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  • Advice re: sequence of exams ...

    By: Palak Forbes , an hour ago
    Posted in: CFP Board Candidate Open Forum

    Hi! I've just passed the SIE and debating whether to A) sit for the Series 65 (end of Feb/beg of Mar) ...

  • RE: March 2026 - Looking to ...

    By: Maxwell Opheim , 2 hours ago
    Posted in: CFP Board Candidate Open Forum

    Hello Jessica, I would love to join if it's not too late! Monday's from 5:30-7:00pm EST should generally ...

  • RE: March 2026 - Looking to ...

    By: Jessica Earls , 6 hours ago
    Posted in: CFP Board Candidate Open Forum

    Thank you so much to everyone who replied. I'm really glad there's interest! I'll grab your emails from ...

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