daniel: CFP® Exam Review - 2018 edition (for danielallgaier51@gmail.com only)
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...
A.1 CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct
Track 2 in CFP® Exam Review - 2018 edition.
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B.11 Financing strategies
Track 12 in CFP® Exam Review - 2018 edition.
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D.27 Annuities
Track 28 in CFP® Exam Review - 2018 edition.
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D.23 Analysis and evaluation of risk exposures
Track 24 in CFP® Exam Review - 2018 edition.
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B.15 Principles of communication and counseling
Track 16 in CFP® Exam Review - 2018 edition.
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E.39 Portfolio development and analysis
Track 41 in CFP® Exam Review - 2018 edition.
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A.3 CFP Board’s Disciplinary Rules and Procedures
Track 4 in CFP® Exam Review - 2018 edition.
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D.25 Disability income insurance (individual)
Track 26 in CFP® Exam Review - 2018 edition.
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D.29 Business uses of insurance
Track 30 in CFP® Exam Review - 2018 edition.
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E.34 Types of investment risk
Track 36 in CFP® Exam Review - 2018 edition.
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D.28 Life insurance (individual)
Track 29 in CFP® Exam Review - 2018 edition.
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C.18 Education savings vehicles
Track 19 in CFP® Exam Review - 2018 edition.
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B.08 Financial planning process
Track 9 in CFP® Exam Review - 2018 edition.
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A.5 Financial services regulations and requirements
Track 6 in CFP® Exam Review - 2018 edition.
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E.35 Quantitative investment concepts
Track 37 in CFP® Exam Review - 2018 edition.
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C.21 Education financing
Track 22 in CFP® Exam Review - 2018 edition.
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E.36 Measures of investment returns
Track 38 in CFP® Exam Review - 2018 edition.
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B.16 Debt management
Track 17 in CFP® Exam Review - 2018 edition.
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D.30 Insurance needs analysis
Track 31 in CFP® Exam Review - 2018 edition.
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0. Introduction
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...
D.26 Long-term care insurance (individual)
Track 27 in CFP® Exam Review - 2018 edition.
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B.13 Time value of money concepts and calculations
Track 14 in CFP® Exam Review - 2018 edition.
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E.38 Bond and stock valuation concepts
Track 40 in CFP® Exam Review - 2018 edition.
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B.10 Cash flow management
Track 11 in CFP® Exam Review - 2018 edition.
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C.19 Financial aid
Track 20 in CFP® Exam Review - 2018 edition.
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B.14 Client and planner attitudes, values, biases and behavioral finance
Track 15 in CFP® Exam Review - 2018 edition.
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A.6 Consumer protection laws
Track 7 in CFP® Exam Review - 2018 edition.
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D.24 Health insurance and health care cost management (individual)
Track 25 in CFP® Exam Review - 2018 edition.
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D.22 Principles of risk and insurance
Track 23 in CFP® Exam Review - 2018 edition.
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D.32a Property and casualty insurance Pt.1
Track 33 in CFP® Exam Review - 2018 edition.
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B.09 Financial statements
Track 10 in CFP® Exam Review - 2018 edition.
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D.32b Property and casualty insurance Pt.2
Track 34 in CFP® Exam Review - 2018 edition.
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E.37 Asset allocation and portfolio diversification
Track 39 in CFP® Exam Review - 2018 edition.
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C.20 Gift and Income tax strategies
Track 21 in CFP® Exam Review - 2018 edition.
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C.17 Education needs analysis
Track 18 in CFP® Exam Review - 2018 edition.
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B.12 Economic concepts
Track 13 in CFP® Exam Review - 2018 edition.
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A.2 CFP Board’s Financial Planning Practice Standards
Track 3 in CFP® Exam Review - 2018 edition.
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A.7 Fiduciary
Track 8 in CFP® Exam Review - 2018 edition.
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E.33 Characteristics, uses and taxation of investment vehicles
Track 35 in CFP® Exam Review - 2018 edition.
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D.31 Insurance policy and company selection
Track 32 in CFP® Exam Review - 2018 edition.
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