When it comes to passing the CFP® exam, every little bit helps. In fact, the difference between passing and failing often boils down to just a handful of questions. With that in mind, we started the EARN YOUR MARKS podcast. This show helps reinforce some of the MOST tested concepts seen in the CFP® exam. So whether you’re in the gym, on the road, or just can’t sleep… invest the time with Sev Meneshian, CFP® and his guests to help you pass the exam on your first attempt.
Learn more about Pro Exam Tutors at www.proexamtutors.com
In this episode, Sev discusses the subject areas that you need to study and be aware of in the Retirement Savings and Income Planning module of the CFP® exam. Topics such as Social Security, qualified vs non-qualified ERISA plans, defined benefit vs defined contribution plans
and distributions...
Published 08/09/24
In this episode, Sev talks about many of the topics that could be test
on the CFP® exam. Topics such as adjustments, deduction and credits,
below market-rate loans, IRA deductibility, investment interest expense
and kiddie tax rules are just some things Sev will talk about....
Published 05/12/24