Episode 1: General Principles

23/12/2023 21 min Temporada 1 Episodio 1

Listen "Episode 1: General Principles"

Episode Synopsis

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 are
explained, along with the Federal Reserve, the financial planning
process, the standards of conduct and code of ethics.
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