Rattiner's Review for the CFP Certification Examination, Fast Track, Study Guide (eBook)

Jeffrey H. Rattiner (Autor)

eBook Download: PDF

2007 | 2. Auflage
368 Seiten
Wiley (Verlag)
978-0-470-13091-9 (ISBN)

Infos

A CFP Study Guide that deliverswhat you need to succeed! This quick study guide for candidates preparing to take the CFP Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Now, in a Second Edition, it covers some of the most important disciplines of financial planning--insurance, employee benefit, investment, income tax, retirement, estate, and general planning--and provides a no-nonsense approach to studying that includes: * A highly logical and candidate-friendly format * An in-depth outline of core essentials * Explanations of all relevant exposures complete with solutions and practical examples * Key points, exam tips, multiple-choice, and mini-case study questions * Mnemonic devices and study techniques to reinforce key points * A format that directly parallels the CFP? Board's topic requirements The Second Edition adds new multiple-choice questions that correlate to the testing and understanding of the new curriculum established by the Certified Financial Planning Board as well as eighty-nine all-new topics related to the new CFP Board Exam. For students who have been through the traditional CFP educational programs and want a book that brings it all together, Rattiner's Review for the CFP Certification Examination, Fast Track Study Guide, Second Edition keeps students organized, on track, and focused on what they need to succeed. In addition to its value as a quick-reference guide to complement all CFP texts and self-study materials, the Guide also serves as an important one-stop resource for financial services professionals who want information in a hurry.

Autor

Jeffrey H. Rattiner is a well-known author of eight major financial books, including the bestseller, Getting Started as a Financial Planner, published by Bloomberg. Rattiner is a recognizable name in the financial industry whose Rattiner's Financial Planning Fast Track®, Inc. is a leading provider of full course CFP® exam training, nationwide. He works with many large financial services organizations, is a columnist for Financial Advisor magazine, has been named to the 2003 CPA All-Stars in Personal Financial Planning by CPA Magazine, and has been quoted in many trade and consumer publications.

Inhalt

Acknowledgments.

Chapter 1 General Principles of Financial Planning.

Chapter 2 Insurance Planning and Risk Management.

Chapter 3 Employee Benefits Planning.

Chapter 4 Investment Planning.

Chapter 5 Income Tax Planning.

Chapter 6 Retirement Planning.

Chapter 7 Estate Planning.

Index.

Produkt-Details

• Erscheint lt. Verlag: 16.7.2007
• Sprache: englisch
• Themenwelt: Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft
• Themenwelt: Recht / Steuern ► Wirtschaftsrecht
• Themenwelt: Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung
• Schlagworte: Accounting • CPA in der Praxis (US-Wirtschaftsprüfer) • CPA in der Praxis (US-Wirtschaftsprüfer) • CPA / Practice • Finance & Investments • Finanz- u. Anlagewesen • Personal Finance / Financial Advising • Private Finanzen / Beratung • Rechnungswesen
• ISBN-10: 0-470-13091-1 / 0470130911
• ISBN-13: 978-0-470-13091-9 / 9780470130919