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...
Case studies cause a lot of anxiety for CFP® candidates, but approaching them in the right way will boost your chances of passing the CFP® exam. In this video, I’ll review some very helpful tips as you prepare for the exam. I’ll cover things like how long before the exam...
Failing the CFP Exam can be very deflating, frustrating and depressing moment in both your professional and personal life. In this episode, I talk about what to do if you took the CFP® exam but didn’t pass.
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 insurance, particularly in regard to estate planning. Topics discussed include how life insurance can be used to mitigate estate taxes, transfer wealth efficiently, and how it...
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 study and preparation. If you want to be a successful financial planner and pass the CFP® exam, a CFP® tutor can help! Here are 10 reasons why...
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...
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 get in touch or to share your thoughts, you can reach Sev at info@proexamtutors.com or call us at (888) 870-7277. Released 12.20.22
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....