In this episode, Dr. Bianca Busch, founder of The College Psychologist, dives into the challenges of test anxiety and shares actionable strategies to overcome it—especially for those preparing for the CFP® exam. With her background in psychiatry at the University of Chicago and Harvard's Boston Children's Hospital,...
🔥 Unlock the power of AI 🤖 in CFP® exam prep with a deep dive into ChatGPT. Explore how this advanced language model from OpenAI revolutionizes studying by generating human-like responses through deep learning. Discover the breadth of ChatGPT's knowledge, honed from vast internet text, providing accurate insights across various topics. While...
In this episode, Sev talks about many of major areas within the insurance module that could be tested on the CFP® exam. Life insurance, dividend payout options, MECs, annuity taxation and homeowners insurance are all topics that are reviewed and discussed.
In this episode, Sev talks about many of the major areas within the General Principles module that could be tested on the CFP® exam. Education planning, retirement planning and mortgage calculations are explained, along with the Federal Reserve, the financial planning process, the standards of conduct and code of ethics.
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®
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...
