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Archived: Exam Materials for Sale

M. Fening

M. Fening03-14-2021 11:18

anthony delgado

anthony delgado07-01-2021 15:19

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

    Posted 07-01-2021 15:17
    Edited by Rebekah Horsting 07-01-2021 15:16
    No replies, thread closed.
    Hi Candidate Forum,

    Happy New Year! We are starting a new Exam Materials for Sale Thread to help create a more organized thread for selling and purchasing study materials.

    This is the place to post that you are selling or looking to purchase study materials. Other discussions selling or buying materials will be moved to this discussion thread on a regular basis.

    #Exam


    ------------------------------
    Sara Maloney
    Community Manager
    CFP Board
    candidateforum@cfpboard.org
    ------------------------------


  • 2.  RE: Exam Materials for Sale

    Posted 01-18-2021 11:00
    No replies, thread closed.
    All, I have decided that I am not going to sit for the exam after buying the basic level Danko class.  I have four workbooks and only half of the first one (along with less than 1/4 of the corresponding answer book) have been marked up.  Two books are untouched as well as most of the answer book.  Purchased for $895.  Selling for $500 plus shipping.  Contact me at ksv1159@gmail.com.

    ------------------------------
    KIMBERLY Varady
    Student
    Kansas State University - Master's in Personal Financial Planning
    Leawood KS
    (913)515-0833
    ------------------------------


  • 3.  RE: Exam Materials for Sale

    Posted 01-19-2021 06:38
    No replies, thread closed.
    Hello everyone! I'm looking to purchase used Dalton study materials.

    Please email me at diamonddasha@gmail.com if you're looking to sell and include the price you're willing to sell your materials for. Thanks!

    ------------------------------
    Diamond Holliday
    ------------------------------



  • 4.  RE: Exam Materials for Sale

    Posted 01-19-2021 18:04
    No replies, thread closed.
    Looking for books from 2020 preferably if available.

    Thanks!

    ------------------------------
    Morgan Curry
    Senior Tax Accountant
    Moore Colson
    Atlanta GA
    540-602-8018
    ------------------------------


  • 5.  RE: Exam Materials for Sale

    Posted 01-21-2021 11:44
    No replies, thread closed.
    Hello, 
    I am enrolled for the March exam and using the Danko material to prep for the exam. This forum has widely praised the Dalton Audio material and I was hoping to supplement my book prep with the audio. If someone has recently taken the exam in Nov, no longer needs it and is interested in selling off the audio course, I would be interested in buying it. I should mention that I would want to do that only if the terms of the original sale make this ok. I am not sure - I do buy used text books routinely so this should be the same, but if the terms of the original licensing/sale prevent that, then please do let me know. I can be reached at ecomnj@gmail.com Thank you!

    ------------------------------
    Najmi Jarwala
    San Diego, CA
    ------------------------------


  • 6.  RE: Exam Materials for Sale

    Posted 01-22-2021 01:30
    No replies, thread closed.
    I have the following Danko study materials to give away (only need to pay for shipping):

    1. March 2020 Prestudy Textbook 1 
    2. March 2020 Prestudy Textbook 2
    3. July 2020 Prestudy Workbook
    4. July 2020 Live Review 
    5.  Flashcards (full set)

    Please email me at hchan1088@gmail.com if you are interested.

    Thanks
    Helen





    ------------------------------
    Helen Chan
    Katy TX
    (713)203-6688
    ------------------------------



  • 7.  RE: Exam Materials for Sale

    Posted 01-22-2021 06:56
    No replies, thread closed.
    Hello Helen,

    I emailed you. I'll take the Danko July Workbook and Live Review Please!

    Thank you,
    Nate

    ------------------------------
    Nathan Wilcox
    VP
    Bank of America
    Fort Mill SC
    (401)639-9408
    ------------------------------



  • 8.  RE: Exam Materials for Sale

    Posted 01-22-2021 12:35
    No replies, thread closed.
    Hi Helen, 
    I did email you re the flashcards, if still available. 
    Thank you!

    ------------------------------
    Najmi Jarwala
    None
    None
    San Diego CA
    (858)793-1129
    ------------------------------



  • 9.  RE: Exam Materials for Sale

    Posted 01-23-2021 03:17
    No replies, thread closed.
    FYI -  the books and flashcards have been claimed.  Thanks Helen

    ------------------------------
    Helen Chan
    Katy TX
    (713)203-6688
    ------------------------------



  • 10.  RE: Exam Materials for Sale

    Posted 03-28-2021 13:50
    No replies, thread closed.

    Do you still have flashcards available for sale?

    Sincerely,
    Ann Adams
    321-527-6153
    AnnCKAdams@gmail.com



    ------------------------------
    Ann Adams
    Financial Advisor
    VALIC Financial Advisors, Inc.
    Windermere FL
    (321)527-6153
    ------------------------------



  • 11.  RE: Exam Materials for Sale

    Posted 03-28-2021 13:58
    No replies, thread closed.
    Sorry they are gone.  good luck







  • 12.  RE: Exam Materials for Sale

    Posted 01-22-2021 11:40
    No replies, thread closed.
    2019 CFP Exam Kaplan Course Books 101-106 + Understanding Your Financial Calculator available for sale. I used these books to pass the 2020 exam on my first try, in conjunction with the online Kaplan review course. Good condition, no writing/highlighting.

    Email me at mrimassa@cfefinancial.com if interested!

    ------------------------------
    Marco Rimassa
    President
    Marco Rimassa, Investment Advisor
    Katy TX
    (713)550-2518
    ------------------------------



  • 13.  RE: Exam Materials for Sale

    Posted 01-22-2021 17:35
    No replies, thread closed.
    Instead of sitting for the March 2021 exam as I originally planned, I am pushing back to sit for the July 2021 exam. Therefore, I am looking to sell my Dalton 2020 exam books (good for the March 2021 exam!) They are new and untouched. Please reach out to shelley.criswell@gmail.com if you are interested in purchasing.

    2020 Dalton CFP Exam Books



    Thanks!

    ------------------------------
    Shelley Criswell
    Astoria, NY
    shelley.criswell@gmail.com
    ------------------------------



  • 14.  RE: Exam Materials for Sale

    Posted 01-24-2021 16:11
    No replies, thread closed.
    The Dalton books have been claimed. 

    Best,
    Shelley

    ------------------------------
    Shelley Criswell
    Astoria, NY
    shelley.criswell@gmail.com
    ------------------------------



  • 15.  RE: Exam Materials for Sale

    Posted 01-23-2021 10:28
    No replies, thread closed.
    FYI, the books have already been claimed. Thank you for your interest.

    - Marco

    ------------------------------
    Marco Rimassa
    President
    CFE Financial
    Katy TX
    (713)550-2518
    ------------------------------



  • 16.  RE: Exam Materials for Sale

    Posted 01-23-2021 13:18
    No replies, thread closed.
    If anyone still has any study materials for sale please let me know

    morganc4@vt.edu
    540-602-8018

    ------------------------------
    Morgan Curry
    Tax Manager
    Moore Colson
    Atlanta GA
    540-602-8018
    ------------------------------



  • 17.  RE: Exam Materials for Sale

    Posted 01-30-2021 09:21
    No replies, thread closed.

    Kaplan Audio Review / Podcasts for Sale!

    10 hours worth of audio. Great for driving in car and pre-exam supplement to reinforce concepts - Let me know if interested!

    Email or text:

    ericdaymanagement@gmail.com

    9048853963



    ------------------------------
    Eric Day
    Workplace Planning Consultant II
    Fidelity Investments
    Jacksonville FL
    (904)885-3963
    ------------------------------



  • 18.  RE: Exam Materials for Sale

    Posted 03-11-2021 15:59
    No replies, thread closed.
    Morgan,

    I have Kaplan review materials and the Dalton Quick sheets if you are interested.


    ------------------------------
    Brandon Mallinckrodt
    Wealth Strategy Associate
    UBS Financial Services
    Chesterfield MO
    314-778-1777
    ------------------------------



  • 19.  RE: Exam Materials for Sale

    Posted 01-29-2021 16:39
    No replies, thread closed.
    Hello! I am looking to buy the textbooks from a student finishing their CFP coursework (like from Dalton or College for FP or something). Please email me the course the books are from and how much you're looking to sell them for. gabriellacerezo@gmail.com
    Thanks!

    ------------------------------
    Gabriella Cerezo
    Intern
    Abacus Wealth Partners
    Concord CA
    (916)529-7746
    ------------------------------


  • 20.  RE: Exam Materials for Sale

    Posted 01-30-2021 16:06
    No replies, thread closed.
    For sale - Dalton Review Books full set (exam period July 2020 to March 2021)
    I also have an unused Financial Calculator Essentials book that I'll throw in with the set. The books have very minimal markings since I thought I would have to re-take the exam, thankfully I passed on my first try last November. If interested, please email me at: alva.fuller@gmail.com.

    Best of luck on your CFP journey!

    ------------------------------
    Alva Fuller
    Senior Manager
    Deloitte
    New York NY
    (415)205-4270
    ------------------------------



  • 21.  RE: Exam Materials for Sale

    Posted 01-31-2021 04:39
    No replies, thread closed.
    Hello, 

    I have copies of Dalton QuickSheets and Kaplan Podcasts for sale. Send an email to roca0045@gmail.com if interested. I have a few quicksheets to get rid of.

    ------------------------------
    Lorenzo Fields
    Account Manager
    Fieldstein Financial
    San Jacinto CA
    (772)226-0045
    ------------------------------


  • 22.  RE: Exam Materials for Sale

    Posted 01-31-2021 04:43
    No replies, thread closed.
    I have copies of Dalton Quicksheets and Kaplan podcasts for sale. Email me, roca0045@gmail.com Thanks.

    ------------------------------
    Lorenzo Fields
    Account Manager
    Fieldstein Financial
    San Jacinto CA
    (772)226-0045
    ------------------------------



  • 23.  RE: Exam Materials for Sale

    Posted 01-31-2021 11:38
    No replies, thread closed.
    Hello all, 

    I am looking for supplemental material such as the Dalton Quicksheets and Podcasts - about to purchase new, but thought it worth checking on this page first.

    Thank you and have a great weekend!

    ------------------------------
    Travis Messinger
    Associate Wealth Advisor
    Fulcrum Financial Group
    Rockford WA
    (509)863-1304
    ------------------------------



  • 24.  RE: Exam Materials for Sale

    Posted 02-01-2021 18:48
    No replies, thread closed.
    roca0045@gmail.com","rel":"noopener nofollow ugc","target":"_blank","url":"mailto:roca0045@gmail.com"}}},"blocks":[{"key":"cou5t","text":" I have QuickSheets from Dalton and I have podcasts from Kaplan. Email me roca0045@gmail.com if interested. ","type":"unstyled","depth":0,"inlineStyleRanges":[{"offset":74,"length":18,"style":"UNDERLINE"}],"entityRanges":[{"offset":74,"length":18,"key":0}],"data":{}}]}"> I have QuickSheets from Dalton and I have podcasts from Kaplan. Email me roca0045@gmail.com if interested.


    ------------------------------
    Lorenzo Fields
    Account Manager
    Fieldstein Financial
    San Jacinto CA
    (772)226-0045
    ------------------------------


  • 25.  RE: Exam Materials for Sale

    Posted 02-02-2021 07:37
    No replies, thread closed.
    Hello, I'd be interested in both. How much are you offering them for? My email address is t_davies82@yahoo.com

    ------------------------------
    Timothy Davies
    Financial Advisor
    Edward Jones
    San Antonio TX
    (210)723-9118
    ------------------------------



  • 26.  RE: Exam Materials for Sale

    Posted 02-02-2021 09:17
    No replies, thread closed.
    Please email jrb12@ntrs.com if interested.

    ------------------------------
    Jamie Goble
    Account Manager
    Northern Trust Company
    Shelby Township MI
    (248)593-9251
    ------------------------------


  • 27.  RE: Exam Materials for Sale

    Posted 02-13-2021 10:42
    No replies, thread closed.

    I have the Kaplan Audio Review / Podcasts for sale for any CFP candidates! 10 hours of material, great for in-car listening or lying back with headphones.

    Feel free to text or email if interested:

    (904) 885-3963

    ericdaymanagement@gmail.com



    ------------------------------
    Eric Day
    Workplace Planning Consultant II
    Fidelity Investments
    Jacksonville FL
    (904)885-3963
    ------------------------------



  • 28.  RE: Exam Materials for Sale

    Posted 03-11-2021 10:11
    No replies, thread closed.
    Materials are still for sale.  Person never paid for mailing.  Please email jrb12@NTRS.COM.  Thank you, Jamie

    ------------------------------
    Jamie Goble
    Account Manager
    Northern Trust Company
    Shelby Township MI
    (248)593-9251
    ------------------------------



  • 29.  RE: Exam Materials for Sale

    Posted 02-08-2021 21:43
    No replies, thread closed.

    All you need to study and help pass your CFP!

    -Flashcards Study System for the CFP® Exam $25 + shipping

    (I paid $100 to laminate each one, they're currently sold new and not laminated for 50 + shipping)

    Covers all the major content areas on the exam, include in-depth explanations on back of the card

    -HP calculator used once $30+ shipping
    -ME Quicksheets $10 + shipping
     
    -Fundamentals of Financial Planning 6th edition (slightly used, highlighted few pages through chpt 7)
    -Insurance Planning brand new still in plastic 7th edition
    $150.00 = shipping both books

    Buy items separately or
    $200.00 + shipping for bundle!

     



    ------------------------------
    Kelly Ryan
    Financial Advisor
    Wells Fargo Advisors
    Sacramento CA
    (916)794-6414
    ------------------------------



  • 30.  RE: Exam Materials for Sale

    Posted 02-09-2021 04:16
    No replies, thread closed.
    I would like to get the Flash Cards

    ------------------------------
    Brenda Matthews
    CEO
    JMATT Inc
    Madison AL
    (256)665-0405
    ------------------------------



  • 31.  RE: Exam Materials for Sale

    Posted 02-09-2021 06:33
    No replies, thread closed.

    Hi Kelly,

    I am interested to buy the bundle of still available. 


    Please let me know.
    248 224-3740

    Thanks 
    Val 



    ------------------------------
    Valdete Muftari
    Lead investment operations analyst
    BCBSM
    Birmingham MI
    (248)224-3740
    ------------------------------



  • 32.  RE: Exam Materials for Sale

    Posted 02-09-2021 07:14
    No replies, thread closed.
    Hi Kelly,

    I would like to purchase the flash card set!

    ------------------------------
    Stephanie Johnston
    Senior Client Specialist
    Robert W. Baird & Co. Incorporated
    Crystal Lake IL
    608 449 5701
    ------------------------------



  • 33.  RE: Exam Materials for Sale

    Posted 02-09-2021 07:36
    No replies, thread closed.
    I'm late to the offer, but if the bundle sale isn't completed, I'll take it.

    ------------------------------
    Ron Greenfield
    Financial Planner
    Title
    Morris Plains NJ
    (201)759-9654
    ------------------------------



  • 34.  RE: Exam Materials for Sale

    Posted 02-09-2021 09:37
    No replies, thread closed.
    Kelly, I'd love the flash cards please, Atlanta area. Tommy Boykin, 770-294-6638

    ------------------------------
    Thomas Boykin
    Private Client Advisor
    JP Morgan
    Alpharetta GA
    (770)521-8719
    ------------------------------



  • 35.  RE: Exam Materials for Sale

    Posted 02-09-2021 13:33
    No replies, thread closed.
    Hi Kelly, I'd like to purchase the bundle if still available. Please let me know. 843-437-7420.

    ------------------------------
    Audrey Sharp
    Insurance Broker
    Cornerstone Financial Services
    North Charleston SC
    (843)437-7420
    ------------------------------



  • 36.  RE: Exam Materials for Sale

    Posted 02-09-2021 18:02
    No replies, thread closed.
    Bundle has been sold
    Thank everyone for reaching out and good luck!





  • 37.  RE: Exam Materials for Sale

    Posted 02-17-2021 21:39
    No replies, thread closed.
    I purchased the Danko review course and interest in using the Dalton Quicksheet as well. Would anyone have the quicksheet available for purchase?

    ------------------------------
    Shaquana Nelson
    NY
    Nelson Finance-Life
    Brooklyn NY
    (347)225-5534
    ------------------------------



  • 38.  RE: Exam Materials for Sale

    Posted 02-23-2021 17:51
    No replies, thread closed.
    What does ME stand for? Do you have all of the quick sheets?  I would be interested if you do
    My email is:  sbohbot@adelphia.net

    ------------------------------
    Michelle Bohbot
    manager
    EBM
    Conneaut OH
    (440)812-7341
    ------------------------------



  • 39.  RE: Exam Materials for Sale

    Posted 02-11-2021 17:00
    No replies, thread closed.
    Hey I have Dalton QuickSheet and Kaplan podcasts for sale. If interested, email me roca0045@gmail.com

    ------------------------------
    Lorenzo Fields
    Account Manager
    Fieldstein Financial
    San Jacinto CA
    (772)226-0045
    ------------------------------


  • 40.  RE: Exam Materials for Sale

    Posted 02-17-2021 21:39
    No replies, thread closed.
    I purchased the Danko review course and interest in using the Dalton Quicksheet as well. Would anyone have the quicksheet available for purchase?

    ------------------------------
    Shaquana Nelson
    NY
    Nelson Finance-Life
    Brooklyn NY
    (347)225-5534
    ------------------------------



  • 41.  RE: Exam Materials for Sale

    Posted 02-13-2021 15:21
    No replies, thread closed.
    Hello! I am selling a full set of Dalton study & pre-study books (as displayed in the following photo). This amazing set of material led me through the study process and helped me pass the CFP test on my first attempt in November 2020. If interested, please email me at bmcbride2128@gmail.com. Thank you!
    INCLUDED DALTON BOOKS


    ------------------------------
    BRITTANY MCBRIDE
    FINANCIAL ADVISOR
    CARY STREET PARTNERS LLC
    ------------------------------


  • 42.  RE: Exam Materials for Sale

    Posted 02-15-2021 05:40
    No replies, thread closed.
    Hi Brittany: I am taking Dalton now. Half way through education. I have a question about the skinnier books.. they are marked "pre study". Did you get them after education for the review or before education? I did not get though from Dalton so I am confused. Thank you

    ------------------------------
    Virginia Coyne
    assistant
    northwestern mutual
    Floral Park NY
    (516)902-7472
    ------------------------------



  • 43.  RE: Exam Materials for Sale

    Posted 02-15-2021 12:26
    No replies, thread closed.
    Hi Virginia! I got the pre-study books (the skinnier ones) after I finished the coursework and prior to the review portion of the program. If you signed up for the review, you should receive the pre-study books along with a review handout packet with powerpoints to guide you along the review. Hope this helps!

    ------------------------------
    BRITTANY MCBRIDE
    ASSOCIATE FINANCIAL ADVISOR
    CARY STREET PARTNERS LLC
    Fredericksburg VA
    (540)735-2858
    ------------------------------



  • 44.  RE: Exam Materials for Sale

    Posted 02-13-2021 19:05
    No replies, thread closed.
    Hi,

    Although I know it's not CFP material I have some new SIE material that I'm willing to send to anyone if they pay to ship. If not for yourself could be used for an office person to learn more knowledge of the industry as well. Email me at klepkowski51@gmail.com

    ------------------------------
    Kyle Lepkowski
    Associate Planner
    Great Oak Wealth Management
    Pottstown PA
    (315)345-6061
    ------------------------------


  • 45.  RE: Exam Materials for Sale

    Posted 03-10-2021 08:07
    No replies, thread closed.
    This material is gone.


    ------------------------------
    Kyle Lepkowski
    Associate Planner
    J.H. White Financial Services, LLC
    Pottstown PA
    (315)345-6061
    ------------------------------



  • 46.  RE: Exam Materials for Sale

    Posted 02-22-2021 12:57
    Edited by Julia McKeown 02-25-2021 20:42
    No replies, thread closed.
    Edit: All the materials have sold and are no longer available.

    I have the most recent set of Dalton study materials that I am selling. This includes the five pre-study books, access to the test bank, and all of the QuickSheets. If you are interested you can email me at julia@mindsparkfinancial.com




    ------------------------------
    Julia McKeown
    Owner
    Mindspark Financial. LLC
    Apex NC
    (727)858-2404
    ------------------------------



  • 47.  RE: Exam Materials for Sale

    Posted 02-22-2021 19:15
    No replies, thread closed.
    Hi all! I'm looking to get a jump start on the CFP curriculum and I wanted to purchase used books on the cheap. Anybody have some for sale? Thanks in advance!

    Jay Fedak Core Planning IAR

    ------------------------------
    Jason Fedak
    IAR
    Core Planning
    New Milford CT
    12037707628
    ------------------------------


  • 48.  RE: Exam Materials for Sale

    Posted 02-23-2021 10:23
    Edited by System 03-05-2021 13:50
    No replies, thread closed.
    Cheaper books are usually dated so anything pre-TCJA will do more harm than good.  I like Dalton better than Kaplan, but you can pass with any of the major providers.  Are you interested in 2020 flashcards?  I agree with others that the ones you make yourself are best.  However, I have a large set of Mometrix cards that are extremely thorough.  I can't use them because the font is too small for my old eyes, but they have tremendous information packed in there.  I laminated my cards for durability, and would take $50 for them.  So, they aren't much cheaper than buying them new, but the lamination is the value-added.  Otherwise, Ebay is a great source.

    ------------------------------
    Kevin Rygg
    Grand Rapids MI
    ------------------------------



  • 49.  RE: Exam Materials for Sale

    Posted 02-24-2021 17:03
    No replies, thread closed.
    IN SEARCH OF...

    Hello All! I am beginning my studies to sit for the exam in July. I am ordering the basic Danko review materials, but would like to purchase a few supplements. I am looking for the Dalton QuickSheets and a set of flashcards.

    You may email me at sjane707@gmail.com  if you have materials for sale. Thank you!

    ------------------------------
    Sarah Walkinshaw, CLU
    Paraplanner
    Nfocus Financial Partners
    Dallas, TX
    (972) 848-7773
    ------------------------------



  • 50.  RE: Exam Materials for Sale

    Posted 02-25-2021 10:31
    No replies, thread closed.
    Hi Sarah, my business partner and I passed last November only using Danko's material and signature. You can read my past post which should be helpful since you are taking Danko prep. He recommends using just his stuff to pass and I'd affirm that! Also, the electronic flash cards or physical ones you get with signature are great as well as his road maps. He has all you need to pass on the first time.

    ------------------------------
    Brently Klontz
    Partner/Wealth Manager
    Summit Financial Solutions
    Tempe AZ
    (480)378-2777
    ------------------------------



  • 51.  RE: Exam Materials for Sale

    Posted 02-28-2021 07:31
    No replies, thread closed.
    Kaplan Audio Review/Podcasts for sale.
    10 hours worth, broken up into different content areas. Great for the car, laying back with headphone.
    Let me know if interested!
    9048853863


    ------------------------------
    Eric Day
    Workplace Planning Consultant II
    Fidelity Investments
    Jacksonville FL
    (904)885-3963
    ------------------------------



  • 52.  RE: Exam Materials for Sale

    Posted 03-15-2021 08:15
    No replies, thread closed.

    Hi Sarah,

    Danko sells his flash cards separately very cost effectively if you just got the basic review course, which is what level I signed up for. You can choose from the electric app or the hard copy cards. I used the electric app version but also wound up making my own flash cards instead of taking notes. The road maps are in the study materials and I recreated on blank printer paper, again my version of notes since I'm not a big note taker. Those were easy to take along in my work bag and look at them when I had a moment. I did buy the Dalton Quicksheets off of someone before I signed up for Danko, but I never used them so I agree with Brently, you won't need to buy other program materials.  


    Best of luck!

    Michelle



    ------------------------------
    Michelle Soto
    Senior Vice President
    Trivergent Trust Company
    Winter Park FL
    (407)766-2425
    ------------------------------



  • 53.  RE: Exam Materials for Sale

    Posted 03-11-2021 09:20
    No replies, thread closed.
    Let me know if you are interested in purchasing the 7 book exam prep materials from Kaplan or the Dalton Quick Sheets.

    These materials were instrumental in helping me pass the CFP exam yesterday!

    ------------------------------
    Brandon Mallinckrodt
    Wealth Strategy Associate
    UBS Financial Services
    Chesterfield MO
    314-778-1777
    ------------------------------


  • 54.  RE: Exam Materials for Sale

    Posted 03-11-2021 15:59
    No replies, thread closed.
    FOR SALE!!!

    Kaplan Review Material - Covering all 7 sections 
    Dalton Quick Sheets - excellent resource for the CFP Exam
    (314)778-1777

    ------------------------------
    Brandon Mallinckrodt
    Wealth Strategy Associate
    UBS Financial Services
    Chesterfield MO
    314-778-1777
    ------------------------------



  • 55.  RE: Exam Materials for Sale

    Posted 03-12-2021 07:30
    Edited by Jeffrey Muddell 04-05-2021 08:29
    No replies, thread closed.
    I passed, therefore I must purge!!!

    I took the Dalton CFP Certification Course followed by The Dalton Review, specific for the exam.  If you're thinking of taking the test, and thinking of choosing Dalton, these books would give you a great preview into what you would learn with the Dalton team.  (I highly recommend Dalton's programs.)

    For the Review, I have the following "Pre-Study Materials" books, printed 3/20 for the July 2020-March 2021 exams (yes, tax information will change in the next printing, but much else will remain the same):
    • Fundamentals & Insurance
    • Investment Planning 
    • Income Tax Planning 
    • Estate Planning
    • Retirement Planning & Employee Benefits
    • Financial Calculator Essentials
    From the certification course, I have the complete suite of Money Education books, used by the Dalton certificate course:
    • Fundamentals of Financial Planning (5th Edition)
    • Insurance Planning (6th Edition)
    • Cases in Financial Planning (3rd Edition)
    • Income Tax Planning (12th Edition)
    • Estate Planning (11th Edition)
    • Retirement Planning & Employee Benefits (15th Edition)
    • Fundamentals of Investing (13th Edition - this is a Peason book)
    If you are interested in any of these, please email me at jeff.muddell@icloud.com.  Thank you and good luck!!!

    ------------------------------
    Jeffrey Muddell
    Senior Vice President, Wealth Services
    The Sanibel Captiva Trust Company
    Sanibel FL
    (239)472-8300
    ------------------------------



  • 56.  RE: Exam Materials for Sale

    Posted 03-12-2021 07:58
    No replies, thread closed.
    Hello All!

    I have the Dalton Pre-Study books (5 Total) as well as the "Quick Sheets" available for purchase. I passed on my first attempt and these books helped outline the material as concisely as possible! The quicksheets were very helpful for the last few days eating up to the exam. Will part ways at a reasonable discount compared to purchasing new. Also, will share my contact info and answer any questions leading up to your exam that you may have trouble with! Please let me know if you're interested! The best way to reach me is by emailing omalleycody@yahoo.com. Thank you for reading and best of luck on your journey towards achieving the designation!

    ------------------------------
    Cody O'Malley
    Internal Wholesaler
    DPL Financial Partners
    Antioch TN
    (732)567-6326
    ------------------------------



  • 57.  RE: Exam Materials for Sale

    Posted 03-13-2021 15:54
    No replies, thread closed.
    Anyone have cfp audio for sale?

    Message me if you do i am interested

    ------------------------------
    Noe Lopez
    Student
    Cedar Park TX
    956-802-4442
    ------------------------------


  • 58.  RE: Exam Materials for Sale

    Posted 03-14-2021 11:09
    Edited by M. Fening 03-17-2021 08:44
    No replies, thread closed.
    FOR SALE:  Dalton Quicksheets (copies) and Danko flash cards 

    email me at bruds22@yahoo.com


  • 59.  RE: Exam Materials for Sale

    Posted 03-14-2021 11:18
    Edited by M. Fening 03-17-2021 08:44
    No replies, thread closed.


  • 60.  RE: Exam Materials for Sale

    Posted 03-14-2021 14:48
    No replies, thread closed.

    I have the Money Education Income Tax Planning 13th edition book for sale and Insurance Planning 6th Edition for sale. If interested please email me. victortruong6627@gmail.com



    ------------------------------
    Victor Truong
    Private Client Advisor
    JP Morgan Chase
    Rowland Heights CA
    (626)636-0263
    ------------------------------


  • 61.  RE: Exam Materials for Sale

    Posted 03-15-2021 16:06
    No replies, thread closed.
    Hi Victor,
    I am interested in Income Tax book, will give you a call and come to pick up if it is still available.
    Thank you!

    ------------------------------
    Juping Zhang
    Sales Support
    University of California-Berkeley
    WALNUT CA
    (626)267-3888
    ------------------------------



  • 62.  RE: Exam Materials for Sale

    Posted 03-14-2021 14:50
    No replies, thread closed.

    Hello everyone. I have the Kaplan books available for sale dated thru the March 2021 cycle so obviously just a potential for some income and % limits needing to be updated by next year (or not). 


    It's the 6 topic books plus the 7th which is the case study book, along with an additional cumulative Live Study book. All lightly used with some markings. I'm not sure what you are able to purchase to supplement these (like getting the Kaplan a bank and mock separately etc). I did supplement my Kaplan materials with the dalton q bank ($300) and I found that to be very beneficial. Obviously I understand you'll need to purchase additional features separately so these books will be heavily discounted. Please text if you're interested. 585-748-0474. Good luck with future studies!



    ------------------------------
    Peter Adamczuk
    Financial Advisor
    Crossbridge Financial Group
    Rochester NY
    (585)203-1130
    ------------------------------



  • 63.  RE: Exam Materials for Sale

    Posted 03-15-2021 08:18
    No replies, thread closed.
    hi! Selling dankos complete set of physical flash cards ($70 retail) and the dalton quicksheets ($110 retail). These are for the March 2021 exam cycle and are in excellent / like new shape. I rewrote the danko flash cards so these are barely used. Asking $100 shipped through paypal. If interested please text 765-432-0533. 

    ------------------------------
    Alexandra Daniels Durham
    partner
    Daniels Alexander & Daniels Freedom Financial Group, Inc
    Kokomo IN
    (765)432-0533
    ------------------------------


  • 64.  RE: Exam Materials for Sale

    Posted 03-15-2021 09:29
    No replies, thread closed.
    If anyone is looking for March 2021 Quicksheets or Danko physical flashcards in like new condition please text 765-432-0533

    ------------------------------
    Alexandra Daniels Durham
    partner
    Daniels Alexander & Daniels Freedom Financial Group, Inc
    Kokomo IN
    (765)432-0533
    ------------------------------



  • 65.  RE: Exam Materials for Sale

    Posted 03-15-2021 11:29
    No replies, thread closed.
    Selling my Prestudy Textbook 1 and 2, the Prestudy workbook (tons of questions), Danko's flash cards, CFP calc workbook (2019).  All Danko stuff is 2020 numbers that I just used to pass on Friday. The books have ZERO markings/writing, with minimal notes on the flash cards.

    $250 shipped for ALL.


    ------------------------------
    Patrick



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


  • 66.  RE: Exam Materials for Sale

    Posted 03-15-2021 19:45
    Edited by System 04-02-2021 14:58
    No replies, thread closed.
    I'm selling the Dalton pre-study materials I used for my March exam (I purchased all of this just 2 months ago).

    Here's what's included, (see attached pictures as well):

    1. All five Dalton pre-study textbooks. Some (<10%) pages have additional notes/underlines, often mnemonics or "why" behind a quirk. None of the practice or exercise questions have answers marked, so there is no worries on that front.

    2. Dalton review handout of all the slides - this has my personal notes, highlights etc. from attending the live review

    3. Dalton financial calculator essentials book with past TVM problems and explanations (good for any of HP 17BII, 10BII, 10BII+, 12C calculators)

    4. Mometrix CFP prep book - wasnt that helpful for content, but has some good advice on test taking mindset/strategies

    5. Tax part 1&2 Dalton Quicksheets

    Will ship via USPS medium flat rate box. Please reach me via email or response to this post.

    Thanks!



    ------------------------------
    Guhan Mohan
    VP
    MassMutual
    Canton MA
    (310)570-7574
    ------------------------------


  • 67.  RE: Exam Materials for Sale

    Posted 03-16-2021 13:56
    No replies, thread closed.
    Hi Guhan,

    Are you will to sell separately the Tax part 1&2 Dalton Quicksheets? Please email me at noam.pitsker@gmail.com. Thanks!

    ------------------------------
    Noam Pitsker
    Financial Advisors
    Prudential Advisors
    Oakland CA
    305-484-3502
    ------------------------------



  • 68.  RE: Exam Materials for Sale

    Posted 03-22-2021 08:13
    No replies, thread closed.
    Hi Noam, I've already sold all the materials as a set, sorry!

    ------------------------------
    Guhan Mohan
    VP
    MassMutual
    Canton MA
    (310)570-7574
    ------------------------------



  • 69.  RE: Exam Materials for Sale

    Posted 03-22-2021 13:28
    No replies, thread closed.
    Hi Guhan,

    Thanks for letting me know. 

    ------------------------------
    Noam Pitsker
    Financial Advisor
    Prudential Advisors
    Oakland CA
    305-484-3502






  • 70.  RE: Exam Materials for Sale

    Posted 03-17-2021 10:56
    No replies, thread closed.
    Hello Guhan, I'm interested in all the material ($200?). I'm not sure I'd like to sit for the exam but would love to be able to peruse through the material before moving forward with the decision to follow this path.Thank you kindly for sharing your material. And thank you for considering this offer.

    ------------------------------
    vera Garcia
    financial professional
    OCWA
    University Park MD
    (202)569-1458
    ------------------------------



  • 71.  RE: Exam Materials for Sale

    Posted 03-15-2021 21:27
    Edited by System 03-22-2021 14:36
    No replies, thread closed.
    They are sold, thanks.

    ------------------------------
    Amy Anderson
    Marketing Director
    BF Anderson & Co.
    Baton Rouge LA
    225-926-8050 (104)
    ------------------------------


  • 72.  RE: Exam Materials for Sale

    Posted 03-16-2021 07:06
    No replies, thread closed.
    Hello Amy,

    I would like to have 1 set of flash cards.  Please advise what actions should I take?

    Best regards,
    Yuen Han (Almaz) Lee
    Cell: (650) 826-9002
    Email: ylee07@ft.newyorklife.com

    ------------------------------
    Yuen Han Lee
    Registered Representative
    New York Life
    Fremont CA
    (650)826-9002
    ------------------------------



  • 73.  RE: Exam Materials for Sale

    Posted 03-16-2021 07:09
    No replies, thread closed.
    Hi - Yes please, I would like them if available

    ------------------------------
    Dana Kreiss
    SVP Marketing
    KM2 Solutions
    Miami Beach FL
    (914)450-7115
    ------------------------------



  • 74.  RE: Exam Materials for Sale

    Posted 03-16-2021 07:09
    No replies, thread closed.
    Hi Amy,

    I would be interested in your flash cards. Please let me know best way to get in touch .

    Ben Laffredo

    ------------------------------
    Benjamin Laffredo
    Retirement Plan Specialist
    Vanguard
    Bridgeport PA
    610-955-2687
    ------------------------------



  • 75.  RE: Exam Materials for Sale

    Posted 03-16-2021 09:27
    No replies, thread closed.
    Hi Amy,

    If you still have the flash cards, I would love them. Please let me know.

    Thank you,

    ------------------------------
    Paul Seidman
    Regional Vice President
    Mercer Advisors
    Gaithersburg MD
    602-329-9265
    ------------------------------



  • 76.  RE: Exam Materials for Sale

    Posted 03-16-2021 09:59
    No replies, thread closed.
    Amy, I'd love a set. How much? And are they two different sets, or two of the same?
    Thanks, Tommy 770-294-6638 if you want to text me later.

    ------------------------------
    Thomas Boykin
    Private Client Advisor
    JP Morgan
    Alpharetta GA
    (770)521-8719
    ------------------------------



  • 77.  RE: Exam Materials for Sale

    Posted 03-16-2021 12:39
    No replies, thread closed.
    Well I feel like I'm late tot he game on this, but if you still have a set available I'm interested in buying one. If not, could let me know where I might be able to order some?

    Thank you,

    ------------------------------
    Adam Khalifa
    Annuity Sales Consultant
    CUNA Mutual Group
    Madison WI
    (608)347-8632
    ------------------------------



  • 78.  RE: Exam Materials for Sale

    Posted 03-16-2021 13:54
    No replies, thread closed.
    Hi Amy,

    I am interested in Danko Flashcards if they are available.

    Thanks,
    Noam Pitsker

    pitsker.noam@principal.com
    925-420-4642

    ------------------------------
    Noam Pitsker
    Financial Advisors
    Prudential Advisors
    Oakland CA
    305-484-3502
    ------------------------------



  • 79.  RE: Exam Materials for Sale

    Posted 03-16-2021 13:55
    No replies, thread closed.
    Hi Amy,
    I'd be interested. Please email me at laura@Ljrfinancial.org how much you were asking and shipping instructions.
    Best,
    Laura

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



  • 80.  RE: Exam Materials for Sale

    Posted 03-16-2021 07:06
    No replies, thread closed.
    Selling the most recent March 2021 Brett Danko pre-study (2 books) and workbook (quizzes).  Books were studied hard (passed first attempt today!), so they are used with a couple pages falling out, but almost no markings (except a few pages).

    $200 shipped - please email deboer.jordan@gmail.com (I won't be quick to respond to posts on here, so PLEASE email for priority).  Venmo, paypal, Zelle, check, Bitcoin (just kidding...sort of).

    ------------------------------
    Jordan DeBoer
    President
    Calibration Financial
    Milaca MN
    (320)266-7478
    ------------------------------



  • 81.  RE: Exam Materials for Sale

    Posted 04-02-2021 14:48
    No replies, thread closed.
    March 2021 Brett Danko Books are still available.  Will ship ASAP!  Please email deboer.jordan@gmail.com.

    ------------------------------
    Jordan DeBoer
    President
    Calibration Financial
    Milaca MN
    (320)266-7478
    ------------------------------



  • 82.  RE: Exam Materials for Sale

    Posted 03-16-2021 15:45
    No replies, thread closed.
    November 2020 Brett Danko Review Books & Workbook - Well used 
    Danko Flashcards November 2020
    Dalton Financial Calculator Essentials - I found this workbook really helpful
    CFP Calculation Workbook - I bought this for extra practice but did not use as I ran out of time.  Brand new.

    Please email or text me.

    Thanks!

    ------------------------------
    Ona Bolton
    Financial Planner
    VWG Wealth Management
    Vienna, VA
    703-447-6407
    ------------------------------



  • 83.  RE: Exam Materials for Sale

    Posted 03-16-2021 18:19
    Edited by Jaime Fitzgerald 03-17-2021 00:45
    No replies, thread closed.
    Hello. I'm looking to sell my Dalton materials. All review books and Handout book. No markings, like new. Books are from the March 2021 exam. Passed! Note: I had old books from an earlier exam, thought I would need updated books for the tax numbers etc. The books were almost identical, so that shouldn't be a huge deal for future exam takers. 
    Asking $225. Will ship. 

    Please email me if interested. 
    Thank you, 
    jme.fitz@yahoo.com

    ------------------------------
    Jaime Fitzgerald
    Wealth Planning Assoicate
    U.S. Bancorp
    Placentia CA
    (612)578-2735
    ------------------------------



  • 84.  RE: Exam Materials for Sale

    Posted 03-17-2021 09:39
    No replies, thread closed.
    Includes all 5 study books and Handout book.    Passed exam with them!    5 lesson books in good condition - with many highlights.   Handout book has many highlights and notes in it.  

    $300 obo

    Thanks and good luck!



    ------------------------------
    William Beckett
    Senior Investment Advisor
    Mutual of Omaha Advsiors
    Grayson GA
    (404)386-0953
    ------------------------------


  • 85.  RE: Exam Materials for Sale

    Posted 03-17-2021 10:56
    No replies, thread closed.
    I am selling my QuickSheets from my pre-study. These were fantastic! Very pleased with how condensed they were.

    They're in great condition. Asking $50.

    ------------------------------
    Cory Morrison
    Financial Advisor
    Trustcore
    Nashville TN
    (615)924-2256
    ------------------------------


  • 86.  RE: Exam Materials for Sale

    Posted 03-26-2021 06:53
    No replies, thread closed.
    Hi Cory,

    Are these still available for sale?  If so, I would love to take them off your hands!

    Feel free to email me directly at therese.dolezal@morganstanley.com.

    Thank you!
    Therese

    ------------------------------
    Therese Dolezal
    Investment Consultant
    Morgan Stanley
    Chicago IL
    (312)648-3522
    ------------------------------



  • 87.  RE: Exam Materials for Sale

    Posted 03-17-2021 11:17
    No replies, thread closed.
    Passed, All books for sale I did not write in any of them, except the Dalton Review book also purchased flashcards that i will include hardly used $275.00 includes shipping.
    Sean Carroll
    sean.carroll@nm.com

    ------------------------------
    Sean Carroll
    Northwestern Mutual Finanacial Network
    Wealth Management Advisor
    sean.carroll@nm.com
    719-578-4007
    ------------------------------


  • 88.  RE: Exam Materials for Sale

    Posted 03-18-2021 14:01
    No replies, thread closed.
    Hi Carroll,
    I am interested in your study materials if they are still available.
    Will write you the email now.
    Thank you!

    ------------------------------
    Juping Zhang
    Sales Support
    University of California-Berkeley
    Monrovia CA
    (626)267-3888
    ------------------------------



  • 89.  RE: Exam Materials for Sale

    Posted 03-18-2021 07:49
    No replies, thread closed.

    Income Tax Planning textbook 

    13th edition Money education 
    purchases last November for my nov- December class with Dalton. Like new 

    $80 



    ------------------------------
    Anna Dashkevich
    Advisor
    MassMutual
    Houston TX
    (832)296-3500
    ------------------------------



  • 90.  RE: Exam Materials for Sale

    Posted 03-18-2021 07:49
    No replies, thread closed.
    Kaplan material $150 Obo

    Material unmarked -- mostly unopened -- I personally only used the electronic items.

    ------------------------------
    Seth Rosenberg, CLU, LUTCF
    CEO
    Ability First Financial, LLC
    Phoenix AZ
    480-331-3081
    ------------------------------


  • 91.  RE: Exam Materials for Sale

    Posted 03-18-2021 09:46
    Edited by Rebekah Horsting 03-18-2021 14:52
    No replies, thread closed.

    Danko materials for sale, March 2021 Brett Danko Prep books (all the 4 books) and Flashcards:

    Prestudy Textbook I, no any mark, new

    Prestudy Textbook II, no any mark, new

    Prestudy Workbook, no mark on Questions section, light mark in Answer Key section

    Live Review book, no mark on Questions section, light mark on other parts

    Flashcards, very lightly marks on a few cards

    Please email zhongzhaozz@yahoo.com or text me. Passed exam two days ago with Danko prep.



    ------------------------------
    Zhong Zhao
    Financial Advisor
    Morgan Stanley
    Wellesley MA
    (508)395-0238
    ------------------------------



  • 92.  RE: Exam Materials for Sale

    Posted 03-19-2021 07:41
    No replies, thread closed.
    Kaplan Audio Review/Podcasts for sale.
    10 hours worth, broken up into different content areas. Great for the car, laying back with headphones.
    Let me know if interested!


    ------------------------------
    Eric Day
    Workplace Planning Consultant II
    Fidelity Investments
    Jacksonville FL
    (904)885-3963
    ------------------------------



  • 93.  RE: Exam Materials for Sale

    Posted 03-18-2021 22:18
    No replies, thread closed.
    Hello everyone!

    Passed the exam with Brett Danko this March. His material is what you need to know for the exam. I have 2 prestudy textbooks, a workbook with 1500 questions, and a live review book - not a single mark on any of those books, and all of them were for March 2021. I also have flashcards that i'll provide for free as they are from 2020 (you can still use them, just use the 2021 updated numbers from tax table provided by CFP board). The price including the shipping is $300. Please email me if you are interested: svderevyankina@gmail.com
    Lana 


    ------------------------------
    Svetlana Derevyankina
    Financial Planing Associate
    Morgan Stanley
    Quincy MA
    (857)445-7519
    ------------------------------


  • 94.  RE: Exam Materials for Sale

    Posted 03-19-2021 08:12
    No replies, thread closed.
    Hello!

    I sent you an email from my personal email and wanted to respond on the thread as well. I am interested in purchasing the material if still available. Please let me know. Thank you very much and congratulations again on passing.

    ------------------------------
    Michael Cassandra
    Banking Advisor
    PNC Wealth Management
    Brunswick OH
    (216)222-3922
    ------------------------------



  • 95.  RE: Exam Materials for Sale

    Posted 03-19-2021 09:07
    No replies, thread closed.
    Good morning,

    I have the 5 Dalton March 2021 pre-study books and Dalton Quicksheets that I'm looking to sell.  Please e-mail me at connormason7@yahoo.com if you're interested.

    Thanks,

    ------------------------------
    Connor Mason
    Student
    Bell Financial
    Ishpeming MI
    (906) 361-2667
    ------------------------------



  • 96.  RE: Exam Materials for Sale

    Posted 03-25-2021 10:08
    No replies, thread closed.
    These materials are still available and are in excellent condition!  The Quicksheets are like new (paid $110) and I did not write in any of the pre-study books.  I'm asking $130 for everything and will cover shipping.

    ------------------------------
    Connor Mason
    Bell Financial
    Ishpeming MI
    (906) 361-2667
    ------------------------------



  • 97.  RE: Exam Materials for Sale

    Posted 03-19-2021 12:15
    No replies, thread closed.
    To add to the exam material being offered at a (VERY! ) modest cost:

    Full set of Danko material:
    • Pre-study Text Book I (General Principles, Insurance, and Investments)
    • Pre-study Test Book II (Income Tax, Retirement, and Estate)
    • Pre-study Workbook (Problem sets for each of the 10 lessons in each of the subjects above and a final exam on the subject.). This may be the most useful part of the material - it has a ton of problems.
    • Live Review book: A condensed book covering testable material from each of the six subject areas used for the live review. Also includes a problem set at the end of each subject review.
    In addition, I will include the following from Kaplan CFP Prep Material:
    • Financial Planning Case Studies - Seven in-depth cases
    • Live Review In-Class Guide: As above, a condensed set of testable material with a large number of problems.

    Light markings - mainly in problems. Also, as many have indicated, tax numbers will change. Best use of the above is likely to be supplemental - to add to the primary review course that you sign up for.  Of course not needed if you have signed up for Kaplan or Danko. Useful to someone using Dalton or some other course.

    Please email ecomnj@gmail.com if interested or more more info. Again, I am primarily interested in someone getting some additional use from this material. 
    If there is anyone interested within a reasonable distance of San Diego, happy to arrange for safe, socially distanced, delivery.


    ------------------------------
    Najmi Jarwala
    San Diego CA
    ------------------------------



  • 98.  RE: Exam Materials for Sale

    Posted 03-19-2021 14:24
    No replies, thread closed.
    Hello,

    I am selling the complete set of Dalton Quicksheet's. I'm asking $55 and I'll cover the shipping for 2 day air. Thank-you.

    ------------------------------
    Justin Warren
    Financial Advisor
    The Pillar Financial Group
    Fresno CA
    ------------------------------


  • 99.  RE: Exam Materials for Sale

    Posted 03-19-2021 17:40
    No replies, thread closed.
    Justin, I sent you a message.

    ------------------------------
    Edwin Cornejo
    Commissions Analyst
    Edelman Financial Engines
    Reston VA
    (703)216-5487
    ------------------------------



  • 100.  RE: Exam Materials for Sale

    Posted 03-19-2021 16:02
    No replies, thread closed.
    Complete set of Kaplan Material  $150 OBO.  

    Never touched it -- I used the electronic versions.


    ------------------------------
    Seth Rosenberg
    CEO
    Ability First Financial, LLC
    Phoenix AZ
    480-331-3081
    ------------------------------


  • 101.  RE: Exam Materials for Sale

    Posted 03-20-2021 07:55
    No replies, thread closed.
    Sent you a message via email. Thank you.

    ------------------------------
    Rita M Patel
    None
    None
    Greensburg PA
    (724)989-9940
    ------------------------------



  • 102.  RE: Exam Materials for Sale

    Posted 03-20-2021 08:17
    No replies, thread closed.
    I'm thinking about purchasing these Flashcards as any additional study tool. I got the Quicksheets as well.

    Has anyone else utilized these, and were they helpful? Thanks.

    ------------------------------
    Samuel Bachelder
    Financial Advisor
    Morgan Stanley
    Wenham MA
    (978)500-8827
    ------------------------------


  • 103.  RE: Exam Materials for Sale

    Posted 03-20-2021 13:54
    No replies, thread closed.
    If anyone is interested in the pre study books from Dalton, I have the following:

    Fundamentals and Insurance Planning
    Investment Planning 
    Income Tax Planning
    Retirement Planning 
    Estate Planning
    Calculator Essentials 


    ------------------------------
    Deven Perez
    Student
    Central Michigan University
    Davison MI
    810-342-9366
    ------------------------------


  • 104.  RE: Exam Materials for Sale

    Posted 03-21-2021 11:48
    No replies, thread closed.

    I will overnight you the following:
    1. Dalton pre-study books 
    2. Ken Zahn provided flash cards / roadmaps 
    3. Dalton's handout review 
    4. I will even throw in Dalton's CFP exam audio review if I can figure out how to send it :) 

    text me 917-334-9555 and we can figure out a price. 

    Here's a little bit about my journey: 

    "Insanity is doing the same thing over and over and expecting different results" 

    I knew I had to do something different this time...

    1. On my first attempt, I used Ken Zahn,
    2. I switched to Dalton the second time around, and 
    3. I finally passed with the help of Adam Scherer and Mike Long from the Boston Institute of Finance.

    I was still using Dalton's q-bank and pre-study books. 


    I started to get diligent with my studies 15 weeks out and kept a journal. Here are the highlights:

    • 15 weeks out / 3rd and final attempt

    I decided to focus on Dalton practice questions. I still went through pre-study material but mostly to make index cards of "exam tips" and brush up on certain concepts I struggled with.

    I also purchased Dalton's audio review podcast and listened to it while sleeping, getting ready, driving, biking.

    • 11 weeks till I pass my CFP

    On week 5, I had my first mini emotional breakdown. I was on one of my weakest sections (tax), hammering dalton q-bank and was getting every other question wrong, realizing how much I still do not know.

    I went home early that day and went to bed by 8pm. Not every day is going to be fruitful and that's ok.

    • 10 weeks till I pass my CFP

    I started Dalton's online review - twice a week for a month with Sterling. 

    I also reached out to a few tutors to turn my weak areas into strengths.

    • 9 weeks till I pass my CFP

    I realized that Dalton live review wasn't enough. Most questions that I asked during the review were met with "it's beyond the scope of the exam" even though I knew that I saw those types of questions on those topics in my previous two exams I took. That's when I reached out to Adam Scherer and our first tutoring group was born.

    At this point, I had a healthy pile of questions I got wrong to review. I took a day off from attempting any new questions and focused on figuring out why I didn't get the right answer on previously taken ones.

    • 8 weeks till I pass my CFP

    I took the first CFP practice exam and scored 79%. My two weakest areas remained Investments and Tax.

    • 7 weeks till I pass my CFP

    Nothing but case studies  

    • 6 weeks till I pass my CFP

    More practice questions focusing only on my weak areas  

    • 4 weeks till I pass my CFP

    Took Dalton's March 2021 exam readiness quiz and scored 56% which gave me 60% chance of passing

    • 2 weeks till I pass my CFP

    Paid for the second CFP practice exam and got a 64%. I didn't sleep very well that night...

    I panicked and registered for a 6 hour "Tune up"review course with Sev Meneshian.

    I spent a few hours rewriting my notes I took during BIF sessions.

    Mike Long was kind enough to jump on the phone with me to go over and solidify questions and concepts I didn't understand.

    • 1 week till I pass my CFP

    I started going over all of my notes and road maps before bed, took about an hour each night.

    I knew that my weak areas were tax and investments so I zeroed in on reviewing those.

    • 2 days before I pass my CFP

    I read through all CFP provided case studies (applying the code of ethics and standards of conduct). It's a 50 page document available on the CFP website that was recommended by one of my study-mates.  

    I took 20 new questions on each section.

    • 1 day before I pass my CFP

    Re-read lesson 1 of Fundamentals of Financial Planning per Dalton suggestion and once again reviewed all my notes and flash cards.

    I had slight test anxiety the day of... I never get anxiety so I knew this time was different ;)

    After the first part of the exam, I thought I was about to fail again but I got myself together during the break and killed the second half.

    "Success is all about going from failure to failure without losing enthusiasm." Winston Churchill

    It is even more satisfying to pass after having failed in the past. It's like knocking out a boxer after they refused to stay down from the prior blows.

    The moment I saw PASS on that screen is going down in history as one of the most satisfying, gratifying, joyful moments in my life.

    I broke down in the testing center... something tells me the staff is used to seeing that sort of thing go down :)

    I truly believe I wouldn't have passed without Michael, Adam and all the people in my study group. I am forever grateful to them! 

    Three is my new favorite number now! 



    ------------------------------
    dasha glo
    client associate
    Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)
    Los Angeles CA
    (917)334-9555
    ------------------------------


  • 105.  RE: Exam Materials for Sale

    Posted 03-21-2021 18:39
    No replies, thread closed.
    Hello - I have a 2021 Dalton Quicksheets (full set) available for sale (paid $150 I believe, selling for $100). Message me at Jim@yellowstone-consulting.com if interested.

    ------------------------------
    James Langabeer
    Yellowstone Consulting
    Houston TX
    ------------------------------


  • 106.  RE: Exam Materials for Sale

    Posted 03-22-2021 07:00
    No replies, thread closed.
    I passed in March 21 using the Kaplan study material. I selling price below includes shipping. It will come with 7 total books (light markings). The case study book for Kaplan was really helpful in passing the exam. I am selling the books for $125. I'll also include Brett Danko Flash cards for an extra $15 bucks. The prices include shipping.

    Books: General Principles, Insurance, Investment, Retirement, taxation, estate & case study.

    Please email with questions.

    Thank you,
    Chris 



  • 107.  RE: Exam Materials for Sale

    Posted 03-22-2021 17:29
    No replies, thread closed.
    Here is the link:

    Dalton Education CFP Flashcards - 6 Topics (2016 version) | eBay



    ------------------------------
    Nicholas Walding
    Director of Portfolio Management
    CAPTRUST
    Chesterton IN
    (219)928-3051
    ------------------------------


  • 108.  RE: Exam Materials for Sale

    Posted 03-23-2021 09:06
    No replies, thread closed.

    Hello,

    Posting for sale all Dalton Materials (summarized below) which were purchased in August 2020 for the March 2021 exam:

    -All (5) full-length Dalton Textbooks (Fundamentals/Insurance, Investments, Tax, Retirement, Estate Planning) - these are marked with my notes/highlighting
    -All (5) Dalton Review Summary Textbooks  (Fundamentals/Insurance, Investments, Tax, Retirement, Estate Planning) - these are marked with my notes/highlighting
    -Dalton Calculator Essentials Workbook - this has some markings from me.
    -Full Handbook of Dalton Review Slides - no markings on these.
    -All Dalton "Quicksheets" - no markings on these. Have two sets of these.
    -(5) Pack of Dalton Flashcards on each Module (approx. 750 total)… These use the 2019 tax numbers, FYI.

    Selling for $350, or best offer, and I will pay for shipping via USPS. If interested please email shanestewart11@yahoo.com.

    Thanks,
    Shane​



    ------------------------------
    Shane Stewart
    ------------------------------


  • 109.  RE: Exam Materials for Sale

    Posted 03-23-2021 12:13
    No replies, thread closed.

    Brandeburg CFP Certification Exam Flashcard Review Books (5 books) - 2019 Edition
    +  CFP Calculation Workbook (2019 Edition)
    + Digital Version of Flashcards

    NO Markings, excellent condition
    $35 (incl. shipping)

    CFP Certification Exam Flashcard Review Books (5 books) - 2019 Edition
    Email me if interested : fin.free.2019@gmail.com



    ------------------------------
    Rupa Pereira
    Apex NC
    ------------------------------



  • 110.  RE: Exam Materials for Sale

    Posted 03-23-2021 14:08
    No replies, thread closed.
    Hello,

    I have all the Dalton pre-study books for sale (no writing or highlighting in any), including the Handout Book as well as Financial Calculator Essentials.

    I would also be willing to sell my course textbooks for the Boston University Online Financial Planning Program (no writing or highlighting in any as well). 

    All items pictured below. Please email me at robertbmeagher@gmail.com if you're interested.

    Thanks,
    Rob



    ------------------------------
    Robert Meagher
    Associate Advisor
    Hutchinson Capital Management
    San Francisco CA
    (415)367-5288
    ------------------------------



  • 111.  RE: Exam Materials for Sale

    Posted 03-23-2021 20:45
    Edited by Rebekah Horsting 03-24-2021 11:58
    No replies, thread closed.
    UPDATE: THESE HAVE BEEN SOLD

    I have no idea how to post.   Let's see what happens.  I have the Danko March, 2021 (so I think it will be outdated for the next exam)  Prestudy Workbook, text book, Live review, Four books plus the Flash cards.   I am selling them for NOTHING, just postage I'm guessing $25.00 can contact me at meisenbe@optonline.net or 516-984-8128.
    Sincerely
    Mark Eisenberg

    ------------------------------
    Mark Eisenberg
    Consultant
    None
    Glen Head NY
    (516)984-8128 (5169848128)
    ------------------------------



  • 112.  RE: Exam Materials for Sale

    Posted 03-23-2021 23:25
    No replies, thread closed.
    Hi Mark,
    I would love to get these for my son. He and I are taking the exam together. I will gladly pay for shipping!
    Thank you,
    Chris
    843 301 9977

    ------------------------------
    Christopher Tassone
    Financial Advisor
    Principal Financial
    Hilton Head SC
    (843)682-4900
    ------------------------------



  • 113.  RE: Exam Materials for Sale

    Posted 03-24-2021 13:10
    No replies, thread closed.
    Hello! I have the Dalton Education (7 Books total), Dalton Review Pre-Study Materials (5 Books total), the Financial Calculator Essentials Books as well as the super helpful Dalton laminated QuickSheets (I paid $110 for the Quicksheet set new) available for purchase. Materials are in great condition, no marking or highlighting and all ordered directly from Dalton for the March 2021 exam. If interested in purchasing the bundle, please e-mail me at brittany.salman@gmail.com.



    ------------------------------
    Brittany Salman
    VP
    Merrill Lynch
    Jacksonville FL
    (352)235-6628
    ------------------------------



  • 114.  RE: Exam Materials for Sale

    Posted 03-28-2021 08:50
    No replies, thread closed.
    Kaplan Audio Review/podcasts for sale!

    10 hours worth. Great for in car or when you don't want to read but still study/reinforce concepts.

    Text or email:

    9048853963

    ericdaymanagement@gmail.com

    ------------------------------
    Eric Day
    Workplace Planning Consultant II
    Fidelity Investments
    Jacksonville FL
    (904)885-3963
    ------------------------------



  • 115.  RE: Exam Materials for Sale

    Posted 03-28-2021 23:46
    Edited by Amy Artiga 04-05-2021 13:57
    No replies, thread closed.
    SOLD: I have the Quicksheets that I used to pass this month. If you are interested in them for $50, email me at amyartiga@gmail.com.

    ------------------------------
    Amy Artiga
    Operations Manager
    Guide Financial Planning, LLC
    Vancouver WA
    (971)506-1233
    ------------------------------



  • 116.  RE: Exam Materials for Sale

    Posted 03-30-2021 14:53
    No replies, thread closed.
    Hello, I have 2021 version of the Dalton Quick Sheets (full set), original price was $150 and I'm offering them for $80. Please email me @ Jim@Yellowstone-Consulting.com.
    Thank you!


    ------------------------------
    James Langabeer
    Professor
    Yellowstone Consulting
    Houston TX
    (713)459-4863
    ------------------------------



  • 117.  RE: Exam Materials for Sale

    Posted 03-31-2021 23:25
    No replies, thread closed.
    Hey friends! I am also selling the Dalton Quicksheets. $60 plus shipping. Barely used, as I didn't order them until about a month before the exam, but they were great for looking over in the last couple weeks. Good luck everyone!

    bpaestep@gmail.com

    ------------------------------
    Brian Estep
    Client Service Associate
    Chapel & Collins, LLC
    Laporte CO
    (719)440-7300
    ------------------------------



  • 118.  RE: Exam Materials for Sale

    Posted 04-03-2021 12:50
    No replies, thread closed.
    I am interested in the material 
    thanks 

    steve 
    covecrawler@gmail.com

    ------------------------------
    stephen jackson
    advisor
    1968
    Gurley AL
    256 7760315
    ------------------------------



  • 119.  RE: Exam Materials for Sale

    Posted 04-01-2021 19:57
    No replies, thread closed.
    I sat for and passed the March 2021 exam. I studied with College for Financial Planning/Kaplan for the main course and used the Dalton review course to prep for the exam. The videos and live classes are a huge addition to the written study materials. I went through the 2300+ test bank questions 1 time and repeated the ones that were difficult for me a second time, took both Dalton Practice exams, took the CFP board practice exam, and I felt ready on test day. The actual test was really easy compared to the Dalton review exams. Sweat in practice, so you don't bleed in war.

    I no longer need these books so I am selling them for $200, shipping included. Send me an email at brianupshaw@gmail.com and I'll send them your way.

    ------------------------------
    Brian Upshaw
    Vice President
    Senior Financial Advisor
    Merrill Lynch, Pierce, Fenner & Smith, Incorporated
    Tucson AZ
    520-747-6156
    ------------------------------


  • 120.  RE: Exam Materials for Sale

    Posted 04-03-2021 16:09
    No replies, thread closed.
    Materials have been claimed. 

    Best of luck to all those studying for the upcoming exams!

    ------------------------------
    Brian Upshaw
    Financial Advisor
    Merrill Lynch, Pierce, Fenner & Smith, Incorporated
    Tucson AZ
    520-747-6156
    ------------------------------



  • 121.  RE: Exam Materials for Sale

    Posted 04-02-2021 10:46
    Edited by April Punch 04-05-2021 16:01
    No replies, thread closed.
    **UPDATE - All items have been claimed**

    Hi all!

    I recently passed in March using Dalton's Education and Guaranteed to Pass Program and would love to pass my study materials on to someone else.  I spent 10 months preparing and followed the study plan almost exactly.  I cannot say enough good things about the program and the instructors.  I have the most recent Dalton Materials available that are all in excellent condition with no writing in them (except for the handout book has some notes). I read each book 1x and found them extremely helpful with understanding the concepts.

    -All Dalton Money Education Books (purchased May 2020 and used for the education and capstone component)
    -All Dalton Review Pre-Study Books + Handout Book (Purchased December 2020 and used during the Dalton Review for March 2021 Exam

    $100 plus shipping for everything
    Or
    $50 plus shipping for the individual sets

    Email - arsproehnle@gmail.com or text/call 513-477-7877 
    *I will update post if/when items are sold*
    Happy Studying!
    April

    ------------------------------
    April Sproehnle
    Financial Planner
    Baird Wealth Management
    Fort Wright, KY
    513.477.7877
    ------------------------------



  • 122.  RE: Exam Materials for Sale

    Posted 04-03-2021 09:26
    No replies, thread closed.
    Email sent. Thanks!!

    ------------------------------
    Tyrone Laws
    Financial Advisor
    Edward Jones
    Nashville TN
    615-332-3345
    ------------------------------



  • 123.  RE: Exam Materials for Sale

    Posted 04-03-2021 12:48
    No replies, thread closed.

    I am interested in the materials if still available. 

    thanks Steve 
    covecrawler@gmail.com



    ------------------------------
    stephen jackson
    advisor
    1968
    Gurley AL
    256 7760315
    ------------------------------



  • 124.  RE: Exam Materials for Sale

    Posted 04-02-2021 12:31
    Edited by Cynthia Mittlestaedt 04-02-2021 14:47
    No replies, thread closed.
    Selling Danko notecards (only 2 cards have writing,) Dalton quicksheets (no writing - very good condition,) Dalton pre-study books and handout book (used with writing and highlighting.) All current as of March 2021 exam, which I passed using these materials the first time. $75 plus shipping. 

    Thanks!




    ------------------------------
    Cynthia Mittlestaedt
    Grayslake IL
    ------------------------------



  • 125.  RE: Exam Materials for Sale

    Posted 04-03-2021 03:44
    No replies, thread closed.
    Hi Cynthia, are these materials still available? Email at ciszewski.john3@gmail.com

    Are you selling the whole package for $75?

    ------------------------------
    John Ciszewski
    Finance
    Ball State
    Alsip IL
    (708)600-8668
    ------------------------------



  • 126.  RE: Exam Materials for Sale

    Posted 04-03-2021 12:44
    No replies, thread closed.
    I am interested if still available please let me know.
    steve 
    covecrawler@gmail.com

    ------------------------------
    stephen jackson
    advisor
    1968
    Gurley AL
    256 7760315
    ------------------------------



  • 127.  RE: Exam Materials for Sale

    Posted 04-05-2021 08:43
    No replies, thread closed.
    I passed, therefore I must purge!!!

    I took the Dalton CFP Certification Course followed by The Dalton Review, specific for the exam.  If you're thinking of taking the test, and thinking of choosing Dalton, these books would give you a great preview into what you would learn with the Dalton team.  (I highly recommend Dalton's programs.)

    For the Review, I have the following "Pre-Study Materials" books, printed 3/20 for the July 2020-March 2021 exams (yes, tax information will change in the next printing, but much else will remain the same):
    • Fundamentals & Insurance
    • Investment Planning 
    • Income Tax Planning 
    • Estate Planning
    • Retirement Planning & Employee Benefits
    • Financial Calculator Essentials
    From the certification course, I have the complete suite of Money Education books, used by the Dalton certificate course:
    • Fundamentals of Financial Planning (5th Edition)
    • Insurance Planning (6th Edition)
    • Cases in Financial Planning (3rd Edition)
    • Income Tax Planning (12th Edition)
    • Estate Planning (11th Edition)
    • Retirement Planning & Employee Benefits (15th Edition)

        If you are interested in any of these, please email me at jeff.muddell@icloud.com.  Thank you and good luck!!!


      ------------------------------
      Jeffrey Muddell
      Senior Vice President, Wealth Services
      The Sanibel Captiva Trust Company
      Sanibel FL
      (239)472-8300
      ------------------------------



    • 128.  RE: Exam Materials for Sale

      Posted 04-05-2021 18:44
      No replies, thread closed.
      Email sent. Thanks!!

      ------------------------------
      Tyrone Laws
      Financial Advisor
      Edward Jones
      Nashville TN
      615-332-3345
      ------------------------------



    • 129.  RE: Exam Materials for Sale

      Posted 04-05-2021 10:55
      No replies, thread closed.
      Good Morning! I have Kaplan and Zahn study materials available relating to the March 2021 exam. Highly recommend the Zahn material. 
      Willing to send to you if you pay for shipping. Contact me at ginalhagen@gmail.com.
      Regards,

      ------------------------------
      Virginia Hagen

      CA
      ------------------------------



    • 130.  RE: Exam Materials for Sale

      Posted 04-09-2021 07:38
      No replies, thread closed.
      Good morning.
      I took Danko prep course and passed the March 2021 exam. Great prep for passing, the contents of the books are appropriate amount for the exam. It has four books total. Two pre-study books and one pre-study workbook (quizs for each section) were studied before the live review session. The live review book was used during the live review session. 

      No longer need these books, selling for $200, shipping included, will include the Danko flash cards (barely marked). No mark in the two pre-study books, no mark on questions part, light mark on answers part in the workbook, and light mark in the live review book. Send me an email at zhongzhaozz@yahoo.com. Good luck to everyone studying for the exam.

      ------------------------------
      Zhong Zhao
      Financial Advisor
      Morgan Stanley
      Wellesley MA
      (508)395-0238
      ------------------------------



    • 131.  RE: Exam Materials for Sale

      Posted 04-09-2021 13:48
      No replies, thread closed.
      email sent for purchase. Please reply if still avaialble.

      Thanks,
      Annie

      ------------------------------
      Annie Chow
      Principal
      WITS CONSULTING
      San Jose CA
      (408)398-6928
      ------------------------------



    • 132.  RE: Exam Materials for Sale

      Posted 04-10-2021 21:03
      No replies, thread closed.

      Hi all,
      I'm selling Dalton review books I used for the March exam as well as the handbook and the financial calculator essentials. All in great condition, no highlights on them except for the handout book. I will also include all the flash cards I made myself if interested. I passed the first time and flash cards were very helpful!! 

      please reach out if interested: rtapia2417@gmail.com 
       



      ------------------------------
      Rocio Tapia
      Financial Advisor
      Northwestern Mutual
      Redwood City CA
      (650)264-4916
      ------------------------------



    • 133.  RE: Exam Materials for Sale

      Posted 04-15-2021 11:48
      No replies, thread closed.
      Hi everyone,

      I am selling some of my Dalton study materials.  Please send me a message (agrohrberg@yahoo.com) if interested:

      Dalton Quicksheets (2019 version) - unopened:  $30 + Shipping
      Dalton Quicksheets (2020 version) - opened, no marked: $40 + Shipping
      Dalton Review Handbook (spiral bound) - minimal notes and highlights: $40 + Shipping

      I can send pictures if interested.

      Thank you!
      Alicia

      ------------------------------
      Alicia Duong
      Client Service
      Wealth Engineers LLC
      Westminster CO
      (310)701-9423
      ------------------------------



    • 134.  RE: Exam Materials for Sale

      Posted 04-15-2021 22:27
      No replies, thread closed.
      Are the 2020 quick sheets still available? If so I will take them.

      ------------------------------
      Tyrone Laws
      Financial Advisor
      Edward Jones
      Nashville TN
      615-332-3345
      ------------------------------



    • 135.  RE: Exam Materials for Sale

      Posted 04-13-2021 09:46
      No replies, thread closed.
      Hi Everyone,

      I recently received my official results that I passed the exam back in March! Because of that I am selling my Kaplan textbooks, which includes a full case study textbook. I read each book 2-3 times, and I truly believe Kaplan did a great job preparing me for the exam. I'll sell all 7 textbooks for $190. Please email maddenm182@strose.edu if interested!

      Megan

      ------------------------------
      Megan Madden
      NJ
      UBS Financial Services
      River Vale NJ
      (551)206-8644 (5512068644)
      ------------------------------


    • 136.  RE: Exam Materials for Sale

      Posted 04-15-2021 15:20
      No replies, thread closed.
      Hi all - I have the Kaplan books 1-6, plus the case study book and also cumulative live class review book that I'm looking to move. These are for the March 2021 exam. I found the Kaplan material supplemented with the Dalton Q bank (purchased separately) to prepare me sufficiently for the exam. Email me at padamczuk89@gmail.com or text to 585-748-0474 if interested. If not claimed in a few weeks I'm sure it will make good fire starter. 

      Thanks,

      Pete

      ------------------------------
      Peter Adamczuk
      Financial Advisor
      Crossbridge Financial Group
      Rochester NY
      (585)203-1130
      ------------------------------



    • 137.  RE: Exam Materials for Sale

      Posted 04-18-2021 07:50
      No replies, thread closed.
      Kaplan Audio Review/Podcasts for Sale

      text or email if interested!

      9048853963
      ericdaymanagement@gmail.com

      ------------------------------
      Eric Day
      Workplace Planning Consultant II
      Fidelity Investments
      Jacksonville FL
      (904)885-3963
      ------------------------------



    • 138.  RE: Exam Materials for Sale

      Posted 04-18-2021 23:16
      Edited by George Peck 04-18-2021 23:16
      No replies, thread closed.

      Hi all, 

      I'm looking to purchase notecards. I have all the textbooks from the course I'm taking, but was looking to purchase notecards from someone who passed and no longer needs them. 


      Feel free to email me at georgepeck4@gmail.com if you have some for sale. Thanks!

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



    • 139.  RE: Exam Materials for Sale

      Posted 04-29-2021 20:19
      No replies, thread closed.

      I'm not sure if I'm posting this right, but I'm looking to purchase Money Education 16th Retirement Planning Book. Please call me or email me if anyone has this book for sale! 

      victortruong6627@gmail.com



      ------------------------------
      Victor Truong
      Private Client Advisor
      JP Morgan Chase
      Rowland Heights CA
      (626)636-0263
      ------------------------------



    • 140.  RE: Exam Materials for Sale

      Posted 04-30-2021 08:52
      No replies, thread closed.
      Hello all!

      Looking to get my hands on a audio or podcast for the Exam!

      Email me at shaq.nelson@gmail.com

      ------------------------------
      Shaquana Nelson
      NY
      Nelson Finance-Life
      Brooklyn NY
      (347)225-5534
      ------------------------------



    • 141.  RE: Exam Materials for Sale

      Posted 05-11-2021 21:38
      No replies, thread closed.
      Does anyone have Danko Flashcards for sale?

      ------------------------------
      Shaquana Nelson
      NY
      Great Hill Advisory
      Oviedo FL
      ------------------------------



    • 142.  RE: Exam Materials for Sale

      Posted 05-09-2021 14:59
      No replies, thread closed.
      I have books purchased in 2020 that reference 2019 Tax Tables. They were extremely valuable in my pre-pre study between completion of Education requirements and beginning Review Course.
      Selling for $75 each series (+ shipping)

      Dalton Books : 6 books including Review book  
      Dalton

      Kaplan books : Books 1-7, including Case Studies and Live Review book

      Email me at : pereirarupa@gmail.com if interested.

      ------------------------------
      Rupa Pereira
      Apex NC
      ------------------------------



    • 143.  RE: Exam Materials for Sale

      Posted 05-15-2021 12:07
      No replies, thread closed.
      Danko books (July 2019) giveaway:
      My colleague gave me his Danko books after passing the exam. They have been in storage ever since. I ended up taking Danko prep with new books and passed it. The old books are a complete set of 4 books (Live Review, Prestudy Textbook I, Prestudy Textbook II and Prestudy Workbook). Instead of throwing in recycle bin, like to see if someone find it useful. Just pay shipping fee of $25, the books will be sent to you. Please e-mail zhongzhaozz@yahoo.com.

      ------------------------------
      Zhong Zhao, CFP®
      Wellesley, MA 02481
      ------------------------------



    • 144.  RE: Exam Materials for Sale

      Posted 05-16-2021 07:39
      No replies, thread closed.
      Hi Zhong, I have sent you a message

      ------------------------------
      SHAMARA WHITE
      Student
      Penn State World Campus
      Manchester CT
      (860)805-5033
      ------------------------------



    • 145.  RE: Exam Materials for Sale

      Posted 05-16-2021 07:46
      No replies, thread closed.
      The Danko books are taken. Glad that these books are not wasted. Good luck to everyone studying for the exam, you will pass it.

      ------------------------------
      Zhong Zhao, CFP®
      Wellesley, MA 02481
      ------------------------------



    • 146.  RE: Exam Materials for Sale

      Posted 05-17-2021 16:59
      No replies, thread closed.
      Kaplan CFP Exam Prep Review Books for Sale! (July 2020 - March 2021 Edition).  Includes Books 1 - 7.  .  Covers all 7 modules: 1.  General Financial Planning Principles, Professional Conduct & Regulation 2. Risk Management, Insurance & Employee Benefits Planning 3. Investment Planning 4. Tax Planning 5. Retirement & Income Planning 6. Estate Planning 7. Financial Planning Case Studies.  In excellent condition: Note: Books 1 through 4 are 20% highlighted.   Email if interested: salpidoering@gmail.com.

      ------------------------------
      Salpi Doering
      Financial Advisor
      Morgan Stanley
      Buffalo NY
      (716)507-3830
      ------------------------------


    • 147.  RE: Exam Materials for Sale

      Posted 05-17-2021 17:02
      No replies, thread closed.
      CFP Understanding Your Financial Calculator Kaplan 6th Edition Book For Sale!  In excellent condition.  Contact if interested:  salpidoering@gmail.com

      ------------------------------
      Salpi Doering
      Financial Advisor
      Morgan Stanley
      Buffalo NY
      (716)507-3830
      ------------------------------


    • 148.  RE: Exam Materials for Sale

      Posted 05-17-2021 17:05
      No replies, thread closed.
      FP 515 2020 Edition.  2 chapters are highlighted and few pages have notes.  In very good condition.  Contact if interested: salpidoering@gmail.com.

      ------------------------------
      Salpi Doering
      Financial Advisor
      Morgan Stanley
      Buffalo NY
      (716)507-3830
      ------------------------------


    • 149.  RE: Exam Materials for Sale

      Posted 05-18-2021 02:10
      No replies, thread closed.
      I'm planning on taking that class next. what edition #, and how much do you want?
      Thanks,
      Maria​

      ------------------------------
      Maria Churchill
      CFP
      UCLA Extension CFP Program Candidate
      Los Angeles CA
      ------------------------------



    • 150.  RE: Exam Materials for Sale

      Posted 05-17-2021 17:07
      No replies, thread closed.
      FP516 2020 Edition.  Approximately 10% highlighted, otherwise in very good shape.  Contact if interested: salpidoering@gmail.com

      ------------------------------
      Salpi Doering
      Financial Advisor
      Morgan Stanley
      Buffalo NY
      (716)507-3830
      ------------------------------


    • 151.  RE: Exam Materials for Sale

      Posted 05-22-2021 19:13
      No replies, thread closed.
      Retirement Savings & Income Planning Kaplan Course Book FP515, 2020-2021 edition.  Purchased in December 2020 directly from Kaplan, 20% highlighted in very good  condition $30 plus shipping.  
      Retirement Plan Chart - Excel spreadsheet chart that lists and summarizes all defined compensation, defined benefit and tax advantage retirement plans and key information for each plan $25 in electronic form 
      Retirement Savings & Income Planning  34 page comprehensive summary of the Retirement Savings & Income course, summarizing all pertinent information from the book.  
      Estate Planning Kaplan Course Book FP515 2020-2021 edition.  20% highlighted in very good condition $30 plus shipping. 
      Contact me directly if interested salpidoering@gmail.com

      ------------------------------
      Salpi Doering
      Financial Advisor
      Morgan Stanley
      Buffalo, NY

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


    • 152.  RE: Exam Materials for Sale

      Posted 05-23-2021 16:24
      Edited by Andrea Lockhart 05-25-2021 17:47
      No replies, thread closed.
      ***GONE - NO LONGER AVAILABLE***

      FREE BOOKS - PAY SHIPPING ONLY


      Kaplan exam review books, including the "live review" book. These are the July, 2020 - March, 2021 version, so some changes occurred after the printing.

      These are brand new, never used/opened; I pushed my exam and they sent the newer version to me. 

      Free (pay shipping only) if you are interested! Please email: alockhart@gmail.com


    • 153.  RE: Exam Materials for Sale

      Posted 06-06-2021 09:47
      No replies, thread closed.

      Hello Everyone- 

      I've received so many requests that I thought I'd post my work here. 

      I recently reformatted my entire excel file into a 13 page printable PDF. Please provide a good e-mail address. Also, please see the payment options below. Thank you!

      Attached is a snippet of my creation and a summary of contents below. (I have since updated the file for 2021 changes.) I spent several hours digging through material to organize everything and format the spreadsheet accordingly. I also went back and BOLDED areas that I came across more often in exam prep questions. With that being said, I ask for a small monetary exchange of $15 for my hard work here, and request that you do not share the spreadsheet once received. I believe this to be fair, and hope you agree! 

      Should you want to recreate your own spreadsheet following my formatting, I've included all the key items below! 

      Spreadsheet snippet: 

      unknown.png

      Spreadsheet includes: 

      1. Qualified vs. Nonqualified Quick Tips Chart
      2. Retirement Plans Tabs: 
        • All Defined Contribution Plans 
        • All Defined Benefit Plans 
        • All Nonqualified Retirement Plans
        • All Deferred Compensation Plans 
        • Key Facts for Each Include*: 
          • Employer (ER) contributions
          • Section 415 Annual Additions Limit 
          • Contribution/Benefit calculation caps 
          • Employer (ER) deduction
          • Employee (EE) deferrals 
          • Minimum required top heavy contributions for non-key employees (EE) 
          • Average benefit test 
          • Ratio % test
          • Deferrals subject to FICA/FUTA 
          • Catch-up contributions 
          • Multiple plan rules 
          • Forfeitures 
          • Investment risk 
          • Insurance within plan 
          • Plans loans 
          • Hardship withdrawals 
          • Penalty-free withdrawals 
          • PBGC insurance 
          • Credit exemption 
          • Social security integration 
          • Permitted disparity 
          • Cross-testing 
          • Admin costs 
          • RMDs required 
          • RBDs
          • QDRO rules 
          • Minimum participation 
          • Second-to-die insurance 
          • Safe harbor DB rules 
          • Vesting schedule 
          • Early withdrawal penalty 
          • PROs
          • CONs 

      *There are some gaps in the chart where those key items were not applicable or not tested. 

      I can accept: 

      Zelle: Martina.Pfeuffer@gmail.com

      PayPal: https://www.paypal.me/martinasinger

      Venmo: @martina-singer (3643) 

      Thank you! 



      ------------------------------
      Martina Pfeuffer
      Financial Planning Advisor
      Clarfeld Citizens Private Wealth
      Fort Washington PA
      215-254-3861
      ------------------------------



    • 154.  RE: Exam Materials for Sale

      Posted 06-22-2021 21:35
      No replies, thread closed.
      Hi. Is your chart still available?  I'd like to purchase.  Thanks, Leslie

      ------------------------------
      Leslie Curran
      Senior Investment Adviser
      Rosso Financial Group
      Fair Haven NJ
      (732)208-9212
      ------------------------------



    • 155.  RE: Exam Materials for Sale

      Posted 06-22-2021 21:40
      No replies, thread closed.
      Hi! Material is still available. Sending you a separate message! Thank you. ​

      ------------------------------
      Martina Pfeuffer
      Financial Planning Advisor
      Clarfeld Citizens Private Wealth
      Fort Washington PA
      215-254-3861
      ------------------------------



    • 156.  RE: Exam Materials for Sale

      Posted 06-11-2021 06:55
      No replies, thread closed.
      Hi all!

      I am going through Brett Danko's Signature Review Prep and LOVE it.  I have a complete second set (long story...) of the books and flashcards that I am happy to sell for anyone who might be interested.  Asking $195 or best offer.

      Feel free to email me at therese.dolezal@morganstanley.com or PM me here.

      Thanks!
      Therese

      ------------------------------
      Therese Dolezal, CRPC®
      Assistant Vice President
      Investment Consultant
      Trailhead Retirement Planning Group at Morgan Stanley
      Chicago IL
      (312) 648-3522
      ------------------------------


    • 157.  RE: Archived: Exam Materials for Sale

      Posted 07-01-2021 15:18
      No replies, thread closed.
      Top of the morning, everyone! Danko material for sale, please reach out for priority as this is on a first come basis. I passed on the first try and can attest to the quality of this program. Everything needed is included. 


      ------------------------------
      Yerandy Lopez
      Financial Advisor
      Wealthshore Capital LLC
      Tampa FL
      (813)384-0717
      ------------------------------



    • 158.  RE: Exam Materials for Sale

      Posted 03-14-2021 11:18
      Edited by DAHVEDE WOOD 03-14-2021 12:44
      No replies, thread closed.
      Hi all,

      I just passed this past week using a combination of Kaplan and Dalton.  

      I have for sale:
      - Dalton quick sheets (https://dalton-education.com/our-materials) which retail for $110.
      - Kaplan hard copies of all unit materials, pre-exam review books for all materials, live review book, and case study practice book.

      Both are for the March 2021 exam, so there will be minor variation likely for future exams.

      Email me if you are interested (vedewood@gmail.com).

      ------------------------------
      DAHVEDE WOOD
      Line Manager
      Vanguard
      Scottsdale AZ
      ------------------------------



    • 159.  RE: Archived: Exam Materials for Sale

      Posted 07-01-2021 15:18
      No replies, thread closed.
      Hey Yerandy, I am interested. Please email me with the details at: laurenlakes@gmail.com

      ------------------------------
      Lauren Lakes
      Portfolio Implementation
      The Vanguard Group
      Scottsdale AZ
      (480)455-8988
      ------------------------------



    • 160.  RE: Archived: Exam Materials for Sale

      Posted 07-01-2021 15:18
      No replies, thread closed.
      Hello Yerandy,

      Are the Danko Material still available? 

      Thanks, 
      Nate

      ------------------------------
      Nathan Wilcox
      VP
      Bank of America
      Fort Mill SC
      (401)639-9408
      ------------------------------



    • 161.  RE: Archived: Exam Materials for Sale

      Posted 07-01-2021 15:18
      No replies, thread closed.
      Hi, 

      I have copies of the Quicksheets and the podcasts for sale, if anyone is interested email me roca0045@gmail.com

      ------------------------------
      Lorenzo Fields
      Account Manager
      Fieldstein Financial
      San Jacinto CA
      (772)226-0045
      ------------------------------



    • 162.  RE: Archived: Exam Materials for Sale

      Posted 07-01-2021 15:19
      Edited by Rebekah Horsting 07-01-2021 15:18
      No replies, thread closed.


    • 163.  RE: Archived: Exam Materials for Sale

      Posted 07-01-2021 15:19
      No replies, thread closed.
      Hello Anthony,

      Happy New Year sir. Not sure if this is still available but I would be interested in purchasing depending on price. Please advise. Thank you!

      ------------------------------
      Michael Cassandra
      Banking Advisor
      PNC Wealth Management
      Brunswick OH
      (216)222-3922
      ------------------------------



    • 164.  RE: Archived: Exam Materials for Sale

      Posted 07-01-2021 15:19
      Edited by Rebekah Horsting 07-01-2021 15:18
      No replies, thread closed.
      Hello everyone! I'm looking to purchase secondhand Dalton physical or digital study materials ASAP.

      Please email me at vineet@savingsacademy.com if you're looking to sell and include the price you're willing to sell your materials for. Thanks!

      ------------------------------
      Vineet Prasad
      Founder
      Savings Academy
      vineet@savingsacademy.com
      ------------------------------



    • 165.  RE: Archived: Exam Materials for Sale

      Posted 07-01-2021 15:20
      No replies, thread closed.

      Kaplan Audio Review/podcast for SALE. March exam takers and future candidates, this is great study tool for added reinforcement and to keep momentum strong going into exam.

      It's 10 hours worth of MP3s..great for car, laying down, chores around house, etc..

      Kaplan Course Books, Kaplan Review Books and Understanding Financial Calculator Book available. Full sets, no writing/highlighting.

      Text if interested!

      9048853963



      ------------------------------
      Eric Day
      Workplace Planning Consultant II
      Fidelity Investments
      Jacksonville FL
      (904)885-3963
      ------------------------------