Podcast Episodes

[Fundamentals] 20, Education Savings Plans

Season 2 Episode 20

529 plans, Coverdell ESAs, and Roth IRAs offer tax advantages for education funding.

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The CFP Exam is known for its difficulty, and as I embark on t…

1 year, 3 months ago

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[Fundamentals] 19, Consumer Protection Laws

Season 2 Episode 19

Includes Fair Credit Reporting Act, Fair Debt Collection Act, and Truth in Lending Act.

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The CFP Exam is known for its difficulty, and as I embark o…

1 year, 3 months ago

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[Fundamentals] 18, Fiscal Policy Tools

Season 2 Episode 18

Congress influences economic growth, price stability, and employment through taxation, spending, and debt management.

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The CFP Exam is known for its…

1 year, 3 months ago

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[Fundamentals] 17, Monetary Policy Tools

Season 2 Episode 17

Federal Reserve uses reserve requirements, discount rates, open market operations, and excess reserve rates.

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The CFP Exam is known for its difficul…

1 year, 3 months ago

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[Fundamentals] 16, Bankruptcy Reporting

Season 2 Episode 16

CFP® professionals must report bankruptcies to the CFP Board and clients.

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The CFP Exam is known for its difficulty, and as I embark on this learnin…

1 year, 3 months ago

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[Fundamentals] 15, Candidate Fitness Standards

Season 2 Episode 15

Specific character and fitness standards for CFP® certification candidates. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-p…

1 year, 3 months ago

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[Fundamentals] 14, Learning Styles

Season 2 Episode 14

Visual, auditory, and kinesthetic methods to tailor financial advice to client preferences. Open Exam Prep Podcast. More Exam Prep Content Visit: htt…

1 year, 3 months ago

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[Fundamentals] 13, Communication Skills

Season 2 Episode 13

Effective communication involves reflective listening, pacing, and rephrasing. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exa…

1 year, 3 months ago

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[Fundamentals] 12, Monitoring Plans

Season 2 Episode 12

Regular and episodic reviews to ensure financial plans remain aligned with client goals. Open Exam Prep Podcast. More Exam Prep Content Visit: https:…

1 year, 3 months ago

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[Fundamentals] 11, Financial Planning Standards

Season 2 Episode 11

Involves understanding client circumstances, goal setting, and plan implementation. Open Exam Prep Podcast. More Exam Prep Content Visit: https://ope…

1 year, 3 months ago

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