the EARN YOUR MARKS podcast: Recent Episodes
ProExamTutors
When it comes to passing the CFP® exam, every little bit helps. in fact, the difference between passing and failing often boils down to just a handful of questions. With that in mind, we started the EARN YOUR MARKS podcast. This show helps reinforce some of the MOST tested concepts seen in the CFP® exam. So whether you're in the gym, on the road, or just can't sleep... spend some time with Sev Meneshian, CFP® and Nelson Greene, CFP® and pass the exam on your first attempt.
Learn more about Pro Exam Tutors at www.proexamtutors.com
In this episode, Sev discusses the subject areas that you need to study and be aware of in the Retirement Savings and Income Planning module of the CFP® exam. Topics such as Social Security, qualified vs non-qualified ERISA plans, defined benefit vs defined contribution plans and distributions from these types of plans is discussed. The importance of knowing the key characteristics of IRAs and Roth IRAs is stressed, along with their tax characteristics. The Retirement Savings and Income Planning module covers many topics and focusing on the key characteristics and their importance, especially for business owners, will be critical. ____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPor text 'tune-up' to (888) 870-7277Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com☎️ Schedule a call (888) 870-7277💻 info@proexamtutors.com👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors/👉🏻 https://www.linkedin.com/company/pro-exam-tutors/#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep #ERISA #retirementsavings #incomeplanning
In this episode, Sev talks about many of the topics that could be test on the CFP® exam. Topics such as adjustments, deduction and credits, below market-rate loans, IRA deductibility, investment interest expense and kiddie tax rules are just some things Sev will talk about. ____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPor text 'tune-up' to (888) 870-7277Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com☎️ Schedule a call (888) 870-7277💻 info@proexamtutors.com👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors/👉🏻 https://www.linkedin.com/company/pro-exam-tutors/#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep #incometax #taxplanning #kiddietax
In this episode, Sev talks about many of major areas within the Investments module that could be tested on the CFP® exam. Topics such as stocks, bonds, options, mutual funds and ETFs are discussed, along with their tax implications. Methods of measuring a portfolio manager’s investment performance such as the Treynor ratio and Jensen’s alpha are discussed, along with Modern Portfolio Theory, the Capital Asset Pricing Model, and many other related topics.____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPor text 'tune-up' to (888) 870-7277Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com☎️ Schedule a call (888) 870-7277💻 info@proexamtutors.com👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors/👉🏻 https://www.linkedin.com/company/pro-exam-tutors/#investments #cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep
In this episode, Sev and guest, Jonathan G. Wilson, MBA, APMA, CFP®, Director of Financial Planning Services/Associate Wealth Management Advisor discuss how he passed the CFP® Exam on first try.
Originally from the Baraboo, Wisconsin area, Jon joined the financial industry in late 2017. Jon attained both his Bachelor’s and Master’s degrees in management from UW-Whitewater, and has also attained his Accredited Portfolio Management Advisor designation (APMA®) within the financial industry.
____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPor text 'tune-up' to (888) 870-7277Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com☎️ Schedule a call (888) 870-7277💻 info@proexamtutors.com👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors/👉🏻 https://www.linkedin.com/company/pro-exam-tutors/#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep
In this episode, Sev discusses bond duration and the different risks associated with bond investing, such as reinvestment rate risk. Tax implications of bond investments are also reviewed, along with some helpful tips on how to approach options questions.____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPor text 'tune-up' to (888) 870-7277Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com☎️ Schedule a call (888) 870-7277💻 info@proexamtutors.com👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors/👉🏻 https://www.linkedin.com/company/pro-exam-tutors/#bonds #bondduration #bondinvestments
THE POWER OF PERSISTENCE; PASSING THE EXAM ON 3RD TRYIn this episode, Sev and Logan Richard, a Wealth Management Associate who recently passed the CFP® Exam in July 2023, discuss the power of persistence and Logan's journey to pass on his 3rd attempt.Logan Richard is a Wealth Management Associate at Denver Private Wealth Management. He graduated from the University of Colorado – Boulder in May of 2022. Logan graduated with a major in Finance with an emphasis in Personal Financial Planning from the Leeds School of Business. ____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPor text 'tune-up' to (888) 870-7277Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com☎️ Schedule a call (888) 870-7277💻 info@proexamtutors.com👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors/👉🏻 https://www.linkedin.com/company/pro-exam-tutors/#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep
In this podcast, Sev introduces Pro Exam Tutors' newest tutor Jerry Pecaro, CPA & Lead Tutor. Jerry provides valuable insight on Kiddie Taxes and Earned/Unearned Income.About Jerry Pecaro, CPAJerry is presently tutoring for FAR and BEC (only).Jerry Pecaro, CPA & Lead Tutor, is a Certified Public Accountant by profession and in that capacity, has worked as a consultant to the Association of International Certified Public Accountants (AICPA), writing & correcting exam questions in Jersey City, N.J., prior to their moving to the Carolinas.More About Jerry:https://bit.ly/proexamtutors-jerry-pecaro-cpa-lead-tutorBook a CPA Exam Prep Session with Jerry:https://bit.ly/proexamtutors-cpa-exam-prep-pricing ____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPor text 'tune-up' to (888) 870-7277Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com☎️ Schedule a call (888) 870-7277💻 info@proexamtutors.com👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors/👉🏻 https://www.linkedin.com/company/pro-exam-tutors/#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep
In this podcast, Sev speaks to Jacob Hartz, J.D. Managing Director of NFP Insurance Solutions in Chicago, IL about the various applications of life insurance, particularly in regard to estate planning. Topics discussed include how life insurance can be used to mitigate estate taxes, transfer wealth efficiently, and how it can be used as a way to provide executives and business owners with retirement benefits.About Jacob Hartzhttps://www.nfpis.com/jacob-hartzJacob Hartz is the Managing Director at NFP Insurance Solutions (https://www.nfpis.com). He earned his J.D. from the Cordozo School of Law (https://cardozo.yu.edu/) with an emphasis in Trusts and Estates, Partnership and Federal Taxation.Jacob advises wealthy families in regard to their estate planning needs using life insurance, premium finance, wealth transfer strategies and business succession solutions and is a member of the Chicago Estate Planning Council (https://www.cepcweb.org/). Jacob is an adjunct lecturer at Northwestern University’s school for Professional Studies (https://sps.northwestern.edu/) where he teaches the Risk Management and Insurance Planning module of the CFP® curriculum. ____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPor text 'tune-up' to (888) 870-7277Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com☎️ Schedule a call (888) 870-7277💻 info@proexamtutors.com👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors/👉🏻 https://www.linkedin.com/company/pro-exam-tutors/#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep
Advice for Career Changers taking the CFP® ExamIn today’s podcast, we speak with Jackie Cummings Koski, MSPFP, CFP®, AFC® about how to approach the CFP® exam as a career changer. Jackie will discuss why she chose the financial planning profession, how she selected a exam prep provider, how she got a $5,000 scholarship, what her study strategy for the exam was, and how she nearly fainted when “PASS” flashed on the computer screen after six long hours of answering question.Bio: Jackie is a financial literacy expert and the owner of Money Letters, LLC. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Jackie holds a Masters of Science in Personal Financial Planning from Kansas State University and is an Accredited Financial Counselor®. She’s also the author of the award-winning book 'Money Letters 2 My Daughter' and has showcased her expertise in financial literacy (and warm personality) on 'The Rachel Ray Show', CNBC, Forbes and People Magazine.You can learn more about Jackie Cummings Koski below:https://linktr.ee/MoneyLettersJackie's Recommended CFP® Exam Help Resources:https://docs.google.com/spreadsheets/d/1JL3gHgqnfgR-biPQoIKyLMGehRE6G3Ej/edit?usp=sharing&ouid=118170074337197264225&rtpof=true&sd=trueBook: Money Letters 2 My Daughterhttps://www.amazon.com/dp/0989186008?ref_=cm_sw_r_mwn_dp_73DADFT2H9VNRXVWGTGGTheRachel Ray Show:https://www.rachaelrayshow.com/video/how-this-single-mom-who-grew-up-in-poverty-was-able-to-retire-at-49____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPor text 'tune-up' to (888) 870-7277Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com☎️ Schedule a call (888) 870-7277💻 info@proexamtutors.com👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors/👉🏻 https://www.linkedin.com/company/pro-exam-tutors/#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep
In this episode of the Earn Your Marks podcast, Sev and special guest Avo Mavilian discuss Life Insurance, Estate Planning, and Taxes in practice.To get in touch or to share your thoughts, you can reach Sev at info@proexamtutors.com or call us at (888) 870-7277. Released 12.20.22____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPor text 'tune-up' to (888) 870-7277Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com☎️ Schedule a call (888) 870-7277💻 info@proexamtutors.com👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors/👉🏻 https://www.linkedin.com/company/pro-exam-tutors/#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep
🔥 Unlock the power of AI 🤖 in CFP® exam prep with a deep dive into ChatGPT. Explore how this advanced language model from OpenAI revolutionizes studying by generating human-like responses through deep learning. Discover the breadth of ChatGPT's knowledge, honed from vast internet text, providing accurate insights across various topics. While emphasizing ChatGPT's value as a study aid, witness its seamless integration with traditional materials. Experience a live demonstration of ChatGPT in action, engaging in dynamic dialogue about CFP® exam strategies.
About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP® Exam "Tune-Up"
👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPConnect with Sev Meneshian CFP®, Lead Tutor @ProExamTutors.com 🌎 https://www.proexamtutors.com☎️ Schedule a call (224) 567-1854💻 info@proexamtutors.com👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep
In this episode, Sev talks about many of major areas within the insurance module that could be tested on the CFP® exam. Life insurance, dividend payout options, MECs, annuity taxation and homeowners insurance are all topics that are reviewed and discussed.____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPConnect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com☎️ Schedule a call (224) 567-1854💻 info@proexamtutors.com👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep
In this episode, Sev talks about many of the major areas within the General Principles module that could be tested on the CFP® exam. Education planning, retirement planning and mortgage calculations are explained, along with the Federal Reserve, the financial planning process, the standards of conduct and code of ethics. ____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPConnect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com☎️ Schedule a call (224) 567-1854💻 info@proexamtutors.com👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep
John Chenoweth is a Tax Director who holds a Certified Public Account license and Certified Financial Planner® designation. In this episode, John explains why changes in the accountancy world drove him to pursue the CFP® designation. He also explains how he used his background as a CPA to get a solid understanding of the CFP® curriculum, which is an achievement in itself considering John took the Accelerated Path to certification.____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP® Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPConnect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com☎️ Schedule a call (224) 567-1854💻 info@proexamtutors.com👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep
This teacher turned Planner shares her success studying strategy.After 14 years as a teacher, Sasha Decker made a major career change and began working in financial services for a nationwide trust company. In her capacity as a CFP® professional, Sasha evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored to the client’s needs. Prior to joining the company, Sasha worked as a fourth-grade teacher at Providence Classical Christian School for eight years. Sasha graduated summa cum laude from the University of Dallas with a bachelor’s degree in classical philology.She passed the CFP® exam in March 2023. ____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPConnect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com☎️ Schedule a call (224) 567-1854💻 info@proexamtutors.com👉🏻 https://www.linkedin.com/in/sevmenesh...👉🏻 https://www.facebook.com/proexamtutors#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep
You’ve studied hard and sacrificed but test anxiety may be holding you back from passing the CFP® exam. Listen to this podcast with Allison Ewing of Inspired Life Tapping (inspiredlifetapping.com) to learn why you have test anxiety and most importantly, how to overcome it. Allison is a licensed clinical social worker who has spend the last two decades with helping people overcome mental roadblocks, and her advice could clear the way for you.____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPConnect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com☎️ Schedule a call (224) 567-1854💻 info@proexamtutors.com👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep
In this episode, Sev and Social Security expert guests Marc Kiner, NSSA and Jim Blair discuss Social Security, Disability, Retirement, Government Pension Offset (GPO), Windfall Elimination Provision (WEP), the CFP® Exam and more.Marc Kiner and Jim Blair are the co-founders of Premier Social Security Consulting where they provide customized consulting for individuals or couples reaching their Full Retirement Age and also help them with understanding and maximizing their lifetime Social Security benefits.
They also provide Social Security education and training for all types of Professional Advisors who are looking to increase the value that they bring to their clients by answering the questions they have about Social Security. Marc Kiner has 35 years of experience in public accounting where his primary area of service was to privately held businesses and individuals. Marc sold his practice in 2012 to concentrate on Social Security and co-founded the National Social Security Advisors certificate program.Jim Blair is the lead Social Security consultant at Premier Social Security Consulting, and has over 35 years of experience helping individuals manage their Social Security benefits. Jim retired after 35 years with the Social Security Administration and is also the co-founder of the National Social Security Advisors certificate program.Learn more at: https://www.premiersocialsecurityconsulting.com/____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPConnect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com☎️ Schedule a call (224) 567-1854💻 info@proexamtutors.com👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep
In this video, host Sev Meneshian, CFP® takes the mystery out of how the CFP® exam is graded and explains what type of questions are asked.
THE POWER OF PERSISTENCE; PASSING THE EXAM ON 3RD TRY WITH KAPLAN
In this episode, Sev and Logan Richard, a Wealth Management Associate who recently passed the CFP® Exam in July 2023, discuss the power of persistence and Logan's journey to pass on his 3rd attempt.
Logan Richard is a Wealth Management Associate at Denver Private Wealth Management. He graduated from the University of Colorado – Boulder in May of 2022. Logan graduated with a major in Finance with an emphasis in Personal Financial Planning from the Leeds School of Business.
In this episode, Sev and guest, Jonathan G. Wilson, MBA, APMA, CFP®, Director of Financial Planning Services/Associate Wealth Management Advisor discuss how he passed the CFP® Exam on first try using Dalton.
Originally from the Baraboo, Wisconsin area, Jon joined the financial industry in late 2017. Jon attained both his Bachelor’s and Master’s degrees in management from UW-Whitewater, and has also attained his Accredited Portfolio Management Advisor designation (APMA®) within the financial industry.
In this podcast, Sev introduces Pro Exam Tutors' newest tutor Jerry Pecaro, CPA & Lead Tutor. Jerry provides valuable insight on Kiddie Taxes and Earned/Unearned Income.About Jerry Pecaro, CPAJerry is presently tutoring for FAR and BEC (only).Jerry Pecaro, CPA & Lead Tutor, is a Certified Public Accountant by profession and in that capacity, has worked as a consultant to the Association of International Certified Public Accountants (AICPA), writing & correcting exam questions in Jersey City, N.J., prior to their moving to the Carolinas.More About Jerry:https://bit.ly/proexamtutors-jerry-pecaro-cpa-lead-tutorBook a CPA Exam Prep Session with Jerry:https://bit.ly/proexamtutors-cpa-exam-prep-pricing
In this podcast, Sev speaks to Jacob Hartz, J.D. Managing Director of NFP Insurance Solutions in Chicago, IL about the various applications of life insurance, particularly in regard to estate planning. Topics discussed include how life insurance can be used to mitigate estate taxes, transfer wealth efficiently, and how it can be used as a way to provide executives and business owners with retirement benefits.About Jacob Hartzhttps://www.nfpis.com/jacob-hartzJacob Hartz is the Managing Director at NFP Insurance Solutions (https://www.nfpis.com). He earned his J.D. from the Cordozo School of Law (https://cardozo.yu.edu/) with an emphasis in Trusts and Estates, Partnership and Federal Taxation.Jacob advises wealthy families in regard to their estate planning needs using life insurance, premium finance, wealth transfer strategies and business succession solutions and is a member of the Chicago Estate Planning Council (https://www.cepcweb.org/). Jacob is an adjunct lecturer at Northwestern University’s school for Professional Studies (https://sps.northwestern.edu/) where he teaches the Risk Management and Insurance Planning module of the CFP® curriculum. ____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPConnect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com☎️ Schedule a call (224) 567-1854💻 info@proexamtutors.com👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep
In today’s podcast, we speak with Jackie Cummings Koski, MSPFP, CFP®, AFC® about how to approach the CFP® exam as a career changer.
Jackie will discuss why she chose the financial planning profession, how she selected a exam prep provider, how she got a $5,000 scholarship, what her study strategy for the exam was, and how she nearly fainted when “PASS” flashed on the computer screen after six long hours of answering question.
Bio: Jackie is a financial literacy expert and the owner of Money Letters, LLC. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Jackie holds a Masters of Science in Personal Financial Planning from Kansas State University and is an Accredited Financial Counselor®. She’s also the author of the award-winning book 'Money Letters 2 My Daughter' and has showcased her expertise in financial literacy (and warm personality) on 'The Rachel Ray Show', CNBC, Forbes and People Magazine.
You can learn more about Jackie Cummings Koski below:
https://linktr.ee/MoneyLetters
Jackie's Recommended CFP® Exam Help Resources (we made the list!):
https://docs.google.com/file/d/1JL3gH...
Book: Money Letters 2 My Daughter:
https://www.amazon.com/dp/0989186008?...
Rachel Ray Show:
https://www.rachaelrayshow.com/video/...
In this episode of the Earn Your Marks podcast, Sev and special guest Avo Mavilian discuss insurance planning in practice.
To get in touch or to share your thoughts, you can reach Sev & Nelson at info@proexamtutors.com or call us at (224) 567-1854.
Released 12.20.22
Soul by Alex-Productions | https://onsound.eu/
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unsupported License
https://creativecommons.org/licenses/by/3.0/deed.en_US
In this episode of the Earn Your Marks podcast, Sev and Nelson discuss the preparation and planning that goes into passing the CFP® exam.
To get in touch or to share your thoughts, you can reach Sev & Nelson at info@proexamtutors.com or call us at (224) 567-1854.
Released 12.03.22
Soul by Alex-Productions | https://onsound.eu/
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unsupported License
https://creativecommons.org/licenses/by/3.0/deed.en_US
In this episode, Sev and Nelson explore a few highly tested topics in the estate section of the CFP® exam. The book that Sev mentions around the 5-minute mark is Estate Planning and Taxation, (15th Edition) written by Michael J.R. Hoffman.
Topics covered:
- Section 2036-2038
- Section 2042
- ILITs
- Property types
- Remainder trusts
- GRATs, GRUTs, CRATs, & CRUTs
- GSTT
To get in touch or to share your thoughts, you can reach Sev & Nelson at info@proexamtutors.com or call us at (224) 567-1854.
Released 11.13.22
Soul by Alex-Productions | https://onsound.eu/
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unsupported License
https://creativecommons.org/licenses/by/3.0/deed.en_US
In this episode, Sev and Nelson explore a few highly tested topics in the retirement section of the CFP® exam.
Topics covered:
- IRAs
- Qualified vs. non-qualified plans
- Defined benefit plans
- Defined contribution plans
- Pension plans
- Profit sharing plans
- Other tax-advantaged plans
- NQSOs & ISOs
To get in touch or to share your thoughts, you can reach Sev & Nelson at info@proexamtutors.com or call us at (224) 567-1854.
Released 11.02.22
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Creative Commons Attribution 3.0 Unsupported License
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In this episode, Sev and Nelson explore a few highly tested topics in the tax section of the CFP® exam.
Topics covered:
- Understanding asset types
- 1231, 1245, & 1250 taxation
- Gifted property
- Double basis rule
- Payment of gift tax and basis adjustments
- Individual taxation
- Adjustments to income
- Deductions from adjusted gross income
To get in touch or to share your thoughts, you can reach Sev & Nelson at info@proexamtutors.com or call us at (224) 567-1854.
Released 10.14.22
Soul by Alex-Productions | https://onsound.eu/
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Creative Commons Attribution 3.0 Unsupported License
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In this episode, Sev and Nelson explore a few highly tested topics in the investments section of the CFP® exam.
Topics covered:
- Securities Acts
- Bonds
- Bond Taxation
- Price/Yield Relationship
- Efficient Market Hypothesis
- Options
- Systematic & Unsystematic Risks
Released 10.07.22
Soul by Alex-Productions | https://onsound.eu/
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In this episode, Sev and Nelson explore a few highly tested topics in the insurance section of the CFP® exam.
Topics covered:
- Home insurance coverage types
- Coinsurance coverage and scenarios
- Life insurance: term vs. permanent
- Life insurance dividend options, non-forfeiture options, & settlement options
- Annuities and taxation
- COBRA
- Social Security
To get in touch or to share your thoughts, you can reach Sev & Nelson at info@proexamtutors.com or call us at (224) 567-1854.
Released 9.29.2022
Soul by Alex-Productions | https://onsound.eu/
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In this episode, Sev and Nelson explore a few highly tested topics in the fundamentals section of the CFP® exam.
Topics covered:
- Education funding scenarios
- Calculator tips
- Code of Ethics
- Standards of Conduct
- The Practice Standards
- Monetary vs. Fiscal Policy
- The Federal Reserve
- Mortgage questions and scenarios
To get in touch or to share your thoughts, you can reach Sev & Nelson at info@proexamtutors.com or call us at (224) 567-1854.
Released 9.23.2022
Soul by Alex-Productions | https://onsound.eu/
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Congratulations on pursuing your CFP® Marks! In the sections to come, Sev Meneshian CFP® and Nelson Greene, CFP® cover some of the most tested topics seen on the exam. This episode simply explores some of the best practices candidates should consider before getting started.
To get in touch or to share your thoughts, you can reach Sev & Nelson at info@proexamtutors.com or call us at (224) 567-1854.
Released: 9.23.2022
Soul by Alex-Productions | https://onsound.eu/
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unsupported License
https://creativecommons.org/licenses/by/3.0/deed.en_US