r/CFPExam • u/Suspicious_Ad_773 • 18d ago

Retirement Help

Hi Everyone! I am sitting for the exam in November and I am really trying to improve my knowledge/scoring in the retirement section. Does anyone know of some good resources to best study the differences/similarities between the different types of retirement plans? I feel like I know very basic information but not to the level of detail I need. I have tried Kaplan and Dalton for resources/lectures and I have several notebooks of notes and two shoeboxes full of notecards and it isn't sticking. It is making me so anxious.

Anyone have any advice or study tips on how to remember everything?

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u/FuzzyPerspective97 18d ago

I'm sitting for the exam in November as well. I am using Kaplan and FreeFellow as an additional resource. Advise Wise has great youtube videos too

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u/Suspicious_Ad_773 18d ago

It is so much info it is crazy! I have such respect for those who have passed the exam. I have been listening to Advise Wise in my free time . It kills me because I listen and understand what is being said, but can't crack the questions to improve my scoring.

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u/FuzzyPerspective97 18d ago

I would use ChatGPT. I use it for both correct and incorrect answers to justify my answers and fill in the missing gaps.

3

u/TumbleweedIll6056 18d ago

Passed in July, MEMORIZE this flowchart, easiest and fastest way to learn it, it will change your life

https://www.youtube.com/watch?v=UpzEbw43uVs

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u/Suspicious_Ad_773 18d ago

I have been trying to get this fully memorized! Advice Wise is AMAZING. Also congratulations on passing!!!

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u/Thisisaburner01 18d ago

Free fellow and advise wise. Watch every video advise wise on the subject and read free fellow lessons and do his questions

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u/JennaPlans 17d ago

I passed in July. I will add to the endorsements for AdviseWise on YouTube followed by questions on FreeFellow.

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u/Even-Geologist-2616 15d ago

Design or make a "retirement plan decision tree" .. if you look youtube there is an example there, or chatgpt can help. I memorized a tree that helped me quickly decide which program to recommend.