CFP® exam Archives

Episode 13 | Logan Richard – The Power of Persistence

THE POWER OF PERSISTENCE; PASSING THE EXAM ON 3RD TRY WITH KAPLAN In this episode, Sev and Logan Richard, a Wealth Management Associate who recently...

9 Aug 2023Sev Meneshian CFP®Earn Your Marks PodcastCFP® exam, CPA, CPA Exam Prep, Exam Prep, kaplanLike: 388

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Episode 12 | Passing the CFP Exam With Dalton with Guest Jon Wilson

ONE AND DONE - INDUSTRY NEWCOMER PASSES ON FIRST TRY WITH DALTON In this episode, Sev and guest, Jonathan G. Wilson, MBA, APMA, CFP®,...

9 Aug 2023Sev Meneshian CFP®Earn Your Marks PodcastCFP® exam, CPA, CPA Exam Prep, Estate Planning, Exam Prep, Kiddie TaxLike: 467

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Episode 11 | Jerry Pecaro, CPA & Lead Tutor

In this podcast, Sev introduces Pro Exam Tutors' newest tutor Jerry Pecaro, CPA & Lead Tutor. Jerry provides valuable insight on Kiddie Taxes and...

24 Apr 2023Sev Meneshian CFP®Earn Your Marks PodcastCFP® exam, CPA, CPA Exam Prep, Estate Planning, Exam Prep, Kiddie TaxLike: 467

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How to Master Case Studies on the CFP® Exam

Case studies cause a lot of anxiety for CFP® candidates, but approaching them in the right way will boost your chances of passing the...

23 Mar 2023Sev Meneshian CFP®Exam PrepCase Studies, CFP® exam, Exam PrepLike: 318

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I Failed the CFP® Exam – What Now?

Failing the CFP Exam can be very deflating, frustrating and depressing moment in both your professional and personal life. In this episode, I talk...

23 Mar 2023Sev Meneshian CFP®Exam PrepCFP® exam, Exam Prep, failed, failing the examLike: 249

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Episode 10 | Jacob Hartz, J.D. | Life Insurance & Estate Planning

In this podcast, Sev speaks to Jacob Hartz, J.D. Managing Director of NFP Insurance Solutions in Chicago, IL about the various applications of life...

23 Mar 2023Sev Meneshian CFP®Earn Your Marks PodcastCFP® exam, Estate Planning, Exam Prep, Insurance Planning, Life Insurance, Retirement PlanningLike: 327

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10 Reasons Why You Need a CFP® Tutor

Are you preparing to take the Certified Financial Planner (CFP®) exam? The CFP® exam is a challenging test, and it requires a great deal of...

14 Mar 2023Sev Meneshian CFP®Exam Prepcfp tutor, CFP® exam, Exam PrepLike: 146

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Episode 9 | Jackie Cummings Koski | Advice for Career Changers taking the CFP® Exam

In today’s podcast, we speak with Jackie Cummings Koski, MSPFP, CFP®, AFC® about how to approach the CFP® exam as a career changer. Jackie...

20 Jan 2023Sev Meneshian CFP®Earn Your Marks PodcastCareer Change, CFP® exam, Exam PrepLike: 279

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Episode 8 | Avo Mavilian

In this episode of the Earn Your Marks podcast, Sev and special guest Avo Mavilian discuss Life Insurance, Estate Planning, and Taxes in practice. To...

12 Jan 2023Sev Meneshian CFP®Earn Your Marks PodcastCFP® exam, Estate Planning, Exam Prep, Life Insurance, TaxesLike: 232

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Internal Rate of Return (IRR) vs. Net Present Value (NPV)

Two CFP® exam topics that could be tested are Internal rate of return (IRR) and net present value (NPV). IRR and NPV are two...

23 Sep 2022Sev Meneshian CFP®Exam PrepCFP® exam, Exam Prep, Internal Rate of Return, IRR, Net Present Value, NPVLike: 359

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Tag - CFP® exam

Episode 13 | Logan Richard – The Power of Persistence

Episode 12 | Passing the CFP Exam With Dalton with Guest Jon Wilson

Episode 11 | Jerry Pecaro, CPA & Lead Tutor

How to Master Case Studies on the CFP® Exam

I Failed the CFP® Exam – What Now?

Episode 10 | Jacob Hartz, J.D. | Life Insurance & Estate Planning

10 Reasons Why You Need a CFP® Tutor

Episode 9 | Jackie Cummings Koski | Advice for Career Changers taking the CFP® Exam

Episode 8 | Avo Mavilian

Internal Rate of Return (IRR) vs. Net Present Value (NPV)

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