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the EARN YOUR MARKS podcast

Podkast av ProExamTutors

engelsk

Business

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When it comes to passing the CFP® exam, every little bit helps. In fact, the difference between passing and failing often boils down to just a handful of questions. With that in mind, we started the EARN YOUR MARKS podcast. This show helps reinforce some of the MOST tested concepts seen in the CFP® exam. So whether you’re in the gym, on the road, or just can’t sleep… invest the time with Sev Meneshian, CFP® and his guests to help you pass the exam on your first attempt. Learn more about Pro Exam Tutors at www.proexamtutors.com

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20 Episoder

episode Episode 20: Conquer Your Exam Anxiety with Dr. Bianca Busch | Strategies for CFP® Exam Success! cover

Episode 20: Conquer Your Exam Anxiety with Dr. Bianca Busch | Strategies for CFP® Exam Success!

In this episode, Dr. Bianca Busch, founder of The College Psychologist, dives into the challenges of test anxiety and shares actionable strategies to overcome it—especially for those preparing for the CFP® exam. With her background in psychiatry at the University of Chicago and Harvard's Boston Children's Hospital, Dr. Busch offers insights into managing anxiety and building confidence for exam success. Don’t let stress and anxiety hold you back from passing the CFP® exam! Learn more and connect with Dr. Busch by visiting: https://www.thecollegepsychiatrist.com Check out these other links from Dr. Busch: Test Anxiety No More Book (print, ebook, audiobook) https://beacons.ai/collegepsychiatrist/testinganxietynomore Calm and Conquer Kit https://www.etsy.com/listing/1690590014/mental-health-boxcalm-and-conquer Text Anxiety No More eCourse: Removing Test Blocks of High Achievers https://bianca-busch.mykajabi.com/offers/brWK3G58?coupon_code=PASSCFP ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP or text 'tune-up' to (888) 870-7277 Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com ☎️ Schedule a call (888) 870-7277 💻 info@proexamtutors.com 👉🏻 https://www.linkedin.com/in/sevmeneshian/ 👉🏻 https://www.facebook.com/proexamtutors/ 👉🏻 https://www.instagram.com/proexamtutors/ 👉🏻 https://www.tiktok.com/@proexamtutors 👉🏻 https://www.linkedin.com/company/pro-exam-tutors/ #cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep #testanxiety #CFPexam #passingtheCFPexam #exampreparation #testtakingtips #examtips

28. jan. 2025 - 49 min
episode Episode 7: Retirement Savings & Income Planning cover

Episode 7: Retirement Savings & Income Planning

In this episode, Sev talks about many of the Retirement Savings & Income Planning topics that could be tested on the CFP® exam. Topics such as ADP and ACP testing, qualified and non-qualified plans, age-weighted plans, IRAs and qualified plan taxation along with SEPs & SIMPLEs are just some of the things Sev will talk about. ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP or text 'tune-up' to (888) 870-7277 Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com ☎️ Schedule a call (888) 870-7277 💻 info@proexamtutors.com 👉🏻 https://www.linkedin.com/in/sevmeneshian/ 👉🏻 https://www.facebook.com/proexamtutors/ 👉🏻 https://www.linkedin.com/company/pro-exam-tutors/ #cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep

2. des. 2024 - 20 min
episode Episode 6: Retirement Savings and Income Planning cover

Episode 6: Retirement Savings and Income Planning

In this episode, Sev discusses the subject areas that you need to study and be aware of in the Retirement Savings and Income Planning module of the CFP® exam. Topics such as Social Security, qualified vs non-qualified ERISA plans, defined benefit vs defined contribution plans and distributions from these types of plans is discussed. The importance of knowing the key characteristics of IRAs and Roth IRAs is stressed, along with their tax characteristics. The Retirement Savings and Income Planning module covers many topics and focusing on the key characteristics and their importance, especially for business owners, will be critical. ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP or text 'tune-up' to (888) 870-7277 Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com ☎️ Schedule a call (888) 870-7277 💻 info@proexamtutors.com 👉🏻 https://www.linkedin.com/in/sevmeneshian/ 👉🏻 https://www.facebook.com/proexamtutors/ 👉🏻 https://www.linkedin.com/company/pro-exam-tutors/ #cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep #ERISA #retirementsavings #incomeplanning

9. aug. 2024 - 18 min
episode Episode 5: Income Tax Planning cover

Episode 5: Income Tax Planning

In this episode, Sev talks about many of the topics that could be test on the CFP® exam. Topics such as adjustments, deduction and credits, below market-rate loans, IRA deductibility, investment interest expense and kiddie tax rules are just some things Sev will talk about. ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP or text 'tune-up' to (888) 870-7277 Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com ☎️ Schedule a call (888) 870-7277 💻 info@proexamtutors.com 👉🏻 https://www.linkedin.com/in/sevmeneshian/ 👉🏻 https://www.facebook.com/proexamtutors/ 👉🏻 https://www.linkedin.com/company/pro-exam-tutors/ #cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep #incometax #taxplanning #kiddietax

12. mai 2024 - 38 min
episode Episode 4: Investments cover

Episode 4: Investments

In this episode, Sev talks about many of major areas within the Investments module that could be tested on the CFP® exam. Topics such as stocks, bonds, options, mutual funds and ETFs are discussed, along with their tax implications. Methods of measuring a portfolio manager’s investment performance such as the Treynor ratio and Jensen’s alpha are discussed, along with Modern Portfolio Theory, the Capital Asset Pricing Model, and many other related topics. ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP or text 'tune-up' to (888) 870-7277 Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com ☎️ Schedule a call (888) 870-7277 💻 info@proexamtutors.com 👉🏻 https://www.linkedin.com/in/sevmeneshian/ 👉🏻 https://www.facebook.com/proexamtutors/ 👉🏻 https://www.linkedin.com/company/pro-exam-tutors/ #investments #cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep

3. april 2024 - 18 min
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