Comments on: SEC Rule 151A about Indexd Annuities not such a big problem for annuity agents

By: Linda

Linda — Tue, 10 May 2011 11:09:27 +0000

CFP is a great test. Not all to challeging though.

By: Michelle

Michelle — Wed, 09 Feb 2011 04:42:20 +0000

It is important to properly employ time management principles in the workplace, so that you ca reduce stress and maximize efficiency. Most people think that in order to take the series 7 exam, you need to have a relationship with a broker dealer and be sponsored. Thank you.

By: Nick | cursus time management

Nick | cursus time management — Fri, 21 Jan 2011 12:42:45 +0000

Workplace time management is an absolute essential skill to master if you are to ever enjoy true accomplishment on your job. Nothing is more frustrating than being busy all day long, but hardly making any progress. It is important to properly employ time management principles in the workplace, so that you ca reduce stress and maximize efficiency. If you want more information about cursus time management

By: Will from @K2 Skis

Will from @K2 Skis — Thu, 20 Jan 2011 21:59:56 +0000

Totally agree on the Series 6 and 7. Just cram it in and puke it back out. Really anyone should be able to pass it. K2 Skis

By: John Kohl@wealth management services

John Kohl@wealth management services — Fri, 07 Jan 2011 23:53:23 +0000

I definitely have to agree with all the responses to this blog post. The CFP is a good tool but definitely needs a bit of revision to make it a bit more challenging.

By: Turismo

Turismo — Sun, 02 Jan 2011 13:51:38 +0000

I think the test is challenging enough. I also think that the CFP is a great accreditation.

By: Baby Gates

Baby Gates — Thu, 23 Dec 2010 20:29:58 +0000

I think the CFP is a great test,but the only fall back is I wish it was a little more challenging. Thank you for your time.

By: brittany

brittany — Wed, 22 Dec 2010 07:26:49 +0000

This is clearly an attempt to stop the losses by securities brokers, caused by clients moving monies to index annuities. They see more of this coming as baby boomers retire and choose less risky options and more losses in commissions. I would like to see other securities products, have as few claims of fraud, suitability and non-compliance as insurance products. insurance is a far safer and secure place for monies… maybe not anymore. It’s nice to have the government ruin your competition for you.

By: Mark

Mark — Tue, 14 Dec 2010 17:37:45 +0000

That unfortunately is why there are so many incompetent financial advisors. The hurdle to sell investments and insurance in the US is SO LOW.

By: Peak District Cottages

Peak District Cottages — Mon, 13 Dec 2010 11:41:36 +0000

The CFP is a great accreditation to have it does help to give authority. But I think the test is not challenging enough. Annuities leave most clients cold.