”CFP Study Notes” delivers focused, exam-oriented content for aspiring Certified Financial Planners. Each episode deep dives into a single CFP exam topic, combining technical accuracy with real-world applications. Created by a CFP candidate for fellow candidates, this podcast transforms complex concepts into digestible insights. Whether you’re a seasoned financial professional or recent graduate, these study notes offer clear explanations, practical examples, and key exam takeaways. Perfect for learning during your commute or study breaks. Let’s master the CFP exam, one topic at a time.
My CFP Study Notes
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19 episodes
Updated Weekly
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Podcast Overview
”CFP Study Notes” delivers focused, exam-oriented content for aspiring Certified Financial Planners. Each episode deep dives into a single CFP exam topic, combining technical accuracy with real-world applications. Created by a CFP candidate for fellow candidates, this podcast transforms complex concepts into digestible insights. Whether you’re a seasoned financial professional or recent graduate, these study notes offer clear explanations, practical examples, and key exam takeaways. Perfect for learning during your commute or study breaks. Let’s master the CFP exam, one topic at a time.
Language
🇺🇲
Publishing Since
11/23/2024
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Recent Episodes
November 28, 2024
[S1E19] Unlimited Marital and Charitable Deductions
<p>Transfers to spouses or charities are tax-deductible under specific rules, providing flexibility in estate plans.</p>
November 27, 2024
[S1E18] The Crummey Provision
The Crummey provision creates a present interest in trust contributions, enabling annual exclusion benefits.
November 26, 2024
[S1E17] Gifts with Present and Future Interests
Gifts must be structured as present interests to qualify for annual exclusions, distinguishing them from future interests.
19 total episodes available
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- What is My CFP Study Notes?
- How often does this podcast release new episodes?
This podcast updates weekly.
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This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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