u/Mundane_Extent_3366

Need Some Advice - Danko Exam Prep

Context: I'm in my first year as an investment analyst at an RIA/institutional investment consulting firm with my goal being to transition to an advisor. I completed my CFP education requirements through a online program with my university offered with my degree a little over a year ago, but I moved through it quickly and honestly haven't retained as much as I'd like — it's been over a year since I touched most of the material. My only professional exam under my belt so far is the SIE, so I know the jump to the CFP exam is significant.

From reading this sub, it sounds like the Danko Review is the consensus pick. I have the option of getting early access to materials now, targeting the March 2027 exam window (about 6–6.5 months of study time).

My question: Is Signature Plus + and all of the extra videos you get with it, and 6–6.5 months of study realistic for someone who feels like they're starting close to scratch? Should I look into if my firm would pay for going through an education program first even though I have the requirements fulfilled?

Appreciate any input from people who've been through Danko or dealt with a similar gap.

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u/Mundane_Extent_3366 — 4 days ago