CFP Exam Prep Audiobook - Full Course

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Ace your CFP exam with this comprehensive audio course. Master financial planning, investments, retirement, taxes, estate planning, insurance, education funding, and ethics. Learn on the go!

CHAPTERS:
00:00:00 Intro
00:00:07 Introduction to Comprehensive Financial Planning & the CFP Exam
00:02:47 Financial Planning Process: The CFP Board's Standards of Conduct
00:07:04 Economic Principles & Their Impact on Financial Decisions
00:10:22 Investment Fundamentals: Asset Classes, Risk & Return
00:15:03 Investment Strategies: Portfolio Construction & Management
00:18:47 Retirement Planning: Accumulation Strategies & Vehicles
00:22:51 Retirement Planning: Distribution Strategies & Longevity Risk
00:27:14 Tax Planning: Individual Income Taxation Basics
00:32:15 Tax Planning: Capital Gains, Business Taxation & Retirement Accounts
00:36:40 Insurance Planning: Risk Management & Life Insurance
00:41:35 Insurance Planning: Health, Disability, Long-Term Care, and Property & Casualty
00:46:12 Estate Planning: Fundamentals of Wills, Trusts, and Probate
00:49:42 Education Funding Strategies & College Savings Plans
00:54:39 Review and Integration: Connecting the Pillars of Financial Planning
00:58:49 Advanced Investment Concepts: Behavioral Finance & Alternative Investments
01:03:28 Advanced Retirement Planning: Cash Flow Analysis & Sequence of Returns Risk
01:07:44 Advanced Tax Planning: Business Entities, Passive Activity Losses & Alternative Minimum Tax
01:12:09 Advanced Estate Planning: Estate Tax, Generation-Skipping Transfer Tax & Wealth Transfer Strategies
01:16:06 Financial Planning for Diverse Client Needs: Young Families, Pre-Retirees, and Business Owners
01:19:33 Ethical Decision-Making & Professional Conduct Scenarios
01:24:52 CFP Exam Synthesis: Putting It All Together
01:29:47 Exam Strategies & Practice Questions Walkthrough
01:35:16 Course Conclusion & Next Steps