• My CFP Study Notes

  • 著者： chenran818
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My CFP Study Notes

著者： chenran818
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  • ”CFP Study Notes” delivers focused, exam-oriented content for aspiring Certified Financial Planners. Each episode deep dives into a single CFP exam topic, combining technical accuracy with real-world applications. Created by a CFP candidate for fellow candidates, this podcast transforms complex concepts into digestible insights. Whether you’re a seasoned financial professional or recent graduate, these study notes offer clear explanations, practical examples, and key exam takeaways. Perfect for learning during your commute or study breaks. Let’s master the CFP exam, one topic at a time.
    Copyright 2024 All rights reserved.
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あらすじ・解説

”CFP Study Notes” delivers focused, exam-oriented content for aspiring Certified Financial Planners. Each episode deep dives into a single CFP exam topic, combining technical accuracy with real-world applications. Created by a CFP candidate for fellow candidates, this podcast transforms complex concepts into digestible insights. Whether you’re a seasoned financial professional or recent graduate, these study notes offer clear explanations, practical examples, and key exam takeaways. Perfect for learning during your commute or study breaks. Let’s master the CFP exam, one topic at a time.
Copyright 2024 All rights reserved.
続きを読む 一部表示
エピソード
  • [S1E19] Unlimited Marital and Charitable Deductions

    [S1E19] Unlimited Marital and Charitable Deductions
    2024/11/28

    Transfers to spouses or charities are tax-deductible under specific rules, providing flexibility in estate plans.
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    6 分
  • [S1E18] The Crummey Provision

    [S1E18] The Crummey Provision
    2024/11/27
    The Crummey provision creates a present interest in trust contributions, enabling annual exclusion benefits.
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    7 分
  • [S1E17] Gifts with Present and Future Interests

    [S1E17] Gifts with Present and Future Interests
    2024/11/26
    Gifts must be structured as present interests to qualify for annual exclusions, distinguishing them from future interests.
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    7 分

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