In this episode, Sev talks about many of major areas within the insurance module that could be tested on the CFP® exam. Life insurance, dividend payout options, MECs, annuity taxation and homeowners insurance are all topics that are reviewed and discussed.
In this episode, Sev talks about many of the major areas within the General Principles module that could be tested on the CFP® exam. Education planning, retirement planning and mortgage calculations are explained, along with the Federal Reserve, the financial planning process, the standards of conduct and code of ethics.
John Chenoweth is a Tax Director who holds a Certified Public Account license and Certified Financial Planner® designation. In this episode, John explains why changes in the accountancy world drove him to pursue the CFP® designation. He also explains how he used his background as a CPA to get a...
This teacher turned Planner shares her success studying strategy. After 14 years as a teacher, Sasha Decker made a major career change and began working in financial services for a nationwide trust company. In her capacity as a CFP® professional, Sasha evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and...
