CFP Certification Exam Practice Question Workbook

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Author :
Publisher : Coventry House Publishing
ISBN 13 :
Total Pages : 422 pages
Book Rating : 4./5 ( download)

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Book Synopsis CFP Certification Exam Practice Question Workbook by : Matthew Brandeburg

Download or read book CFP Certification Exam Practice Question Workbook written by Matthew Brandeburg and published by Coventry House Publishing. This book was released on 2019-04-10 with total page 422 pages. Available in PDF, EPUB and Kindle. Book excerpt: CFP Certification Exam Practice Question Workbook provides 1,000 comprehensive practice questions to prepare you for the demanding CFP Certification Exam. Master exam topics with intensive practice in the areas you'll find on the test. All questions are test-level difficulty and focused solely on helping you pass. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you will learn the skills needed to master the exam. Included are exams for the following topics: • General Principles • Insurance • Tax Planning • Investments • Retirement & Employee Benefits • Estate Planning This innovative workbook includes: • Two separate 200 question comprehensive practice exams • Formulas and keystrokes to master the math you'll face on the exam • Detailed solutions to all questions to pinpoint your strengths and weaknesses

CFP Certification Exam Practice Question Workbook

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Publisher :
ISBN 13 : 9780615764351
Total Pages : 366 pages
Book Rating : 4.7/5 (643 download)

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Book Synopsis CFP Certification Exam Practice Question Workbook by : Matthew Brandeburg

Download or read book CFP Certification Exam Practice Question Workbook written by Matthew Brandeburg and published by . This book was released on 2013-02 with total page 366 pages. Available in PDF, EPUB and Kindle. Book excerpt: CFP Certification Exam Practice Question Workbook provides 1,000 comprehensive practice questions to prepare you for the demanding 10-hour CFP Certification Exam. Master exam topics with intensive practice in the essential areas you'll find on the test. All questions are test-level difficulty and focused solely on helping you pass. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you will learn the skills needed to master the exam. THIS INNOVATIVE WORKBOOK INCLUDES: - 100 practice questions each for General Principles, Insurance, Tax Planning, Investments, Retirement and Employee Benefits, and Estate Planning - Two separate 200 question comprehensive practice tests - Detailed solutions to all practice questions - Keystrokes to master the essential math you will face on the exam READ WHAT OTHERS ARE SAYING: "These questions are clear, concise, and challenging. I am able to study them multiple times and still learn something new each time. This book works!" - Joe O'Neal, Financial Planner, LPL Financial, Houston, TX "After completing the 1,000 practice questions I have learned where I need to focus my attention and I feel much more confident about taking the exam. I highly recommend this book!" - Tad Herrington, Financial Planner, John E. Sestina and Co., Columbus, OH "This user-friendly workbook features no gimmicks, tricks, or secrets to passing the exam. Instead it provides relevant practice questions and detailed analysis to help master the exam topics. This is an essential resource for serious test-takers." - Chris Norris, Financial Consultant, Wells Fargo Advisors, Monterey, CA

CFP Certification Exam Practice Question Workbook

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Author :
Publisher :
ISBN 13 : 9780692203224
Total Pages : 366 pages
Book Rating : 4.2/5 (32 download)

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Book Synopsis CFP Certification Exam Practice Question Workbook by : Matthew Brandeburg

Download or read book CFP Certification Exam Practice Question Workbook written by Matthew Brandeburg and published by . This book was released on 2014-04-24 with total page 366 pages. Available in PDF, EPUB and Kindle. Book excerpt: CFP Certification Exam Practice Question Workbook provides 1,000 comprehensive practice questions to prepare you for the demanding 10-hour CFP Certification Exam. Master exam topics with intensive practice in the essential areas you'll find on the test. All questions are test-level difficulty and focused solely on helping you pass. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you will learn the skills needed to master the exam. THIS INNOVATIVE WORKBOOK INCLUDES: - 100 practice questions each for General Principles, Insurance, Tax Planning, Investments, Retirement and Employee Benefits, and Estate Planning - Two separate 200 question comprehensive practice tests - Detailed solutions to all practice questions - Keystrokes to master the essential math you will face on the exam READ WHAT OTHERS ARE SAYING: "These questions are clear, concise, and challenging. I am able to study them multiple times and still learn something new each time. This book works!" - Joe O'Neal, Financial Planner, LPL Financial, Houston, TX "After completing the 1,000 practice questions I have learned where I need to focus my attention and I feel much more confident about taking the exam. I highly recommend this book!" - Tad Herrington, Financial Planner, John E. Sestina and Co., Columbus, OH "This user-friendly workbook features no gimmicks, tricks, or secrets to passing the exam. Instead it provides relevant practice questions and detailed analysis to help master the exam topics. This is an essential resource for serious test-takers." - Chris Norris, Financial Consultant, Wells Fargo Advisors, Monterey, CA

CFP Certification Exam Practice Question Workbook

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Author :
Publisher :
ISBN 13 : 9780692661239
Total Pages : 366 pages
Book Rating : 4.6/5 (612 download)

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Book Synopsis CFP Certification Exam Practice Question Workbook by : Matthew Brandeburg

Download or read book CFP Certification Exam Practice Question Workbook written by Matthew Brandeburg and published by . This book was released on 2016-03-14 with total page 366 pages. Available in PDF, EPUB and Kindle. Book excerpt: One thousand comprehensive practice questions, accompanied by detailed solutions, to prepare test-takers for the 6-hour CFP certification exam, including two 200-question comprehensive practice tests and 100 practice questions each for the subjects: General principles, Insurance, Tax planning, Investments, Retirement and employee benefits and Estate planning.

CFP Certification Exam Practice Question Workbook

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Author :
Publisher :
ISBN 13 : 9780997952773
Total Pages : 368 pages
Book Rating : 4.9/5 (527 download)

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Book Synopsis CFP Certification Exam Practice Question Workbook by : Matthew Brandeburg

Download or read book CFP Certification Exam Practice Question Workbook written by Matthew Brandeburg and published by . This book was released on 2017-03-24 with total page 368 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2017 Edition CFP Certification Exam Practice Question Workbook provides 1,000 comprehensive practice questions to prepare you for the demanding 6-hour CFP Certification Exam. Master exam topics with intensive practice in the essential areas you'll find on the test. All questions are test-level difficulty and focused solely on helping you pass. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you will learn the skills needed to master the exam. THIS INNOVATIVE WORKBOOK INCLUDES: - 100 practice questions each for General Principles, Insurance, Tax Planning, Investments, Retirement and Employee Benefits, and Estate Planning - Two separate 200 question comprehensive practice tests - Detailed solutions to all practice questions - Keystrokes to master the essential math you will face on the exam Written by the author of -Your Guide to the CFP Certification Exam- and -CFP Certification Exam Flashcard Review Books- READ WHAT OTHERS ARE SAYING: -These questions are clear, concise, and challenging. I am able to study them multiple times and still learn something new each time. This book works - - Joe O'Neal, Financial Planner, LPL Financial, Houston, TX -After completing the 1,000 practice questions I have learned where I need to focus my attention and I feel much more confident about taking the exam. I highly recommend this book - - Tad Herrington, Financial Planner, John E. Sestina and Co., Columbus, OH -This user-friendly workbook features no gimmicks, tricks, or secrets to passing the exam. Instead it provides relevant practice questions and detailed analysis to help master the exam topics. This is an essential resource for serious test-takers.- - Chris Norris, Financial Consultant, Wells Fargo Advisors, Monterey, CA

CFP Certification Exam Practice Question Workbook

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Author :
Publisher :
ISBN 13 : 9780692408711
Total Pages : 366 pages
Book Rating : 4.4/5 (87 download)

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Book Synopsis CFP Certification Exam Practice Question Workbook by : Matthew Brandeburg

Download or read book CFP Certification Exam Practice Question Workbook written by Matthew Brandeburg and published by . This book was released on 2015-03-20 with total page 366 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Master exam topics with intensive practice in the essential areas you'll find on the test. All questions are test-level difficulty and focused solely on helping you pass. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you will learn the skills needed to master the exam. Includes 100 practice questions each for General Principles, Insurance, Tax Planning, Investments, Retirement and Employee Benefits, and Estate Planning; two separate 200 question comprehensive practice tests; detailed solutions to all practice questions; keystrokes to master the essential math you will face on the exam."--Back cover.

CFP Certification Exam Practice Question Workbook

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Author :
Publisher :
ISBN 13 : 9780999510582
Total Pages : 368 pages
Book Rating : 4.5/5 (15 download)

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Book Synopsis CFP Certification Exam Practice Question Workbook by : Matthew Brandeburg

Download or read book CFP Certification Exam Practice Question Workbook written by Matthew Brandeburg and published by . This book was released on 2018-03-10 with total page 368 pages. Available in PDF, EPUB and Kindle. Book excerpt: Message from the publisher: This book does not include updates from the Tax Cuts and Jobs Act of 2017. We are in the process of updating this title to include those changes and we will update this message when they are complete. CFP Certification Exam Practice Question Workbook provides 1,000 comprehensive practice questions to prepare you for the demanding CFP Certification Exam. Master exam topics with intensive practice in the areas you'll find on the test. All questions are test-level difficulty and focused solely on helping you pass. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you will learn the skills needed to master the exam. Included are exams for the following topics: - General Principles - Insurance - Tax Planning - Investments - Retirement & Employee Benefits - Estate Planning This innovative workbook includes: - Two separate 200 question comprehensive practice exams - Formulas and keystrokes to master the math you'll face on the exam - Detailed solutions to all questions to pinpoint your strengths and weaknesses Written by the author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Flashcard Review Books"

Your Guide to the CFP Certification Exam

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Author :
Publisher : Coventry House Publishing
ISBN 13 :
Total Pages : 155 pages
Book Rating : 4./5 ( download)

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Book Synopsis Your Guide to the CFP Certification Exam by : Matthew Brandeburg

Download or read book Your Guide to the CFP Certification Exam written by Matthew Brandeburg and published by Coventry House Publishing. This book was released on 2019-03-29 with total page 155 pages. Available in PDF, EPUB and Kindle. Book excerpt: Your Guide to the CFP Certification Exam provides the essential tools you need to pass the demanding six-hour exam. CFP instructor Matthew Brandeburg helps you diagnose your problem areas and develop an action plan, so you can stay organized and face the exam with confidence. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you'll learn the critical skills needed to pass, and no detail will be left untouched. This Study Guide Includes: • What to expect on the CFP Certification Exam • Unit summaries • 225 question practice exam • Sample case with analysis Inside This Study Guide You Will Learn: • How to track your progress using proven benchmarks • How many hours you need to study • How to identify problem areas using the diagnostic practice exam • How to complete the cases with more accuracy and less frustration • What you need to memorize within twenty-four hours of the exam

Your Guide to the CFP Certification Exam

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Author :
Publisher :
ISBN 13 : 9780999510599
Total Pages : 156 pages
Book Rating : 4.5/5 (15 download)

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Book Synopsis Your Guide to the CFP Certification Exam by : Matthew Brandeburg

Download or read book Your Guide to the CFP Certification Exam written by Matthew Brandeburg and published by . This book was released on 2018-03-10 with total page 156 pages. Available in PDF, EPUB and Kindle. Book excerpt: Message from the publisher: This book does not include updates from the Tax Cuts and Jobs Act of 2017. As of the time of publishing, the CFP Board has not disclosed when they will update the CFP exam to reflect the new tax law changes. They have stated the changes to the exam may not take effect until 2019. We will continue to monitor and update this message accordingly. Your Guide to the CFP Certification Exam provides the essential tools you need to pass the demanding six-hour exam. CFP instructor Matthew Brandeburg helps you diagnose your problem areas and develop an action plan, so you can stay organized and face the exam with confidence. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you'll learn the critical skills needed to pass, and no detail will be left untouched. This study guide includes: - What to expect on the CFP Certification Exam - 1-page unit summaries for test day - 225 question practice exam - Sample case with analysis Inside this study guide you will learn: - How to track your progress using proven benchmarks - How many hours you need to study - How to identify problem areas using the diagnostic practice exam - How to complete the cases with more accuracy and less frustration - What you need to memorize within twenty-four hours of the exam Written by the author of "CFP Certification Exam Practice Question Workbook" and "CFP Certification Exam Flashcard Review Books"

Your Guide to the CFP Certification Exam

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Author :
Publisher :
ISBN 13 : 9780615708041
Total Pages : 154 pages
Book Rating : 4.7/5 (8 download)

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Book Synopsis Your Guide to the CFP Certification Exam by : Matthew Brandeburg

Download or read book Your Guide to the CFP Certification Exam written by Matthew Brandeburg and published by . This book was released on 2012-10 with total page 154 pages. Available in PDF, EPUB and Kindle. Book excerpt: YOUR GUIDE TO THE CFP CERTIFICATION EXAM provides the essential tools you need to pass the demanding ten-hour exam. CFP instructor Matthew Brandeburg helps you diagnose your problem areas and develop an action plan, so you can stay organized and face the exam with confidence. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you'll learn the critical skills needed to pass, and no detail will be left untouched. THIS STUDY GUIDE INCLUDES: - What to expect on the CFP Certification Exam - Unit summaries - 225 question practice exam - Sample case with analysis INSIDE THIS STUDY GUIDE YOU WILL LEARN: - How to track your progress using proven benchmarks - How many hours you need to study - How to identify problem areas using the diagnostic practice exam - How to complete the cases with more accuracy and less frustration - What you need to memorize within twenty-four hours of the exam Written by the same author of "CFP Certification Exam Practice Question Workbook" and "CFP Certification Exam Flashcard Review Books"

CFP Exam Secrets Study Guide: CFP Test Review for the Certified Financial Planner Exam

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Author :
Publisher : Mometrix Secrets Study Guides
ISBN 13 : 9781609713140
Total Pages : 0 pages
Book Rating : 4.7/5 (131 download)

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Book Synopsis CFP Exam Secrets Study Guide: CFP Test Review for the Certified Financial Planner Exam by : CFP Exam Secrets Test Prep

Download or read book CFP Exam Secrets Study Guide: CFP Test Review for the Certified Financial Planner Exam written by CFP Exam Secrets Test Prep and published by Mometrix Secrets Study Guides. This book was released on 2018-04-12 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: CGFM Examination 3: Governmental Financial Management and Control Flashcard Study System uses repetitive methods of study to teach you how to break apart and quickly solve difficult test questions on the Certified Government Financial Manager Examination 3. Study after study has shown that spaced repetition is the most effective form of learning, and nothing beats flashcards when it comes to making repetitive learning fun and fast. Our flashcards enable you to study small, digestible bits of information that are easy to learn and give you exposure to the different question types and concepts. CGFM Examination 3: Governmental Financial Management and Control Flashcard Study System covers: Internal Controls, Risk Assessment, Control Activities, Compensating Controls, Corporate Objectives, Segregation of Duties, Audit Resolution, Segmenting the Agency, GAO Independence Standard, General Control Activities, Anti-Bribery Provisions, Civil Sanctions, Sarbanes-Oxley Act, Clinger-Cohen Act, Terms and Conditions, Establishing Specifications, Inspector General Act of 1978, Audit Evidence, Uncollectible Debt, Audit Documentation, GAGAS Reporting Requirements, Privileged Information, State and Local Governments, AIPCA Field Work Standards, Attestation Engagements, Internal Control Auditing, Audit Risk, Efficiency Auditing, Engagement Planning, Institute of Internal Auditors, Single Audit, Break Even Point, Debt Service Burden, Budgetary Cushion, Asset Turnover Efficiency Ratios, Financial Condition Analysis, Regression Analysis, Flowcharting, GPRA Implementation Guidance, Managing for Results, Benchmarking, Explanatory Information, Performance Measurement, Implement and Action Plan, Financial Management System, Administrative Lead Time, Budget Versus Actual, Government Inventories, Selecting Suppliers, and much more...

Your Guide to the CFP Certification Exam

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Author :
Publisher :
ISBN 13 : 9780615831114
Total Pages : 156 pages
Book Rating : 4.8/5 (311 download)

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Book Synopsis Your Guide to the CFP Certification Exam by : Matthew Brandeburg

Download or read book Your Guide to the CFP Certification Exam written by Matthew Brandeburg and published by . This book was released on 2013-06-01 with total page 156 pages. Available in PDF, EPUB and Kindle. Book excerpt: YOUR GUIDE TO THE CFP CERTIFICATION EXAM provides the essential tools you need to pass the demanding ten-hour exam. CFP instructor Matthew Brandeburg helps you diagnose your problem areas and develop an action plan, so you can stay organized and face the exam with confidence. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you'll learn the critical skills needed to pass, and no detail will be left untouched. THIS STUDY GUIDE INCLUDES: - What to expect on the CFP Certification Exam - Unit summaries - 225 question practice exam - Sample case with analysis INSIDE THIS STUDY GUIDE YOU WILL LEARN: - How to track your progress using proven benchmarks - How many hours you need to study - How to identify problem areas using the diagnostic practice exam - How to complete the cases with more accuracy and less frustration - What you need to memorize within twenty-four hours of the exam Written by the same author of "CFP Certification Exam Practice Question Workbook" and "CFP Certification Exam Flashcard Review Books"

CFP Exam Calculation Workbook

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Author :
Publisher : Coventry House Publishing
ISBN 13 :
Total Pages : 241 pages
Book Rating : 4./5 ( download)

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Book Synopsis CFP Exam Calculation Workbook by : Coventry House Publishing

Download or read book CFP Exam Calculation Workbook written by Coventry House Publishing and published by Coventry House Publishing. This book was released on 2019-02-21 with total page 241 pages. Available in PDF, EPUB and Kindle. Book excerpt: The CFP Exam Calculation Workbook provides over 400 calculation questions to prepare for the demanding CFP Exam. Master exam topics with intensive practice in the areas you'll find on the test. Whether you’re challenging the exam for the first time or trying again after an unsuccessful attempt, you will learn the critical skills needed to master the exam. Included are practice exams for the following topics: - Financial Planning Principles - Life and Disability Insurance - Income Planning - Investments - Retirement Planning - Estate Planning

Your Guide to the CFP Certification Exam

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Author :
Publisher :
ISBN 13 : 9780692484050
Total Pages : 156 pages
Book Rating : 4.4/5 (84 download)

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Book Synopsis Your Guide to the CFP Certification Exam by : Matthew Brandeburg

Download or read book Your Guide to the CFP Certification Exam written by Matthew Brandeburg and published by . This book was released on 2015-07-10 with total page 156 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2015 Edition Your Guide to the CFP Certification Exam provides the essential tools you need to pass the demanding six-hour exam. CFP instructor Matthew Brandeburg helps you diagnose your problem areas and develop an action plan, so you can stay organized and face the exam with confidence. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you'll learn the critical skills needed to pass, and no detail will be left untouched. THIS STUDY GUIDE INCLUDES: - What to expect on the CFP Certification Exam - Unit summaries - 225 question practice exam - Sample case with analysis INSIDE THIS STUDY GUIDE YOU WILL LEARN: - How to track your progress using proven benchmarks - How many hours you need to study - How to identify problem areas using the diagnostic practice exam - How to complete the cases with more accuracy and less frustration - What you need to memorize within twenty-four hours of the exam Written by the author of "CFP Certification Exam Practice Question Workbook" and "CFP Certification Exam Flashcard Review Books" READ WHAT OTHERS ARE SAYING: "This user-friendly, well organized study guide has been extremely valuable helping me prepare for the exam. It's the perfect complement to my CFP course texts and has taken the guesswork out of studying." - Chad Norling, President, Executive Financial Services, Inc., Bloomington, MN "Thanks to this study guide I've been able to spend less time studying because I'm now focusing my attention where it matters. The detailed study tools and case strategy have been valuable resources that have saved me time and money." - Robert Miller, Financial Consultant, Fidelity Advisors, Castle Pines, CO "This guide provides great topic summaries along with relevant practice questions and exam diagnostics. You'll receive clear guidance on what to expect on the exam; all in one well-designed, affordable package." - Bill Rives, Ph.D., ChFC, Senior Lecturer, Department of Finance, The Ohio State University

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

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 0471468487
Total Pages : 368 pages
Book Rating : 4.4/5 (714 download)

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

Download or read book Rattiner's Review for the CFP(R) Certification Examination, Fast Track Study Guide written by Jeffrey H. Rattiner and published by John Wiley & Sons. This book was released on 2003-08-19 with total page 368 pages. Available in PDF, EPUB and Kindle. Book excerpt: A CFP® Study Guide that delivers what 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. Covering some of the most important disciplines of financial planning–– insurance, employee benefit, investment, income tax, retirement, estate, and general planning–– this text provides a no-nonsense approach to studying that includes: A highly logical and efficient 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 and more! Order your copy today!

Flashcard Study System for the Cfp Exam

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Author :
Publisher :
ISBN 13 : 9781609713157
Total Pages : 0 pages
Book Rating : 4.7/5 (131 download)

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Book Synopsis Flashcard Study System for the Cfp Exam by : Mometrix Media

Download or read book Flashcard Study System for the Cfp Exam written by Mometrix Media and published by . This book was released on 2010 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Your Guide to the CFP Certification Exam

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Author :
Publisher :
ISBN 13 : 9780692288269
Total Pages : 156 pages
Book Rating : 4.2/5 (882 download)

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Book Synopsis Your Guide to the CFP Certification Exam by : Matthew Brandeburg

Download or read book Your Guide to the CFP Certification Exam written by Matthew Brandeburg and published by . This book was released on 2014-09-11 with total page 156 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2014 Edition Your Guide to the CFP Certification Exam provides the essential tools you need to pass the demanding six-hour exam. CFP instructor Matthew Brandeburg helps you diagnose your problem areas and develop an action plan, so you can stay organized and face the exam with confidence. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you'll learn the critical skills needed to pass, and no detail will be left untouched. THIS STUDY GUIDE INCLUDES: - What to expect on the CFP Certification Exam - Unit summaries - 225 question practice exam - Sample case with analysis INSIDE THIS STUDY GUIDE YOU WILL LEARN: - How to track your progress using proven benchmarks - How many hours you need to study - How to identify problem areas using the diagnostic practice exam - How to complete the cases with more accuracy and less frustration - What you need to memorize within twenty-four hours of the exam Written by the author of "CFP Certification Exam Practice Question Workbook" and "CFP Certification Exam Flashcard Review Books" READ WHAT OTHERS ARE SAYING: "This user-friendly, well organized study guide has been extremely valuable helping me prepare for the exam. It's the perfect complement to my CFP course texts and has taken the guesswork out of studying." - Chad Norling, President, Executive Financial Services, Inc., Bloomington, MN "Thanks to this study guide I've been able to spend less time studying because I'm now focusing my attention where it matters. The detailed study tools and case strategy have been valuable resources that have saved me time and money." - Robert Miller, Financial Consultant, Fidelity Advisors, Castle Pines, CO "This guide provides great topic summaries along with relevant practice questions and exam diagnostics. You'll receive clear guidance on what to expect on the exam; all in one well-designed, affordable package." - Bill Rives, Ph.D., ChFC, Senior Lecturer, Department of Finance, The Ohio State University