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...
B.09 Financial statements
Track 10 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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B.10 Cash flow management
Track 11 in CFP® Exam Review - 2018 edition.
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F.43a Income tax fundamentals and calculations
Track 45 in CFP® Exam Review - 2018 edition.
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G.53 Social Security and Medicare
Track 57 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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D.23 Analysis and evaluation of risk exposures
Track 24 in CFP® Exam Review - 2018 edition.
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H.71 Postmortem estate planning techniques
Track 77 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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F.46 Alternative minimum tax (AMT)
Track 49 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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G.59 Key factors affecting plan selection for businesses
Track 64 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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F.48b Tax consequences of property transactions
Track 52 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...
B.11 Financing strategies
Track 12 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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G.61 Retirement income and distribution strategies
Track 66 in CFP® Exam Review - 2018 edition.
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F.50 Tax implications of special circumstances
Track 54 in CFP® Exam Review - 2018 edition.
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D.26 Long-term care insurance (individual)
Track 27 in CFP® Exam Review - 2018 edition.
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A.4 Function, purpose, and regulation of financial institutions
Track 5 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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F.48a Tax consequences of property transactions
Track 51 in CFP® Exam Review - 2018 edition.
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H.66b Gift and estate tax compliance and tax calculation Pt.2
CFP Board exam (Awesound study guide) https://cfp.awesound.com
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F.44 Characteristics and income taxation of business entities
Track 47 in CFP® Exam Review - 2018 edition.
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G.62 Business succession planning
Track 67 in CFP® Exam Review - 2018 edition.
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H.67 Sources for estate liquidity
Track 73 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.19 Financial aid
Track 20 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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H.66a Gift and estate tax compliance and tax calculation Pt.1
Track 71 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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G.55 Types of retirement plans
Track 59 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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G.60 Distribution rules and taxation
Track 65 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.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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F.45 Income taxation of trusts and estates
Track 48 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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