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

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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...

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