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Careers in Personal Finance

Series 7 Exam Prep: How to Pass the FINRA Series 7 Exam

I frequently get asked by young finance professionals what are the best Series 7 exam prep materials and how to pass the FINRA Series 7 exam on their first try. During my career, I have taken and passed many different financial exams on my first try (CPA, CFP, securities exams, etc).  That is surprising to [...]

Financial Advisor Credentials: CPA, CFP, or CFA?

There are countless financial, investment, and tax related credentials out there, such as the CPA, CFP, and CFA.  Many a financial advisor has a string of letters after his or her name saying he or she is certified in ABC or a specialist in XYZ.  For the average person, it can be extremely confusing to [...]

How Hard is the CPA Exam & How to Pass It

How Hard is the CPA Exam & How to Pass It

Being a CPA and CFP, I frequently get asked by accounting and finance students and recent graduates how to pass the CPA and/or CFP Exam on their first try.  I'll focus on the CPA exam in this article. Fortunately, you do not need to be a rocket scientist to pass the CPA Exam, and yes, [...]

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