CFP Talks Podcast

Are you still relying on multiple choice practice questions to learn the material? Have you logged 1,000 or 2,000 or 3,000 question in your QBank but struggle to answer those questions when the answer choices are taken away? If this is you, my conversation with Ricky is for you. Let's take the time to slow down and learn -- REALLY learn -- the material. Listen to the full conversation here: https://youtu.be/yaW3LfY--Uw ---------- Are you thinking about starting your own CFP® prep? Book a free 30-min consult with Joe here: https://tinyurl.com/4bcfejh7 Are you tired of second-guessing your CFP® exam readiness? Want to test your foundation with four months of access to 50+ hours of quizzes and 1,500+ questions crafted by Joe and Raman—for just $300? And even better: we're offering you a 7-day money-back guarantee. Start studying smarter today: https://www.nissimtutoring.com/pricing-plans/list #CFPExam #CFPEducation #CertifiedFinancialPlanner #PassTheCFP #CFPJourney #CFPTips #CFP #CareerAdvice #FailureToSuccess #FinanceCareer #Mindset #YouTubeShorts #FinanceShorts

In this interview, Joe sits down with AJ to break down the difference our exam prep group made in his preparation. They discuss how the structured study plan, Joe's clear explanations of complex topics, and consistent instructor and peer accountability helped turn overwhelm into confidence heading into exam day. AJ shares what surprised him most about the CFP® exam, how his study approach changed once he started working with Joe, and why having an experienced tutor helped him stay focused on the right material instead of wasting time. If you’re preparing for the CFP® exam and wondering whether personalized guidance could improve your chances of passing, this conversation offers an honest look at what working with Joe is really like. Book a free 30-min consult with Joe here: https://tinyurl.com/4bcfejh7 Are you tired of second-guessing your CFP® exam readiness? Want to test your foundation with four months of access to 50+ hours of quizzes and 1,500+ questions crafted by Joe and Raman—for just $300? And even better: we're offering you a 7-day money-back guarantee. Start studying smarter today: https://www.nissimtutoring.com/pricing-plans/list #CFPExam #CFPPrep #CertifiedFinancialPlanner #PassTheCFP #CFPJourney #CFPTips #CFP #CareerAdvice #FailureToSuccess #FinanceCareer #Mindset

CFP® knowledge topics might feel familiar because of your day-to-day practice or if you have taken other exams. Sometimes this familiarity leads to a misunderstanding of the depth of the material. Ricky definitely felt this way. In our conversation, he says felt like all he did was read the table of contents. It wasn't until he started prepping for the CFP® exam that he understood the depth of the exam. Listen to our full conversation here: https://youtu.be/yaW3LfY--Uw ---------- Are you thinking about starting your own CFP® prep? Book a free 30-min consult with Joe here: https://tinyurl.com/4bcfejh7 Are you tired of second-guessing your CFP® exam readiness? Want to test your foundation with four months of access to 50+ hours of quizzes and 1,500+ questions crafted by Joe and Raman—for just $300? And even better: we're offering you a 7-day money-back guarantee. Start studying smarter today: https://www.nissimtutoring.com/pricing-plans/list #CFPExam #CFPEducation #CertifiedFinancialPlanner #PassTheCFP #CFPJourney #CFPTips #CFP #CareerAdvice #FailureToSuccess #FinanceCareer #Mindset #YouTubeShorts #FinanceShorts

I meet with many, many, CFP® candidates who rush through their education without learning or retaining much. In this conversation, I talk to Ricky about how, at a busy and stressful time in his life, he rushed through his CFP® education and regretted it when it was time to prepare for the exam. Let's level up and move through CFP® education with intention, knowing that whatever we retain from this process will serve us in exam prep in the future! Listen to the full conversation here: https://youtu.be/yaW3LfY--Uw ---------- Are you thinking about starting your own CFP® prep? Book a free 30-min consult with Joe here: https://tinyurl.com/4bcfejh7 Are you tired of second-guessing your CFP® exam readiness? Want to test your foundation with four months of access to 50+ hours of quizzes and 1,500+ questions crafted by Joe and Raman—for just $300? And even better: we're offering you a 7-day money-back guarantee. Start studying smarter today: https://www.nissimtutoring.com/pricing-plans/list #CFPExam #CFPEducation #CertifiedFinancialPlanner #PassTheCFP #CFPJourney #CFPTips #CFP #CareerAdvice #FailureToSuccess #FinanceCareer #Mindset #YouTubeShorts #FinanceShorts