24Aug
CFP® Exam update
If you’re taking the CFP® exam at a Prometric test site, then you’ll be given actual scratch paper and pencil. For candidates taking the…
02Jul
CFP® Exam Prep: Calculating Taxable Income
One of the many areas that trips up students on the CFP® exam is calculating things such as AGI and taxable income. The following steps…
22Jun
CFP® Exam Prep: Qualified vs. Non-Qualifed Deferred Compensation Plans
Deferred compensation (DC) plans are beneficial for employers and employees alike. From the perspective of an employer, DC plans are…
22Jun
Sept. 2020 CFP® Exam – Update
Key elements of the 2019 SECURE Act will be tested on the September 2020 CFP® exam. The CFP® Board has released a resource with…
16May
CFP® Exam Prep: Incentive Stock Options (ISOs)
Incentive Stock Options: What You Need to Know for the CFP® Exam No time to read? Watch the video here. One of the many areas that might…
17Apr
CFP® Exam Prep: Transfer for Value Rules
Among the more difficult topics on the Certified Financial Planner™ exam is the transfer for value rules. Why is this topic so…
02Apr
CFP® Exam Prep: Fiduciary Duty vs. Suitability Standard
There’s a good chance that the CFP® Board will ask a few questions about the differences between a Registered Investment Advisor (RIA)…
24Jan
CFP® Exam Prep: Gifts and the Donee’s Basis
The Certified Financial Planner™ exam is full of traps, curveballs and smokescreens. What seems to be an obvious answer in one question…
26Dec
CFP® Exam Prep: Part I, A Basic Explanation of Standard Deviation
When it comes to CFP® exam prep, investments are one of the many areas that may give you some difficulty, particularly topics such as the…
18Dec
CFP® Exam Pass/Fail Stats
The CFP® Board publishes statistics following each exam cycle on the number of exam takers that passed and failed. They also note the…