Podcast Episodes

[Fundamentals] 7, Fiduciary Duty

Season 2 Episode 7

CFP® professionals must act in the best interest of clients, adhering to fiduciary standards. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/

Published on 11 months, 3 weeks ago

[Fundamentals] 6, Professionalism

Season 2 Episode 6

Requires dignity, courtesy, and appropriate use of CFP® marks in professional interactions. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/

Published on 11 months, 3 weeks ago

[Fundamentals] 5, Continuing Education

Season 2 Episode 5

CFP® certificants must complete 30 hours every two years, including ethics training. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/

Published on 11 months, 3 weeks ago

[Fundamentals] 4, Code of Ethics

Season 2 Episode 4

Includes honesty, integrity, client best interests, due care, conflict management, and confidentiality. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/

Published on 11 months, 3 weeks ago

[Fundamentals] 3, Financial Planning Process

Season 2 Episode 3

Collaborative process to help clients meet life goals through integrated financial advice. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/

Published on 11 months, 3 weeks ago

[Fundamentals] 2, Financial Advice Definition

Season 2 Episode 2

Recommendations on financial plans, asset management, and professional services. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/

Published on 11 months, 3 weeks ago

[Fundamentals] 10, Compensation Models

Season 2 Episode 10

Fee-only, fee-based, and commission structures, with specific disclosure requirements. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/

Published on 11 months, 3 weeks ago

[Song] The Will Power Boogie

[Verse 1]

If you wanna plan your estate just right,

Let me break it down in a way that’s light.

We’ve got wills of all kinds, fancy and rough,

Holographic, noncupative—legal stuff!

[Chorus]

It’s the Will P…

Published on 11 months, 3 weeks ago

[Song] The ABC Trust Shuffle

[Verse 1]

Here’s a little tale of three trusty mates,

They split your estate in creative ways.

Trust A’s for love, it’s the marital kind,

Keeps your spouse comfy, with peace of mind.

[Chorus]

Oh, it’s the …

Published on 11 months, 3 weeks ago

[Fundamentals] 1, Ethics Emphasis

Season 2 Episode 1

Heavy focus on ethics, communication, and professional conduct in financial planning scenarios. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/

Published on 11 months, 3 weeks ago