Free Resources

Exam-Ready Tips

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Nov 11, 2022

Mutual Funds Practice Question

The question asks how to calculate a client’s net worth. I’ll cover this question, but then I’ll go a little…
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Apr 22, 2022

Mutual Funds Question

A question that deals with the level of risk associated with different types of mutual funds, or even segregated funds. …
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Apr 11, 2022

Peloton Accountability Challenge

I’m going to be honest with you, I don’t love working out, but I do enjoy the results and it’s…
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Apr 11, 2022

Don’t Commit to Goals

“Don’t commit to goals”? What does that mean? I just got off the phone with a student that’s having a…
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Nov 30, 2021

Study Smart

… Pick the Low hanging Fruit! But first, an analogy. If you were in an apple orchard and feeling a…
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Oct 25, 2021

My CSC® Experience & Study Journey

Creativity is more my forte, financial stuff, not so much. So I’m going to share with you the good, the…
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Sep 20, 2021

Blind Bidding

Breaking down the concept of blind bidding – some of the pros and cons. Important to understand for home buyers/sellers…
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Aug 09, 2021

Settlement Dates

We’re going to talk about ‘Settlement’. What is the accrued interest period on a bond that trades in the secondary…
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Jul 17, 2021

Exam Tip – Don’t Get Tricked!

In exam questions and answers wording matters! Sometimes you need to get tricked to have that “Aha Moment”. How do…
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Jul 06, 2021

On No .. I Think I Failed!

You seemed so confident going into the exam and I thought you really knew your stuff. What gives you the…
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Jun 14, 2021

CSC® Practice Question – Part 1

If you’re currently studying for the CSC® or plan to start soon, this video is a great introduction to the…
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Jun 07, 2021

My Experience Writing the CSC®

An important CSC study tip is to ‘take advantage of the power of repetition’, and do a brain dump. Hey,…
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