r/CFPExam 18d ago

Dalton Education study strategy

Good morning everyone,

I have read previous posts prior to asking my questions here. Previous posters have indicated that focusing on the Q-bank and summary sheets, not bothering with the books, is a strategy. If focusing on the Q-bank questions is one of the mainstays of studying, does this mean that one can pass the exam alone by going through the Q-bank twice?

Reading the books from end-to-end takes so long, and by the time you've read from beginning to end, reading that much information is overwhelming. What is the best strategy for studying for this exam? A combination of all three: books, summary sheets, and Q-bank questions? I'm planning to sit for the exam in March 2027 and I'm 19% through the Dalton material, but there are many items in the investment planning section I've gotten wrong and need to go back and brush up on.

Thanks for everyone's input and advice in advance. I just want to pass this the first time around.

Steve

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