PODCAST · business
The CFP Study Hall
by Nicole
The CFP Study Hall is a short-form podcast for CFP exam prep. Each episode features three practice questions covering financial planning topics like retirement, investments, tax, estate planning, and ethics. We eliminate wrong answers, explain the right one, and help you build the skills needed to pass the CFP exam.
-
3
General Principles of Financial Planning | CFP Process, Savings Rate & Tax Strategies
In this episode of The CFP Study Hall, we break down key general principles of financial planning through three CFP exam-style questions. Topics include the financial planning process, calculating a client’s savings rate, and tax-efficient strategies like gifting appreciated assets. Perfect for CFP candidates looking to strengthen fundamentals and improve exam readiness.
-
2
Professional Conduct & Regulation | Ethics, Client Instructions & CFP Disciplinary Process
In this episode, we break down key concepts in Professional Conduct & Regulation through 3 CFP exam-style questions. We cover the CFP Board’s disciplinary process, how to handle client instructions during volatile markets, and when interim suspension applies. Learn how to eliminate wrong answers, understand fiduciary responsibilities, and approach these questions with confidence on exam day.
-
1
Psychology of Financial Planning | Money Scripts, Client Anxiety & Financial Exploitation
In this episode of The CFP Study Hall, we break down three CFP exam-style questions from the Psychology of Financial Planning domain. Topics include money scripts, motivational interviewing, and how to respond to potential financial exploitation. Learn how to approach these concepts step-by-step so you can confidently apply them on exam day.
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
The CFP Study Hall is a short-form podcast for CFP exam prep. Each episode features three practice questions covering financial planning topics like retirement, investments, tax, estate planning, and ethics. We eliminate wrong answers, explain the right one, and help you build the skills needed to pass the CFP exam.
HOSTED BY
Nicole
Loading similar podcasts...
Frequently Asked Questions
How many episodes does The CFP Study Hall have?
The CFP Study Hall currently has 3 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The CFP Study Hall about?
The CFP Study Hall is a short-form podcast for CFP exam prep. Each episode features three practice questions covering financial planning topics like retirement, investments, tax, estate planning, and ethics. We eliminate wrong answers, explain the right one, and help you build the skills needed to...
How often does The CFP Study Hall release new episodes?
The CFP Study Hall has 3 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The CFP Study Hall?
You can listen to The CFP Study Hall on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The CFP Study Hall?
The CFP Study Hall is created and hosted by Nicole.
URL copied to clipboard!