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  • RE: Series 65 Exam Prep

    By: KENNETH HAUCK , 4 hours ago
    Posted in: CFP Board Candidate Open Forum

    Lakshmi, NASAA waives the Series 65 exam requirements for CFPs. You still have to apply for the license ...

  • Online/App Based Tools

    By: Andrew Griffith , 4 hours ago
    Posted in: CFP Board Candidate Open Forum

    I am curious as to what apps or online tools people use for their financial planning. If you are willing ...

  • RE: Dalton Review

    By: Cameron Nassiri , yesterday
    Posted in: CFP Board Candidate Open Forum

    Hi Anthony, I, too, utilized Dalton for both education and review. I tended to score in the mid-60% ...

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