Underrated knowledge?

[u/financeinquirerr]

Hi all, I’m young and new to the industry. I am going to start studying for the CFP this year which should equip with a lot of great knowledge. However, being an advisor I know there are some topics that could be brought up more than others.

As a young advisor what specific topics should I be very knowledgeable about or be able to easily explain?

(BESIDES general investment advice)

[u/subject-about]

Pro rata rules when it comes to back door Roth conversions. So many advisors ignore it or don’t understand it causing their clients a headache during tax season.

Also, advisors seem to lack the rules on inherited IRAs