CFP Exam Prep

Ran Chen
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CFP Exam Prep

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this website to document my study notes, and I hope you find them helpful in your own preparation. "CFP Exam Prep" is your ultimate companion for mastering the Certified Financial Planner (CFP) exam. Designed for aspiring financial professionals, this podcast breaks down complex topics into clear, digestible episodes, covering everything from tax planning and estate strategies to retirement solutions and investment principles. Each episode includes focused explanations, practical examples, and exam tips to help you understand key concepts, stay confident, and pass with success. Whether you’re studying during your commute, workout, or downtime, CFP Exam Prep is here to guide you—one question, one topic, one victory at a time. Your journey to becoming a CFP professional starts here. Visit for more content: https://cfp-exam-prep.com/

  1. 3小时前

    [Song] The ABC Trust Shuffle

    [Verse 1] Here’s a little tale of three trusty mates, They split your estate in creative ways. Trust A’s for love, it’s the marital kind, Keeps your spouse comfy, with peace of mind. [Chorus] Oh, it’s the ABC shuffle, estate planning fun, Keeping Uncle Sam from taking your funds. Marital, bypass, and QTIP too, Making sure your wealth gets passed to your crew! [Verse 2] Trust B’s the bypass, it’s sneaky and sly, Dodging estate tax as it waves goodbye. It’s for the kids and the legacy flow, Keeping wealth alive, like a pro! [Chorus] Oh, it’s the ABC shuffle, estate planning fun, Keeping Uncle Sam from taking your funds. Marital, bypass, and QTIP too, Making sure your wealth gets passed to your crew! [Bridge] Then there’s Trust C, it’s a QTIP star, Protecting your assets, it goes so far. Your spouse gets income, but don’t you fret, The kids get the rest when they’re all set. [Verse 3] Trust A’s for love, Trust B’s for the plan, Trust C’s the bridge, where it all began. Together they dance, like a legal ballet, Keeping your heirs happy every day! [Chorus] Oh, it’s the ABC shuffle, estate planning fun, Keeping Uncle Sam from taking your funds. Marital, bypass, and QTIP too, Making sure your wealth gets passed to your crew! [Outro] So here’s to the trusts, so clever and wise, They keep your estate under tax-free skies. With the ABC shuffle, your legacy’s tight, Dancing through the laws in the dead of night! -- More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/

    3 分钟

  2. 1天前

    [Fundamentals] 1, Ethics Emphasis

    Heavy focus on ethics, communication, and professional conduct in financial planning scenarios. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/

    4 分钟

  3. 1天前

    [Fundamentals] 6, Professionalism

    Requires dignity, courtesy, and appropriate use of CFP® marks in professional interactions. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/

    4 分钟

  4. 1天前

    [Fundamentals] 5, Continuing Education

    CFP® certificants must complete 30 hours every two years, including ethics training. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/

    1 分钟

  5. 1天前

    [Fundamentals] 4, Code of Ethics

    Includes honesty, integrity, client best interests, due care, conflict management, and confidentiality. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/

    1 分钟

  6. 1天前

    [Fundamentals] 3, Financial Planning Process

    Collaborative process to help clients meet life goals through integrated financial advice. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/

    4 分钟

  7. 1天前

    [Fundamentals] 2, Financial Advice Definition

    Recommendations on financial plans, asset management, and professional services. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/

    4 分钟

  8. 1天前

    [Song] The Trusty Quartet

    [Verse 1] There’s a team of trusts, they’re the talk of the town, Helping folks keep their taxes down. You’ve got the CRAT, the CRUT, and their funky friends, GRAT and GRUT, where the gifting never ends! [Chorus] Oh CRAT’s got cash, it’s steady and true, Pays you back, a fixed income for you. CRUT’s like, “Nah, I’ll vary my flair, You’ll get a slice, but only if it’s there!” [Verse 2] GRAT loves to grow, it’s a gift in disguise, Plant your assets, watch them rise. GRUT’s got grit, it plays the long game, Skipping taxes while building its fame. [Chorus] Oh CRAT’s got cash, it’s steady and true, Pays you back, a fixed income for you. CRUT’s like, “Nah, I’ll vary my flair, You’ll get a slice, but only if it’s there!” [Bridge] They’re the trusty crew, with a tax-saving vibe, They’ll keep your estate in the wealthy tribe. The IRS might grumble, but you’ll just grin, When your legacy’s strong and the taxes are thin. [Verse 3] CRAT’s a charmer with its stable check, While CRUT’s all wild, like, “What the heck?” GRAT’s got growth, it’s a wealth ballet, And GRUT’s like, “Hold tight, we’ll win someday!” [Final Chorus] Oh CRAT’s got cash, it’s steady and true, Pays you back, a fixed income for you. CRUT’s like, “Nah, I’ll vary my flair, You’ll get a slice, but only if it’s there!” [Outro] So sing it loud, and don’t be shy, With CRAT, CRUT, GRAT, and GRUT nearby. They’ll save your dough and make you smile, Tax-smart trusts, they’re always in style! -- More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/

    2 分钟
查看全部 28 集

关于

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this website to document my study notes, and I hope you find them helpful in your own preparation. "CFP Exam Prep" is your ultimate companion for mastering the Certified Financial Planner (CFP) exam. Designed for aspiring financial professionals, this podcast breaks down complex topics into clear, digestible episodes, covering everything from tax planning and estate strategies to retirement solutions and investment principles. Each episode includes focused explanations, practical examples, and exam tips to help you understand key concepts, stay confident, and pass with success. Whether you’re studying during your commute, workout, or downtime, CFP Exam Prep is here to guide you—one question, one topic, one victory at a time. Your journey to becoming a CFP professional starts here. Visit for more content: https://cfp-exam-prep.com/

信息

  • 创作者
    Ran Chen
  • 活跃年份
    2024年
  • 单集
    28
  • 分级
    儿童适宜
  • 版权
    © Copyright 2024 Ran Chen
  • 节目网站
    CFP Exam Prep

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