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My CFP Study Notes

My CFP Study Notes

Written by: chenran818
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About this listen

 ”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. Education
Episodes
  • [S1E19] Unlimited Marital and Charitable Deductions

    [S1E19] Unlimited Marital and Charitable Deductions
    Nov 28 2024

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

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

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