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 passed the CFP® Exam in July 2023, discuss the power of persistence and Logan's journey to pass on his 3rd attempt. Logan Richard is a Wealth...
ONE AND DONE - INDUSTRY NEWCOMER PASSES ON FIRST TRY In this episode, Sev and guest, Jonathan G. Wilson, MBA, APMA, CFP®, Director of Financial Planning Services/Associate Wealth Management Advisor discuss how he passed the CFP® Exam on first try. Originally from the Baraboo, Wisconsin area, Jon joined the financial...
Both professionally and for the CPA-Exam, we need to understand and be proficient at calculating the concepts for Long-term Liabilities and Bonds, specifically, present value. The areas of concern are the indenture and the elements of debt, like compounding of a 1$ and also of an annuity stream, stated rates...
In this podcast, Sev introduces Pro Exam Tutors' newest tutor Jerry Pecaro, CPA & Lead Tutor. Jerry provides valuable insight on Kiddie Taxes and Earned/Unearned Income. About Jerry Pecaro, CPA Jerry is presently tutoring for FAR and BEC (only). Jerry Pecaro, CPA & Lead Tutor, is a Certified Public Accountant by profession and...
