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)…
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…
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...
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…
CFP® Exam Prep: Crummey Trusts
This is post, as with many others here, is meant to simply give you an overview so that you can establish a firm foundation...
CFP® Exam Prep: Below-Market Rate Loans and Imputed Interest Rules
Understanding income taxes is vitally important as part of your CFP® exam prep. Unfortunately, the majority of you sitting for the exam…