Episode 1: General Principles
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Description
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.
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More Episodes
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
Published 05/12/24
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