17% of the CFP® exam is comprised of investment-related questions. As you continue with your CFP® exam prep, you’ll need to have a good understanding of investment planning concepts so you can answer questions somewhat quickly and move on. These type of topics are discussed in this study group session.
What is a Rabbi Trust? One of the topics that likely will be tested on the CFP® exam is the rabbi... read more
The CFP® exam tests you on a broad variety of topics. One general category that seems to weave its way... read more
Failing the CFP Exam can be very deflating, frustrating and depressing moment in both your professional and personal life. In... read more
One of the many reasons why the CFP® exam is so difficult is due to the volume of information that... read more
Incentive Stock Options (ISOs) will likely be tested on the CFP® exam. Understanding the key parts of ISOs and what... read more
CRATs and CRUTs could be tested on the CFP® exam. Understanding the fundamentals of CRATs & CRUTs will be... read more
Two CFP® exam topics that could be tested are Internal rate of return (IRR) and net present value (NPV). IRR... read more
The Certified Financial Planner™ exam is full of traps, curveballs and smokescreens. What seems to be an obvious answer... read more
IRA phaseout questions on the CFP® exam can be tricky since there are more than a few ways the CFP®... read more
One of the many areas that trips up students on the CFP® exam is calculating things such as AGI and... read more
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