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Sure thing, I know that everyone takes tests differently but in my case that is what I needed to get me across the line. ------------------------------ Brandon Vowinkle Portfolio Manager BOK Financial Securities Porter TX (817)676-8910 ------------- ...
Thank you to everyone who participated in today's session and a huge thank you to our experts for taking the time to share their advice with everyone! Be on the lookout for our next Ask the Expert session coming soon. ------------------------------ Sara ...
Hey Martina! Would you mind sharing your spreadsheet with me? It would be greatly appreciated. maddy.spiering@morganstanley.com Thank you! ------------------------------ Maddy Spiering Financial Advisor Morgan Stanley Lafayette CA (925)330-7820 ...
Hello all, I have just completed my ChFC® and have CLU® with the American College and plan on taking the November test. Any suggestions from those who have taken this similar path for CFP prep? Thanks Forrest Patterson ------------------------------ ...
Hi Michael, I'm sure this forum can and will be happy to provide many options for an estate planning course, but it would be helpful if you shared a bit more regarding your purpose and reasons for taking the class so we can provide you the best options ...
Thank you for the input Brandon! What I am hearing from you is just completing a CFP review course should give me the boost needed to pass the exam. This helps ease my confusion. ------------------------------ Parker Mueller Wealth Advisor Mueller Wealth ...