Sev Meneshian CFP®2022-02-09T05:25:44-06:00The 83b election could be tested on the CFP® exam. You'll need to have a good understanding of the different types of qualified and...
Sev Meneshian CFP®2022-02-09T04:49:15-06:00Incentive Stock Options (ISOs) will likely be tested on the CFP® exam. Understanding the key parts of ISOs and what it means to both...
Sev Meneshian CFP®2021-06-12T05:07:35-05:00Congratulations to Cody, Dana, Vanessa, Elaine, Jay, Erica, Chris, Geoff, Kristen, Justin, Mark, Jake and Sam for passing the CFP® Board…
Sev Meneshian CFP®2023-11-17T20:30:46-06:00
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...
Sev Meneshian CFP®2022-02-09T05:27:33-06:00CRATs and CRUTs could be tested on the CFP® exam. Understanding the fundamentals of CRATs & CRUTs will be important in answering these…
Sev Meneshian CFP®2021-06-12T08:48:34-05:00If you’re taking the CFP® exam at a Prometric test site, then you’ll be given actual scratch paper and pencil. For candidates taking...
Sev Meneshian CFP®2021-06-12T08:54:13-05:00One of the many areas that trips up students on the CFP® exam is calculating things such as AGI and taxable income. The...
Sev Meneshian CFP®2021-06-14T02:16:18-05:00Deferred compensation (DC) plans are beneficial for employers and employees alike. From the perspective of an employer, DC plans are…
Sev Meneshian CFP®2021-06-14T02:20:49-05:00Key elements of the 2019 SECURE Act will be tested on the September 2020 CFP® exam. The CFP® Board has released a resource with…