{"store":{"baseInfo":{"podcastTitle":"My CFP Study Notes","slug":"cfp-study-notes","podcastDescription":"”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.","podcastLogo":"https://pbcdn1.podbean.com/imglogo/image-logo/19831490/file.png","podcastShareLogo":"https://d2bwo9zemjwxh5.cloudfront.net/image-logo/19831490/file_1200x628.jpg?s=40c8db5b37655473cee8405c232abbf9&e=png","podcastUrl":"https://cfp-study-notes.podbean.com","podcastCanSearched":true,"feedUrl":"https://feed.podbean.com/cfp-study-notes/feed.xml","theme":"double-tree","podcastDeepLink":"https://www.podbean.com/pu/pbblog-9kqmt-12e9ac2","removePodbeanBranding":"no","brandingLogo":null,"timeZone":{"timeZoneId":5,"gmtAdjustment":"GMT-08:00","useDaylightTime":1,"value":-8,"text":"(GMT-08:00) Pacific Time (US & Canada)","daylightStartTime":"Second Sunday Of March +2 Hours","daylightEndTime":"First Sunday Of November +2 Hours","timezone":"America/Los_Angeles"},"podcastDownloads":null,"totalEpisodes":16,"showComments":true,"iOSAppDownloadLink":null,"customizeCssUrl":null,"androidAppDownloadLink":null,"showPostShare":true,"showLike":true,"author":"chenran818","engagementStatsBaseUrl":null,"shareEmbedLink":"https://admin5.podbean.com/embed.html?id=pbblog-9kqmt-12e9ac2-playlist","language":"en","sensitivitySessionExpireTime":3600,"podcastApps":[{"name":"Apple Podcasts","link":"https://podcasts.apple.com/us/podcast/my-cfp-study-notes/id1781449879","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/apple-podcast.png","title":null},{"name":"Podbean App","link":"https://r4j68.app.goo.gl/?link=https%3A%2F%2Fcfp-study-notes.podbean.com%3Faction%3DopenPodcast%26podcastId%3Dpbblog19831490%26podcastIdTag%3D9kqmt&dfl=https%3A%2F%2Fcfp-study-notes.podbean.com&utm_campaign=pb_web&utm_source=podbean_web&utm_medium=dlink&imv=670&amv=530&isi=973361050&ibi=com.podbean.app.podcast&ipbi=com.podbean.app.podcast&apn=com.podbean.app.podcast","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/podbean-app.png","title":null},{"name":"Spotify","link":"https://open.spotify.com/show/63lB28TG6ur9bTu7ostYlu","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/spotify.png","title":null},{"name":"Amazon Music","link":"https://music.amazon.com/podcasts/ba16264a-b36f-45e7-8744-476aea38f845","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/AmazonMusic.png","title":null},{"name":"iHeartRadio","link":"https://iheart.com/podcast/241507342","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/iHeartRadio.png","title":null},{"name":"PlayerFM","link":"https://player.fm/series/3618260","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/PlayerFM.png","title":null},{"name":"Samsung","link":null,"image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/Samsung.png","title":"Search the podcast title on Samsung Podcast app."},{"name":"Podchaser","link":"https://www.podchaser.com/podcasts/my-cfp-study-notes-5905298","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/Podchaser.webp","title":null},{"name":"BoomPlay","link":"https://www.boomplaymusic.com/podcasts/116037","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/BoomPlay.png","title":null}],"components":{"base":[{"id":"MainStyle","val":"light"},{"id":"Font","val":"Oswald"},{"id":"SecondaryFont","val":"PT Sans"},{"id":"PlayerColor","val":"#FFBE00"},{"id":"PlayerStyle","val":"player1"},{"id":"PlayerWave","val":"show"},{"id":"Favicon","val":null},{"id":"CookiesNotice","val":"hide"},{"id":"CookiesNoticeContent","val":"

Cookies Notice

This website uses cookies to improve your experience while you navigate through the website. By using our website you agree to our use of cookies.

"}],"home-header":[{"id":"HomeHeaderTextColor","val":"#000000"},{"id":"HomeHeaderBackgroundColor","val":"#FAF7F4"},{"id":"BackgroundImage","val":"/assets/doubletree-banner-light.jpg"}],"page-header":[{"id":"PageHeaderTextColor","val":"#ffffff"},{"id":"SecondaryPageBackgroundImage","val":"/assets/doubletree-episode-light.jpg"},{"id":"SecondaryPageBackgroundImageForMobile","val":null}],"episode-list":[{"id":"EpisodeListType","val":"simple-list"},{"id":"EpisodesPerPage","val":10},{"id":"EpisodeStats","val":"show"}],"navigation":[{"id":"NavigationFontColor","val":"#000000"},{"id":"NavigationBackgroundColor","val":"#FAF7F4"},{"id":"NavigationSearch","val":"show"},{"id":"NavigationLinks","val":[{"id":"Home","type":"Link","value":"/","text":"Home","subitems":[]},{"id":"Subscribe","type":"Link","value":"https://www.podbean.com/site/podcatcher/index/blog/0Ynwx7fGdsld","text":"Subscribe","subitems":[]},{"id":"Profile","type":"Link","value":"https://www.podbean.com/user-jpRLK5idpun0","text":"Profile","subitems":[]},{"id":"9ccdd2e5-2932-5397-f362-d33896d8c814","type":"Pages","value":"","text":"Topics","subitems":[]}]}],"footer":[{"id":"FooterType","val":"Footer1"},{"id":"FooterFontColor","val":"#000000"},{"id":"FooterBackgroundColor","val":"#ffffff"},{"id":"FooterCopyright","val":"Copyright 2024 All rights reserved."},{"id":"SocialMediaLinks","val":{"facebook_username":"","twitter_username":"","instagram_username":"","youtube_username":"","linkedin_username":""}}],"customize-container1":[{"id":"ComponentText-63046c60-9f2c-6593-4f10-06a07c05d594","val":{"ComponentFontColor":"#000000","ComponentBackgroundColor":"#FAF7F4","ComponentContent":"

\n
🏰 Estate Planning
\n
\n
💰 Tax Planning
\n
\n
🏝️ Retirement Savings and Income Planning
\n
\n
🧠 Psychology of Financial Planning
\n
\n
📈 Investment Planning
\n
\n
🛡️ Risk Management and Insurance Planning
\n
\n
📜 General Principles of Financial Planning
\n
\n
⚖️ Professional Conduct and Regulation
\n

"}}],"customize-container2":[{"id":"ComponentImageText-1","val":{"ComponentFontColor":"#000000","ComponentBackgroundColor":"#FAF7F4","ComponentImage":"/assets/customize-component1.png","ComponentContent":"

Your Journey to CFP Mastery Starts Here!

Welcome to 'My CFP Study Notes' – your trusted companion on the path to mastering comprehensive financial planning. Whether you're preparing for the CFP exam or enhancing your knowledge, this resource is here to simplify complex topics and provide actionable insights. Explore, learn, and succeed with us!

"}}]},"allLinks":[{"id":"Pages-24ac7e04c0bfb80d53c51dfe1021bdb8","type":"Link","value":"/p/estate-planning/","text":"Estate Planning","subitems":[]}],"mainStylesDefaultSettings":null,"defaultCustomizeComponents":null,"scripts":[],"metas":null,"appConfig":{"package":"com.podbean.app.podcast","app_store_id":973361050,"app_name":"Podbean","scheme":"podbean"},"customizeCss":null,"canEditCss":null,"enableJsCodeInCustomizeContent":false,"enabledIframeCodeInCustomizeContent":true,"sectionMaxCount":10,"enableEditorLink":true,"enableEditCookiesNotice":true,"siteRedirectToFeed":false,"podcatcherRssUrl":null,"showFeed":true,"showTopBar":true,"enableWebSiteLike":null,"organizationName":null,"organizationPageLink":null},"backToListUrl":"/","tinymceLoaded":false,"listEpisodes":[],"userLikedEpisodes":[],"topBarIframeLoaded":false,"listTotalCount":0,"listTotalPage":0,"listPage":0,"listType":"all","listValue":"","listName":"","pageLoading":false,"apiBaseUrl":"https://cfp-study-notes.podbean.com","apiCommonParams":{"t":"674472a4","clientSignature":"3ddde22062d515b37e5fbbb27b9e5768","u":null,"customizing":null},"apiCommonHeaders":{},"comments":[],"commentsTotalCount":0,"commentsTotalPage":0,"commentsPage":1,"commentEpisodeId":"pb24426733-99rba","episode":{"id":"pb24426733","idTag":"99rba","title":"[S1E4] Estate Planning: Understanding Key Terms","logo":"https://pbcdn1.podbean.com/imglogo/image-logo/19831490/file_300x300.png","shareLogo":"https://d2bwo9zemjwxh5.cloudfront.net/image-logo/19831490/file_1200x628.jpg?s=40c8db5b37655473cee8405c232abbf9&e=png","largeLogo":"https://pbcdn1.podbean.com/imglogo/image-logo/19831490/file.png","previewContent":null,"content":"

Terms like decedent, heirs, legatees, donors, and donees are fundamental in understanding estate planning processes.

","publishTimestamp":1732387763,"duration":431,"mediaUrl":"https://mcdn.podbean.com/mf/web/gpwify22p9ufj8y9/Project_name_en_v2_3_a0nq0.mp3","mediaType":"audio/mpeg","shareLink":"https://admin5.podbean.com/embed.html?id=pb-99rba-174b8ed","likedCount":0,"deepLink":"https://www.podbean.com/ew/pb-99rba-174b8ed","transcriptUrl":null,"permalink":"/e/estate-planning-understanding-key-terms/","downloadLink":"https://www.podbean.com/site/EpisodeDownload/PB174B8ED99RBA","fallbackResource":null,"fallbackResourceMimetype":null,"downloadCount":2,"status":"publish","hasMoreContent":false,"chaptersUrl":null},"episodeShareLink":null,"deepLink":"https://www.podbean.com/ew/pb-99rba-174b8ed","playlist":{"episodes":[],"current":0,"start":0,"stop":0,"playing":true,"playerLoading":true,"playbackRate":1,"playbackRateIndex":1},"toasts":[],"confirm":null,"customizeEditorFormZIndex":999,"lastRequestTime":null,"validateChangesOnBeforeunload":true,"windowWidth":1000,"VITE_FS1_CDN_URL_PREFIX":"https://pbcdn1.podbean.com/fs1","reloadStats":false},"episode":{"id":"pb24426733","idTag":"99rba","title":"[S1E4] Estate Planning: Understanding Key Terms","logo":"https://pbcdn1.podbean.com/imglogo/image-logo/19831490/file_300x300.png","shareLogo":"https://d2bwo9zemjwxh5.cloudfront.net/image-logo/19831490/file_1200x628.jpg?s=40c8db5b37655473cee8405c232abbf9&e=png","largeLogo":"https://pbcdn1.podbean.com/imglogo/image-logo/19831490/file.png","previewContent":null,"content":"

Terms like decedent, heirs, legatees, donors, and donees are fundamental in understanding estate planning processes.

Cookies Notice

🏰 Estate Planning

💰 Tax Planning

🏝️ Retirement Savings and Income Planning

🧠 Psychology of Financial Planning

📈 Investment Planning

🛡️ Risk Management and Insurance Planning

📜 General Principles of Financial Planning

⚖️ Professional Conduct and Regulation

Your Journey to CFP Mastery Starts Here!

[S1E4] Estate Planning: Understanding Key Terms

Comments (0)