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2-Day CFP® Exam “Tune-Up”

2-Day CFP® Exam “Tune-Up”

This live and interactive 2-Day CFP® Exam “Tune-Up” is taught by Sev Meneshian CFP® Board curriculum instructor and practicing Certified Financial Planner™ professional. Designed to help you tackle your toughest CFP® Exam questions, you’ll get at total of 6 hours of CFP® Exam prep instruction, and a recording of the “live” sessions so that you can review the class as often as needed! Plus, existing CFP® Exam Tutor students enrolled in our tutoring services will get 1-hour of FREE tutoring!

To get started, simply reserve your spot now and send in your toughest questions 48-hours prior to the 1st class!

Next 2-Day CFP® Exam “Tune-Up” Starts In

93Days21Hours36Minutes25Seconds

Save 19% when you register by October 23rd!

$325.00

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Description

Evening 1: Monday, October 25, 2021
Evening 2: Tuesday, October 26, 2021

6PM – 9:00PM CST

** The CFP® Exam “Tune-Up” is structured as a supplement, not a substitute to a traditional review course. **

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  • Instruction from a CFP® Board curriculum instructor and practicing Certified Financial Planner™ professional

  • A recording of the live review “Tune-Up”

  • 1 hour of free tutoring for existing tutoring clients

  • A live, interactive course where we’ll tackle the toughest CFP® exam topics

  • A limited class size to maximize instructor interaction

  • Thorough explanations to your toughest questions

Topics to be reviewed will include, but won’t be limited to:

  • All things IRA and Roth IRA: RMDs, deductibility, etc

  • Sections 1231/1245/1250

  • NUA/ISO/NQSO taxation

  • Non-qualified deferred comp

  • Advice vs Planning

  • Roth 401(k) rules

  • Medicare and Social Security

  • Charitable contribution deductions

  • Calculator review

The CFP® Exam’s Toughest Topics Explained (in plain English)

All the answers to the CFP® exam's toughest questions can be found in our exclusive new book!

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