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John Chenoweth is a Tax Director who holds a Certified Public Account license and Certified Financial Planner® designation. In this episode, John explains why changes in the accountancy world drove him to pursue the CFP® designation. He also explains how he used his background as a CPA to get a...
This teacher turned Planner shares her success studying strategy. After 14 years as a teacher, Sasha Decker made a major career change and began working in financial services for a nationwide trust company. In her capacity as a CFP® professional, Sasha evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and...
You’ve studied hard and sacrificed but test anxiety may be holding you back from passing the CFP® exam. Listen to this podcast with Allison Ewing of Inspired Life Tapping (inspiredlifetapping.com) to learn why you have test anxiety and most importantly, how to overcome it. Allison is a...
In this episode, Sev and Social Security expert guests Marc Kiner, NSSA and Jim Blair discuss Social Security, Disability, Retirement, Government Pension Offset (GPO), Windfall Elimination Provision (WEP), the CFP® Exam and more. Marc Kiner and Jim Blair are the co-founders of Premier Social Security Consulting where they provide customized consulting...
How is the CFP exam graded?” In this video, I will take the mystery out of how the CFP® exam is graded and explain what type of questions are asked. - Sev Meneshian, CFP®
THE POWER OF PERSISTENCE; PASSING THE EXAM ON 3RD TRY WITH KAPLAN In this episode, Sev and Logan Richard, a Wealth Management Associate who recently passed the CFP® Exam in July 2023, discuss the power of persistence and Logan's journey to pass on his 3rd attempt. Logan Richard is a Wealth...
ONE AND DONE - INDUSTRY NEWCOMER PASSES ON FIRST TRY In this episode, Sev and guest, Jonathan G. Wilson, MBA, APMA, CFP®, Director of Financial Planning Services/Associate Wealth Management Advisor discuss how he passed the CFP® Exam on first try. Originally from the Baraboo, Wisconsin area, Jon joined the financial...
Both professionally and for the CPA-Exam, we need to understand and be proficient at calculating the concepts for Long-term Liabilities and Bonds, specifically, present value. The areas of concern are the indenture and the elements of debt, like compounding of a 1$ and also of an annuity stream, stated rates...
In this podcast, Sev introduces Pro Exam Tutors' newest tutor Jerry Pecaro, CPA & Lead Tutor. Jerry provides valuable insight on Kiddie Taxes and Earned/Unearned Income. About Jerry Pecaro, CPA Jerry is presently tutoring for FAR and BEC (only). Jerry Pecaro, CPA & Lead Tutor, is a Certified Public Accountant by profession and...
Case studies cause a lot of anxiety for CFP® candidates, but approaching them in the right way will boost your chances of passing the CFP® exam. In this video, I’ll review some very helpful tips as you prepare for the exam. I’ll cover things like how long before the exam...
