The multi-stage dividend discount model can be confusing. That's why's there's a good chance it might be tested on the Certified Financial Planner™ exam. As you continue with your CFP® exam prep, you'll need to be familiar with a lot of investment-related topics. The multi-stage dividend discount model is...
You can expect to see a bond duration question on the CFP® exam. It can be a tricky topic since there are more than a few ways the CFP® Board could test you on this subject. As you continue with your CFP® exam prep, you'll need to be familiar...
IRA phaseout questions on the CFP® exam can be tricky since there are more than a few ways the CFP® Board could test you on this subject. As you continue with your CFP® exam prep, you'll need to be familiar with IRA phaseouts in order to pass the Certified...
17% of the CFP® exam is comprised of investment-related questions. As you continue with your CFP® exam prep, you'll need to have a good understanding of investment planning concepts so you can answer questions somewhat quickly and move on. These type of topics are discussed in this study group session.
§1250 property can be confusing, and that's why's there's a good chance it might be tested on the CFP® exam. As you continue with your CFP® exam prep, you'll need to be familiar with a lot of tax topics, and §1250 is certainly one of them, especially since §1250...
Rabbi trusts may be tested on the CFP® exam. As you continue with your CFP® exam prep, you'll need to have a good understanding of the different types of non-qualified retirement plans so that you can answer questions quickly and move on. The rabbi trust is discussed in this clip...
Qualified and non-qualified plans are likely to be tested on the CFP® exam, along with their income tax implications. The CFP® Board will also likely try to confuse you in regard to the difference between these two broad categories. In this video, you'll learn the most vital aspects as well...
11% of the CFP® exam is comprised of insurance-specific questions. There will be wrapping of insurance topics into other questions as well. As you continue with your CFP® exam prep, you'll need to have a good understanding of insurance concepts such as whole life, annuities, Medicare and Social Security. These...
Incentive Stock Options (ISOs) will likely be tested on the CFP® exam. Understanding the key parts of ISOs and what it means to both employees and employers will be key in answering these types of questions. Knowing these will be a vital part of your CFP® exam prep.
There could be a number of calculator questions on the CFP® exam, and simply remembering keystrokes will get you only so far. In this video, we break down a 3-step education planning questions. As you continue with your CFP® exam prep, you'll need to have a good understanding of how...
