CFP Study Toolkit
A Week-By-Week Guide to Supplement Your Studying
General Principles: The Great Content Caper
General Principles: CFP Board's Most Wanted
Estate Planning: Question Palooza
All About Viaticals
Tax Planning: The Business Tax Gauntlet
Breaking The Bank
Insuance Planning: Question Palooza
Investment Planning: Wash and Learn
Tackling Case Studies
The Room Where It Happens
Week Six
General Principles: Isn’t it a P.I.T.I.?
♪ It’s fun to learn about P.I.T.I. and get insight into mortgage financing.
Listen Here
Breaking the Bank
This episode digs into the recent collapse of SVB, the resulting banking crisis, and how the lessons learned can be applied to the CFP® Exam.
Listen Here
CRAT CRUT GRAT GRUT Soup
Stuck in the estate trust alphabet soup? Get the easiest way to remember each acronym and keeping them straight on exam day!
Listen Here
Tax Planning: Question Palooza
Test your knowledge of the taxation of Incentive Stock Options and more.
Listen Here
Week Four
Tax Planning: Fully Depreciated Dude
We’re simplifying depreciation in business with lessons from The Big Lebowski.
Listen Here
Investment Planning: CFP Questions and Misconceptions
This episode covers holding period return, Sharpe vs Teynor ratios, and duration.
Listen Here
All About Viaticals
Learn about viatical settlements, from qualifications to transfer value, and why you need to know about them for the CFP® Exam.
Listen Here
CFP Exam Question Palooza (July 2024)
Test your knowledge with six more CFP® Exam questions.
Listen Here
Week Seven
Insurance Planning: Question Palooza
Learn what is and is not covered in a homeowner’s insurance policy and how this might be covered on the exam.
Listen Here
Retirement Planning: Triple S (Spousal Social Security)
This episode focuses on the dos, don’ts, and details of claiming spousal benefits for Social Security.
Listen Here
Week Two
General Principles: CFP Board’s Most Wanted
We’re digging into ethics and how to avoid tax fraud.
Listen Here
Tax Planning: CFP Questions and Misconceptions
This episode covers the essential CFP® Exam tax topics like taxable income and charitable deductions.
Listen Here
Episode 100! Question Palooza (November 2024)
Practice with six more exam questions!
Listen Here
Week Five
Tax Planning: The Business Tax Gauntlet
Run the business tax gauntlet that includes IRC Sections 1231, 1245, and 1250.
Listen Here
Retirement Planning: The Nitty Gritty on Inherited IRAs
Dive into inherited IRAs and how they’re likely to be covered on the exam.
Listen Here
Retirement Planning: For Those About to Roth (We Salute You)
A detailed discussion on Roth IRA distributions that you didn’t even knowyou needed!
Listen Here
Question Palooza: Investment Planning (July 2025)
Test your knowledge of investment topics.
Listen Here
Week Eight
General Principles: College Funding: I Don’t Even Have Kids Yet
Get Jerry and Adam’s three-step approach used for calculating college funding.
Listen Here
Investment Planning: Wash and Learn
Take a closer look at wash sales, including their history, how to avoid them, and what to do if you have one.
Listen Here
Question Palooza (March 2024)
Double the questions, double the fun with 12 CFP® Exam questions.
Listen Here
Week Ten
The Room Where it Happens
Learn what to expect once you walk into the Prometric Center and take the exam.
Listen Here
Week One
General Principles: The Great Content Caper
We’re cracking a case from the CFP Board’s Code of Ethics and Standards.
Listen Here
Estate Planning: CFP Questions and Misconceptions
This episode untangles gross vs. probate estates, joint tenancy, and the three-year rule.
Listen Here
Insurance Planning: CFP Questions and Misconceptions
Learn about HSAs and HDHPs, basis in buy-sell agreements, and modified endowment contracts.
Listen Here
CFP® Exam Question Palooza (March 2025)
Test your knowledge with six new exam questions.
Listen Here
Week Three
General Principles: Business Cycles
We’re covering business cycles and economic indicators.
Listen Here
Insurance Management: Christmas in July
Understand cash value life insurance with lessons from It’s a Wonderful Life
Listen Here
Tax Planning: Choosing the Right Tax Entity
Get a deep dive into the business entities and how to pick the best-fit entity on exam day.
Listen Here
Estate Planning: Question Palooza
This episode is an Oops! All Estate Planning episode of Question Palooza.
Listen Here
Week Nine
Tackling Case Studies
Jerry and Adam give their best strategies for tackling case studies!
Listen Here
Questions & Misconceptions: Financial Calculators
Jerry, Mike, and Adam provide the best tips for using a financial calculator on the CFP® Exam.
Listen Here
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Transcript
CFP Study Toolkit
A Week-By-Week Guide to Supplement Your Studying
General Principles: The Great Content Caper
General Principles: CFP Board's Most Wanted
Estate Planning: Question Palooza
All About Viaticals
Tax Planning: The Business Tax Gauntlet
Breaking The Bank
Insuance Planning: Question Palooza
Investment Planning: Wash and Learn
Tackling Case Studies
The Room Where It Happens
Week Six
General Principles: Isn’t it a P.I.T.I.?
♪ It’s fun to learn about P.I.T.I. and get insight into mortgage financing.
Listen Here
Breaking the Bank
This episode digs into the recent collapse of SVB, the resulting banking crisis, and how the lessons learned can be applied to the CFP® Exam.
Listen Here
CRAT CRUT GRAT GRUT Soup
Stuck in the estate trust alphabet soup? Get the easiest way to remember each acronym and keeping them straight on exam day!
Listen Here
Tax Planning: Question Palooza
Test your knowledge of the taxation of Incentive Stock Options and more.
Listen Here
Week Four
Tax Planning: Fully Depreciated Dude
We’re simplifying depreciation in business with lessons from The Big Lebowski.
Listen Here
Investment Planning: CFP Questions and Misconceptions
This episode covers holding period return, Sharpe vs Teynor ratios, and duration.
Listen Here
All About Viaticals
Learn about viatical settlements, from qualifications to transfer value, and why you need to know about them for the CFP® Exam.
Listen Here
CFP Exam Question Palooza (July 2024)
Test your knowledge with six more CFP® Exam questions.
Listen Here
Week Seven
Insurance Planning: Question Palooza
Learn what is and is not covered in a homeowner’s insurance policy and how this might be covered on the exam.
Listen Here
Retirement Planning: Triple S (Spousal Social Security)
This episode focuses on the dos, don’ts, and details of claiming spousal benefits for Social Security.
Listen Here
Week Two
General Principles: CFP Board’s Most Wanted
We’re digging into ethics and how to avoid tax fraud.
Listen Here
Tax Planning: CFP Questions and Misconceptions
This episode covers the essential CFP® Exam tax topics like taxable income and charitable deductions.
Listen Here
Episode 100! Question Palooza (November 2024)
Practice with six more exam questions!
Listen Here
Week Five
Tax Planning: The Business Tax Gauntlet
Run the business tax gauntlet that includes IRC Sections 1231, 1245, and 1250.
Listen Here
Retirement Planning: The Nitty Gritty on Inherited IRAs
Dive into inherited IRAs and how they’re likely to be covered on the exam.
Listen Here
Retirement Planning: For Those About to Roth (We Salute You)
A detailed discussion on Roth IRA distributions that you didn’t even knowyou needed!
Listen Here
Question Palooza: Investment Planning (July 2025)
Test your knowledge of investment topics.
Listen Here
Week Eight
General Principles: College Funding: I Don’t Even Have Kids Yet
Get Jerry and Adam’s three-step approach used for calculating college funding.
Listen Here
Investment Planning: Wash and Learn
Take a closer look at wash sales, including their history, how to avoid them, and what to do if you have one.
Listen Here
Question Palooza (March 2024)
Double the questions, double the fun with 12 CFP® Exam questions.
Listen Here
Week Ten
The Room Where it Happens
Learn what to expect once you walk into the Prometric Center and take the exam.
Listen Here
Week One
General Principles: The Great Content Caper
We’re cracking a case from the CFP Board’s Code of Ethics and Standards.
Listen Here
Estate Planning: CFP Questions and Misconceptions
This episode untangles gross vs. probate estates, joint tenancy, and the three-year rule.
Listen Here
Insurance Planning: CFP Questions and Misconceptions
Learn about HSAs and HDHPs, basis in buy-sell agreements, and modified endowment contracts.
Listen Here
CFP® Exam Question Palooza (March 2025)
Test your knowledge with six new exam questions.
Listen Here
Week Three
General Principles: Business Cycles
We’re covering business cycles and economic indicators.
Listen Here
Insurance Management: Christmas in July
Understand cash value life insurance with lessons from It’s a Wonderful Life
Listen Here
Tax Planning: Choosing the Right Tax Entity
Get a deep dive into the business entities and how to pick the best-fit entity on exam day.
Listen Here
Estate Planning: Question Palooza
This episode is an Oops! All Estate Planning episode of Question Palooza.
Listen Here
Week Nine
Tackling Case Studies
Jerry and Adam give their best strategies for tackling case studies!
Listen Here
Questions & Misconceptions: Financial Calculators
Jerry, Mike, and Adam provide the best tips for using a financial calculator on the CFP® Exam.
Listen Here