90-Minute Review for the CFP Exam

Nail Tax on the exam ▶️https://advise-wise.link/tax All My Free PDF downloads ▶️ https://advise-wise.link/resources ---------------------------- A 90-minute review of all 8 domains of the CFP exam. The goal of this session is to warm up your memory and get your brain cells firing. No teaching, no problem walkthroughs. Just pure facts washing over you for 90 straight minutes. This is a great one to listen to if you’ve done a full review and you’re juggling everything in your mind. Or it’s the night before the exam and you’re looking for a confidence boost. To that end, take what you want and leave what you want. If I say something that conflicts with your prep provider, go with your prep provider. The goal here is to activate muscle memory and confidence. Not to send you into a panic. ⏰ TIMESTAMPS 0:00 - Intro 0:50 - Professional Conduct 7:28 - General Principles 15:32 - Investment Planning 32:00 - Retirement Planning 50:19 - Insurance Planning 1:02:07 - Tax Planning 1:12:07 - Estate Planning 1:24:25 - Psychology of Financial Planning