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CFP Exam Prep Podcast

The CFP 3 Month Study Plan That Actually Works
12:57
CFP Exam Prep with Joe Nissim

The CFP 3 Month Study Plan That Actually Works

๐Ÿ‘‰ Make your next attempt your last. If your CFP study plan is to get through your Q bank two times, you are chasing the wrong finish line. All those green check marks feel like progress, but completing your Q bank is not the same as understanding the material. Most study plans make three big mistakes: they measure completion instead of competence, they never adapt as you improve, and they lean entirely on a multiple choice score. Today, I show you the three-phase plan that fixes all three and gets you to the only finish line that matters, passing on your next attempt. โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” โ†’๐—•๐—ข๐—ข๐—ž ๐—ฌ๐—ข๐—จ๐—ฅ ๐—™๐—ฅ๐—˜๐—˜ ๐—”๐—ฆ๐—ฆ๐—˜๐—ฆ๐—ฆ๐— ๐—˜๐—ก๐—ง ๐—–๐—”๐—Ÿ๐—Ÿโ† https://nissimtutoring.com/assessment โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” ๐—ฆ๐—ง๐—”๐—ฅ๐—ง ๐—›๐—˜๐—ฅ๐—˜ ๐Ÿ“ New to the channel? Start here: https://www.youtube.com/playlist?list=PLWjCL5mIXe6oWlngSu_kPK_HSlpL5MHhH ๐—–๐—™๐—ฃ ๐—˜๐—ซ๐—”๐—  ๐—ฃ๐—Ÿ๐—”๐—ฌ๐—Ÿ๐—œ๐—ฆ๐—ง๐—ฆ ๐Ÿ“˜ Know Your Fundamentals: https://www.youtube.com/playlist?list=PLWjCL5mIXe6rQzu9A4MlscjwLhdXDCQ52 ๐Ÿ“— Build Your Plan: https://www.youtube.com/playlist?list=PLWjCL5mIXe6qbtv6d9bpkakJKodNXE-Lh ๐Ÿ“• Conquer the Exam: https://www.youtube.com/playlist?list=PLWjCL5mIXe6p8o8vLIimwCyghhM5w2xwE โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” โ†’๐—ช๐—ข๐—ฅ๐—ž ๐—ช๐—œ๐—ง๐—› ๐— ๐—˜โ† https://nissimtutoring.com/assessment Subscribe to the channel: https://youtube.com/@cfpexamprep โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” TIMESTAMPS 0:00 - The Wrong Finish Line 0:30 - Three Mistakes Most Study Plans Make 1:32 - Mistake 1: The Wrong Measuring Stick 2:45 - Mistake 2: The Plan Is Static, Not Dynamic 3:40 - Mistake 3: Only Measuring Multiple Choice 4:50 - How to Build a Great Study Plan 5:00 - Phase 1: Learn Your Fundamentals (Foundation) 7:33 - Phase 2: Learn How To Apply Them (Frame) 8:57 - Phase 3: Exam Prep (Refine) 11:25 - Why the Order Is Non-Negotiable 12:10 - Book Your Free Assessment โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” #CFPExam #CFPExamPrep #CFPExamTips #CFPExamStrategy #FinancialPlanner #CFPStudy #StudyPlan #CFPStudyPlan #ExamPrep
This Is Not the Series 7: Why You're Failing the CFP
10:25
CFP Exam Prep with Joe Nissim

This Is Not the Series 7: Why You're Failing the CFP

๐Ÿ‘‰ Make your next attempt your last. The exact study method that got you through the Series 7 may be the reason you are failing the CFP. Read the book, watch the video, grind the practice questions, lather, rinse, repeat. It worked for the SIE, the 7, the 66, so why would you change it? Here is the problem. The Series 7 is a sprint. The CFP is a marathon. Prep for the wrong race and you walk in feeling like you do not even know what the questions are asking. Today, I break down the Series 7 trap and the three moves that pull you out of it. โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” โ†’๐—•๐—ข๐—ข๐—ž ๐—ฌ๐—ข๐—จ๐—ฅ ๐—™๐—ฅ๐—˜๐—˜ ๐—”๐—ฆ๐—ฆ๐—˜๐—ฆ๐—ฆ๐— ๐—˜๐—ก๐—ง ๐—–๐—”๐—Ÿ๐—Ÿโ† https://nissimtutoring.com/assessment โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” ๐—ฆ๐—ง๐—”๐—ฅ๐—ง ๐—›๐—˜๐—ฅ๐—˜ ๐Ÿ“ New to the channel? Start here: https://www.youtube.com/playlist?list=PLWjCL5mIXe6oWlngSu_kPK_HSlpL5MHhH ๐—–๐—™๐—ฃ ๐—˜๐—ซ๐—”๐—  ๐—ฃ๐—Ÿ๐—”๐—ฌ๐—Ÿ๐—œ๐—ฆ๐—ง๐—ฆ ๐Ÿ“˜ Know Your Fundamentals: https://www.youtube.com/playlist?list=PLWjCL5mIXe6rQzu9A4MlscjwLhdXDCQ52 ๐Ÿ“— Build Your Plan: https://www.youtube.com/playlist?list=PLWjCL5mIXe6qbtv6d9bpkakJKodNXE-Lh ๐Ÿ“• Conquer the Exam: https://www.youtube.com/playlist?list=PLWjCL5mIXe6p8o8vLIimwCyghhM5w2xwE โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” โ†’๐—ช๐—ข๐—ฅ๐—ž ๐—ช๐—œ๐—ง๐—› ๐— ๐—˜โ† https://nissimtutoring.com/assessment Subscribe to the channel: https://youtube.com/@cfpexamprep โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” TIMESTAMPS (estimated from content flow, verify against final cut) 0:00 - The Series 7 Trap 0:40 - The Student Who Did Everything Right and FAILED 1:35 - Why the Same Method Fails on the CFP 2:52 - Sprint vs Marathon 3:45 - Same Format, Completely Different Preparation 4:20 - 3 Ways to Avoid The Wrong Study Plan 5:00 - ONE: Stop Leading With Practice Questions 6:30 - TWO: Go One Layer Deeper 8:01 - THREE: Practice Without the Answers 9:19 - Answer the Question, Don't Pick an Answer 9:45 - Book Your Free Assessment โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” #CFPExam #CFPExamPrep #CFPExamTips #CFPExamStrategy #FinancialPlanner #CFPStudy #Series7 #CFPStudyPlan #ExamStrategy
Understanding AGI for the CFP Exam (Tax Review)
09:27
CFP Exam Prep with Joe Nissim

Understanding AGI for the CFP Exam (Tax Review)

๐Ÿ‘‰ Make your next attempt your last. Did you hit a tax question on the CFP exam and totally freeze? It should be a simple concept, but the wording throws you off and suddenly you cannot remember what belongs where. Here is the thing. Most CFP candidates have never actually filled out a tax return, and it shows on exam day. In our July class, every student completed one, and the ones who passed all said it was the most valuable exercise they did. Today, I walk you through a real 1040 and show you exactly how to get to AGI and the two forms involved. โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” โ†’๐—•๐—ข๐—ข๐—ž ๐—ฌ๐—ข๐—จ๐—ฅ ๐—™๐—ฅ๐—˜๐—˜ ๐—”๐—ฆ๐—ฆ๐—˜๐—ฆ๐—ฆ๐— ๐—˜๐—ก๐—ง ๐—–๐—”๐—Ÿ๐—Ÿโ† https://nissimtutoring.com/assessment โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” ๐—ฆ๐—ง๐—”๐—ฅ๐—ง ๐—›๐—˜๐—ฅ๐—˜ ๐Ÿ“ New to the channel? Start here: https://www.youtube.com/playlist?list=PLWjCL5mIXe6oWlngSu_kPK_HSlpL5MHhH ๐—–๐—™๐—ฃ ๐—˜๐—ซ๐—”๐—  ๐—ฃ๐—Ÿ๐—”๐—ฌ๐—Ÿ๐—œ๐—ฆ๐—ง๐—ฆ ๐Ÿ“˜ Know Your Fundamentals: https://www.youtube.com/playlist?list=PLWjCL5mIXe6rQzu9A4MlscjwLhdXDCQ52 ๐Ÿ“— Build Your Plan: https://www.youtube.com/playlist?list=PLWjCL5mIXe6qbtv6d9bpkakJKodNXE-Lh ๐Ÿ“• Conquer the Exam: https://www.youtube.com/playlist?list=PLWjCL5mIXe6p8o8vLIimwCyghhM5w2xwE โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” โ†’๐—ช๐—ข๐—ฅ๐—ž ๐—ช๐—œ๐—ง๐—› ๐— ๐—˜โ† https://nissimtutoring.com/assessment Subscribe to the channel: https://youtube.com/@cfpexamprep โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” TIMESTAMPS (estimated from content flow, verify against final cut) 0:00 - Freezing on a Tax Question 0:35 - Why the Tax Section Trips You Up 0:45 - The July Class Tax Return Exercise 1:50 - Meet the 1040 2:40 - Getting to Gross Income 5:35 - Adjustments for AGI on Schedule 1 6:05 - The Adjustments That Actually Matter for CFP 8:00 - The Simple AGI Formula 8:50 - Book Your Free Assessment โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” #CFPExam #CFPExamPrep #CFPExamTips #CFPExamStrategy #FinancialPlanner #CFPStudy #TaxPlanning #AGI #Form1040
You Don't Have Test Anxiety on the CFP Exam
08:35
CFP Exam Prep with Joe Nissim

You Don't Have Test Anxiety on the CFP Exam

๐Ÿ‘‰ Make your next attempt your last. You read a question you know cold, and then your mind goes blank, your heart starts pounding, and a straightforward question suddenly feels like a 12 out of 10. Everybody you know is going to call that test anxiety. I am telling you it is something else, and it is fixable. There is a baseline of nerves that none of us can avoid, but that is not the thing that makes or breaks your exam. Today, I show you what your test anxiety is actually revealing, and why it is never the real reason you fail. โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” โ†’๐—•๐—ข๐—ข๐—ž ๐—ฌ๐—ข๐—จ๐—ฅ ๐—™๐—ฅ๐—˜๐—˜ ๐—”๐—ฆ๐—ฆ๐—˜๐—ฆ๐—ฆ๐— ๐—˜๐—ก๐—ง ๐—–๐—”๐—Ÿ๐—Ÿโ† https://nissimtutoring.com/assessment โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” ๐—ฆ๐—ง๐—”๐—ฅ๐—ง ๐—›๐—˜๐—ฅ๐—˜ ๐Ÿ“ New to the channel? Start here: https://www.youtube.com/playlist?list=PLWjCL5mIXe6oWlngSu_kPK_HSlpL5MHhH ๐—–๐—™๐—ฃ ๐—˜๐—ซ๐—”๐—  ๐—ฃ๐—Ÿ๐—”๐—ฌ๐—Ÿ๐—œ๐—ฆ๐—ง๐—ฆ ๐Ÿ“˜ Know Your Fundamentals: https://www.youtube.com/playlist?list=PLWjCL5mIXe6rQzu9A4MlscjwLhdXDCQ52 ๐Ÿ“— Build Your Plan: https://www.youtube.com/playlist?list=PLWjCL5mIXe6qbtv6d9bpkakJKodNXE-Lh ๐Ÿ“• Conquer the Exam: https://www.youtube.com/playlist?list=PLWjCL5mIXe6p8o8vLIimwCyghhM5w2xwE โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” โ†’๐—ช๐—ข๐—ฅ๐—ž ๐—ช๐—œ๐—ง๐—› ๐— ๐—˜โ† https://nissimtutoring.com/assessment Subscribe to the channel: https://youtube.com/@cfpexamprep โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” TIMESTAMPS (estimated from content flow, verify against final cut) 0:00 - The Question That Feels Like a 12 Out of 10 0:20 - Why This Is Not Test Anxiety 1:00 - Covering Up the Answer Choices 2:15 - The Baseline of Nerves Nobody Avoids 2:35 - What Actually Causes the Panic 4:50 - When the Exam Leads the Witness 5:40 - Great Fundamentals Make You Dynamic 6:07 - Why Your Q Bank Scores Are Puffed Up 7:25 - Talk the Talk vs Walk the Walk 8:00 - Book Your Free Assessment โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” #CFPExam #CFPExamPrep #CFPExamTips #CFPExamStrategy #FinancialPlanner #CFPStudy #TestAnxiety #CFPFundamentals #ExamAnxiety

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