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  • RE: Series 65 Exam Prep

    By: Lakshmi Reguna , an hour ago
    Posted in: CFP Board Candidate Open Forum

    Thank you @Jay Ernst , @David Gianna and @Valerie Lee for sharing your input. Super helpful!! ...

  • RE: Series 65 Exam Prep

    By: Lakshmi Reguna , an hour ago
    Posted in: CFP Board Candidate Open Forum

    Double congrats on passing the CFP and Series 65 @Anita Carr !! That is quite an achievement. Thank ...

  • Aspiring CFP Seeking Entry-Level ...

    By: Andrew Shenoda , 2 hours ago
    Posted in: CFP Board Candidate Open Forum

    Hello All, My name is Andrew Shenoda, and I recently began pursuing the CFP designation through coursework ...

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