2-Day CFP® Exam “Tune-Up”

This live and interactive 2-Day CFP® Exam “Tune-Up” is taught by Sev Meneshian CFP® Board curriculum instructor and practicing Certified Financial Planner™ professional. Designed to help you tackle your toughest CFP® Exam questions, you’ll get at total of 6+ hours of CFP® Exam prep instruction, and a recording of the “live” sessions so that you can review the class as often as needed!

To get started, simply reserve your spot now and send in your toughest questions 48-hours prior to the 1st class!

Next 2-Day CFP® Exam “Tune-Up” Starts In

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Save 19% when you register by October 23rd!

Description

  • Evening 1: Monday, October 25, 2021 – 6PM – 9:00PM CST
  • Evening 2: Tuesday, October 26, 2021 – 6PM – 9:00PM CST

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

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  • Instruction from a CFP® Board curriculum instructor and practicing Certified Financial Planner™ professional
  • A recording of the live review “Tune-Up”
  • Copy of the 150+ Slide Deck
  • A live, interactive course where we’ll tackle the toughest CFP® exam topics
  • A limited class size to maximize instructor interaction
  • Thorough explanations to your toughest questions
  • Recording of each session
  • No Contract
  • A live, interactive course where we’ll tackle the toughest CFP® exam topics

  • A limited class size to maximize instructor interaction

  • Thorough explanations to your toughest questions

Topics to be reviewed will include, but won’t be 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