Audio Lessons for the Financial Planning Certification Exam
Financial Planning Certification Exam Audio Lessons
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19 episodes
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Podcast Overview
Audio Lessons for the Financial Planning Certification Exam
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🇺🇲
Publishing Since
3/14/2024
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Recent Episodes
November 28, 2024
Financial Planning Certification Exam Audio Lessons: Part 4 Lesson 1- CFP ® Exam Tax Section Study Guide
Financial Planning Certification Exam Audio Lessons expert, [Your Name], shares actionable strategies for mastering the CFP ® Exam Tax Section, essential for certified financial professionals to succeed.
November 21, 2024
Financial Planning Certification Exam Audio Lessons: Part 3 – Lesson 3 Investment Planning
Certified Financial Planner, Emily Chen, shares key investment planning strategies for constructing and managing client portfolios tailored to their goals and risk tolerance.
November 14, 2024
Financial Planning Certification Exam Audio Lessons: Part 3 – Lesson 2 Investment Planning
CFP® Exam Prep Part 3 Investment Planning Financial Planning<br /> <br /> <br /> <br /> <br /> <br /> Part 3 Lesson 2 Investment Planning<br /> <br /> <br /> <br /> <br /> With CFP ® exam Prep Part 3 Investment Planning we dive into the world of investment planning and learn how to construct and manage investment portfolios tailored to your clients’ goals and risk tolerance. Explore different investment strategies, asset classes, and portfolio management techniques.<br /> ——————————<br /> If you are interested in becoming an Registered Investment Advisor, you may also be interested in our other lessons for the <a href="https://series65podcast.com" target="_blank" rel="noopener">Series 65</a> and the <a href="https://series66podcast.com" target="_blank" rel="noopener">Series 66 Exams</a><br /> <br /> <br /> <a href="https://fplessons.com/quiz-understanding-the-financial-planning-certification-exam-part-1-lesson-2/" target="_blank" rel="noopener">Here is the Quiz for this audio lesson</a><br /> <br /> All of the audio lessons for the Financial Planning Certification Exam Part 3 are available below<br /> <a href="https://series7podcast.gumroad.com/l/vlefl" target="_blank" rel="noopener"></a><br /> <br /> <a href="https://series7podcast.gumroad.com/l/vlefl" target="_blank" rel="noopener"></a><br /> The full Series Bundle is available here:<br /> <a href="https://series7podcast.gumroad.com/l/nyokm" target="_blank" rel="noopener"></a><br /> <br /> <a href="https://series7podcast.gumroad.com/l/nyokm" target="_blank" rel="noopener"></a><br /> <br /> © FPLessons.com all rights reserved do not duplicate or copy<br /> Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® in the U.S.<br /> Certified Financial Planner Board of Standards, Inc. owns the CFP® mark, which is used here under fair-use guidelines for exam preparation<br /> <br /> <br />
19 total episodes available
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