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[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There is now a newer version of this video, updated with 2026 tax numbers.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