CFP Exam Prep

By: Ran Chen
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  • Summary

  • 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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Episodes
  • [Song] The ABC Trust Shuffle

    [Song] The ABC Trust Shuffle
    Dec 22 2024

    [Verse 1]

    Here’s a little tale of three trusty mates,

    They split your estate in creative ways.

    Trust A’s for love, it’s the marital kind,

    Keeps your spouse comfy, with peace of mind.

    [Chorus]

    Oh, it’s the ABC shuffle, estate planning fun,

    Keeping Uncle Sam from taking your funds.

    Marital, bypass, and QTIP too,

    Making sure your wealth gets passed to your crew!

    [Verse 2]

    Trust B’s the bypass, it’s sneaky and sly,

    Dodging estate tax as it waves goodbye.

    It’s for the kids and the legacy flow,

    Keeping wealth alive, like a pro!

    [Chorus]

    Oh, it’s the ABC shuffle, estate planning fun,

    Keeping Uncle Sam from taking your funds.

    Marital, bypass, and QTIP too,

    Making sure your wealth gets passed to your crew!


    [Bridge]

    Then there’s Trust C, it’s a QTIP star,

    Protecting your assets, it goes so far.

    Your spouse gets income, but don’t you fret,

    The kids get the rest when they’re all set.


    [Verse 3]

    Trust A’s for love, Trust B’s for the plan,

    Trust C’s the bridge, where it all began.

    Together they dance, like a legal ballet,

    Keeping your heirs happy every day!


    [Chorus]

    Oh, it’s the ABC shuffle, estate planning fun,

    Keeping Uncle Sam from taking your funds.

    Marital, bypass, and QTIP too,

    Making sure your wealth gets passed to your crew!


    [Outro]

    So here’s to the trusts, so clever and wise,

    They keep your estate under tax-free skies.

    With the ABC shuffle, your legacy’s tight,

    Dancing through the laws in the dead of night!

    --

    More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/
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    3 mins
  • [Fundamentals] 1, Ethics Emphasis

    [Fundamentals] 1, Ethics Emphasis
    Dec 21 2024

    Heavy focus on ethics, communication, and professional conduct in financial planning scenarios. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/
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    4 mins
  • [Fundamentals] 6, Professionalism

    [Fundamentals] 6, Professionalism
    Dec 21 2024

    Requires dignity, courtesy, and appropriate use of CFP® marks in professional interactions. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/
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    4 mins

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