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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...
Failing the CFP Exam can be very deflating, frustrating and depressing moment in both your professional and personal life. In this episode, I talk about what to do if you took the CFP® exam but didn’t pass.
In this podcast, Sev speaks to Jacob Hartz, J.D. Managing Director of NFP Insurance Solutions in Chicago, IL about the various applications of life insurance, particularly in regard to estate planning. Topics discussed include how life insurance can be used to mitigate estate taxes, transfer wealth efficiently, and how it...
Are you preparing to take the Certified Financial Planner (CFP®) exam? The CFP® exam is a challenging test, and it requires a great deal of study and preparation. If you want to be a successful financial planner and pass the CFP® exam, a CFP® tutor can help! Here are 10 reasons why...
In today’s podcast, we speak with Jackie Cummings Koski, MSPFP, CFP®, AFC® about how to approach the CFP® exam as a career changer. Jackie will discuss why she chose the financial planning profession, how she selected a exam prep provider, how she got a $5,000 scholarship, what her study strategy...
In this episode of the Earn Your Marks podcast, Sev and special guest Avo Mavilian discuss Life Insurance, Estate Planning, and Taxes in practice. To get in touch or to share your thoughts, you can reach Sev at info@proexamtutors.com or call us at (888) 870-7277. Released 12.20.22
Two CFP® exam topics that could be tested are Internal rate of return (IRR) and net present value (NPV). IRR and NPV are two discounted cash flow techniques used in capital budgeting to evaluate various investment options. Capital budgeting usually pertains to a company deciding on alternatives for capital spending....
The CFP® exam tests you on a broad variety of topics. One general category that seems to weave its way into a lot of questions is income tax. As you progress with your CFP® exam prep, you’ll notice that a lot of practice exam questions have a tax “wrapper.” In...
One of the many reasons why the CFP® exam is so difficult is due to the volume of information that students must learn, retain and process during the educational journey. Another reason is the test writers for the Certified Financial Planner™ exam can take one topic, such as the Roth...
What is a Rabbi Trust? One of the topics that likely will be tested on the CFP® exam is the rabbi trust. That’s because the rabbi trust involves a number of different topics that the Board can tie together. For example, you have to have a good understanding of trusts, substantial...