CFP® exam

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 will discuss why she chose the financial planning profession, how she selected a exam prep provider, how she got a $5,000 scholarship, what her study strategy...

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

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 discounted cash flow techniques used in capital budgeting to evaluate various investment options. Capital budgeting usually pertains to a company deciding on alternatives for capital spending....

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