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November CFP Exam

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Nov 18, 2007 10:03 pm

Any feedback on the exam?  I felt like the cases were easier than cases in my review class but there was a lot more Social Security, LTC, and non-retirement benefits stuff than I expected. 

Nov 19, 2007 1:57 am

I thought the cases were on the easy side too, but was totally unprepared for the Monte Carlo simulation questions in session 1.  What was the deal with those?  Also was surprised at the quantity of geometric return questions.  Other than that, I felt the test was pretty tough.  I don’t think studying a whole lot more would have helped though.  The stuff that I think got me was stuff I had never seen before.

Nov 21, 2007 7:08 am

I passed the summer exam, but am looking for info for a friend.  Someone posted a few months ago that there are audio review CD’s available somewhere.  Anyone know who offers them?

To you folks who took the November exam…good luck.  Do your best to stay focussed.  Waiting is pretty tough.

Nov 24, 2007 3:07 pm

So…7 more weeks to wait?  Tick tock tick tock…

Dec 1, 2007 7:31 am

The waiting sucks.  Trust me I know all too painfully well.  Try to focus on your work because there’s nothing else you can do…

Dec 1, 2007 2:48 pm

Joe…ever think of taking CLU?

Dec 1, 2007 4:37 pm

[quote=NOVA]Joe…ever think of taking CLU?[/quote]

Yes I’ve been thinking about it quite a bit, since many of the courses that I would need for CLU(over and above what I get a pass on from CFP) would likely be good for CFP and state insurance CE credits.

When I looked that the curriculum, though, it didn’t really seem like I’d be learning much new stuff.  So, I’d have to decide if I’m willing to go through the work largely for the certification.

Why do you ask?

Dec 2, 2007 1:41 pm

None of my peers in the office have it or plan to get it so I thought I'd ask outside the office.  Without doing too much homework it feels like the Estate Planning portion is deeper in the CLU but I'm not sure I've even asked someone who has both credentials.   Mt biz has virtually zero life ins, not by design.  Looking to find opportunities.