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I am interested in pursuing CFP in future and first trying to get familiar with the materials. Do you have books or study materials that you find useful in understanding the underlying concepts of key topics like estate planning, investment, retirement, ...
Congratulations to all who passed! Hard work does pay. Blessings! Renee
Hi Xuan, I, too, went through the Wiley Program in March and did not pass the first time around. For me, I felt I needed a different perspective and something that offered more in depth information as the test requires an advanced level of knowledge. ...
Hello, I completed the Boston Institute of Finance CFP program in May and am now starting to prepare to take the exam in November. Does anyone have some helpful suggestions on creating an efficient study plan? I am signed up for the Danko review in ...
Aaron, I just recently sat and passed the CFP in July. I have always been more interested in tax and wanted to specialize in tax planning but I do not have an accounting degree (Econ major) so getting the CPA is too much effort at this point because ...