Rattiner's Review for the CFP(R) Certification Examination, Fast Track, Study Guide - Jeffrey H. Rattiner

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

Buch | Softcover
456 Seiten
2009 | 3rd edition
John Wiley & Sons Inc (Verlag)
978-0-470-43628-8 (ISBN)
68,59 inkl. MwSt
A CFP(R) Study Guide that delivers what CFP candidates need to succeed This quick study guide for candidates preparing to take the CFP(R) Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner.
The proven CFP Study Guide that delivers just what you need to succeed! A quick-study guide for candidates preparing to take the CFP Certification Examination, Rattiner's Review for the CFP® Certification Examination distills the bare-bones essentials you need to know to pass this challenging exam, all in a logical and easy-to-absorb manner.

This indispensable study tool for students who have already been through traditional CFP educational programming—and just need a little extra help pulling it all together—provides a no-nonsense approach to studying for some of the most important disciplines of financial planning, including: PFP, insurance, employee benefit, investments, income tax, retirement, and estate planning. Each discipline contains short and concise statements emphasizing key points through mnemonic devices, study tips, and other established test-taking methods that provide helpful hints.

Rattiner's Review for the CFP® Certification Examination, Third Edition has been thoroughly updated to include:



Reviews from recent CFP Exam students who compare the CFP Board curriculum to this Third Edition, ensuring that all topics are covered adequately
New, easy-to-follow flowcharts at the beginning of each chapter highlight the macro level perspective of each subject discipline
Basic calculator keystrokes for investment math, retirement, life, and education needs analysis, and other important calculations
New multiple-choice questions as well as new charts and tables for quick memorizations
New acronyms to help put things into a simplified perspective and help students tie back to the big picture flowchart

Perfect as a quick-reference guide to complement all CFP texts and self-study materials, it also serves as an important one-stop resource for financial services professionals who want information in a hurry.

Stay organized, on track, and focused with Rattiner's Review for the CFP® Certification Examination, Third Edition.

JEFFREY H. RATTINER, a leader in the Certified Financial Planning field, is a provider of CFP training courses and author of eight books on CFP, including the bestseller Getting Started as a Financial Planner, published by Bloomberg. Rattiner is a recognizable name in the financial industry whose live training program, "Rattiner's Financial Planning Fast Track", is one of the leading full- course CFP exam training, nationwide. He works with many large financial services organizations, is a frequent industry speaker, has been named to the CPA All-Stars in Personal Financial Planning as reported in CPA Magazine, and has been quoted in many trade and consumer publications.

Acknowledgments v

Chapter 1 General Principles of Financial Planning 1

Chapter 2 Insurance Planning and Risk Management 55

Chapter 3 Employee Benefits Planning 115

Chapter 4 Investment Planning 141

Chapter 5 Income Tax Planning 211

Chapter 6 Retirement Planning 283

Chapter 7 Estate Planning 353

Index 445

Zusatzinfo Exhibits: 0 B&W, 0 Color
Verlagsort New York
Sprache englisch
Maße 218 x 277 mm
Gewicht 689 g
Themenwelt Wirtschaft Betriebswirtschaft / Management Finanzierung
Betriebswirtschaft / Management Spezielle Betriebswirtschaftslehre Bankbetriebslehre
ISBN-10 0-470-43628-X / 047043628X
ISBN-13 978-0-470-43628-8 / 9780470436288
Zustand Neuware
Haben Sie eine Frage zum Produkt?
Mehr entdecken
aus dem Bereich

von Detlef Hellenkamp

Buch | Softcover (2022)
Springer Gabler (Verlag)
37,99
denken und handeln wie ein professioneller Trader

von Mark Douglas

Buch | Softcover (2023)
Vahlen, Franz (Verlag)
36,90