Podcast Episodes

[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, 5 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, 5 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, 5 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, 5 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, 5 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, 5 months ago

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[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,

Holographi…

1 year, 5 months ago

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[Fundamentals] 9, Confidentiality

Season 2 Episode 9

Maintain client privacy and confidentiality, with exceptions for legal and enforcement purposes. Open Exam Prep Podcast. More Exam Prep Content Visit…

1 year, 5 months ago

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[Fundamentals] 8, Conflict of Interest

Season 2 Episode 8

Must disclose and manage conflicts, including compensation and product limitations. Open Exam Prep Podcast. More Exam Prep Content Visit: https://ope…

1 year, 5 months ago

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[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: h…

1 year, 5 months ago

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