CFP Kaplan Tax

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Jan 22, 2010 11:08 am

Going thru the modules- read the book take the test, very interesting. Then.....the TAX module. Just missed passing it today- ouch. It is so hard to be interested in much of it; unlike the other modules, so much of it is NOT going be able to be used by me. MACRS tables? Who cares? Crap- this makes the CFP studying a bit tougher than I thought. Anyone else feel the same? Experience? Feedback?

Jan 22, 2010 11:49 pm

I think Kaplan's material was horribly written.

Jan 23, 2010 9:50 pm

yes, horribly written like it was done quickly without  much editing

Feb 2, 2010 12:18 am

I had the same attitude when I first started the CFP program.  I thought I could get by only knowing the basics on Taxes on Estates and make up for it with my strengths Retirement Planning and Investments.  I soon found out you need to have a strong understanding of every subject or you probably will not pass.  I eventually sucked it up and learned what I needed on Taxes and Estates.  The crazy thing is I come across situations with clients where my understanding on those subject helped close business so I am glad I learned more.  I used the college for financial planning books, Keir review books and Kaplan MP3 audio tapes while I commuted to work, LA traffic is a b*tch.  I thought the Keir had the best material.

Feb 3, 2010 9:49 am

You will use tax knowlege in your practice. I have used almost every thing I studying CFP helping clients.