A CFP® Exam Taker’s Guide to the SECURE Act

Posted by Jerry Mee, CFP®

May 1, 2020

The SECURE Act is the largest and most comprehensive update to the CFP® Exam material since the Tax Cuts and Jobs Act. The July (now September) 2020 CFP® Exam is the first Exam to test the SECURE Act. In this video Mike and Jerry cover everything you need to know in order to answer any and all SECURE Act questions that come your way.

Resources for this video:
CFP Board Key Elements SECURE Act 2019

Topics: Exam Study Tips, Interesting Bites