All episodes
300 04-01 Concept 1-The Relatables
300 04-03 Concept 3-The Cash Flow Statement
300 04-04 Concept 4-An Educated Decision
300 04-02 Concept 2-Building a Balance Sheet
HS 300 Introduction
300 09-08 Discussing the Fiduciary Standard
300 05-13 Alt Present Value of an Ordinary Annuity 2
300 09-07 Diagraming and Discussing Insider Trading
300 09-03 Exceptions to Investment Advisor Act of 1940
300 09-05 Investment Advisor Coordination Act of 1996
300 09-02 Test For Investment Advisor Act of 1940
300 09-04 Exemptions to Investment Advisor Act of 1940
300 09-06 Duties of a Registered Investment Advisor
300 09-01 History and Regulation of Financial Advisors
300 06-07 Future Value of Uneven Cash Flows
300 06-11 Price of a Semi-Annual Bond
300 06-09 Future Value of a Lump Sum - Weekly
300 06-05 Internal Rate of Retun - Cash Flows
300 06-08 Present Value of an Increasing Annuity Stream
300 06-03 Net Present Value - Uneven Cash Flows 1
300 06-06 Present Value of a Future Sum - Semiannual discounting
300 06-04 Net Present Value - Uneven Cash Flows 2
300 06-01 Future Value of an Ordinary Annuity
300 06-02 FInd Effective Interest Rate - Compounding Daily
300 05-19 Future Value of an Annuity Due 2
300 07-12 Discuss Student Loan and Payment Strategies P1 Repayment Plans
300 07-13 Discuss Student Loan and Payment Strategies P1 Income Based Notes
300 07-11 Explain Financial Aid P2 Methods
300 07-10 Explain Financial Aid P1 FA Calculation
300 07-08 Tax Deductions Tax Credits and Penalty Waivers P1
300 07-09 Tax Deductions Tax Credits and Penalty Waivers P2
300 07-03 Process and Resources - P2 Present Value Calculation
300 07-02 Process and Resources of Saving for College - Part 1 Process
300 07-01 Identify Requirements Saving for College
300 07-07 Process and Resources - P6 Methods
300 07-04 Process and Resources - P3 Find Monthly Payments
300 07-05 Process and Resources - P4 Dividing Payment Between Buckets
300 07-06 Process and Resources - P5 Life Insurance Amount
300 07-14 Discuss Student Loan and Payment Strategies P2 Forgiveness and Terminology
300 03-06 CFPBoard COEPR- Integrity Discussion
300 03-01 Describe the Role of Ethics and Society
300 03-10 CFPBoard COEPR- Confidentiality Discussion
300 03-17 CFP Board Disciplinary Rules and Procedures Discussion
300 03-04 TAC Code of Ethics
300 03-02 Describe Relationship Between Law and Ethics
300 03-11 CFPBoard COEPR- Professionalism Discussion
300 03-18 CFP Board Fitness Standards Discussion
300 03-08 CFPBoard COEPR- Competence Discussion
300 05-18 Find Monthly Payments
300 05-17 Effective Annual Interest Rate
300 05-16 Future Value of Ordinary Annuity Payments
300 05-15 Solving for Payment - Ordinary Annuity
300 06-10 Yield to Maturity of an Annual Bond
300 05-14 Future Value of an Annuity Due 1
300 05-12 Solving for Interest Rate with Annuity Due
300 05-10 Present Value of an Ordinary Annuity 1
300 05-07 Calculator Skills Clear All
300 05-09 Solving for Number of Periods
300 05-11 Present Value of Future Sum
300 05-08 Future Value of a Single Sum
300 05-04 Calculator Skills Annual Payment
300 05-03 Payments Beginning or End
300 05-01 Introduction - Understanding Cash Flows
300 05-02 Drawing a Timeline
300 05-06 Calculator Skills End Mode
300 05-05 Calculator Skills Four Decimals
300 02-02 Types of Structured Communication
300 02-01 Importance of Communicating Effectively
300 02-04 Attributes of Communication
300 02-03 The Importance of Structured Communication
300 02-05 Basic Communication Principles
300 02-06 Attending and Listening Skills
300 02-07 Poor Questions and Alternatives
300 03-19 CFP Board Defining a Professional Discussion
300 03-13 Is A CFP Professional a Fiduciary
300 03-14 What Has To Be In Writing
300 03-16 CFP Board Practice Standards Discussion
300 03-15 Commonly Tested Rules of the CFP Exam
300 03-05 CFP Governance
300 03-07 CFPBoard COEPR- Objectivity Discussion
300 03-09 CFPBoard COEPR- Fairness Discussion
300 03-12 CFPBoard COEPR- Diligence Discussion
300 03-03 Ethical Codes for Advisors
300 08-03 Types of Household Debt
300 08-02 Types of Investments for Funding Emergencies
300 08-04 Leasing and Buying a Vehicle
300 08-05 Difference Between Home Equity Loan Vs HELOC
300 08-01 Emergency Fund Planning
300 08-06 Three Types of Bankruptcy
300 01-07 Implement Recommendations
300 01-18 Obstacles to Planning
300 01-08 Monitor Plan
300 01-09 Practice Professionally
300 01-06 Communicate Recommendations
300 01-16 Financial Planning Pyramid
300 01-14 Pre-Retirement and Retirement
300 01-17 Begin Financial Planning
300 01-10 Three Styles of Financial Planning
300 01-11 Life Cycle Planning Early Career
300 01-13 Peak Accumulation