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Failing the CFP Exam can be very deflating, frustrating and depressing moment in both your professional and personal life. In this episode, I talk about what to do if you took the CFP® exam but didn’t pass.
There’s a good chance that the CFP® Board will ask a few questions about the differences between a Registered Investment... read more
How is the CFP exam graded?” In this video, I will take the mystery out of how the CFP® exam is... read more
Incentive Stock Options (ISOs) will likely be tested on the CFP® exam. Understanding the key parts of ISOs and what... read more
IRA phaseout questions on the CFP® exam can be tricky since there are more than a few ways the CFP®... read more
Rabbi trusts may be tested on the CFP® exam. As you continue with your CFP® exam prep, you'll need to... read more
What is a Rabbi Trust? One of the topics that likely will be tested on the CFP® exam is the rabbi... read more
In this episode, Sev talks about many of the major areas within the General Principles module that could be tested... read more
Understanding income taxes is vitally important as part of your CFP® exam prep. Unfortunately, the majority of you sitting... read more
You’ve studied hard and sacrificed but test anxiety may be holding you back from passing the CFP® exam. Listen to... read more
12% of the CFP® exam is comprised of income tax module-specific questions. However, there are a lot of tax "wrapper"... read more
