Four Tax Schedules You NEED to Know for the 2025 CFP® Exam

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In this week's episode, Joe and Raman take a deep dive into one of the trickiest areas for CFP® candidates—understanding how tax schedules flow into Form 1040 and how they show up on the exam.

What you’ll learn in this episode:

Why the CFP® exam expects you to understand tax schedules, not prepare returns.

How to connect Schedules A, C, D, and 1 to the 1040 and avoid common traps.

Real-world examples showing how income, deductions, and gains flow through the system.

The top pitfalls students face (and how to save valuable time by spotting distractors).

If you can follow the flow of the schedules, you’ll be faster, sharper, and far less likely to get tripped up on exam day.

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📞 Want help mastering CFP® exam math?
Book a free 30-min strategy session with Joe here: https://tinyurl.com/4bcfejh7

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