The CFP Study Hall

Nicole
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The CFP Study Hall is a short-form podcast for CFP exam prep. Each episode features three practice questions covering financial planning topics like retirement, investments, tax, estate planning, and ethics. We eliminate wrong answers, explain the right one, and help you build the skills needed to pass the CFP exam.

Afleveringen

  1. 23 mrt

    General Principles of Financial Planning | CFP Process, Savings Rate & Tax Strategies

    In this episode of The CFP Study Hall, we break down key general principles of financial planning through three CFP exam-style questions. Topics include the financial planning process, calculating a client’s savings rate, and tax-efficient strategies like gifting appreciated assets. Perfect for CFP candidates looking to strengthen fundamentals and improve exam readiness.

    8 min.

  2. 23 mrt

    Professional Conduct & Regulation | Ethics, Client Instructions & CFP Disciplinary Process

    In this episode, we break down key concepts in Professional Conduct & Regulation through 3 CFP exam-style questions. We cover the CFP Board’s disciplinary process, how to handle client instructions during volatile markets, and when interim suspension applies. Learn how to eliminate wrong answers, understand fiduciary responsibilities, and approach these questions with confidence on exam day.

    8 min.

  3. 22 mrt

    Psychology of Financial Planning | Money Scripts, Client Anxiety & Financial Exploitation

    In this episode of The CFP Study Hall, we break down three CFP exam-style questions from the Psychology of Financial Planning domain. Topics include money scripts, motivational interviewing, and how to respond to potential financial exploitation. Learn how to approach these concepts step-by-step so you can confidently apply them on exam day.

    10 min.
  • 3 afleveringen

Info

The CFP Study Hall is a short-form podcast for CFP exam prep. Each episode features three practice questions covering financial planning topics like retirement, investments, tax, estate planning, and ethics. We eliminate wrong answers, explain the right one, and help you build the skills needed to pass the CFP exam.

Informatie

  • Maker
    Nicole
  • Jaren actief
    2K
  • Afleveringen
    3
  • Beoordeling
    Veilig
  • Copyright
    © Nicole
  • Website van aflevering
    The CFP Study Hall

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