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- Episode 9: Advice for Career Changers taking the CFP® Exam with Special Guest Jackie Cummings KoskiAdvice for Career Changers taking the CFP® ExamIn today’s podcast, we speak with Jackie Cummings Koski, MSPFP, CFP®, AFC® about how to approach the CFP® exam as a career changer. Jackie will discuss why she chose the financial planning profession, how she selected a exam prep provider, how she got a $5,000 scholarship, what her study strategy for the exam was, and how she nearly fainted when “PASS” flashed on the computer screen after six long hours of answering question.Bio: Jackie is a financial literacy expert and the owner of Money Letters, LLC. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Jackie holds a Masters of Science in Personal Financial Planning from Kansas State University and is an Accredited Financial Counselor®. She’s also the author of the award-winning book 'Money Letters 2 My Daughter' and has showcased her expertise in financial literacy (and warm personality) on 'The Rachel Ray Show', CNBC, Forbes and People Magazine.You can learn more about Jackie Cummings Koski below:https://linktr.ee/MoneyLettersJackie's Recommended CFP® Exam Help Resources:https://docs.google.com/spreadsheets/d/1JL3gHgqnfgR-biPQoIKyLMGehRE6G3Ej/edit?usp=sharing&ouid=118170074337197264225&rtpof=true&sd=trueBook: Money Letters 2 My Daughterhttps://www.amazon.com/dp/0989186008?ref_=cm_sw_r_mwn_dp_73DADFT2H9VNRXVWGTGGTheRachel Ray Show:https://www.rachaelrayshow.com/video/how-this-single-mom-who-grew-up-in-poverty-was-able-to-retire-at-49____________________________________________About Sev Meneshian👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up"👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPor text 'tune-up' to (888) 870-7277Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com🌎 https://www.proexamtutors.com☎️ Schedule a call (888) 870-7277👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors/👉🏻 https://www.linkedin.com/company/pro-exam-tutors/#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep40 min
- Episode 8: Insurance Planning in the real world with special guest Avo Mavilian
In this episode of the Earn Your Marks podcast, Sev and special guest Avo Mavilian discuss Life Insurance, Estate Planning, and Taxes in practice.
To get in touch or to share your thoughts, you can reach Sev at [email protected] or call us at(888) 870-7277.Released 12.20.22____________________________________________About Sev Meneshian👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up"👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPor text 'tune-up' to (888) 870-7277Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com🌎 https://www.proexamtutors.com☎️ Schedule a call (888) 870-7277👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors/👉🏻 https://www.linkedin.com/company/pro-exam-tutors/#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep43 min - Episode 19: How to Use ChatGPT to Help You Pass the CFP Exam
🔥 Unlock the power of AI 🤖 in CFP® exam prep with a deep dive into ChatGPT.
Explore how this advanced language model from OpenAI revolutionizes studying by generating human-like responses through deep learning. Discover the breadth of ChatGPT's knowledge, honed from vast internet text, providing accurate insights across various topics.While emphasizing ChatGPT's value as a study aid, witness its seamless integration with traditional materials. Experience a live demonstration of ChatGPT in action, engaging in dynamic dialogue about CFP® exam strategies.About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP
Sev's Popular 2-Day CFP® Exam "Tune-Up"👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP
Connect with Sev Meneshian CFP®, Lead Tutor @ProExamTutors.com🌎 https://www.proexamtutors.com☎️ Schedule a call (224) 567-1854👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep17 min - Episode 2: Insurance
In this episode, Sev talks about many of major areas within the
insurance module that could be tested on the CFP® exam. Life insurance,dividend payout options, MECs, annuity taxation and homeownersinsurance are all topics that are reviewed and discussed.____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻https://bit.ly/ProExamTutor-2Day-Tune-UPConnect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com🌎 https://www.proexamtutors.com☎️ Schedule a call (224) 567-1854👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep24 min - Episode 1: General Principles
In this episode, Sev talks about many of the major areas within the
General Principles module that could be tested on the CFP® exam.Education planning, retirement planning and mortgage calculations areexplained, along with the Federal Reserve, the financial planningprocess, the standards of conduct and code of ethics.____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻https://bit.ly/ProExamTutor-2Day-Tune-UPConnect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com🌎 https://www.proexamtutors.com☎️ Schedule a call (224) 567-1854👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep22 min - Episode 18: CPA passes the CFP® exam on his first try
John Chenoweth is a Tax Director who holds a Certified Public Account
license and Certified Financial Planner® designation. In this episode,John explains why changes in the accountancy world drove him to pursuethe CFP® designation. He also explains how he used his background as aCPA to get a solid understanding of the CFP® curriculum, which is anachievement in itself considering John took the Accelerated Path tocertification.____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP® Exam "Tune-Up" 👉🏻https://bit.ly/ProExamTutor-2Day-Tune-UPConnect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com🌎 https://www.proexamtutors.com☎️ Schedule a call (224) 567-1854👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep52 min - Episode 17: How to Pass the CFP® Exam on Your 1st Try; Teacher turned Planner shares her success studying strategy
This teacher turned Planner shares her success studying strategy.
After 14 years as a teacher, Sasha Decker made a major career change and began working in financial services for a nationwide trust company.In her capacity as a CFP® professional, Sasha evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored to the client’s needs.Prior to joining the company, Sasha worked as a fourth-grade teacher at Providence Classical Christian School for eight years.Sasha graduated summa cum laude from the University of Dallas with a bachelor’s degree in classical philology.She passed the CFP® exam in March 2023.____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UPConnect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com🌎 https://www.proexamtutors.com☎️ Schedule a call (224) 567-1854👉🏻 https://www.linkedin.com/in/sevmenesh...👉🏻 https://www.facebook.com/proexamtutors#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep37 min - Episode 16: Overcoming Test Anxiety
You’ve studied hard and sacrificed but test anxiety may be holding you back from passing the CFP® exam. Listen to this podcast with Allison Ewing of Inspired Life Tapping (inspiredlifetapping.com) to learn why you have test anxiety and most importantly, how to overcome it. Allison is a licensed clinical social worker who has spend the last two decades with helping people overcome mental roadblocks, and her advice could
clear the way for you.____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻https://bit.ly/ProExamTutor-2Day-Tune-UPConnect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com🌎 https://www.proexamtutors.com☎️ Schedule a call (224) 567-1854👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep38 min - Episode 15: Social Security Explained by Two Social Security Experts
In this episode, Sev and Social Security expert guests Marc Kiner, NSSA and Jim Blair discuss Social Security, Disability, Retirement,
Government Pension Offset (GPO), Windfall Elimination Provision (WEP), the CFP® Exam and more.Marc Kiner and Jim Blair are the co-founders of Premier Social Security Consulting where they provide customized consulting for individuals or couples reaching their Full Retirement Age and also help them with understanding and maximizing their lifetime Social Security benefits.They also provide Social Security education and training for all types of Professional Advisors who are looking to increase the value that they bring to their clients by answering the questions they have about Social Security.Marc Kiner has 35 years of experience in public accounting where his primary area of service was to privately held businesses and individuals. Marc sold his practice in 2012 to concentrate on Social Security and co-founded the National Social Security Advisors certificate program.Jim Blair is the lead Social Security consultant at Premier SocialSecurity Consulting, and has over 35 years of experience helpingindividuals manage their Social Security benefits. Jim retired after 35 years with the Social Security Administration and is also theco-founder of the National Social Security Advisors certificate program.Learn more at: https://www.premiersocialsecurityconsulting.com/____________________________________________About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFPSev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻https://bit.ly/ProExamTutor-2Day-Tune-UPConnect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com🌎 https://www.proexamtutors.com☎️ Schedule a call (224) 567-1854👉🏻 https://www.linkedin.com/in/sevmeneshian/👉🏻 https://www.facebook.com/proexamtutors#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep51 min - Episode 14: How is the CFP exam graded?
In this video, host Sev Meneshian, CFP® takes the mystery out of how the CFP® exam is graded and explains what type of questions are asked.
9 min
About the EARN YOUR MARKS podcast
From the publisher's feed
When it comes to passing the CFP® exam, every little bit helps. In fact, the difference between passing and failing often boils down to just a handful of questions. With that in mind, we started the EARN YOUR MARKS podcast. This show helps reinforce some of the MOST tested concepts seen in the CFP® exam. So whether you’re in the gym, on the road, or just can’t sleep… invest the time with Sev Meneshian, CFP® and his guests to help you pass the exam on your first attempt.
Learn more about Pro Exam Tutors at www.proexamtutors.com
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