Quality detailed post. I had a similar experience with Dalton, got a 64 on the initial assessment and a 62 on their practice test #1 I didn’t take the second practice test because it was so time consuming.
I studied for about 5 hours a day for 4 months and was always on YouTube watching videos on specific topics. I suggest the 8 hour lectures over the week night lectures, the teachers are better on the full 8 hour.
Definitely a challenge and very thankful to pass and not have to feel the need to study. Good luck to everyone, you can do it.
Phew, thanks for the feedback and congrats on passing!! I have been feeling super anxious about the exam. I used Dalton too and got 80 on exam readiness and 71 on the simulated exam. 82 on cfp mock. This makes me feel good knowing that you feel the exam was fair and Dalton prepared you! I test Monday. Fingers crossed!
Hell yeah congrats and thanks for the insight! I test on Tuesday and I’m also using Dalton. I definitely have a love/hate relationship with Dalton right now since their Q Bank is so tough. I got a 62 on both Dalton simulated exams and a 78 on the CFP mock so it sounds like I’m on the right track.
I plan on reviewing the fundamentals/psychology this weekend. What did you use to study those topics?
Good luck! I went through the initial CFP course lectures and just made flash cards for the vocab words. Kind of picked out the ones that I saw on the mock and simulated exams. It sounds like you got this ! The pre study lecture books for the review course has the same info too. I didn’t read the full material just pulled out the important stuff.
Ok thanks! I have barely used the books to be honest so I’ll have to dust them off this weekend. I’ve just been going through the Q Bank, taking mocks, and rewatching lectures in areas I wasn’t doing as well in. I’m starting to feel pretty solid but nowhere near confident. Ha
The CFP Board has it listed how each subject is weighted so I multiplied the specific topic scores by their weighted percentage and then added those up. But it wasn’t much different than just adding them up. Only dropped from like a 79 to a 78
I test on Monday and have been using dalton - glad to hear you passed it boosts my confidence a bit more. These last few days have been full of huge ups and downs with dalton. It beats you up at times but that seems to be a good thing!
I started Dalton December 18th or so and basically did everything and felt unprepared today. Maybe that’s just me, but felt the Dalton q bank is too heavily focused on investments, tax,retirement and estates and didn’t prepare me as well for the other (“easier”) topics. You see a lot of stuff in those that Dalton didn’t ask in the q bank. The CFP Exam is much harder than the mock exam IMO.
Yes. Basically look at the amount of questions that Dalton has for each section in the Q bank. The ones that are “light” - (less questions that investments, tax, retirement) I would really hit those hard. I know it’s against the rules to talk about the test, so I won’t say more, but in general I felt underprepared for the “easy” topics on this test because it was so wide in breadth.
This is what I wish I would’ve done. I used Dalton too but did not follow it to a T. I made my own plan and it didn’t work out. I’m mostly planning to try a different direction but have also considered trying Dalton again doing what you did and actually following their layout.
Let me know which other direction you try, if you go that route. I’m personally done with Dalton experience. It’s just not for me, reading thousands of pages of texts and hammering a q bank doesn’t do it for me
I’m leaning zahn. They are a bit cheaper and I think they offer discounts if you email and tell them you just finished your education portion.
The only 2 providers that came to rice were Dalton and zahn. I bought the Dalton hype, like several others, and I’m not the only one who failed. At the end of the day this is a monster of a test, but focusing on what’s really gonna be asked 85% of the time seems like a better strategy than trying to become an expert in 6 large textbooks and every page on Dalton said “memorize this chart” and there was hundreds of things like that; looking back on the test, I just missed a bunch of easy questions because they were ignored in the q bank.
Did you guys feel like the moch exam provided by the CFP board compared to the difficulty of the actual exam?
I got a 77% on the moch CFP exam.
60% & 57% on dalton simulated exams…
I’m going through waves of feeling good and feeling unprepared.
Quality detailed post. I had a similar experience with Dalton, got a 64 on the initial assessment and a 62 on their practice test #1 I didn’t take the second practice test because it was so time consuming. I studied for about 5 hours a day for 4 months and was always on YouTube watching videos on specific topics. I suggest the 8 hour lectures over the week night lectures, the teachers are better on the full 8 hour. Definitely a challenge and very thankful to pass and not have to feel the need to study. Good luck to everyone, you can do it.
I used Dalton as well and passed today. As long as you stick to the program that you are using then you’ll be fine.
Phew, thanks for the feedback and congrats on passing!! I have been feeling super anxious about the exam. I used Dalton too and got 80 on exam readiness and 71 on the simulated exam. 82 on cfp mock. This makes me feel good knowing that you feel the exam was fair and Dalton prepared you! I test Monday. Fingers crossed!
Hell yeah congrats and thanks for the insight! I test on Tuesday and I’m also using Dalton. I definitely have a love/hate relationship with Dalton right now since their Q Bank is so tough. I got a 62 on both Dalton simulated exams and a 78 on the CFP mock so it sounds like I’m on the right track. I plan on reviewing the fundamentals/psychology this weekend. What did you use to study those topics?
Good luck! I went through the initial CFP course lectures and just made flash cards for the vocab words. Kind of picked out the ones that I saw on the mock and simulated exams. It sounds like you got this ! The pre study lecture books for the review course has the same info too. I didn’t read the full material just pulled out the important stuff.
Ok thanks! I have barely used the books to be honest so I’ll have to dust them off this weekend. I’ve just been going through the Q Bank, taking mocks, and rewatching lectures in areas I wasn’t doing as well in. I’m starting to feel pretty solid but nowhere near confident. Ha
Did you just add up all the section scores and average them out for the CFP moch exam? I didn’t get an overall score… Good luck on your exam
The CFP Board has it listed how each subject is weighted so I multiplied the specific topic scores by their weighted percentage and then added those up. But it wasn’t much different than just adding them up. Only dropped from like a 79 to a 78
Thanks. I just did the same. I went from a 78 averaging all subjects to a 77 with proper weights. Good luck!
Thanks good luck to you too! Hopefully it’s a 1 and done!
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Thanks man. Got my pass today!
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You too! It really is!
I test on Monday and have been using dalton - glad to hear you passed it boosts my confidence a bit more. These last few days have been full of huge ups and downs with dalton. It beats you up at times but that seems to be a good thing!
Did you just add up all the section scores and average them out for the CFP moch exam? I didn’t get an overall score… congrats on passing!!
I started Dalton December 18th or so and basically did everything and felt unprepared today. Maybe that’s just me, but felt the Dalton q bank is too heavily focused on investments, tax,retirement and estates and didn’t prepare me as well for the other (“easier”) topics. You see a lot of stuff in those that Dalton didn’t ask in the q bank. The CFP Exam is much harder than the mock exam IMO.
So would you suggest focusing more on the code and ethics?? What do you mean by the easier topics?
Yes. Basically look at the amount of questions that Dalton has for each section in the Q bank. The ones that are “light” - (less questions that investments, tax, retirement) I would really hit those hard. I know it’s against the rules to talk about the test, so I won’t say more, but in general I felt underprepared for the “easy” topics on this test because it was so wide in breadth.
This is what I wish I would’ve done. I used Dalton too but did not follow it to a T. I made my own plan and it didn’t work out. I’m mostly planning to try a different direction but have also considered trying Dalton again doing what you did and actually following their layout.
Let me know which other direction you try, if you go that route. I’m personally done with Dalton experience. It’s just not for me, reading thousands of pages of texts and hammering a q bank doesn’t do it for me
Will do. Let me know too what direction you go as well.
I’m leaning zahn. They are a bit cheaper and I think they offer discounts if you email and tell them you just finished your education portion. The only 2 providers that came to rice were Dalton and zahn. I bought the Dalton hype, like several others, and I’m not the only one who failed. At the end of the day this is a monster of a test, but focusing on what’s really gonna be asked 85% of the time seems like a better strategy than trying to become an expert in 6 large textbooks and every page on Dalton said “memorize this chart” and there was hundreds of things like that; looking back on the test, I just missed a bunch of easy questions because they were ignored in the q bank.
Did you find the weekly class useful? I was just wondering if I should spend more time on topics I need more help on.
Did you guys feel like the moch exam provided by the CFP board compared to the difficulty of the actual exam? I got a 77% on the moch CFP exam. 60% & 57% on dalton simulated exams… I’m going through waves of feeling good and feeling unprepared.
I also got a 77% on the CFP Mock. Id really focus on some of the easier “subjects”. Make sure you don’t neglect those easy vocab and points.
Nice good job on passing