Podcast Episodes

[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 spou…

1 year, 2 months ago

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[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:…

1 year, 2 months ago

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[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: …

1 year, 2 months ago

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[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:/…

1 year, 2 months ago

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[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 Con…

1 year, 2 months ago

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[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: h…

1 year, 2 months ago

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[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…

1 year, 2 months ago

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[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 fr…

1 year, 2 months ago

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[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: ht…

1 year, 2 months ago

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[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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1 year, 2 months ago

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