Podcast Episodes

[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: htt…

1 year, 5 months ago

View Episode

[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://op…

1 year, 5 months ago

View Episode

[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 Conten…

1 year, 5 months ago

View Episode

[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: http…

1 year, 5 months ago

View Episode

[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-e…

1 year, 5 months ago

View Episode

[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://…

1 year, 5 months ago

View Episode

[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, 5 months ago

View Episode

[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, 5 months ago

View Episode

[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, 5 months ago

View Episode

[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, 5 months ago

View Episode