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 from these types of plans is discussed. The importance of knowing the key characteristics of IRAs and Roth IRAs is stressed, along with their tax characteristics. The Retirement Savings and Income...

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. ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP or text 'tune-up' to (888)...

In this episode, Sev talks about many of major areas within the Investments module that could be tested on the CFP® exam. Topics such as stocks, bonds, options, mutual funds and ETFs are discussed, along with their tax implications. Methods of measuring a portfolio manager’s investment performance such as the Treynor ratio and Jensen’s alpha are discussed, along with Modern Portfolio Theory, the Capital Asset Pricing Model, and many other related...

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 industry in late 2017. Jon attained both his Bachelor’s and Master’s degrees in management from UW-Whitewater, and has also attained his Accredited Portfolio Management Advisor designation (APMA®) within the financial...

In this episode, Sev discusses bond duration and the different risks associated with bond investing, such as reinvestment rate risk. Tax implications of bond investments are also reviewed, along with some helpful tips on how to approach options questions. ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP or text 'tune-up' to (888) 870-7277 Connect with Sev...

THE POWER OF PERSISTENCE; PASSING THE EXAM ON 3RD TRY 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 Management Associate at Denver Private Wealth Management. He graduated from the University of Colorado – Boulder in May of 2022. Logan graduated with a major in Finance with an emphasis in Personal Financial Planning...

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 in that capacity, has worked as a consultant to the Association of International Certified Public Accountants (AICPA), writing & correcting exam questions...

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 can be used as a way to provide executives and business owners with retirement benefits. About Jacob Hartz https://www.nfpis.com/jacob-hartz Jacob Hartz is the Managing...

Advice for Career Changers taking the CFP® ExamIn 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 for the exam was, and how she nearly fainted when “PASS” flashed on the computer screen after six long hours of answering question. Bio: Jackie is a...

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 [email protected] or call us at (888) 870-7277. Released 12.20.22 ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP or text 'tune-up' to...

🔥 Unlock the power of AI 🤖 in CFP® exam prep with a deep dive into ChatGPT. Explore how this advanced language model from OpenAI revolutionizes studying by generating human-like responses through deep learning. Discover the breadth of ChatGPT's knowledge, honed from vast internet text, providing accurate insights across various topics. While emphasizing ChatGPT's value as a study aid, witness its seamless integration with traditional materials. Experience a live demonstration of ChatGPT...

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. ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP Connect with Sev Meneshian CFP®, Lead Tutor @...

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. ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻...

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 solid understanding of the CFP® curriculum, which is an achievement in itself considering John took the Accelerated Path to certification. ____________________________________________ About Sev...

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 cash flow considerations and brings them together to create a comprehensive plan tailored to the client’s needs. Prior to joining the company, Sasha...

You’ve studied hard and sacrificed but test anxiety may be holding you back from passing the CFP® exam. Listen to this podcast with Allison Ewing of Inspired Life Tapping (inspiredlifetapping.com) to learn why you have test anxiety and most importantly, how to overcome it. Allison is a licensed clinical social worker who has spend the last two decades with helping people overcome mental roadblocks, and her advice could clear the way for...

In this episode, Sev and Social Security expert guests Marc Kiner, NSSA and Jim Blair discuss Social Security, Disability, Retirement, Government Pension Offset (GPO), Windfall Elimination Provision (WEP), the CFP® Exam and more. Marc Kiner and Jim Blair are the co-founders of Premier Social Security Consulting where they provide customized consulting for individuals or couples reaching their Full Retirement Age and also help them with understanding and maximizing their lifetime Social...

In this video, host Sev Meneshian, CFP® takes the mystery out of how the CFP® exam is graded and explains what type of questions are asked.

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 Management Associate at Denver Private Wealth Management. He graduated from the University of Colorado – Boulder in May of 2022. Logan graduated with a major in Finance with an emphasis in Personal...

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 using Dalton. Originally from the Baraboo, Wisconsin area, Jon joined the financial industry in late 2017. Jon attained both his Bachelor’s and Master’s degrees in management from UW-Whitewater, and has also attained his Accredited Portfolio Management Advisor designation (APMA®) within the financial...

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 in that capacity, has worked as a consultant to the Association of International Certified Public Accountants (AICPA), writing & correcting exam questions...

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 can be used as a way to provide executives and business owners with retirement benefits. About Jacob Hartz https://www.nfpis.com/jacob-hartz Jacob Hartz is the Managing...

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 for the exam was, and how she nearly fainted when “PASS” flashed on the computer screen after six long hours of answering question.   Bio: Jackie is a financial literacy expert and the owner of...

In this episode of the Earn Your Marks podcast, Sev and special guest Avo Mavilian discuss insurance planning in practice.   To get in touch or to share your thoughts, you can reach Sev & Nelson at [email protected] or call us at (224) 567-1854. Released 12.20.22 Soul by Alex-Productions | https://onsound.eu/ Music promoted by https://www.free-stock-music.com Creative Commons Attribution 3.0 Unsupported License https://creativecommons.org/licenses/by/3.0/deed.en_US