Episode 1

full
Published on:

17th Dec 2024

[Estate Planning] 1, Estate Planning Process

Involves accumulation, management, conservation, and transfer of wealth considering legal, tax, and personal objectives. Effective and efficient transfers are crucial. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/

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About the Podcast

CFP Exam Prep
Master the CFP Exam: Learn, Practice, and Pass with Confidence
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/

About your host

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Ran Chen