wedge, CFP®
    Registered Investment Adviser
    NewAge Advisors
    ------------------------------



  • 201.  RE: Old Thread - Exam Materials for Sale

    Posted 08-28-2019 10:46
    No replies, thread closed.
    I have an extra HP 10Bii+ new in the package, because I didn't realize that my education program included one so I jumped the gun and ran out and bought one!
    Imagine my surprise when a second one showed up in the mail.

    I will happily send it to you, no need to pay me, just send me your address.

    ------------------------------
    Megan John
    Bookkeeper and Administrator
    Self Employed
    New York NY
    (440)622-2772
    ------------------------------



  • 202.  RE: Old Thread - Exam Materials for Sale

    Posted 08-30-2019 10:22
    No replies, thread closed.
    Is it still available?

    ------------------------------
    Sarah Whang
    Director of Finance
    Molex
    Naperville IL
    (630)400-5235
    ------------------------------



  • 203.  RE: Old Thread - Exam Materials for Sale

    Posted 08-30-2019 10:45
    No replies, thread closed.
    I sent it off to Prashant yesterday.

    ------------------------------
    Megan John
    Bookkeeper and Administrator
    Self Employed
    New York NY
    (440)622-2772
    ------------------------------



  • 204.  RE: Old Thread - Exam Materials for Sale

    Posted 08-29-2019 07:42
    No replies, thread closed.
    I personally liked the HP12C.  I used it for about 10 months studying. The keys started to go a bit at the end.  You need a board approved calculator only while testing. I downloaded to my iPhone an app called Touch RPN which seems identical to the HP12 C as far as I can tell.  I've used it for 3 years without any problems.  I think it was free or certainly less than 5 dollars.

    ------------------------------
    Andrew Mika CFP(R)
    Financial Life Manager
    Pegasus Financial Group
    Chantilly VA
    ------------------------------



  • 205.  RE: Old Thread - Exam Materials for Sale

    Posted 08-28-2019 08:23
    No replies, thread closed.
    Kaplan Review Materials for Sale*
    *These are from the​ from March 2019 test and contain 2018 figures.  I used these for a recent review cycle, and took note from the update errata sheets from the CFP board what the 2019 numbers were.
    I have all 6 books (fundamentals, insurance, investments, tax, retirement, estate) and case study book with nearly 400 pages.  Also included will be the Live review comprehensive study book, with 350+ pages containing all of the information in books 1-6 summarized.  Since these are outdated, I am willing to sell for $100 plus shipping and you will still have all of the pertinent information needed to pass the exam.
    Please email me at john.kautz@hefren.com if you are interested.

    ------------------------------
    John Kautz
    Financial Planner
    Hefren-Tillotson
    Canonsburg PA
    (412)633-1524
    ------------------------------



  • 206.  RE: Old Thread - Exam Materials for Sale

    Posted 08-28-2019 10:38
    No replies, thread closed.
    Selling materials from education program (Kaplan 2018-2019) including calculator book and live review (Danko) from July exam period. Feel free to message/email me for details.

    ------------------------------
    Alyssa Luttrell
    Client Services Associate
    Filament, LLC
    Seattle WA
    (360)318-4994
    ------------------------------


  • 207.  RE: Old Thread - Exam Materials for Sale

    Posted 08-29-2019 08:42
    No replies, thread closed.
    I'm offering all of my books from the Boston University CFP Program and everything from the Dalton review. I passed the exam last month and want to get rid of everything. I don't care about the money. Just pay the shipping and they're yours. First come first serve. E-mailed me if you're interested.


  • 208.  RE: Old Thread - Exam Materials for Sale

    Posted 08-29-2019 09:28
    No replies, thread closed.
    Brandon,

    I would love to receive them, and I would be happy to pay for the costs of shipping them. 
    Here is my email: jtarwater@cedarville.edu

    Let me know if they are still available.

    John

    ------------------------------
    John Tarwater
    Assistant Professor of Finance
    Cedarville University
    Cedarville OH
    (956)800-3822
    ------------------------------



  • 209.  RE: Old Thread - Exam Materials for Sale

    Posted 08-30-2019 07:54
    No replies, thread closed.
    If anyone else has a similar situation and willing to part with Dalton books and review information I would be interested and pay to ship at least? Thank you.
    Larry Buland   
    Lbulandomaha@gmail.com

    ------------------------------
    Larry Buland
    Director of Financial Literacy
    Metropolitan Community College
    Omaha NE
    402-598-5454
    ------------------------------



  • 210.  RE: Old Thread - Exam Materials for Sale

    Posted 08-30-2019 08:18
    No replies, thread closed.
    Larry,

    I have the review coursework from College of Financial Planning. I did not mark or highlight in any of the books. I used this program to meet my education requirement then I studied with Dalton review for 2 months and passed the exam in July.

    I have sold my Dalton books already but can give you my College of Financial Planning material. Asking only shipping!

    Thanks,
    Rachel
    rachel.pasch128@gmail.com

    ------------------------------
    Rachel Pasch
    Financial Planner
    NorthWest Financial Services, Inc.
    Indianapolis IN
    (517)581-9488
    ------------------------------



  • 211.  RE: Old Thread - Exam Materials for Sale

    Posted 09-01-2019 06:45
    No replies, thread closed.
    I would love your materials.  I would also love to pass.​

    ------------------------------
    Sarah Fowler
    Financial Advisor
    Edward Jones
    Staunton VA
    540-448-0033
    ------------------------------



  • 212.  RE: Old Thread - Exam Materials for Sale

    Posted 09-01-2019 06:52
    No replies, thread closed.
    I keep missing the kind offers to pass along the Dalton books and Dalton Study materials.  I would be happy to pay the shipping to anyone that will consider giving them a good home!  I can get some help with my tuition but not the books.  Contact me on this discussion board or at Lbulandomaha@gmail.com 
    Thank you so much.

    ------------------------------
    Larry Buland
    Director of Financial Literacy
    Metropolitan Community College
    Omaha NE
    402-598-5454
    ------------------------------



  • 213.  RE: Old Thread - Exam Materials for Sale

    Posted 09-01-2019 11:27
    No replies, thread closed.
    I shipped the books to the first person that e-mailed me.  Hopefully some other people that passed decide to pay it forward.

    ------------------------------
    Brandon Witt
    Planning Strategist
    Aegis Capital Corp.
    Hilton Head Island SC
    843-715-0182
    ------------------------------



  • 214.  RE: Old Thread - Exam Materials for Sale

    Posted 09-01-2019 13:16
    No replies, thread closed.
    I understand. Thank you for your response and congratulations.

    Larry Buland
    402-598-5454






  • 215.  RE: Old Thread - Exam Materials for Sale

    Posted 08-30-2019 10:39
    No replies, thread closed.
    Dalton BR@ND NEW never opened Guarantee to Pass Review books & flashcards for sale. 

    Fundamentals & Insurance
    Income Tax Planning
    Retirement Planning & Employee Benefits
    Investment Planning
    Estate Planning 
    Handout Book - this is the powerpoint slides an instructor does a live review with if your enrolled.  Great addition!
    Financial Calculator Essentials

    Jason 
    614-571-5923
    gaskinsjm@gmail.com


  • 216.  RE: Old Thread - Exam Materials for Sale

    Posted 08-30-2019 10:39
    No replies, thread closed.
    Dalton BR@ND NEW never opened Guarantee to Pass Review books & flashcards for sale. 

    Fundamentals & Insurance
    Income Tax Planning
    Retirement Planning & Employee Benefits
    Investment Planning
    Estate Planning 
    Handout Book - this is the powerpoint slides an instructor does a live review with if your enrolled.  Great addition!
    Financial Calculator Essentials

    Jason 
    614-571-5923
    gaskinsjm@gmail.com


  • 217.  RE: Old Thread - Exam Materials for Sale

    Posted 11-14-2019 12:58
    No replies, thread closed.
    Wondering if this is still available, I just sent you an email!

    ------------------------------
    Diana Linn
    Account Manager
    Adviser Investments
    Framingham MA
    540-818-4385
    ------------------------------



  • 218.  RE: Old Thread - Exam Materials for Sale

    Posted 09-03-2019 19:24
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    Hello,

    I have Kaplan Books 1 - 6 plus the Live Review in Class Guide for the July 2019 - March 2020 testing window for sale.  Included is 
    Book 1: General Financial Planning Principals, Professional Conduct, and Regulation
    Book 2: Risk Management, Insurance and Employee Benefits
    Book 3: Investment Planning
    Book 4: Tax Planning 
    Book 5: Retirement Savings and Income Planning
    Book 6: Estate Planning 
    Live Review In-Class Guide 2019 

    Additionally, I also have the July 2018 - March 2019 Book 7 Financial Planning Case Studies if interested.

    Please reach out to my personal email jwalsh1290@gmail.com if you are interested 

    thank you!


    ------------------------------



  • 219.  RE: Old Thread - Exam Materials for Sale

    Posted 09-05-2019 12:08
    No replies, thread closed.
    ​​I have the Brett Danko July 2019 review books (2 pre-study text books, 1 workbook full of questions, and 1 live review book with condensed material and questions) up for sale. No marks in the book with the exception of 1 page on the live review book). I also have supplemental quizzes and case studies that were provided with another ~600 questions. Ping me at 617-645-9388 or chu.marco@gmail.com.

    ------------------------------
    Marco Chu , CFP®
    Financial Advisor
    Merrill Lynch, Pierce, Fenner & Smith, Incorporated
    Los Angeles CA
    213-236-2065
    ------------------------------



  • 220.  RE: Old Thread - Exam Materials for Sale

    Posted 09-22-2019 17:02
    No replies, thread closed.
    hi!!! I took the Danko Live review back in February but lost one of the live review books (the General principal, insurance , investment) would you consider selling me that book? I also need the condensed version of the live review book please. My email is jenny.gefei.zhan@citi.com. Thank you! 

    ------------------------------
    Jenny G Zhan
    ------------------------------



  • 221.  RE: Old Thread - Exam Materials for Sale

    Posted 09-08-2019 10:20
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    Hello all,

    Does anyone have the most recent Income Tax study materials?  I have the Dalton review books, but they were printed in 2017 and I think the tax laws have changed enough that I would prefer the new study material.  Please contact me at leve0932@gmail.com if you are willing to part with just the income tax materials.

    Thank you.

    David Levenhagen
    leve0932@gmail.com


  • 222.  RE: Old Thread - Exam Materials for Sale

    Posted 09-19-2019 17:22
    No replies, thread closed.
    Hello,

     I have Danko materials for sale. All PDF, pre-study books and the live review from July 2019. I also have Zahn's practice test in PDF also.

    Katie

    ------------------------------
    Ekaterina St. Ores
    Tax accountant
    St. Ores Wealth Management
    McMinnville OR
    (971)244-3779
    ------------------------------



  • 223.  RE: Old Thread - Exam Materials for Sale

    Posted 09-23-2019 18:29
    No replies, thread closed.
    Hello,

     I have Danko materials for sale. All PDF, pre-study books and the live review from July 2019. I also have Zahn's practice test in PDF also.

    Please contact me through the email. Thanks ... Katie
    info@saintores.com



    ------------------------------
    Ekaterina St. Ores
    Tax accountant
    St. Ores Wealth Management
    McMinnville OR
    (971)244-3779
    ------------------------------



  • 224.  RE: Old Thread - Exam Materials for Sale

    Posted 09-24-2019 21:12
    No replies, thread closed.
    2019 Kaplan review materials for sale

    ------------------------------
    Krista Cosgrove
    kleecosgrove@gmail.com
    ------------------------------


  • 225.  RE: Old Thread - Exam Materials for Sale

    Posted 09-25-2019 11:47
    No replies, thread closed.
    hi,

    I am taking a review course in which they are asking me to purchase the ​Kaplan Essential Study Solution Review Series.

    Are these it?

    How much are you selling them for?

    Please let me know .
    Thanks,
    Maria


    ------------------------------
    Maria Garcia
    Private Client Advisor
    JPMorgan Chase
    North Bergen NJ
    ------------------------------



  • 226.  RE: Old Thread - Exam Materials for Sale

    Posted 09-25-2019 22:04
    No replies, thread closed.
    Krista,

    Are your materials still for sale? If so, what price are you hoping for?

    I am using Dalton and like to compare materials.

    Andrea C Brown
    JPMorgan
    aczechbrown@gmail.com

    ------------------------------
    Andrea Brown
    Private Client Investment Associate
    JPMorgan Chase Bank
    River Ridge LA
    ------------------------------



  • 227.  RE: Old Thread - Exam Materials for Sale

    Posted 09-27-2019 07:00
    No replies, thread closed.
    I am asking $500 for the set of eight books.  Some writing and highlighting in three of them, the rest are untouched. I've been told the login access won't transfer.  





  • 228.  RE: Old Thread - Exam Materials for Sale

    Posted 09-27-2019 09:30
    No replies, thread closed.
    ​are these still available??? very interested.  Thank you, Jamie - jrb12@ntrs.com

    ------------------------------
    Jamie Brandimarte
    Account Manager
    Northern Trust Company
    Shelby Twp MI
    (248)593-9251
    ------------------------------



  • 229.  RE: Old Thread - Exam Materials for Sale

    Posted 09-24-2019 21:18
    No replies, thread closed.
    2019 Kaplan review materials for sale.  Seven review books and the live review in class guide too.  Also login access to the Kaplan on line review materials.

    ------------------------------
    Krista Cosgrove
    Principal
    ZWJ Investment Counsel
    Atlanta GA
    (404)644-9342
    ------------------------------



  • 230.  RE: Old Thread - Exam Materials for Sale

    Posted 09-26-2019 18:23
    No replies, thread closed.
    ​Hi Krista,
    Are these material still available ?  What are you asking?  Thanks!

    Kristine Slamka
    Kristine.slamka@edwardjones.com
    414-349-7800

    ------------------------------
    Kristine Rossiter-Slamka
    Financial Advisor
    Edward Jones
    Cudahy WI
    414-483-5300
    ------------------------------



  • 231.  RE: Old Thread - Exam Materials for Sale

    Posted 09-27-2019 07:00
    No replies, thread closed.
    I am asking $500 for the set of eight books.  Some writing and highlighting in three of them, the rest are untouched. I've been told the login access won't transfer.  





  • 232.  RE: Old Thread - Exam Materials for Sale

    Posted 09-27-2019 09:57
    Edited by System 01-22-2020 10:32
    No replies, thread closed.

    Hello CFP hopefuls,

    I have the Kaplan CFP Exam Review Course materials for sale.  This is a self-study program that assisted me in passing the comprehensive exam on my first attempt.  I felt this was an excellent tool if you commit the time to read fully. The seven books are in good condition with very minimal markings. The content is approved for the November 2019 and March 2020 exams.  I am asking $100 plus the cost of shipping for the books.  

    Please reach out at nvanbortel@gmail.com if you interested.



    ------------------------------
    Nathan Van Bortel
    Financial Advisor
    Canandaigua Financial Group
    Victor NY
    585-396-2720
    ------------------------------



  • 233.  RE: Old Thread - Exam Materials for Sale

    Posted 10-02-2019 11:34
    No replies, thread closed.
    Good morning.  I could use the following book if someone is done.  I will pay to ship.
    Investments: Introduction.
    1. Edition: 12th
    2. ISBN: 9781305638419
    3. Author Mayo
    4. Publisher: Cengage Learning
    A stock-trak coupon would be a plus
    Thank you for your consideration

    ------------------------------
    Larry Buland
    Director of Financial Literacy
    Metropolitan Community College
    Omaha NE
    402-598-5454
    Lbulandomaha@gmail.com
    ------------------------------


  • 234.  RE: Old Thread - Exam Materials for Sale

    Posted 10-04-2019 09:14
    No replies, thread closed.
    I am selling all review books from Kaplan for $250 which includes shipping.  It comes with review books 1-7, live Review in class guide, and the Understanding your Financial Calculator book.  Message me for more details.

    ------------------------------
    Ryan Sparkman
    Charlotte NC
    843-568-0399
    ------------------------------


  • 235.  RE: Old Thread - Exam Materials for Sale

    Posted 10-05-2019 03:14
    No replies, thread closed.
    Hi Ryan messaging you now

    ------------------------------
    Matt Stewart
    Self
    Self-employed
    Belmont CA
    (203)824-2495
    ------------------------------



  • 236.  RE: Old Thread - Exam Materials for Sale

    Posted 10-09-2019 07:41
    Edited by System 01-22-2020 10:32
    No replies, thread closed.


  • 237.  RE: Old Thread - Exam Materials for Sale

    Posted 10-12-2019 22:42
    No replies, thread closed.
    I'm looking for used study materials that would apply to the May 2020 exam date. If you would like to contact me then my email is jeffdavidson10621@gmail.com or cell 256 335 4888.

    Jeff Davidson


    ------------------------------
    Jeffrey Davidson
    AGENT
    Jeff Davidson investment Services
    Florence AL
    (256)335-4255
    ------------------------------


  • 238.  RE: Old Thread - Exam Materials for Sale

    Posted 10-14-2019 17:57
    No replies, thread closed.
    Jeffrey,

    Why wouldn't you just enroll in one of Brett's courses? The materials work together with the instruction. It's a package deal.

    ------------------------------
    David Sullivan
    Wealth Planning Associate
    Ballentine Partners, LLC
    Belmont MA
    (857) 919-6292
    ------------------------------



  • 239.  RE: Old Thread - Exam Materials for Sale

    Posted 10-15-2019 10:50
    No replies, thread closed.
    Jeffrey, I agree with David's sentiments. The Danko study materials coordinate with his live and virtual reviews. I'm taking the virtual review now and it's well worth the money and time. The days are long but Brett packs in the information and keeps you engaged. His job is to transform you into a study animal. Besides, I don't think it's fair to course providers like Brett Danko to have their work redistributed without people paying THEM.

    ------------------------------
    Paul Bukta
    Financial Advisor
    LPL Financial
    Saint Clair Shores MI
    586-771-8131
    ------------------------------



  • 240.  RE: Old Thread - Exam Materials for Sale

    Posted 10-14-2019 17:55
    No replies, thread closed.
    Looking to purchase study materials for March 2020 exam.  Please text 713-203-6688 or email hchan1088@gmail.com.  Thanks Helen

    ------------------------------
    Helen Chan
    Owner
    H&S Financial Services
    Houston TX
    (713)203-6688
    ------------------------------


  • 241.  RE: Old Thread - Exam Materials for Sale

    Posted 10-15-2019 08:23
    No replies, thread closed.
    I text you Helen. I have all my material and it's all up to date books from Kaplan I used this summer.

    ------------------------------
    Robert Marion
    Brokerage Associate
    The Vanguard Group
    Charlotte NC
    (843)901-9257
    ------------------------------



  • 242.  RE: Old Thread - Exam Materials for Sale

    Posted 10-15-2019 08:23
    No replies, thread closed.
    Texted*

    ------------------------------
    Robert Marion
    Brokerage Associate
    The Vanguard Group
    Charlotte NC
    (843)901-9257
    ------------------------------



  • 243.  RE: Old Thread - Exam Materials for Sale

    Posted 11-01-2019 10:33
    No replies, thread closed.
    I've got a 10th edition, barely used, Kaplan Series 65 exam book for sale.  

    Email me if interested: ants0224@vt.edu

    ------------------------------
    Anthony Smith
    Financial Planning Associate
    JW Harrison
    Walnut Creek CA
    (860)302-5386
    ------------------------------


  • 244.  RE: Old Thread - Exam Materials for Sale

    Posted 11-06-2019 14:42
    No replies, thread closed.
    Does anyone have Danko Study Materials they would not mind parting with? juliebonvillain@yahoo.com

    ------------------------------
    Julie Bonvillain
    Paraplanner
    Brostrom and Berlin Wealth Management
    Bethesda MD
    301-320-1453
    ------------------------------


  • 245.  RE: Old Thread - Exam Materials for Sale

    Posted 11-07-2019 10:09
    No replies, thread closed.
    Hello Everyone!

    I am planning to take the exam March 2020. Looking to purchase the Dalton entire quick sheets. Please let me know 602-681-7140 or mfalcon816@gmail.com

    ------------------------------
    Martin Falcon
    Client Relationship Specialist
    Charles Schwab
    Southlake TX
    602-681-7140
    ------------------------------



  • 246.  RE: Old Thread - Exam Materials for Sale

    Posted 11-07-2019 11:40
    No replies, thread closed.
    ​​Hello - I have a brand new, wrapped copy of the Money Education 6th Edition Insurance Planning book for sale.  To be used with Boston University's online Financial Planning class FP 102.

    Asking $75 which includes shipping.  Please email me at a_perley@yahoo.com if interested.

    Advance payment via Venmo accepted.  Thank you!


    ------------------------------
    Anne Dandy
    Registered Client Associate
    RBC Wealth Management
    Portland ME
    ------------------------------


  • 247.  RE: Old Thread - Exam Materials for Sale

    Posted 11-07-2019 16:12
    No replies, thread closed.
    ​Hi everyone! I am selling all of the book materials from The Dalton Review Guarantee To Pass package. They are straight out of the box with no marks or even being cracked open. Please email me if you are interested in purchasing the package and I will give you a good deal! Email: msbreve@gmail.com

    Package includes the following books with great exam tips and CFP questions:
    1. Fundamentals & Insurance
    2. Investment Planning
    3. Income Tax Planning
    4. Retirement Planning
    5. Estate Planning
    6. Handout book
    7. Financial Calculator Essentials


    ------------------------------
    Marlen Breve
    Undergraduate Student
    Goldman Sachs
    New York NY
    225-305-2569
    ------------------------------



  • 248.  RE: Old Thread - Exam Materials for Sale

    Posted 11-08-2019 09:32
    No replies, thread closed.
    I will give you $300.......

    ------------------------------
    Thomas Gaughen
    VP
    First National Bank
    Omaha NE
    402-740-8822
    ------------------------------



  • 249.  RE: Old Thread - Exam Materials for Sale

    Posted 11-09-2019 16:47
    No replies, thread closed.
    Hi. I'm selling Zahn flash cards.

    ------------------------------
    Rafael Melendez
    Student
    The Wealth Consulting Group
    San Diego CA
    (619)327-6764
    ------------------------------



  • 250.  RE: Old Thread - Exam Materials for Sale

    Posted 11-10-2019 19:48
    No replies, thread closed.
    I have a set of Dalton 2019 Flash Cards.  I'm willing to give them to the first taker for shipping cost only.  

    Brian

    ------------------------------
    Brian O'Neill
    Niceville FL
    702-812-8336
    ------------------------------


  • 251.  RE: Old Thread - Exam Materials for Sale

    Posted 11-11-2019 08:36
    No replies, thread closed.

    I would love to take it if still available. Let me know!!
    Thanks!! 
    Julie 



    ------------------------------
    Julie Huang
    Inpatient Pharmacy Supervisor
    Kaiser Permanente
    Los Angeles CA
    626-755-3596
    ------------------------------



  • 252.  RE: Old Thread - Exam Materials for Sale

    Posted 11-11-2019 19:05
    No replies, thread closed.
    Hi Julie- I'm sorry.  Someone snagged them pretty early this morning. Best of luck, Brian.

    ------------------------------
    Brian O'Neill
    Officer
    United States Air Force
    Niceville FL
    702-812-8336
    ------------------------------



  • 253.  RE: Old Thread - Exam Materials for Sale

    Posted 11-11-2019 08:36
    No replies, thread closed.
    Sorry if this is a duplicate reply since I didn't see my comment posted..
    if this is still available I would like to take it. Please let me know. Thanks so much!

    ------------------------------
    Julie Huang
    Inpatient Pharmacy Supervisor
    Kaiser Permanente
    Los Angeles CA
    626-755-3596
    ------------------------------



  • 254.  RE: Old Thread - Exam Materials for Sale

    Posted 11-11-2019 10:30
    No replies, thread closed.
    My email is juliekhuang@yahoo.com. Thanks!

    ------------------------------
    Julie Huang
    Inpatient Pharmacy Supervisor
    Kaiser Permanente
    Los Angeles CA
    626-755-3596
    ------------------------------



  • 255.  RE: Old Thread - Exam Materials for Sale

    Posted 11-11-2019 08:41
    No replies, thread closed.

    Hi Brian,

    I would like the flashcards if they are still available. My email is shgrange@gmail.com


    Thanks
    Shasshauna



    ------------------------------
    Shasshauna Grange
    Student
    New York University
    Brooklyn NY
    (914)320-3661
    ------------------------------



  • 256.  RE: Old Thread - Exam Materials for Sale

    Posted 11-11-2019 19:05
    No replies, thread closed.
    Hi Shasshauna- I'm sorry.  Someone snagged them pretty early this morning. Best of luck, Brian.

    ------------------------------
    Brian O'Neill
    Officer
    United States Air Force
    Niceville FL
    702-812-8336
    ------------------------------



  • 257.  RE: Old Thread - Exam Materials for Sale

    Posted 11-11-2019 12:47
    No replies, thread closed.
    Are they still available?  What course did you work with? 


    Brian Stoll
    Licensed Insurance Representative
    McInerney Financial Group, LLC
    Debary FL
    407-587-2034 (27)

    ------------------------------
    Brian Stoll
    Licensed Insurance Representative
    McInerney Financial Group, LLC
    Debary FL
    407-587-2034 (27)
    ------------------------------



  • 258.  RE: Old Thread - Exam Materials for Sale

    Posted 11-10-2019 19:49
    No replies, thread closed.
    I just took/passed the exam and have a complete set of Dalton Review books for sale. They are all current (2019) and I'll also include an extra financial calculator I have, along with flashcards I made for the exam. Each book is $40 but I'd take $100+shipping for the whole set:

    - Fundamentals & Insurance
    - Investment Planning
    - Income Tax
    - Retirement Benefits
    - Estate Planning

    Let me know,
    Curtis
    curtis.j.pope@gmail.com

    ------------------------------
    Curtis Pope
    ------------------------------


  • 259.  RE: Old Thread - Exam Materials for Sale

    Posted 11-14-2019 12:59
    No replies, thread closed.
    I would love to purchase these if available!

    ------------------------------
    Diana Linn
    Account Manager
    Adviser Investments
    Framingham MA
    540-818-4385
    ------------------------------



  • 260.  RE: Old Thread - Exam Materials for Sale

    Posted 11-10-2019 19:49
    No replies, thread closed.
    Hi Everyone,

    I have Kaplan review books not used and Danko review books not used with flash cards for sale. Please call me at 631-434-5561. 

    Thanks Jeff

    ------------------------------
    Jeff Nagel
    Financial Advisor
    Avantax Investment Services Inc
    Hauppauge NY
    (631)434-5561
    ------------------------------


  • 261.  RE: Old Thread - Exam Materials for Sale

    Posted 11-10-2019 19:54
    No replies, thread closed.
    I have the Kaplan review books for sale that will pertain to March 2020 exams. Willing to sell for a VERY reasonable price. All 7 books included! Email me for inquiries tori.j.geston@gmail.com

    ------------------------------
    Tori Geston
    Registered Client Associate
    Merrill Lynch, Pierce, Fenner & Smith, Incorporated
    Dallas TX
    (701)866-5538
    ------------------------------



  • 262.  RE: Old Thread - Exam Materials for Sale

    Posted 11-12-2019 12:54
    No replies, thread closed.
    I've got a set of Dalton Review books for sale.  They're all updated for the Nov 2019/March 2020 exam.  Looking to get $75 plus shipping for them.

    Set includes:
    -Fundamentals & Insurance 
    -Investment Planning
    -Income Tax Planning
    -Retirement Planning & Employee Benefits
    -Estate Planning
    -Dalton Review Handout Book
    -Financial Calculator Essentials
     
    Feel free to reach out at jensenr@stifel.com. Thanks.



    ------------------------------
    Ross Jensen
    Financial Advisor Associate
    Stifel, Nicolaus & Company, Inc.
    Lincoln NE
    402-421-1019
    ------------------------------


  • 263.  RE: Old Thread - Exam Materials for Sale

    Posted 11-13-2019 09:27
    No replies, thread closed.

    I have the 7 Kaplan exam prep review books for sale that cover the November and March exam periods. I also have the Kaplan " Understanding your financial calculator" and Dalton flashcards for sale. I'd prefer to sell all of these items as one package. I had all of the materials for roughly 4 months before the November exam and it proved to work out. Please reach out if you're interested! 

    Taylor Mitchell
    taylor.mitchell@ampf.com
    (425) 372-4804



    ------------------------------
    Taylor Mitchell
    Financial Advisor
    Ameriprise Financial Services, Inc.
    North Bend WA
    (425)260-1409
    ------------------------------



  • 264.  RE: Old Thread - Exam Materials for Sale

    Posted 11-13-2019 09:28
    Edited by System 01-22-2020 10:32
    No replies, thread closed.

    Books are sold



    ------------------------------
    Taylor Mitchell
    Financial Advisor
    Ameriprise Financial Services, Inc.
    North Bend WA
    (425)260-1409
    ------------------------------



  • 265.  RE: Old Thread - Exam Materials for Sale

    Posted 11-13-2019 09:38
    No replies, thread closed.

    Hello,

     Just passed my CFP exam...on my 2nd attempt. Thank God.

    Selling my brand new basically unused Kaplan live review material. 

    I purchased it for 450 plus S&H. 
    Selling it for 350.

    I got a reduced rate for brett danko material since it was my 2nd attempt, and it was too late to cancel the kaplan review...

    So books are truly unused.  Please email me if interested.

    Maria 

    Sent from my Verizon, Samsung Galaxy smartphone


  • 266.  RE: Old Thread - Exam Materials for Sale

    Posted 11-13-2019 09:38
    No replies, thread closed.
    I have Kaplan and Dalton exam prep books for sale (November 2019 exam cycle books).  Asking price $200.

    Dalton set includes:
    -Fundamentals & Insurance and flash cards
    -Investment Planning and flash cards
    -Income Tax Planning
    -Retirement Planning & Employee Benefits and flash cards
    -Estate Planning and flash card
    -Dalton Review Handout Book
    -Financial Calculator Essentials
    -Study Guide

    Kaplan set includes:
    -Risk Management
    -East Planning
    -Retirement Planning
    -Tax Planning
    -Investment Planning
    -General Principals
    -Review Handout 
    -Case Studies

    Feel free to reach out at v.roberts@live.com
    Thank you.

    ------------------------------
    Victoria
    ------------------------------


  • 267.  RE: Old Thread - Exam Materials for Sale

    Posted 11-13-2019 15:33
    No replies, thread closed.
    Willing to sell all Kaplan books valid for March 2020 exam for $200+shipping

    ------------------------------
    Tori Geston
    Registered Analyst
    Merrill Lynch, Pierce, Fenner & Smith, Incorporated
    Dallas TX
    (701)866-5538
    ------------------------------


  • 268.  RE: Old Thread - Exam Materials for Sale

    Posted 11-14-2019 13:08
    No replies, thread closed.
    I have the Dalton Guarantee to Pass review materials. Just took and passed the exam 1st try. 

    Let me know if you're interested, just trying to get rid of the books so I'll give you a good price. trent.doty@wellsfargoadvisors.com

    ------------------------------
    Trent Doty
    Financial Advisor
    Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)
    Statesboro GA
    ------------------------------


  • 269.  RE: Old Thread - Exam Materials for Sale

    Posted 11-14-2019 14:09
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    Hello,

    I have Dalton Education review materials available for sale. I was able to pass the exam on the first attempt using Dalton, so I would highly recommend them. These materials include the 5 review books plus the Handbook book used for the live review class. These materials are lightly used and include highlighting. The books are good through the March 2020 exam cycle. I'm selling all materials for $110. Please reach out or respond on here if interested. Thank you and good luck. 


    ------------------------------
    Bruce Adams Jr.
    Personal Banker II
    Wells Fargo Bank, N.A.
    Charlotte NC
    (704)299-8252
    ------------------------------



  • 270.  RE: Old Thread - Exam Materials for Sale

    Posted 11-14-2019 09:24
    No replies, thread closed.
    Hi I have the 5 Dalton Education books for sale plus the handout book for the review. If you would like to purchase them, please respond on this thread. These materials will be good for the upcoming March 2020 exam period. Thank you!

    ------------------------------
    Bruce Adams
    Agent
    Wells Fargo Bank, N.A.
    Charlotte NC
    (704)299-8252
    ------------------------------



  • 271.  RE: Old Thread - Exam Materials for Sale

    Posted 11-14-2019 09:25
    No replies, thread closed.
    Hello, 

    I am selling Dalton Review Materials.  I successfully passed on my first try with these materials.  The materials have highlights and notes from the Live Class. I can ship the materials to you. 

    Pre-Study Books
    Fundamentals​ and Insurance Pre-Study Book​
    ​Investments Pre-Study Book
    Income Tax Planning Pre-Study Book
    Retirement Pre-Study Book
    Estate Planning Pre-Study Book

    The Dalton Review Handout Book



    ------------------------------
    Bruce Adams
    Agent
    Wells Fargo Bank, N.A.
    Charlotte NC
    (704)299-8252
    ------------------------------



  • 272.  RE: Old Thread - Exam Materials for Sale

    Posted 11-14-2019 12:58
    No replies, thread closed.
    I have the Dalton Guaranteed to Pass Review Materials. Passed on the first attempt and felt like the review materials very well prepared me. The majority of the books are basically new and a couple I didn't open (I used the online version to study).

    I'll be reasonable with price, just trying to get rid of them. Let me know if you're interested - email me at trent.doty@wellsfargoadvisors.com

    ------------------------------
    Trent Doty
    Financial Advisor
    Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)
    Statesboro GA
    (912)682-4460
    ------------------------------



  • 273.  RE: Old Thread - Exam Materials for Sale

    Posted 11-14-2019 12:59
    No replies, thread closed.
    Selling my 2018 Kaplan text books that I used for my year long study course at Belmont. Includes 101-106 plus the Cases and Applications book and the financial calculator book. Has underlining and highlighting along with some margin notes. Other than that, they are in excellent condition. Paid over $600, will sell for $250 plus shipping to wherever you are. If interested please text 727-492-0871.

    ------------------------------
    Carl von dem Bussche
    VP Planning & Coaching
    Financial Guidance Group
    Franklin TN
    (615)721-8827
    ------------------------------


  • 274.  RE: Old Thread - Exam Materials for Sale

    Posted 11-14-2019 13:07
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    ​Hi everyone, 

    I have the Review Materials from Dalton (never used) and flash cards from Danko (slightly used) that I would be willing to sell.  They were both for the November Exam so they will be relevant for the March one as well.  Please let me know if you're interested (jeff.newbould@gmail.com)

    ------------------------------
    Jeff Newbould

    ------------------------------



  • 275.  RE: Old Thread - Exam Materials for Sale

    Posted 11-14-2019 14:25
    No replies, thread closed.
    Hi,

    I have Dalton's 6 books for sale, Dalton flash cards, Dalton calculator book, and Kaplan's Case Study book. If anyone is interested you can email me at aimee.plouffe@gmail.com

    ------------------------------
    Aimee Plouffe
    Client Service and Office Manager
    Journey Wealth Partners
    Chelmsford MA
    (802)377-2899
    ------------------------------



  • 276.  RE: Old Thread - Exam Materials for Sale

    Posted 11-18-2019 19:05
    No replies, thread closed.
    Hi Aimee, 

    I just sent you an email regarding some of the items that you are looking to sell.

    Thanks, 
    Maria Schuster

    ------------------------------
    Maria Schuster
    Financial Planning Associate
    JMG Financial Group
    Chesterton IN
    ------------------------------



  • 277.  RE: Old Thread - Exam Materials for Sale

    Posted 11-15-2019 09:17
    No replies, thread closed.
    Hi Everyone,

    I have like new Kaplan books and Danko books/flashcards for sale. I didn't write in any of them or highlight. Please call or text 631-434-5561 if interested.

    ------------------------------
    Jeff Nagel
    Financial Advisor
    Avantax Investment Services Inc
    Bellport NY
    (631)299-3465
    ------------------------------


  • 278.  RE: Old Thread - Exam Materials for Sale

    Posted 11-15-2019 09:17
    Edited by System 01-22-2020 10:32
    No replies, thread closed.




  • 279.  RE: Old Thread - Exam Materials for Sale

    Posted 11-15-2019 09:18
    No replies, thread closed.
    ​Dalton Pre Study Material Nov 2019 & Danko Review material March 2019. Please respond back at: patrickbryantfa@gmail.com


  • 280.  RE: Old Thread - Exam Materials for Sale

    Posted 11-15-2019 09:18
    No replies, thread closed.
    I have Danko July and November Materials for sale. Clean books 2 sets of prestudy and one workbook for each testing cycle. No longer needed. Please email 
    painters2009@live.com if interested. Asking $150 for set plus shipping. 


  • 281.  RE: Old Thread - Exam Materials for Sale

    Posted 11-15-2019 09:19
    No replies, thread closed.
    I have Kaplan books 1-6 good for March 2020.  Case studies book in a PDF.  Please email tyler.michaelj@gmail.com if interested.

    Thank you and good luck!

    ------------------------------
    Michael Tyler
    Client Service Associate
    Bronfman Rothschild
    Milwaukee WI
    (414)509-1332
    ------------------------------



  • 282.  RE: Old Thread - Exam Materials for Sale

    Posted 11-15-2019 15:27
    No replies, thread closed.
    For Sale:

    Keir "Practical Applications for Your Calculator" - $40. New on Dalton site this book is $60 but not sure if the content is the same since Dalton acquired Keir.

    This book provides keystrokes for these calculators - 10 bII, HP 12 c, TI BAII Plus and HP 17bII+.

    It covers: basics, Time Value of Money calculations, CFP formula sheet and Investment Calculations. 
    I found it useful when studying the formula sheet and as a handy reference when I made a miscalculation on a practice exam.

    ------------------------------
    Janice Pierce, CFP® CRPC®
    Owner
    Achieve Financial Partners
    Boise, ID 83714
    208.401.4518
    ------------------------------



  • 283.  RE: Old Thread - Exam Materials for Sale

    Posted 11-17-2019 11:48
    No replies, thread closed.
    Dalton materials for sale. Books, Financial Calculator Essentials with Practice Problems along with Flash Cards. $150 for all OBO, plus shipping...or if you're from Detroit metro, MI I can meet you. Please email me at tomuta.theodora@gmail.com.


    ------------------------------
    Theodora Obilo
    Senior Private Wealth Associate
    Merrill Private Wealth
    Troy, MI
    ------------------------------



  • 284.  RE: Old Thread - Exam Materials for Sale

    Posted 11-17-2019 17:48
    No replies, thread closed.

    Hello,

    I'm selling a full set of the Kaplan CFP review materials, good for the test in November 2019. I will also add in an unused set of mometrix flash cards. Please email me at brady.r.brewster@gmail.com. Can ship or connect if local to Orange County.

    Brady



    ------------------------------
    Brady Brewster
    Financial Advisor
    Northwestern Mutual
    Costa Mesa CA
    (760)989-2757
    ------------------------------



  • 285.  RE: Old Thread - Exam Materials for Sale

    Posted 11-18-2019 13:10
    No replies, thread closed.

    Hello, I recently passed the CFP EXAM and have 3 American College Textbooks I no longer need. Let me know if you would like to purchase. 

    Annalise



    ------------------------------
    Annalise Morris, ChFC®,CDFA®
    Assistant Vice President
    Wealth Management Advisor
    Senior Portfolio Advisor, PIA Program
    NMLS ID: 1338292

    The Morris Group
    Merrill Lynch, Pierce, Fenner & Smith Inc.
    1331 N. California Blvd. | Suite 700 | Walnut Creek, CA 94596
    Ph: (925) 988-2173 | Fx: (925) 234-4143
    E-mail: annalise.morris@ml.com
    ------------------------------


  • 286.  RE: Old Thread - Exam Materials for Sale

    Posted 11-18-2019 15:26
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    Kaplan Books Sold



  • 287.  RE: Old Thread - Exam Materials for Sale

    Posted 11-20-2019 12:20
    No replies, thread closed.

    I just passed the November exam on my first attempt and have all of my Kaplan study and Dalton education materials for sale. They are good through the March 2020 exam. I was very pleased with both programs and rate them both highly. There is not a mark or any highlighting in any of the books. Please email me for more information at rickk81@gmail.com or call/text at 414-477-4553. Make me a reasonable offer for each set or both and all prices plus actual shipping cost or pickup in the Milwaukee area. I'm looking to get rid of them and other sets are selling for $150 or so many with writing and highlighting in them as comparison.

    Selling a complete set of all Dalton Education books, case book, and the financial calculator book. They are all in terrific condition. I never used the online questions that a code allows access to in each book so those should still be valid.

    There is also a set of Dalton's "quick sheets" that summarize the main takeaways from each book that I'll include. They're the 2018 version so some of the number for taxes and maxes aren't all correct but the right answers are on the provided tax tables for the exam.

    Selling all of the Kaplan "review/test prep" books including the case studies. I did the self-study course with online review. They are all in terrific condition with absolutely no marks or highlighting. If available, the Dalton financial calculator book from above was a terrific reminder of the calculator functions and solving for annuity payments, college, retirement, etc.



    ------------------------------
    Richard Kula
    Wealth Manager
    Annex Wealth Management
    Muskego WI
    (414)477-4553
    ------------------------------



  • 288.  RE: Old Thread - Exam Materials for Sale

    Posted 11-20-2019 13:19
    No replies, thread closed.
    Hey Everyone!

    Taking the exam March 2020. Looking to buy the Dalton Financial Calculator Essentials! Please contact me mfalcon816@gmail.com or 602-681-7140. 

    Thanks!

    ------------------------------
    Martin Falcon
    Client Relationship Specialist
    Charles Schwab
    Fort Worth TX
    602-681-7140
    ------------------------------



  • 289.  RE: Old Thread - Exam Materials for Sale

    Posted 11-20-2019 23:39
    No replies, thread closed.

    Hi everyone,

    I have all 7 of the Kaplan Review Books + the Live Review In-Class Guide for sale (covering the March 2020 exam). They worked great for me and I passed 1st time! Shoot me an email at randyafrancis@gmail.com or text at 714-795-8898 if you're interested. Good luck everyone! It's worth the effort.



    ------------------------------
    Randall Francis
    Client Relationship Associate
    LPL Financial
    Chesterfield MO
    636-200-4205
    ------------------------------



  • 290.  RE: Old Thread - Exam Materials for Sale

    Posted 11-22-2019 15:37
    No replies, thread closed.
    If you still have those books, I am interested.

    Don Khieu
    214.336.9941
    dkhieu88.tfa@gmail.com

    ------------------------------
    DON KHIEU
    BRANCH MANAGER
    TRANSAMERICA FINANCIAL ADVISORS, INC.
    Dallas TX
    214.336.9941
    ------------------------------



  • 291.  RE: Old Thread - Exam Materials for Sale

    Posted 11-22-2019 15:41
    No replies, thread closed.
    Unfortunately no. I sold them


    Sent from my iPhone





  • 292.  RE: Old Thread - Exam Materials for Sale

    Posted 11-25-2019 11:04
    No replies, thread closed.
    ​Hi Don,
    I am not sure if you were asking me, but I still have the Kaplan books available. They are good for the march 2020 exam too, and the online quizzes are good until 09/25/2020.
    let me know  if you are interested.
    thanks.

    ------------------------------
    Maria Perez
    Private Client Advisor
    JPMorgan Securities
    North Bergen NJ
    (201)960-2887
    ------------------------------



  • 293.  RE: Old Thread - Exam Materials for Sale

    Posted 11-21-2019 10:22
    No replies, thread closed.
    Selling all Kaplan review books good for March 2020 exam for $100! 7018665538

    ------------------------------
    Tori Geston
    Registered Analyst
    Merrill Lynch, Pierce, Fenner & Smith, Incorporated
    Dallas TX
    (701)866-5538
    ------------------------------



  • 294.  RE: Old Thread - Exam Materials for Sale

    Posted 11-21-2019 13:22
    Edited by System 01-22-2020 10:32
    No replies, thread closed.

    ​​


  • 295.  RE: Old Thread - Exam Materials for Sale

    Posted 11-22-2019 12:37
    No replies, thread closed.
    Warning to all:

    Do not buy material from March 2019. March materials won't include TCJA update because July 2019 Exam was the first Exam to test new tax code. And March materials also won't include new Code of Ethics material because November 2019 Exam was the first Exam to test new code and practice standards.

    Best of luck to all!

    ------------------------------
    David Sullivan
    Wealth Planning Associate
    Ballentine Partners, LLC
    Belmont, MA
    (857) 919-6292
    ------------------------------



  • 296.  RE: Old Thread - Exam Materials for Sale

    Posted 11-22-2019 12:51
    Edited by System 01-22-2020 10:32
    No replies, thread closed.



  • 297.  RE: Old Thread - Exam Materials for Sale

    Posted 11-21-2019 22:05
    No replies, thread closed.
    2017 Keir Books - $65 shipped
    Two question books + Guide book - $50 shipped (Available on Amazon for $80)
    2019/2020 Kaplan books 1-7 + Live Review book - $125 shipped (case study book has some answers circled, but not all. Live review book has very small amount of notes)
    dh.balmer@gmail.com


    ------------------------------
    David Balmer
    Financial Advisor
    Raymond James
    Bemidji MN
    218-333-9613
    ------------------------------



  • 298.  RE: Old Thread - Exam Materials for Sale

    Posted 11-23-2019 11:02
    No replies, thread closed.

    Barely used kaplan material from November 2019 exam.  Also will give user name and pass word to hundreds of online quizzes. Purchased for 450.. selling for 225.
    Email me at marlor94@hotmail.com  or text 2019602887.
    Maria


    Sent from my Verizon, Samsung Galaxy smartphone


  • 299.  RE: Old Thread - Exam Materials for Sale

    Posted 12-01-2019 13:43
    No replies, thread closed.
    Dalton flashcards for sale.  Purchased for Nov exam.  Excellent condition.

    $50 if you pick up -- Menlo Park during workdays and Belmont on weekends.

    Ericatsloan@gmail.com.

    Good luck!

    ------------------------------
    Erica Sloan
    Associate Financial Planner
    WealthValues, LLC
    Menlo Park, CA
    ------------------------------


  • 300.  RE: Old Thread - Exam Materials for Sale

    Posted 12-02-2019 01:00
    No replies, thread closed.
    I'm interested in acquiring a set of Danko materials that would be for July 2020 exam period. I would like it to include the section on use of financial calculations too. I may be contacted at jeffdavidson10621@gmail.com or by cell at 256 335  4888.

    Thanks
    Jeff Davidson CLU,ChFC

    ------------------------------
    Jeffrey Davidson
    AGENT
    Jeff Davidson investment Services
    Florence AL
    (256)335-4255
    ------------------------------


  • 301.  RE: Old Thread - Exam Materials for Sale

    Posted 12-02-2019 09:22
    No replies, thread closed.

    I would recommend enrolling in his course versus buying materials from someone else as it is worth every penny.

    But he did mention that the March 2020 exam will include 2019 tax tables so the July 2020 will include 2020 tax information. 



    ------------------------------
    Danielle Cain
    Operations Manager
    Elk River MN
    ------------------------------



  • 302.  RE: Old Thread - Exam Materials for Sale

    Posted 12-04-2019 13:53
    No replies, thread closed.
    So buy them from Brett Danko.

    ------------------------------
    David Sullivan
    Wealth Planning Associate
    Ballentine Partners, LLC
    Belmont, MA
    (857) 919-6292
    ------------------------------



  • 303.  RE: Old Thread - Exam Materials for Sale

    Posted 12-02-2019 14:32
    No replies, thread closed.
    Currently looking to sell my Dalton CFP review Materials. Includes all the following items below.

    1. The Dalton review handbook book.
    2. Retirement planning and employee benefits pre-study materials and flash cards 
    3. Fundamentals and insurance pre study materials and flash cards.
    4.investment planning pre-study materials and flash cards.
    5. Estate planning pre-study materials and flash cards.
    6. Income tax planning pre-study materials and flash cards.
    7. Financial calculator essentials and financial calculator 10bii+. Needs new battery 

    Please email if you are interested with your best offer. krause.ro.m@gmail.com


    Sent from my iPhone


  • 304.  RE: Old Thread - Exam Materials for Sale

    Posted 12-02-2019 16:47
    No replies, thread closed.
    Zahn Material for sale for the 2019 November Testing Cycle

    Includes:

    Two (2) Pre-Study Books

    Live Review Book

    All flashcards (includes all 6 tested sections)

    Important information is underlined and notated, and sometimes highlighted





    ------------------------------
    BLAKE MAY
    AL
    MELD
    Helena AL
    (256)310-5099
    ------------------------------


  • 305.  RE: Old Thread - Exam Materials for Sale

    Posted 12-03-2019 10:42
    No replies, thread closed.
    Hi All - I received flashcards for free from a July 2019 candidate and wanted to pass along the gesture.  If you are not local, I just ask that you pay for shipping (I assume not more than $10).  They are in great shape.  Please message me if interested.

    ------------------------------
    Ashlee deSteiger , CFA®, CPA
    Founder & Financial Advisor
    Gunder Wealth Management, LLC
    Birmingham MI
    (513)910-5215
    ------------------------------


  • 306.  RE: Old Thread - Exam Materials for Sale

    Posted 12-03-2019 12:17
    No replies, thread closed.
    I accept the offer.  How would you like to proceed?

    ------------------------------
    David Lucas
    Vice President - Client Advisor
    Huntington Bank
    Flint MI
    810-730-2987
    ------------------------------



  • 307.  RE: Old Thread - Exam Materials for Sale

    Posted 12-03-2019 15:58
    No replies, thread closed.
    Awesome!  I'll message you directly.

    ------------------------------
    Ashlee deSteiger , CFA®, CPA
    Founder & Financial Advisor
    Gunder Wealth Management, LLC
    Birmingham MI
    (513)910-5215
    ------------------------------



  • 308.  RE: Old Thread - Exam Materials for Sale

    Posted 12-04-2019 02:36
    No replies, thread closed.
    Looks like I was late in checking this thread. 

    If it falls through, I'm interested. 

    Thank you!

    ------------------------------
    Fausto Lopez
    Financial Solutions Advisor
    Merrill Lynch, Pierce, Fenner & Smith, Incorporated
    Houston TX
    (832)863-6356
    ------------------------------



  • 309.  RE: Old Thread - Exam Materials for Sale

    Posted 12-04-2019 10:55
    No replies, thread closed.
    Use this email address.

    Joe






  • 310.  RE: Old Thread - Exam Materials for Sale

    Posted 12-03-2019 17:51
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    Dalton Pre-Study Materials

    I just took the November exam and selling my practice material. Please contact me at: 850-748-2671 or patrickbryantfa@gmail.com

    ​The Dalton Review Handout Book
    Fundamentals​ and Insurance Pre-Study Book​
    ​Investments Pre-Study Book
    Income Tax Planning Pre-Study Book
    Retirement Pre-Study Book
    Estate Planning Pre-Study Book

    Also have Brett Danko pre-study material from March 2019, that I will include for free as another resource, although it is outdated.



    Original Message:
    Sent: 07-01-2019 08:16
    From: Sara Maloney
    Subject: Old Thread - Exam Materials for Sale

    Hello everyone!

    As an effort to keep exam materials being sold and purchased in one consolidated area, please post anything you are selling on this thread! This will allow us to keep things organized while candidates are purchasing or selling their materials!

    #Exam

    ------------------------------
    Annie Moncure
    Community Manager
    CFP Board
    candidateforum@cfpboard.org
    ------------------------------


  • 311.  RE: Old Thread - Exam Materials for Sale

    Posted 12-04-2019 12:46
    No replies, thread closed.
    I'm looking for a set of Dalton flashcards for the March 2020 exam if anyone is willing to sell them. Thanks!

    Vanessa DeHaan
    vanessadehaan4@gmail.com

    ------------------------------
    Vanessa DeHaan
    CPA
    Lake Oswego OR
    847-366-8139
    ------------------------------



  • 312.  RE: Old Thread - Exam Materials for Sale

    Posted 12-04-2019 17:37
    No replies, thread closed.
    ​Hello,

    I just passed the November 2019 exam using Zahn, which I highly recommend.

    I have the 2 Pre-Study Books, Live Review Book, and Flash Cards for sale if anyone is interested in saving some money. There are very light notes throughout but for the most part, unscathed. 

    Thank you and good luck to you!

    Kylie Cusick

    Financial Advisor

     

    Wells Fargo Advisors | 600 West Broadway, Suite 1450 | San Diego, CA 92101

    Direct: 619-531-1858

    Toll Free: 877-898-6095

    Fax: 619-531-1880

    kylie.cusick@wellsfargoadvisors.com

     



    ------------------------------
    Kylie Cusick
    Financial Advisor
    Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)
    Cardiff CA
    (619)531-1858
    ------------------------------



  • 313.  RE: Old Thread - Exam Materials for Sale

    Posted 12-06-2019 11:32
    No replies, thread closed.
    Hello,

    Does anyone have Audio flashcards that is on sale?

    Kliphord Darkwa 



    "If you don't like the road you're walking, start paving another one." - Dolly Parton



    Notice:
    This communication may contain proprietary, privileged or other confidential information. If you are not the intended recipient, or believe that you have received this communication in error, please do not print, copy, retransmit, disseminate, or otherwise use the information. Also, please indicate to the sender that you have received this email in error, and delete the copy you received.


  • 314.  RE: Old Thread - Exam Materials for Sale

    Posted 12-06-2019 11:35
    No replies, thread closed.
    I have the 7 Kaplan exam prep review books and the live review in class guide for sale. The review books cover the upcoming March 2020 exam. The books do have some highlighting, but other than that are in very good condition. Asking $125 which includes shipping. 

    Email me at herzog.4.logan@gmail.com or reach out at 801-513-8263.

    Thanks,


    ------------------------------
    Logan Herzog
    Student
    Utah Valley University
    Layton UT
    (801)513-8263
    ------------------------------



  • 315.  RE: Old Thread - Exam Materials for Sale

    Posted 12-09-2019 22:59
    No replies, thread closed.
    Kaplan exam prep review books and the live review in class guide for sale. These books cover the upcoming March 2020 exam. The books are used with highlighting and are written in. $50 obo plus shipping. Also have the Kaplan required education books.  102-106 books only. just pay for additional shipping. Contact me at taycee918@yahoo.com. Good luck! 

    ------------------------------
    Stacey Chung
    FA
    Morgan Stanley
    Chino CA
    949-955-7877
    ------------------------------



  • 316.  RE: Old Thread - Exam Materials for Sale

    Posted 12-06-2019 14:45
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    Hi everybody:

    I have the Kaplan materials for sale: 7 study books as well as the Live-Review In-Class Guide (covers the March 2020 exam with the 2019 tax code information).  They are in mint condition with very minor highlighting (done in pencil, so easily erasable). 


    As a bonus, I'll also throw in March 2019 Edition of Brett Danko's Pre-Study Materials: 2 Textbooks and 1 Workbook.  The tax information is as of 2018, but everything else (qualitative concepts) is pertinent for the March 2020 exam. 


    I used both to help me pass the November 2019 exam.  $150 O.B.O. (shipping included).  E-Mail me @ W51W52@gmail.com or reply to me privately here.  Thanks, and happy testing!

    UPDATE (12/16/19):  Danko books have been sold separately, but the Kaplan books remain.  $125 O.B.O.  E-mail me @ W51W52@gmail.com or reply to me privately here.


    ------------------------------
    Wei Wang, CFA, CFP®
    Triple Summit Advisors, LLC
    ------------------------------



  • 317.  RE: Old Thread - Exam Materials for Sale

    Posted 12-09-2019 10:31
    No replies, thread closed.
    Hi - I have November 2019 Danko Pre-Study Workbooks & Exam Book as well as the live review workbook and Flash Cards. All for November 2019. Please email or text me with Best Offer brennerlecompte@gmail.com or 914-486-1676.

    ------------------------------
    Brenner LeCompte
    NA
    Morgan Stanley
    Ridgefield CT
    (203)894-3098
    ------------------------------



  • 318.  RE: Old Thread - Exam Materials for Sale

    Posted 12-11-2019 11:06
    No replies, thread closed.
    Need Test Material for March EXAM- Dalton Workbooks, Maybe Zhan Material.
    Thanks 
    Steve

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------


  • 319.  RE: Old Thread - Exam Materials for Sale

    Posted 12-11-2019 12:43
    No replies, thread closed.
    I have all of my Dalton Books. I took the exam in November and don't need them anymore. Below is my contact information.

    ------------------------------
    Christopher Rick
    Account Executive
    Cypress Wealth Services
    Palm Desert CA
    760-340-3889
    ------------------------------



  • 320.  RE: Old Thread - Exam Materials for Sale

    Posted 12-12-2019 09:12
    No replies, thread closed.
    Great
    How much do you want for workbooks, can do paypal or check.
    Steve

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------



  • 321.  RE: Old Thread - Exam Materials for Sale

    Posted 12-12-2019 04:51
    No replies, thread closed.
    I have al of my books as well. Dalton review book aren't even used. I took the test and passed last month.



    Katreesa Rollins
    krollin30@gmail.com

    ------------------------------
    Katreesa Rollins
    Registered Private Wealth Associate
    Merrill Lynch, Pierce, Fenner & Smith, Incorporated
    Atlanta GA
    (678)907-0730
    ------------------------------



  • 322.  RE: Old Thread - Exam Materials for Sale

    Posted 12-12-2019 09:13
    No replies, thread closed.
    Great
    How much do you want for workbooks, can do paypal or check. Any tips?
    Steve

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------



  • 323.  RE: Old Thread - Exam Materials for Sale

    Posted 12-12-2019 14:07
    No replies, thread closed.
    I have each of the 5 books. 
    1. Fundamentals and Insurance
    2. Investment Planning
    3. Income Tax Planning
    4. Estate Planning
    5. Retirement Planning and Employee Benefits
    Also, I have the Handout book that has all the slides to the lectures. 
    The books are slightly used. I marked up a few pages in each book. I paid $377 for them with the sales tax. I would ship it to you for $175 total. If that works let me know. email is chris.rick@cypressws.com

    I'm not sure if you paid for the class.I went through the daily class schedule and followed it to a T. It was about an hour to two hours a day m-fri. I studied about 3-4 hours each weekend as well. This was over a 3 month period. I took the practice questions twice and two finals at the end of my study via the online questions. I felt the questions were a lot easier on the exam. Mainly due to not as long of questions. This was my first time taking it. Good luck. Feel free to contact me should you have any questions about the exam or preparation.

    ------------------------------
    Christopher Rick
    Account Executive
    Cypress Wealth Services
    Palm Desert CA
    760-340-3889
    ------------------------------



  • 324.  RE: Old Thread - Exam Materials for Sale

    Posted 12-13-2019 13:07
    No replies, thread closed.
    Chris
    I will take them just let me know how to pay. thanks for the advise.
    Steve Jackson

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------



  • 325.  RE: Old Thread - Exam Materials for Sale

    Posted 12-13-2019 17:41
    No replies, thread closed.
    Hi Steve,

    Private message me at Chris.Rick@cypressws.com 

    we can do paypal or venmo. Whichever is easiest. 

    Thanks!

    ------------------------------
    Christopher Rick
    Account Executive
    Cypress Wealth Services
    Palm Desert CA
    760-340-3889
    ------------------------------



  • 326.  RE: Old Thread - Exam Materials for Sale

    Posted 12-14-2019 08:03
    No replies, thread closed.
    Hello,

    The Dalton review helped me pass on the first try a few weeks back. 

    I have two Dalton Reviews packs including books and flash cards for sale. One  has the investments review book VERY lightly used the other, all brand new. The flash cards on one are all brand new never opened never touched. The other, only one of the flash cards was opened; tax planning. But still in great conditions.

    I'm selling both. $150 for the brand new one $125 for the very lightly used one. Shipping is on you.

    Let me know if interested.

    ------------------------------
    Omar A. Morillo, CFP®
    Financial Advisor
    AXA Advisors, LLC
    Fort Lauderdale, FL
    ------------------------------


  • 327.  RE: Old Thread - Exam Materials for Sale

    Posted 12-15-2019 00:36
    No replies, thread closed.
    Omar, 

    I am interested.  Are they available.

    ------------------------------
    Grant Wilson
    None
    None
    atlanta GA
    (512)496-1907
    ------------------------------



  • 328.  RE: Old Thread - Exam Materials for Sale

    Posted 12-15-2019 00:45
    No replies, thread closed.
    Hi Grant,

    Yes, they are available.

    ------------------------------
    Omar A. Morillo, CFP®
    Financial Advisor
    AXA Advisors, LLC
    Fort Lauderdale, FL
    ------------------------------



  • 329.  RE: Old Thread - Exam Materials for Sale

    Posted 12-15-2019 09:37
    No replies, thread closed.
    Does the slightly used pack ($125) include sample exam questions?

    Thanks.

    ------------------------------
    Chuba Abaelu
    LL.M.
    N/A
    Acworth GA
    (310)955-7423
    ------------------------------



  • 330.  RE: Old Thread - Exam Materials for Sale

    Posted 12-15-2019 09:40
    No replies, thread closed.
    Each of the books has sample questions at the end of each chapter.

    ------------------------------
    Omar A. Morillo, CFP®
    Financial Advisor
    AXA Advisors, LLC
    Fort Lauderdale, FL
    ------------------------------



  • 331.  RE: Old Thread - Exam Materials for Sale

    Posted 12-14-2019 22:44
    Edited by System 01-22-2020 10:32
    No replies, thread closed.

    ALL ITEMS HAVE BEEN SOLD. THANK YOU!!! 

    I have the following items for sale that I used in preparation for the November 2019 exam.

    Kaplan Book 7: Case Studies – 2019-2020 – It is a printed version because the book had some errors. $40 (I'll pay for shipping!) (No writing or highlighting)

    Kaplan Understanding You Financial Calculator – 6th Edition - $40 (I'll pay for shipping!) (No writing or highlighting-like new!)

    Danko July 2019 books. Set of 4. Textbook I and II, for the pre-study; Pre-study Workbook (All Test Questions); and the July Live Review Book. There is some light writing and highlighting in these, but they are still in good shape. $60 and I'll pay the shipping.

    I also have the CFP® Certification Exam Flashcard Review Books. It's a set of 5, which covers all the topics on the exam. Only one book has writing on one page. $30 for all 5 and I'll pay the shipping.

    Thank you!! Please email me at becca.anne92@gmail.com.



    ------------------------------
    Rebecca Wilton, MS in Financial Planning
    Department of Defense- United States Air Force
    Perry GA
    478-955-8284
    ------------------------------



  • 332.  RE: Old Thread - Exam Materials for Sale

    Posted 12-15-2019 09:52
    No replies, thread closed.
    Hey guys, I finished my cfp in November and have all the dalton physical study books for sale. There are 6 in total (investments, income tax planning, estate planning, retirement planning and employee benefits,fundamentals and insurance, and their "handout book" which includes lecture slides etc.).  They should be the most recent version as I got them directly from dalton in October.   They are in perfect condition as I never used them.  I'm thinking $250 plus shipping.  Message me if anyone is interested.

    ------------------------------
    Abraham Robertson
    Regional Vice President
    Ameriprise Financial Services, Inc.
    Berkley MI
    218-205-5420
    ------------------------------


  • 333.  RE: Old Thread - Exam Materials for Sale

    Posted 12-16-2019 20:29
    No replies, thread closed.
    I am interested in buying are they still available
    Steve Jackson

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------



  • 334.  RE: Old Thread - Exam Materials for Sale

    Posted 12-16-2019 23:14
    No replies, thread closed.
    The books have been purchased. Thanks for the inquiry.

    Sent from my iPhone




  • 335.  RE: Old Thread - Exam Materials for Sale

    Posted 12-18-2019 11:54
    No replies, thread closed.

    SELLING the full set of Nov2019 Dalton books including Handout & Calculator Essentials & their all topics flash-cards and revised CFP Codes/Standard of Oct2019.  These books include highlighted key notes as well as tips learned from attending the multiple live review classes.  Cost is $400 OBO.

    ALSO SELLING full set of March2019 Zahn books with highlighted key notes as well. Cost is $200 OBO.  

    Both sets $500 OBO.  
    Please reply to cottross0131@att.net if interested.  



    ------------------------------
    Nicole Ross
    Financial Advisor
    AIG
    San Diego CA
    858-997-4821
    ------------------------------



  • 336.  RE: Old Thread - Exam Materials for Sale

    Posted 12-20-2019 11:59
    No replies, thread closed.
    Yes they are still available.  Included is a bunch of extra questions with explanations of each multiple-choice response. 
    Reply to cottross0131@att.net to arrange shipping, etc.

    ------------------------------
    Nicole Ross
    Financial Advisor
    AIG
    San Diego CA
    858-997-4821
    ------------------------------



  • 337.  RE: Old Thread - Exam Materials for Sale

    Posted 12-15-2019 09:57
    No replies, thread closed.
    Hey guys, I finished my cfp in November and have all the dalton physical study books for sale. There are 6 in total (investments, income tax planning, estate planning, retirement planning and employee benefits,fundamentals and insurance, and their "handout book" which includes lecture slides etc.).  They should be the most recent version as I got them directly from dalton in October.   They are in perfect condition as I never used them.  I'm thinking $250 plus shipping.  Message me if anyone is interested.

    ------------------------------
    Abraham Robertson
    Regional Vice President
    Ameriprise Financial Services, Inc.
    Berkley MI
    218-205-5420
    ------------------------------



  • 338.  RE: Old Thread - Exam Materials for Sale

    Posted 12-16-2019 19:20
    No replies, thread closed.
    Hello,
    I have my used Dalton GTPR Flash Cards available if anyone wants them. The Fundamentals set has some writing on them to indicate outdated information due to the new Code & Standards. I can send the erranta sheet with the new info on them. If interested, please email me at brndn0126@icloud.com.

    ------------------------------
    Brandon Estrada, CFP®
    Financial Advisor
    JPMorgan Chase Bank, N.A.
    Redlands, CA
    ------------------------------


  • 339.  RE: Old Thread - Exam Materials for Sale

    Posted 12-16-2019 20:26
    No replies, thread closed.
    I would love them. I will of course pay for mailing. Congrats on passing!Steve Jackson

    ------------------------------
    stephen jackson
    advisor
    lpl financial
    Gurley AL
    256 7760315
    ------------------------------



  • 340.  RE: Old Thread - Exam Materials for Sale

    Posted 12-17-2019 10:39
    No replies, thread closed.
    UPDATE:

    Sorry Stephen these are no longer available.

    ------------------------------
    Brandon Estrada, CFP®
    Financial Advisor
    JPMorgan Chase Bank, N.A.
    Redlands, CA
    ------------------------------



  • 341.  RE: Old Thread - Exam Materials for Sale

    Posted 12-17-2019 15:41
    No replies, thread closed.
    Hi All,

    I have the November 2019 Danko materials for sale, I have all 4 books and can send pictures on request. They have some underlining/pencil marks but mostly untouched. Selling for $120 shipped and can do paypal or venmo. Please email me at a.wayne.long@gmail.com. Thanks!

    ------------------------------
    Andrew Long
    Associate Vice President
    Personal Capital
    Lakewood CO
    (203)984-1725
    ------------------------------



  • 342.  RE: Old Thread - Exam Materials for Sale

    Posted 12-17-2019 09:48
    No replies, thread closed.
    Hello all you exam folks!
    I completed my exam in November and have all six of the Dalton Review pre-study books for sale.
    * Fundamentals & Insurance
    * Investment Planning
    * Income tax planning
    * Retirement planning
    * Estate planning
    * Handout book

    All books and handbook are brand spanking new and un-highlighted.
    They should be the most recent version as I got them directly from Dalton in October.  

    Bonus!!  I will also throw in  the printed out Code of Ethics and Standards of Conduct (effective 10/01/2019) and the CFP(r) Roadmap to the code of ethics & standards of conduct.
    Only these bonus items are highlighted and used.  :)

    $250 plus shipping.
    Please message me if interested with your cell phone and I will text you back.
    I will send out same day as payment is received.

    ------------------------------
    Elizabeth McCollum
    ------------------------------


  • 343.  RE: Old Thread - Exam Materials for Sale

    Posted 12-18-2019 06:06
    No replies, thread closed.
    Possibly interested Xmas though. Can I get back to you later today?

    ------------------------------
    Allegra Helms
    NA
    NA
    LYNCHBURG VA
    (434)384-4819
    ------------------------------



  • 344.  RE: Old Thread - Exam Materials for Sale

    Posted 12-18-2019 07:39
    No replies, thread closed.
    Hi Allegra.  Understand entirely, budgeting is important this month! :)
    Happy to send to you if they are still available.  I'll check back on the forum later today again.

    I am moving post to "exam materials for sale"....sorry I posted in wrong spot.  Please reply there to anyone interested.
    Thank you.

    ------------------------------
    Elizabeth McCollum
    Founder
    Executive Financial Planning
    Celebration FL
    (407)747-9940
    ------------------------------



  • 345.  RE: Old Thread - Exam Materials for Sale

    Posted 12-18-2019 10:59
    No replies, thread closed.
    Hi Elizabeth,
    I am interested in taking that load off you. Are you open to best offer?
    Emmanuel H Onyekwere, PhD.
    443 540 6678​

    ------------------------------
    Emmanuel Onyekwere
    Registered Representative
    Farmers Insurance Group
    Bel Air MD
    410 420 3095
    ------------------------------



  • 346.  RE: Old Thread - Exam Materials for Sale

    Posted 12-19-2019 11:05
    No replies, thread closed.
    Hello Dr. Onyekwere, feel free to text me at 407-747-9940.  They are still available as of today.
    Thanks for your interest.

    ------------------------------
    Elizabeth McCollum
    Founder
    Executive Financial Planning
    Celebration FL
    (407)747-9940
    ------------------------------



  • 347.  RE: Old Thread - Exam Materials for Sale

    Posted 12-18-2019 07:40
    Edited by System 01-22-2020 10:32
    No replies, thread closed.
    Hello all you exam folks!
    I completed my exam in November and have all six of the Dalton Review pre-study books for sale.
    * Fundamentals & Insurance
    * Investment Planning
    * Income tax planning
    * Retirement planning
    * Estate planning
    * Handout book

    All books and handbook are brand spanking new and un-highlighted.
    They should be the most recent version as I got them directly from Dalton in October.

    Bonus!!  I will also throw in  the printed out Code of Ethics and Standards of Conduct (effective 10/01/2019) and the CFP(r) Roadmap to the code of ethics & standards of conduct.
    Only these bonus items are highlighted and used.  :)

    $250 plus shipping.
    Please message me if interested with your cell phone and I will text you back.  407-747-9940
    I will send out same day as payment is received.

    ------------------------------
    Elizabeth McCollum
    ------------------------------


  • 348.  RE: Old Thread - Exam Materials for Sale

    Posted 12-20-2019 10:58
    No replies, thread closed.
    Updated price!  $200 plus shipping.  Thanks.

    ------------------------------
    Elizabeth McCollum
    Founder
    Executive Financial Planning
    Celebration FL
    (407)747-9940
    ------------------------------



  • 349.  RE: Old Thread - Exam Materials for Sale

    Posted 12-20-2019 12:26
    No replies, thread closed.
    Please reply to cottross0131@att.net if interested. Thank you.

    ------------------------------
    Nicole Ross
    Financial Advisor
    AIG
    San Diego CA
    Cottross0131@att.net
    ------------------------------



  • 350.  RE: Old Thread - Exam Materials for Sale

    Posted 12-27-2019 09:03
    No replies, thread closed.
    These are now sold.  Thank you!

    ------------------------------
    Elizabeth McCollum
    Founder
    Executive Financial Planning
    Celebration FL
    (407)747-9940
    ------------------------------



  • 351.  RE: Old Thread - Exam Materials for Sale

    Posted 12-27-2019 13:16
    No replies, thread closed.
    i have ;
    Full books/material/flash cards (Dalton Nov2019) for sale $250.
    Full books/material/flash cards (Zahn March 2019) for sale $150.
    Please reply to cottross@outlook.com if interested.



    Sent.




  • 352.  RE: Old Thread - Exam Materials for Sale

    Posted 12-18-2019 09:57
    No replies, thread closed.
    Hello Candidates,

    I passed the test in November and am selling the materials that helped me pass. See below for the all inclusive package selling for $250 or best offer:

    1. Brett Danko's CFP Exam Live Review Materials (July & November Exam)
      1. 4 pre-study books - some notes and highlights in the book but still in great shape. I will include July and November books.
      2. 2 pre-study workbook - includes hundreds of questions and answers organized by each exam topic. I will include July and November books.
      3. 2 Live Review books - This is a consolidated version of the pre-study books and will be the main focus of your studying the weeks leading up to your exam date. I will include July and November books.
      4. (Optional) Kaplan CFP Education Books - If you would like a certain topic or all of the books I used for certified CFP education course I can include those as well. You will just have to let me know.
    2. Bonus Content 
      1. Brett Danko's Flash Cards - Brett sells these flash cards for $60 but I will include my set as part of the package. 
      2. Dalton's Quick Sheets - I absolutely loved these laminated quick sheets from Dalton's materials. I purchased these separately when studying for $125 and they helped so much. Part of the package!

    The materials are in great shape, with minimal notes and highlighting. That is also why I am including both the July and November materials. You could potentially split this with another candidate. If you are interested and would like to make an offer please text/call me at 215-206-8909 or email at cbud44@gmail.com. Thanks!!

    ------------------------------
    Christopher Budny
    Assistant Financial Advisor
    Wescott Financial Advisory Group
    Philadelphia PA
    (215)979-1615
    ------------------------------


  • 353.  RE: Old Thread - Exam Materials for Sale

    Posted 12-18-2019 10:19
    No replies, thread closed.
    Hello Candidates,

    I passed the test in November and am selling the materials that helped me pass. See below for the all inclusive package selling for $250 or best offer:

    1. Brett Danko's CFP Exam Live Review Materials (July & November Exam)
      1. 4 pre-study books - some notes and highlights in the book but still in great shape. I will include July and November books.
      2. 2 pre-study workbook - includes hundreds of questions and answers organized by each exam topic. I will include July and November books.
      3. 2 Live Review books - This is a consolidated version of the pre-study books and will be the main focus of your studying the weeks leading up to your exam date. I will include July and November books.
      4. (Optional) Kaplan CFP Education Books - If you would like a certain topic or all of the books I used for certified CFP education course I can include those as well. You will just have to let me know.
    2. Bonus Content 
      1. Brett Danko's Flash Cards - Brett sells these flash cards for $60 but I will include my set as part of the package. 
      2. Dalton's Quick Sheets - I absolutely loved these laminated quick sheets from Dalton's materials. I purchased these separately when studying for $125 and they helped so much. Part of the package!

    The materials are in great shape, with minimal notes and highlighting. That is also why I am including both the July and November materials. You could potentially split this with another candidate. If you are interested and would like to make an offer please text/call me at 215-206-8909 or email at cbud44@gmail.com. Thanks!!

    ------------------------------
    Christopher Budny
    Assistant Financial Advisor
    Wescott Financial Advisory Group
    Philadelphia PA
    (215)979-1615
    ------------------------------


  • 354.  RE: Old Thread - Exam Materials for Sale

    Posted 12-18-2019 12:09
    No replies, thread closed.

    SELLING the full set of Nov2019 Dalton books including Handout & Calculator Essentials & their all topics flash-cards and revised CFP Codes/Standard of Oct2019.  These books include highlighted key notes as well as tips learned from attending the multiple live review classes.  Cost is $400 OBO.

    ALSO SELLING full set of March2019 Zahn books with highlighted key notes as well. Cost is $200 OBO.  

    Both sets $500 OBO.  

    Reply to cottross0131@att.net 



    ------------------------------
    Nicole Ross
    Financial Advisor
    AIG
    San Diego CA
    858-997-4821
    ------------------------------



  • 355.  RE: Old Thread - Exam Materials for Sale

    Posted 12-18-2019 11:09
    No replies, thread closed.
    I am selling all of the Zahn Material for the November 19' Testing Cycle

    This will include"

    (2)- Prestudy Books
    (1)- Live Review Book

    Flash cards for all sections tested, and in new condition.

    Code of Ethics RoadMap

    Also open to selling flashcards only

    ------------------------------
    BLAKE MAY
    AL
    Meld Financial, Inc.
    Vestavia AL
    256-310-5099
    ------------------------------


  • 356.  RE: Old Thread - Exam Materials for Sale

    Posted 12-18-2019 12:13
    No replies, thread closed.

    SELLING the full set of Nov2019 Dalton books including Handout & Calculator Essentials & their all topics flash-cards and revised CFP Codes/Standard of Oct2019.  These books include highlighted key notes as well as tips learned from attending the multiple live review classes.  Cost is $400 OBO.

    ALSO SELLING full set of March2019 Zahn books And Zahn Flashcards with highlighted key notes as well. Cost is $200 OBO.  

    Both sets $500 OBO.  
    reply to cottross0131@att.net



    ------------------------------
    Nicole Ross
    Financial Advisor
    AIG
    San Diego CA
    858-997-4821
    ------------------------------



  • 357.  RE: Old Thread - Exam Materials for Sale

    Posted 12-20-2019 14:37
    No replies, thread closed.
    I just got certified and I'm selling November 2019 Zahn materials - 2 pre-study books and 1 live review book. It has my notes and highlights. There's also a folder with some supplemental charts in larger print.

    Asking $125 including shipping cost. PM me if interested.

    Good luck to everyone balancing holidays with studying.

    Shilpa

    ------------------------------
    Shilpa Andalkar
    Senior Investment Associate
    Ensemble Capital Management
    Burlingame CA
    (650)684-5666
    ------------------------------



  • 358.  RE: Old Thread - Exam Materials for Sale

    Posted 12-20-2019 16:00
    No replies, thread closed.
    Selling all my Dalton materials for Nov2019 and my Zahn materials for March2019.  If interested, please reply to cottross0131@att.net





  • 359.  RE: Old Thread - Exam Materials for Sale

    Posted 12-21-2019 01:40
    No replies, thread closed.
    I am selling my exam materials. I did not think to post them on here, but I posted them on Ebay. Might go relatively cheap it appears. Link below:

    https://www.ebay.com/itm/Dalton-Review-Books-from-Guaranteed-To-Pass-March-2020-CFP-Certification-Exam/202855289813

    ------------------------------
    Thomas Farrell
    Investment Advisor Representative
    Aspire Private Capital
    CORNELIUS NC
    704-237-9927
    ------------------------------



  • 360.  RE: Old Thread - Exam Materials for Sale

    Posted 12-23-2019 13:01
    No replies, thread closed.
    I have Dalton (All books, including review book with notes, audio, flash cards (have a printout update of Professional Conduct and Regulation). This was for July exam, but I took the November exam
    I also have a set of Brett Danko review books for March 2019
    If interested email me at bodiallo@yahoo.com

    ------------------------------
    Boureima Diallo
    Associate Director
    Transamerica Agency Network
    Cranford NJ
    (908)497-9940
    ------------------------------



  • 361.  RE: Old Thread - Exam Materials for Sale

    Posted 12-24-2019 10:20
    No replies, thread closed.
    I am selling my Danko live review books from October 2019.  I have the 2 prestudy books along with the 2 live review books and the book with all the exams in it.  The prestudy books do have highlighting in along with the live review books.  The exam book has no marks at all.  Selling for $250 including shipping.   

    I also have the flashcards and am selling those for $50. 

    Please email me if interested in any or all of these.

    Good luck for those taking the exam in March!

    ------------------------------
    Kathryn L Kuzo
    CERTIFIED FINANCIAL PLANNER™ professional
    AIF®, CLTC, CRES, MBA
    Lincoln Investment
    Bethlehem, PA
    ------------------------------


  • 362.  RE: Old Thread - Exam Materials for Sale

    Posted 12-27-2019 08:46
    No replies, thread closed.
    I am interested, do you accept Paypal payment?

    Angel Torres
    angtorres12@gmail.com

    ------------------------------
    Angel Torres Rivera
    FL
    New Horizon MC LLC
    Miami FL
    (305)582-1104
    ------------------------------



  • 363.  RE: Old Thread - Exam Materials for Sale

    Posted 12-27-2019 17:07
    No replies, thread closed.
    I have Zahn, Danko and Dalton for sale as one package. I was told to pass the exam use all three and I did.  Inbox me and or text me if anyone wants to buy the set. I paid a little over 3k but will take best offer. Soliver@manhattanridge.com.  Cell 908-295-8724.

    ------------------------------
    Stephen Oliver RICP
    Manhattan Ridge Advisors
    2nd Floor
    438 Main Street
    Bedminster, NJ 07921
    ------------------------------


  • 364.  RE: Old Thread - Exam Materials for Sale

    Posted 12-28-2019 13:35
    No replies, thread closed.
    Does this include all the review material as well?

    ------------------------------
    Charles Skinner
    Financial Advisor
    LPL Financial
    El Dorado AR
    (870)814-6184
    ------------------------------



  • 365.  RE: Old Thread - Exam Materials for Sale

    Posted 12-30-2019 18:00
    No replies, thread closed.

    I'm proud to say I recently passed the November exam on my first attempt and have all of my Kaplan CFP® Exam Prep Review Package materials for sale (Premium OnDemand Review Package). You'll get my logins with physical books and Dalton quick sheets education materials for sale. They are good through the March 2020 exam. There is also a set of Dalton's "quick sheets" included that summarize the main takeaways from each book. They're the 2018 version so some of the number for taxes and maxes aren't all updated for 2019 but the right answers are on the provided tax tables for the exam. The sheets are very helpful for quick access to key takeaways for each topic.

    I paid over a grand for the package and I'm asking $150 plus shipping or free pickup in the Milwaukee area. There is not a mark or any highlighting in any of the books. Please email me for more information at rickk81@gmail.com or call/text at 414-477-4553.



    ------------------------------
    Richard Kula
    Wealth Manager
    Annex Wealth Management
    Muskego WI
    (414)477-4553
    ------------------------------