[OLD 2025] 90-Minute Review
Advise Wise
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[OLD 2025] 90-Minute Review
22 157 просмотров · 10 месяцев назад
Advise Wise
6,5 тыс. подписчиков
22 157 просмотров · 10 месяцев назад
There is now a newer version of this video, updated with 2026 tax numbers. • (2026) 90-Minute Review for the CFP Exam
⏰ TIMESTAMPS
0:00 - Intro
0:50 - Professional Conduct
7:28 - General Principles
15:32 - Investment Planning
32:00 - Retirement Planning
50:19 - Insurance Planning
1:02:07 - Tax Planning
1:12:07 - Estate Planning
1:24:25 - Psychology of Financial Planning