Exam-Taking Tips from Local Professionals

Sometimes it’s more than just studying.

Get Our Email Newsletter
Local news about the companies, people and issues that impact business in Westchester County and beyond.

“The worst exam I’ve ever taken was a 10-hour exam over two days to become a certified financial planner. My business partner is very musical, so she came up with songs and catchphrases for all of the things we had to memorize. Studying with a partner is definitely the way to go.” —Cindy Golub financial planner, G-Squared Advisory  in Mamaroneck

“There are three methods I use: One, purchase any books or instructional guides that will help me prepare for a specific exam. Two, watch instructional videos online, because it gives you a more visual understanding of what you have to know. Finally, get practice questions from an online database; they’re modeled directly from the actual exam.” —Michael Tran, network engineer, Pragmatix, Inc. in Elmsford

“I’ve had to take tons of tests for licensing for insurance. Ironically—I am not a morning person—I did my best studying then, when my mind was fresh. I got up at 6 am and would study until about 9 am before I got flushed with management details and distractions. I just had so many books, so much reading, and so much studying to do!” —Linda Rey, AMIM partner, Rey Insurance Agency in Sleepy Hollow

- Advertisement -

“I took a professional study course that lasted about five months—it included a great amount of homework. For another part of the CPA exam, I used a take-home study guide, but professional courses and study guides are now mostly done through the Internet, whether it’s a webinar or printed material.” —Vincent Miniaci CPA, director, Marks Paneth & Shron in Tarrytown

“I use flash cards, but I also keep a notebook that I write in as I read. Writing helps me recall the information most. I have to take a test every two years to renew my license, and I take an online class before each test. While in the class, I study as I go along.” —Gail Leone, associate broker, Claire D. Leone Real Estate in Scarsdale

– Digital Partners -