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February 2015​


NOTE: Due to recent changes in CFP Board requirements, past online continuing education exams may differ from the printed exams.

Cover Story

Cutting-Edge Estate Planning Strategies for Effective Wealth Transfer

by Philip Herzberg, CFP®, CTFA, AEP®

As a planner, you can now devise wealth transfer strategies to minimize tax implications and protect how your clients pass on financial assets and other property to family members.


Practice Management

Are Profit Margins Too Generous, or AUM Firms Not Profitable Enough to Survive?

by Michael E. Kitces, CFP®, CLU®, ChFC®, RHU, REBCby Michael E. Kitces, CFP®, CLU®, ChFC®, RHU, REBC

Is your firm well positioned at its current size to withstand the next market downturn when it comes?


Long-Term Care Insurance: Comparisons for Determining the Best Options for Clients

by Christopher J. Finefrock, CFP®; Suzanne M. Gradisher, J.D., MTAX, CPA; and Caleb M. Nitz, CFP®
This study evaluates various LTC solutions, including traditional LTC, various combo products, and “hybrid” LTC, revealing several areas of differentiation.

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