u/Rich-Case1714

I am 25 working as a financial advisors rep, looking to sit for the CFP in November. While gearing up mentally for the long study grind, I got to thinking about how Ai can shift the need for clients. More and more will go to Ai to answer their questions and model portfolios for them, compressing fees and potentially the need for advisors for the small-to-mid sized client.

I am now questioning my decision about this career path and the job security, let me know what you think.

I am looking to take the CFP exam in November, I have passed the educational requirements through the University I graduated from three years ago. I have been working as a financial advisors rep/ inputting financial plans for nearly two years now, and have my series 7/66.

But I was wondering how long it takes to study for the CFP Exam and what is the best study program (Kaplan, Danko, Dalton, etc)? I am a bit of a slow studier, and prefer a self-paced program. I like the option of having a big Q bank to test a lot of questions and a good textbook to learn the fine details.

I wouldn't be able to begin studying until the second week of June, and don't have any materials to study with right now, any additional suggestions for pre-studying materials in supplement to the overall study program?