My CFP Study Notes

By: chenran818
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  • Summary

  • ”CFP Study Notes” delivers focused, exam-oriented content for aspiring Certified Financial Planners. Each episode deep dives into a single CFP exam topic, combining technical accuracy with real-world applications. Created by a CFP candidate for fellow candidates, this podcast transforms complex concepts into digestible insights. Whether you’re a seasoned financial professional or recent graduate, these study notes offer clear explanations, practical examples, and key exam takeaways. Perfect for learning during your commute or study breaks. Let’s master the CFP exam, one topic at a time.
    Copyright 2024 All rights reserved.
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Episodes
  • [S1E17] Gifts with Present and Future Interests

    [S1E17] Gifts with Present and Future Interests
    Nov 26 2024
    Gifts must be structured as present interests to qualify for annual exclusions, distinguishing them from future interests.
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    7 mins
  • [S1E16] Annual Gift Tax Exclusions

    [S1E16] Annual Gift Tax Exclusions
    Nov 25 2024
    The annual exclusion allows tax-free gifting of present interests up to a set limit per recipient.
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    6 mins
  • [S1E15] Splitting Gifts Between Spouses

    [S1E15] Splitting Gifts Between Spouses
    Nov 25 2024

    Spouses can double their annual gift exclusions by electing to split gifts, subject to specific rules.
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    6 mins

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