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CFP Audio Crash Course
- Complete Review for the Certified Financial Planner Exam - Top Test Questions!
- Narrated by: Adam Riley
- Length: 5 hrs and 30 mins
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CFP Audio Crash Course
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Publisher's Summary
AudioLearn Crash Courses presents Certified Financial Planner Crash Course - Complete Review - Top Test Questions!
Developed by experienced professors and professionally narrated for easy listening, this course is a valuable tool when preparing for your Certified Financial Planner Exam.
The audio is focused and high-yield, covering the most important topics you need to know to succeed on the Certified Financial Planner Test. The material is accurate, up-to-date, and broken down into bite-sized sections. There are key takeaways following each section to drive home key points and quizzes to review commonly tested questions.
In this course, we will cover the following:
- Course Conventions and Content
- The Certified Financial Planner Examination
- Certified Financial Planner® Board’s Code of Ethics, Professional Responsibility, and Rules of Conduct
- General Principles of Financial Planning
- Education Planning
- Risk Management and Insurance Planning
- Investment Planning
- Tax Planning
- Retirement Savings and Income Planning
- Estate Planning
- Domain Assessments
- The Road Ahead
We will end our review with a complete practice test.
Also included is a follow-along PDF manual containing the entire text of this audio course as well as all figures, charts, and images we’ll be reviewing.
PLEASE NOTE: When you purchase this title, the accompanying PDF will be available in your Audible Library along with the audio.
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What listeners say about CFP Audio Crash Course
Average Customer RatingsReviews - Please select the tabs below to change the source of reviews.
-
Overall1 out of 5 stars
-
Performance3 out of 5 stars
-
Story1 out of 5 stars
- M. Moore
- 04-21-21
How can so little be said in 1 hour?
I gave up after Chapter 3, I was about an hour in and nothing remotely useful had been said. There is so much time spent introducing the CFP, and the language is basic and vague. "A CFP has to take a difficult exam". No kidding, really? I thought you were going to go over some useful topics for the exam. It continues to refer you to the included pdf. I love to listen to podcasts and learn via audiobook, I was thinking I could supplement my study with some audio review. Nope. I'm returning this.
4 people found this helpful
-
Overall2 out of 5 stars
-
Performance3 out of 5 stars
-
Story1 out of 5 stars
- Alex
- 10-31-20
Poorly edited and broad overview of knowledge
Maybe good for someone thinking of becoming a CFP. But it is poor study material for someone studying for the exam.
4 people found this helpful
-
Overall1 out of 5 stars
-
Performance1 out of 5 stars
-
Story2 out of 5 stars
- DJ Schneider
- 09-22-22
Don't waste your time.
If you are looking for an Audio resource to help you to learn knowledge content tovpass the CFP exam... this is not it. Total waste of time and money.
1 person found this helpful
-
Overall1 out of 5 stars
-
Performance1 out of 5 stars
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Story1 out of 5 stars
- Travis George
- 06-03-23
Incorrect answers
Got to chapter 7 quiz and the narrator answered two of the questions wrong. Garbage.
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Overall1 out of 5 stars
-
Performance1 out of 5 stars
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Story1 out of 5 stars
- Jay Soli
- 04-01-23
A waste of time and credits
I wish I would have read the reviews. Half way thru I wondered if this was a AI College project creation. This will not prepare anyone for the test. If anything it is a very basic introduction to what you will need to learn.
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Performance4 out of 5 stars 83
-
Story4.5 out of 5 stars 81
Practice management is often misunderstood. The Advisor Playbook will take the mystery away. Practice management is how you build an organized toolbox of all your processes - branding, marketing, service activities, core functions - and constantly tune and keep that toolbox efficient and effortless. It's a network of interrelated skills, processes and strategies that build value in a business while making it manageable, scalable, and ensuring the owner runs the business and not the other way around.
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5 out of 5 stars
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Great Book
- By JF on 08-06-18
By: Duncan MacPherson, and others
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Psychology of Financial Planning
- The Practitioner's Guide to Money and Behavior
- By: Brad Klontz, Charles R. Chaffin, Ted Klontz
- Narrated by: Jamie Renell
- Length: 9 hrs and 2 mins
- Unabridged
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Overall4 out of 5 stars 4
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Performance3.5 out of 5 stars 2
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Story3 out of 5 stars 2
In Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior, distinguished authors Drs. Brad Klontz, CFP, Charles Chaffin, and Ted Klontz deliver a comprehensive overview of the psychological factors that impact the financial planning client. Designed for both professional and academic audiences, Psychology of Financial Planning is written for those with thirty years in practice as well as those just beginning their journey.
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2 out of 5 stars
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Audio textbook
- By Mathieu on 03-31-23
By: Brad Klontz, and others
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CFA Exam Audio Study Guide! Level 1
- Best Test Prep Book to Help You Pass the Test: Complete Review & Practice Questions to Become a Chartered Financial Analyst!
- By: Travis Brody
- Narrated by: Rory Young
- Length: 7 hrs and 38 mins
- Unabridged
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Overall4.5 out of 5 stars 17
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Performance5 out of 5 stars 12
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Story4 out of 5 stars 12
You are no doubt a busy student with a lot of things going on! It can be challenging to find the time to read your textbook in preparation for the CFA Exam. However, the truth is that the CFA exam is a challenging test. Thorough preparation cannot be overlooked, therefore. That is why the author Travis Brody developed the CFA Study Guide!
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5 out of 5 stars
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Not much of a story, but a very important info
- By 4-3-2-1 on 02-08-23
By: Travis Brody
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The Million-Dollar Financial Advisor
- Powerful Lessons and Proven Strategies from Top Producers
- By: David J. Mullen Jr.
- Narrated by: Allan Robertson
- Length: 8 hrs and 24 mins
- Unabridged
-
Overall4.5 out of 5 stars 490
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Performance4.5 out of 5 stars 412
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Story4.5 out of 5 stars 407
The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with 15 top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into 13 distinct lessons. Each is explained step-by-step for immediate application by veteran and new financial professionals alike.
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5 out of 5 stars
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Fantastic tips and practices
- By SS MacIntyre on 03-10-15
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Rattiner’s Secrets of Financial Planning
- From Running Your Practice to Optimizing Your Client's Experience
- By: Jeffrey H. Rattiner
- Narrated by: Gary Tiedemann
- Length: 14 hrs and 17 mins
- Unabridged
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Overall4 out of 5 stars 4
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Performance3.5 out of 5 stars 3
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Story3.5 out of 5 stars 3
Financial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decisions that help people define and achieve their financial goals. Rattiner's Secrets of Financial Planning gives industry professionals the opportunity to hear and learn from "the best of the best" in the field.
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1 out of 5 stars
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horrible book
- By Rommel on 02-08-23
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Redefining Financial Literacy
- Unlocking the Hidden Forces of Your Financial Future
- By: Cindy Couyoumjian CFP, R. F. Georgy
- Narrated by: Teri Schnaubelt
- Length: 6 hrs and 47 mins
- Unabridged
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Overall5 out of 5 stars 3
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Performance4.5 out of 5 stars 3
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Story5 out of 5 stars 3
As a certified financial planner with 35 years of industry experience, Cindy Couyoumjian is committed to filling the financial literacy void for many Americans. In her timely and thought-provoking book, Cindy gives a unique macro perspective of what she calls “the hidden forces behind your money”, which are the unseen political and economic forces that may influence your investment decisions.
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5 out of 5 stars
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Finally something modern in finance!
- By Amazon Customer on 12-28-21
By: Cindy Couyoumjian CFP, and others
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The Advisor Playbook
- Regain Liberation and Order in Your Personal and Professional Life
- By: Duncan MacPherson, Chris Jeppesen
- Narrated by: Duncan MacPherson, Chris Jeppesen
- Length: 9 hrs and 32 mins
- Unabridged
-
Overall4.5 out of 5 stars 105
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Performance4 out of 5 stars 83
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Story4.5 out of 5 stars 81
Practice management is often misunderstood. The Advisor Playbook will take the mystery away. Practice management is how you build an organized toolbox of all your processes - branding, marketing, service activities, core functions - and constantly tune and keep that toolbox efficient and effortless. It's a network of interrelated skills, processes and strategies that build value in a business while making it manageable, scalable, and ensuring the owner runs the business and not the other way around.
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5 out of 5 stars
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Great Book
- By JF on 08-06-18
By: Duncan MacPherson, and others
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Delivering Massive Value
- The Financial Advisor's Guide to a Highly Profitable, Hyper-Efficient Practice
- By: Matthew Jarvis
- Narrated by: Matthew Jarvis
- Length: 8 hrs and 56 mins
- Unabridged
-
Overall5 out of 5 stars 103
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Performance5 out of 5 stars 85
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Story5 out of 5 stars 84
It took Matthew nearly 14-years of soul-crushing work to get his RIA practice to a highly profitable, hyperefficient level, as described by Michael Kitces in 2017. Just four years later, he's doubled his success. In this audiobook, you will learn the exact strategies, techniques, tools and scripts Matthew used to build (and then double) his own practice, as well as having coached hundreds of other advisor around the world to do the same.
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5 out of 5 stars
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A must read/listen
- By Anonymous User on 01-28-23
By: Matthew Jarvis
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Don’t Retire Broke
- An Indespensible Guide to Tax-Efficient Retirement Planning and Financial Freedom
- By: Rick Rodgers
- Narrated by: Timothy Andrés Pabon
- Length: 7 hrs and 20 mins
- Unabridged
-
Overall4.5 out of 5 stars 155
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Performance4.5 out of 5 stars 133
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Story4.5 out of 5 stars 132
Retirement planning was simple and predictable 40 years ago. All you needed was your company pension, personal savings, and Social Security. Those days are long gone. Most public pensions are underfunded, and private companies can't get rid of them fast enough. Social Security's own trustees predict it will run out of money in less than 20 years. And most people haven't saved even a fraction of what they should.
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2 out of 5 stars
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find a different personal finance, retirement book
- By Patrick on 11-09-21
By: Rick Rodgers
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Financial Intelligence
- A Manager's Guide to Knowing What the Numbers Really Mean
- By: Karen Berman, Joe Knight
- Narrated by: Tom Zingarelli
- Length: 7 hrs and 20 mins
- Unabridged
-
Overall4.5 out of 5 stars 545
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Performance4.5 out of 5 stars 457
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Story4.5 out of 5 stars 451
Since its release in 2006, Financial Intelligence has become a favorite among managers who need a guided tour through the numbers, helping them to understand not only what the numbers really mean but also why they matter. This new, completely updated edition brings the numbers up to date and continues to teach the basics of finance to managers who need to use financial data to drive their business.
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3 out of 5 stars
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You need to listen with the pdf documents
- By Jean on 03-22-18
By: Karen Berman, and others
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Principles
- Life and Work
- By: Ray Dalio
- Narrated by: Ray Dalio, Jeremy Bobb
- Length: 16 hrs and 5 mins
- Unabridged
-
Overall4.5 out of 5 stars 18,624
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Performance4.5 out of 5 stars 15,719
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Story4.5 out of 5 stars 15,627
Ray Dalio, one of the world's most successful investors and entrepreneurs, shares the unconventional principles that he's developed, refined, and used over the past 40 years to create unique results in both life and business - and which any person or organization can adopt to help achieve their goals.
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3 out of 5 stars
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Idea-meritocracy/Principles Reference
- By Patrick Eberle on 06-30-18
By: Ray Dalio
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The Psychology of Money
- Timeless Lessons on Wealth, Greed, and Happiness
- By: Morgan Housel
- Narrated by: Chris Hill
- Length: 5 hrs and 48 mins
- Unabridged
-
Overall5 out of 5 stars 17,154
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Performance5 out of 5 stars 14,148
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Story5 out of 5 stars 14,054
Money - investing, personal finance, and business decisions - is typically taught as a math-based field, where data and formulas tell us exactly what to do. But in the real world people don’t make financial decisions on a spreadsheet. They make them at the dinner table, or in a meeting room, where personal history, your own unique view of the world, ego, pride, marketing, and odd incentives are scrambled together. In The Psychology of Money, award-winning author Morgan Housel shares 19 short stories exploring the strange ways people think about money.
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3 out of 5 stars
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Could be summarized in one sentence
- By Alex on 05-30-21
By: Morgan Housel
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The Simple Path to Wealth
- Your Road Map to Financial Independence and a Rich, Free Life
- By: JL Collins
- Narrated by: JL Collins, Peter Adeney
- Length: 6 hrs and 38 mins
- Unabridged
-
Overall5 out of 5 stars 8,644
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Performance5 out of 5 stars 7,305
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Story5 out of 5 stars 7,239
This book grew out of a series of letters to my daughter concerning various things - mostly about money and investing - she was not yet quite ready to hear. Since money is the single most powerful tool we have for navigating this complex world we've created, understanding it is critical.
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4 out of 5 stars
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Great Book!! Get a physical copy though.
- By Chris Hogan on 04-08-18
By: JL Collins
Related to this topic
-
Don’t Retire Broke
- An Indespensible Guide to Tax-Efficient Retirement Planning and Financial Freedom
- By: Rick Rodgers
- Narrated by: Timothy Andrés Pabon
- Length: 7 hrs and 20 mins
- Unabridged
-
Overall4.5 out of 5 stars 155
-
Performance4.5 out of 5 stars 133
-
Story4.5 out of 5 stars 132
Retirement planning was simple and predictable 40 years ago. All you needed was your company pension, personal savings, and Social Security. Those days are long gone. Most public pensions are underfunded, and private companies can't get rid of them fast enough. Social Security's own trustees predict it will run out of money in less than 20 years. And most people haven't saved even a fraction of what they should.
-
2 out of 5 stars
-
find a different personal finance, retirement book
- By Patrick on 11-09-21
By: Rick Rodgers
-
Tax Planning for Women Entrepreneurs
- A Strategy to Permanently Reduce Your Taxes and Build Wealth Faster for Early Retirement
- By: Lisa Corbitt
- Narrated by: Ashton Haugen
- Length: 3 hrs and 44 mins
- Unabridged
-
Overall5 out of 5 stars 52
-
Performance5 out of 5 stars 50
-
Story5 out of 5 stars 50
What do you think when you hear the word "taxes"? Odds are, you don't associate them with anything good. In fact, it's been said that the only two things that are certain in life are death and taxes - and nobody looks forward to either of them. As an entrepreneur, you know the value you bring to the table. You help create jobs, provide services, and give back with your time and effort. The truth is, by changing the way you approach your taxes, you can transform the way they impact your life.
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5 out of 5 stars
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Don't pay more than you need! Learn the game.
- By Raffaello on 11-13-22
By: Lisa Corbitt
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The Bogleheads' Guide to Retirement Planning
- By: Taylor Larimore, Mel Lindauer, Richard A. Ferri, and others
- Narrated by: David Marantz
- Length: 13 hrs and 3 mins
- Unabridged
-
Overall4.5 out of 5 stars 46
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Performance4.5 out of 5 stars 38
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Story4.5 out of 5 stars 39
The Bogleheads are back - with retirement planning advice for those who need it! Whatever your current financial situation, you must continue to strive for a viable retirement plan by finding the most effective ways to save, the best accounts to save in, and the right amount to save, as well as understanding how to insure against setbacks and handle the uncertainties of a shaky economy. Fortunately, the Bogleheads, a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, are here to help.
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5 out of 5 stars
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Sound principles
- By JM on 03-18-22
By: Taylor Larimore, and others
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The Smartest Money Book You'll Ever Read
- Everything You Need to Know About Growing, Spending, and Enjoying Your Money
- By: Daniel R. Solin
- Narrated by: Joe Barrett
- Length: 5 hrs and 22 mins
- Unabridged
-
Overall4.5 out of 5 stars 640
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Performance4.5 out of 5 stars 553
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Story4.5 out of 5 stars 550
Tens of thousands of readers trust Dan Solin's advice when it comes to investing, managing their 401(k)s, and planning for retirement. Now Solin offers the smartest guide to money management and financial planning yet. From managing your debt, boosting your savings, and owning (or renting) a home to buying insurance, maximizing investment returns, and retiring when you want to, The Smartest Money Book You'll Ever Read is your road map to financial freedom - and to enjoying yourself along the way.
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1 out of 5 stars
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mint.com promo
- By Amazon Customer on 04-13-21
By: Daniel R. Solin
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Taxes for Small Business
- 3 in 1 - Beginners Guide + Simple Method + Advanced and Effective Methods of Tax Process for Small Businesses
- By: Abraham Douglas
- Narrated by: Kevin Hung-Liang
- Length: 10 hrs and 58 mins
- Unabridged
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Overall