Nicole

The CFP Study Hall

Business EN ↓ Odcinki: 3

The CFP Study Hall is a short-form podcast for CFP exam prep. Each episode features three practice questions covering financial planning topics like retirement, investments, tax, estate planning, and ethics. We eliminate wrong answers, explain the right one, and help you build the skills needed to pass the CFP exam.

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Autor

Nicole

Kategoria

Business

Strona podcastu

podcasters.spotify.com

Ostatni odcinek

23 mar 2026

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Odcinki

General Principles of Financial Planning | CFP Process, Savings Rate & Tax Strategies 23.03.2026 7:59

In this episode of The CFP Study Hall , we break down key general principles of financial planning through three CFP exam-style questions. Topics include the financial planning process, calculating a client’s savings rate, and tax-efficient strategies like gifting appreciated assets. Perfect for CFP candidates looking to strengthen fundamentals and improve exam readiness.

Professional Conduct & Regulation | Ethics, Client Instructions & CFP Disciplinary Process 23.03.2026 8:10

In this episode, we break down key concepts in Professional Conduct & Regulation through 3 CFP exam-style questions. We cover the CFP Board’s disciplinary process, how to handle client instructions during volatile markets, and when interim suspension applies. Learn how to eliminate wrong answers, understand fiduciary responsibilities, and approach these questions with confidence on exam day.

Psychology of Financial Planning | Money Scripts, Client Anxiety & Financial Exploitation 22.03.2026 10:08

In this episode of The CFP Study Hall, we break down three CFP exam-style questions from the Psychology of Financial Planning domain. Topics include money scripts, motivational interviewing, and how to respond to potential financial exploitation. Learn how to approach these concepts step-by-step so you can confidently apply them on exam day.