Podcast Episodes

[Fundamentals] 6, Professionalism

Season 2 Episode 6

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

Published on 11 months, 3 weeks ago

[Song] The Trusty Quartet

[Verse 1]

There’s a team of trusts, they’re the talk of the town,

Helping folks keep their taxes down.

You’ve got the CRAT, the CRUT, and their funky friends,

GRAT and GRUT, where the gifting never ends!…

Published on 11 months, 3 weeks ago

[Estate Planning] 19, Installment Payments of Estate Tax

Season 1 Episode 19

Sections 6166 & 6161 allow for extended payment periods for closely held business interests. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/

Published on 11 months, 3 weeks ago

[Estate Planning] 18, Income in Respect of a Decedent (IRD)

Season 1 Episode 18

Income a decedent was entitled to but not received before death, included in the gross estate without a step-up in basis.

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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-pr…

Published on 11 months, 3 weeks ago

[Estate Planning] 17, Generation Skipping Transfer Tax (GSTT)

Season 1 Episode 17

Imposed on transfers to individuals two or more generations younger, with specific rules for direct skips and taxable terminations.

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Open Exam Prep Podcast. More Exam Prep Content Visit: https://op…

Published on 11 months, 3 weeks ago

[Estate Planning] 16, Trusts in Estate Planning

Season 1 Episode 16

Used for management, creditor protection, and tax avoidance. Types include revocable, irrevocable, and specific trusts like GRATs and QPRTs.

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Open Exam Prep Podcast. More Exam Prep Content Visit: h…

Published on 11 months, 3 weeks ago