• CFP Exam Prep

  • 著者: Ran Chen
  • ポッドキャスト

CFP Exam Prep

著者: Ran Chen
  • サマリー

  • The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this website to document my study notes, and I hope you find them helpful in your own preparation. "CFP Exam Prep" is your ultimate companion for mastering the Certified Financial Planner (CFP) exam. Designed for aspiring financial professionals, this podcast breaks down complex topics into clear, digestible episodes, covering everything from tax planning and estate strategies to retirement solutions and investment principles. Each episode includes focused explanations, practical examples, and exam tips to help you understand key concepts, stay confident, and pass with success. Whether you’re studying during your commute, workout, or downtime, CFP Exam Prep is here to guide you—one question, one topic, one victory at a time. Your journey to becoming a CFP professional starts here. Visit for more content: https://cfp-exam-prep.com/
    Copyright 2024 Ran Chen
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あらすじ・解説

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this website to document my study notes, and I hope you find them helpful in your own preparation. "CFP Exam Prep" is your ultimate companion for mastering the Certified Financial Planner (CFP) exam. Designed for aspiring financial professionals, this podcast breaks down complex topics into clear, digestible episodes, covering everything from tax planning and estate strategies to retirement solutions and investment principles. Each episode includes focused explanations, practical examples, and exam tips to help you understand key concepts, stay confident, and pass with success. Whether you’re studying during your commute, workout, or downtime, CFP Exam Prep is here to guide you—one question, one topic, one victory at a time. Your journey to becoming a CFP professional starts here. Visit for more content: https://cfp-exam-prep.com/
Copyright 2024 Ran Chen
エピソード
  • [Fundamentals] 9, Confidentiality
    2024/12/23

    Maintain client privacy and confidentiality, with exceptions for legal and enforcement purposes. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/

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    4 分
  • [Fundamentals] 8, Conflict of Interest
    2024/12/23

    Must disclose and manage conflicts, including compensation and product limitations. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/

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    4 分
  • [Fundamentals] 7, Fiduciary Duty
    2024/12/23

    CFP® professionals must act in the best interest of clients, adhering to fiduciary standards. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/

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    4 分

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