General Principles of Financial Planning | CFP Process, Savings Rate & Tax Strategies
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General Principles of Financial Planning | CFP Process, Savings Rate & Tax Strategies
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About this listen
In this episode of The CFP Study Hall, we break down key general principles of financial planning through three CFP exam-style questions. Topics include the financial planning process, calculating a client’s savings rate, and tax-efficient strategies like gifting appreciated assets. Perfect for CFP candidates looking to strengthen fundamentals and improve exam readiness.
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