daniel: CFP® Exam Review - 2018 edition (for danielallgaier51@gmail.com only)

40 Episodes
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By: Dalton Education for daniel (danielallgaier51@gmail.com)

Update: Purchase the latest CFP audio review here: https://awesound.com/course/cfp2019 (updated May 2019).----This audio package was released in July 2018.This supplemental audio review for the 2018 CFP® Exam breaks down information based on the CFP Board's 72 Principal Knowledge Topics and will also provide tips and advice on how to approach the exam. The Principal Knowledge Topics serve as a blueprint for the exam, and each question is linked to one of the Principal Knowledge Topics in the approximate percentages indicated for each general category below.8 PRINCIPAL KNOWLEDGE TOPIC CATEGORIES:A. Professional Conduct and Regulation (7%)B. General Principles of F...

B.09 Financial statements
#10
05/03/2021

Track 10 in CFP® Exam Review - 2018 edition.
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E.37 Asset allocation and portfolio diversification
#39
05/03/2021

Track 39 in CFP® Exam Review - 2018 edition.
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B.10 Cash flow management
#11
05/03/2021

Track 11 in CFP® Exam Review - 2018 edition.
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F.43a Income tax fundamentals and calculations
#45
05/03/2021

Track 45 in CFP® Exam Review - 2018 edition.
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G.53 Social Security and Medicare
#57
05/03/2021

Track 57 in CFP® Exam Review - 2018 edition.
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A.7 Fiduciary
#8
05/03/2021

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D.23 Analysis and evaluation of risk exposures
#24
05/03/2021

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H.71 Postmortem estate planning techniques
#77
05/03/2021

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D.27 Annuities
#28
05/03/2021

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F.46 Alternative minimum tax (AMT)
#49
05/03/2021

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B.15 Principles of communication and counseling
#16
05/03/2021

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G.59 Key factors affecting plan selection for businesses
#64
05/03/2021

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D.25 Disability income insurance (individual)
#26
05/03/2021

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F.48b Tax consequences of property transactions
#52
05/03/2021

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0. Introduction
#1
05/03/2021

Tips and advice on the best mindset and tactics. - What if you can only eliminate two of the four choices, and it seems the remaining to answers are both correct? - How does the financial planning process help me realize there is one clear right answer, not a subjective answer? - How can I ensure I'm answering questions at the right level (knowledge recall vs. analysis, sythesis or evaluation)? - What do I need to know about the Code of Ethics, Practice Standards, and Rules of Conduct? - How can I "put on the CFP spectacles" to understand which...


B.11 Financing strategies
#12
05/03/2021

Track 12 in CFP® Exam Review - 2018 edition.
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D.28 Life insurance (individual)
#29
05/03/2021

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G.61 Retirement income and distribution strategies
#66
05/03/2021

Track 66 in CFP® Exam Review - 2018 edition.
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F.50 Tax implications of special circumstances
#54
05/03/2021

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D.26 Long-term care insurance (individual)
#27
05/03/2021

Track 27 in CFP® Exam Review - 2018 edition.
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A.4 Function, purpose, and regulation of financial institutions
#5
05/03/2021

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A.3 CFP Board’s Disciplinary Rules and Procedures
#4
05/03/2021

Track 4 in CFP® Exam Review - 2018 edition.
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F.48a Tax consequences of property transactions
#51
05/03/2021

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H.66b Gift and estate tax compliance and tax calculation Pt.2
#72
05/03/2021

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F.44 Characteristics and income taxation of business entities
#47
05/03/2021

Track 47 in CFP® Exam Review - 2018 edition.
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G.62 Business succession planning
#67
05/03/2021

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H.67 Sources for estate liquidity
#73
05/03/2021

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E.35 Quantitative investment concepts
#37
05/03/2021

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C.19 Financial aid
#20
05/03/2021

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E.33 Characteristics, uses and taxation of investment vehicles
#35
05/03/2021

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H.66a Gift and estate tax compliance and tax calculation Pt.1
#71
05/03/2021

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D.32a Property and casualty insurance Pt.1
#33
05/03/2021

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G.55 Types of retirement plans
#59
05/03/2021

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D.30 Insurance needs analysis
#31
05/03/2021

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G.60 Distribution rules and taxation
#65
05/03/2021

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C.20 Gift and Income tax strategies
#21
05/03/2021

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C.18 Education savings vehicles
#19
05/03/2021

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B.08 Financial planning process
#9
05/03/2021

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F.45 Income taxation of trusts and estates
#48
05/03/2021

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B.13 Time value of money concepts and calculations
#14
05/03/2021

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