2-Day CFP® Exam “Tune-Up” (March 2023) | 6hr Course Recording & Slide Deck

This 6-hour (plus, 3 bonus hours) recording of the most recent 2-Day CFP® Exam “Tune-Up”, a live and interactive course taught by Sev Meneshian CFP® Board curriculum instructor and practicing Certified Financial Planner™ professional is designed to help you tackle your toughest CFP® Exam questions, reduce test anxiety, and give you the confidence to pass the exam!

$297.00

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Description

  • Part 1 – Recording Date: Monday, February 27, 2023 – 6PM – 9PM CST
  • Part 2 – Recording Date: Tuesday, February 28, 2023 – 6PM – 9PM CST

** The CFP® Exam “Tune-Up” is structured as a supplement, not a substitute to a traditional review course. **

  • Instruction from a CFP® Board curriculum instructor and practicing Certified Financial Planner™ professional
  • 6-hour recording of Sev’s popular LIVE, 2-Day CFP® Exam Tune-Up Course
  • Full recording (PART 1 & PART 2)
  • Copy of the 150+ Slide Deck
  • Comprehensive CFP®
  • Answers to some of the CFP® exam’s toughest questions
  • Confidence to pass the exam
  • 6-hour recording of Sev’s popular LIVE, 2-Day CFP® Exam Tune-Up Course designed to tackle the toughest CFP® exam topics 1-week prior to the exam to help boost your confidence, relieve test anxiety, and solidify your knowledge so you can pass the CFP® exam!

  • Full recording (PART 1 & PART 2), PLUS NEARLY 3 BONUS HOURS!

  • 150+ PAGE SLIDE DECK

Topics reviewed include, is not limited to:

  • All things IRA and Roth IRA: RMDs, deductibility, etc

  • Sections 1231/1245/1250

  • NUA/ISO/NQSO taxation

  • Non-qualified deferred comp

  • Advice vs Planning

  • Roth 401(k) rules

  • Medicare and Social Security

  • Charitable contribution deductions

  • Calculator review