[quote=ShortNakedPuts]To the original poster:

I hope you come across as more intelligent than you actually are, otherwise you're going to have one heck of a time winning clients.  You don't need to be a genious in this business but clients expect a certain level of intelligence from the person managing their future.  From your 56% you don't seem to possess a level of intelligence that will impress prospects.  I'm sorry but its the truth.  The test is not even difficult - I got a 88% without trying.  Would you want a doctor who failed his medical license exam?


[/quote]

Passed with an 82% and have reserved to take the 66 in three weeks. You can take your crap filled philosophy and stick it you know where. If that's the best advice you can give than I'm sure I'm not the only one who feels sorry for your clients.

Yeah and by the way, it’s spelled “genius”.

[quote=anabuhabkuss]Passed with an 82% and have reserved to take the 66 in three weeks. You can take your crap filled philosophy and stick it you know where. If that's the best advice you can give than I'm sure I'm not the only one who feels sorry for your clients.[/quote]

Congratulations!  So what did you do different this time to make such a marked improvement?

Indy, I took the crash course and just didn't let up.

In the end, I had to trust that I knew the material. I don't think after have worked with the study material for 5 months that the disks and some of the stuff worked. Again, none of the actual questions were even remotely similar to the new kaplan pass track books. So in the end, it was as I said, going old school and studying hard. Knowing the stuff etc. When I hit that EXIT button to get my score, I didn't know what my score was going to look like.

Sorry, my head is still spinning 90MPH. I hope that answered your question.

Grrrrreat. All this conversation is making me nervous about my books arriving next week.   bleahhhhhh.

Devoted SA.

Get the book. Read the book 2-3 times. Do the practice exams, but do not lean on those more than the book. Read a chapter the first time, do a few probs off the disk (not more than 40), move to next chapter. keep the momentum going anf don't stick around if you don't remember everything.

On your second read through, read the chapter, hit the disk this time using more questions. Do this until you get through the book a second time.

Practice exam time. Do them. alot. and then use the parts you mess up with and go back to the book and understand what it is saying that was it sticks in your head permanantly.

However, this is my advice coming from my experience in all of this. The best test is how well you can have a conversation about any topic at hand. In general, know how the security is issued, traded, how it gets paid out to customers, when, how are dividends taxed, when are they taxed. You have to know these things like the back of your hand. If you don't and you go into that exam expecting to see exact replicas of what you were practicing on, you're gonna get murdered.

Know the stuff. Know why people would want to invest in them, how they get paid, taxed, when they get all that stuff done and know the boundaries of certain accounts and you'll be ok. Just learn the stuff, not "read" them.

 Would be lying if I said I was "cool as a cucumber" thinking about it.

I have to ask though, do you or did you have any background in securities? For example...are you like me, having worked as Sales Assistant/BOA for years and THEN take test...or are you new to the industry?

I went with pass perfect. We will see if I "pass perfect"!

none at all. i was a recruiter for a year and a half and did very well. I listened in on a lot of conversations among the brokers here, have a degree in finance, and just decided this is where i wanted to go. but no, i do not have any sales assistant experience whatsoever.

My rep tells me that having worked in the industry for a while (7+ yrs) I’ll do ok…but I still just want to make sure sure. Ya know?

Hi everyone -

I just passed my exam today with a 71. To be honest this was my third attempt, first was 65, second ws 69 and this time got by  getting 179 right (the minimum is 175). I feel extremely fortunate to have passed this time and used pass perfect each time. I took 34 finals this time (on the cd) with varied scoring results. My sponsoring firm gave us all the tools necessary, CD, on line, all the books and even a week long class each time. The whole process was overwhelming to say the least. I used this site many evenings as a resource for tips/advice. For some people this is an easy process, for me it was the hardest test hopefully Ill ever take and pass.

Thanks to everyone for all of their help!

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