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C. Determine whether the client has any consumer debt. This falls under the "do less harm" rule. ------------------------------ Lois Gregson Financial Consultant FactSet Research Systems Columbia IL (618)281-6425 ------------------------------
Great post, Javier. I would add the cliché of doing things the same way and expecting a different result. In your detailed approach, you mentioned that this is not a memory exam similar to all of our security or insurance exams. This is a concept exam. ...
Hi Jose! If the work you are doing includes at least one of the seven practice standards, then it will count toward the experience requirement on the standard (6,000 hour) path. https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/experience-requirement ...
Hi Erica, Thanks for catching this! I have edited my post to correct the error. It should have read FV = 10000 ------------------------------ Sara Maloney Community Manager CFP Board candidateforum@cfpboard.org ------------------------------
What's involved in the exam day check-in process? The check-in process is intended to verify your identity and ensure that nothing is taken into the testing room that could jeopardize the security of the exam. The testing center will perform the following ...
Hello everyone! As an effort to keep exam materials being sold and purchased in one consolidated area, please post anything you are selling on this thread! This will allow us to keep things organized while candidates are purchasing or selling their materials! ...
Hi All, Important notice to March, 2019 CFP® exam takers – Those who sit for the March exam will not receive preliminary pass or fail results immediately after completion of their exam. Due to the revision of test items related to the recent tax ...
C is the correct answer. A is incorrect because the client doesn't have experience with margin and opening a brokerage account is less of a priority than, say, opening a retirement account. B is incorrect because paying off consumer debt ...