Cfp Exam Secrets Study Guide Cfp Test Review For The Certified Financial Planner Exam

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

Author : CFP Exam Secrets Test Prep
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

Author : Matthew Brandeburg
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

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

Author : CFP Exam Secrets Test Prep
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

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

Author : Jeffrey H. Rattiner
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

Author : Mometrix Media
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:

CFP Certification Exam Practice Question Workbook

Author : Matthew Brandeburg
Publisher : Coventry House Publishing
ISBN 13 :
Total Pages : 402 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 402 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 Board Financial Planning Competency Handbook

Author : CFP Board
Publisher : John Wiley & Sons
ISBN 13 : 1119094984
Total Pages : 945 pages
Book Rating : 4.1/5 (19 download)

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Book Synopsis CFP Board Financial Planning Competency Handbook by : CFP Board

Download or read book CFP Board Financial Planning Competency Handbook written by CFP Board and published by John Wiley & Sons. This book was released on 2015-07-09 with total page 945 pages. Available in PDF, EPUB and Kindle. Book excerpt: The official CFP guide for career excellence CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. The only official CFP Board handbook on the market, this book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. CFP Board Financial Planning Competency Handbook guides you from student to practitioner and far beyond, with the information you need when you need it.

CFP Audio Crash Course

Author : Audiolearn Content Team
Publisher :
ISBN 13 :
Total Pages : 266 pages
Book Rating : 4.6/5 (484 download)

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Book Synopsis CFP Audio Crash Course by : Audiolearn Content Team

Download or read book CFP Audio Crash Course written by Audiolearn Content Team and published by . This book was released on 2020-05-30 with total page 266 pages. Available in PDF, EPUB and Kindle. Book excerpt: AudioLearn Crash Courses presents Certified Financial Planner Crash Course - Complete Review - Top Test Questions! Developed by experienced professors and professionally narrated for easy listening, this course is a valuable tool when preparing for your Certified Financial Planner Exam. The audio is focused and high-yield, covering the most important topics you need to know to succeed on the Certified Financial Planner Test. The material is accurate, up-to-date, and broken down into bite-sized sections. There are key takeaways following each section to drive home key points and quizzes to review commonly tested questions. In this course, we will cover the following: Course Conventions and Content The Certified Financial Planner Examination Certified Financial Planner(R) Board's Code of Ethics, Professional Responsibility, and Rules of Conduct General Principles of Financial Planning Education Planning Risk Management and Insurance Planning Investment Planning Tax Planning Retirement Savings and Income Planning Estate Planning Domain Assessments The Road Ahead We will end our review with a complete practice test. Also included is a follow-along PDF manual containing the entire text of this audio course as well as all figures, charts, and images we'll be reviewing.

Your Guide to the CFP Certification Exam

Author : Matthew Brandeburg
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"

CFP Exam Calculation Workbook

Author : Coventry House Publishing
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

Cisa Exam Secrets Study Guide: Cisa Test Review for the Certified Information Systems Auditor Exam

Author : Cisa Exam Secrets Test Prep
Publisher :
ISBN 13 : 9781609713560
Total Pages : 0 pages
Book Rating : 4.7/5 (135 download)

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Book Synopsis Cisa Exam Secrets Study Guide: Cisa Test Review for the Certified Information Systems Auditor Exam by : Cisa Exam Secrets Test Prep

Download or read book Cisa Exam Secrets Study Guide: Cisa Test Review for the Certified Information Systems Auditor Exam written by Cisa Exam Secrets Test Prep and published by . This book was released on 2018-04-12 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: CISA Exam Secrets helps you ace the Certified Information Systems Auditor Exam, without weeks and months of endless studying. Our comprehensive CISA Exam Secrets study guide is written by our exam experts, who painstakingly researched every topic and concept that you need to know to ace your test. Our original research reveals specific weaknesses that you can exploit to increase your exam score more than you've ever imagined. CISA Exam Secrets includes: The 5 Secret Keys to CISA Exam Success: Time is Your Greatest Enemy, Guessing is Not Guesswork, Practice Smarter, Not Harder, Prepare, Don't Procrastinate, Test Yourself; A comprehensive General Strategy review including: Make Predictions, Answer the Question, Benchmark, Valid Information, Avoid Fact Traps, Milk the Question, The Trap of Familiarity, Eliminate Answers, Tough Questions, Brainstorm, Read Carefully, Face Value, Prefixes, Hedge Phrases, Switchback Words, New Information, Time Management, Contextual Clues, Don't Panic, Pace Yourself, Answer Selection, Check Your Work, Beware of Directly Quoted Answers, Slang, Extreme Statements, Answer Choice Families; A comprehensive Content review including: Auditor, Independent Test, Compliance Audit, 2002 Sarbanes-Oxley Act, Chief Financial Officer, Senior Consultant, Systems Analyst, Organizational Structure, Project Procurement Management, Program Evaluation Review Technique, Engagement Letter, Decompiling, Modular Stage, Preplanning, Risk Assessment, Inherent Risks, SAS-70 Reports, Life-Cycle Phases, Preservation Storage, Computer-Assisted Audit Tool, Snapshot Audit, Hybrid Sourcing, Capability Maturity Model, Benchmarking, International Standards Organization, Business Process Reengineering, Media Librarian, Computer Operator, Time-Sharing, Microcomputers, Mainframe Computers, Magnetic Tape, Read-Only Memory, RAID, Optical CD-Rom, Open Systems Interconnect Model, OSI Model, Dynamic Routing, Local Area Network, Ethernet, Bus Topology, and much more...

Secrets of the Professional Certified Investigator Exam Study Guide

Author : PCI Exam Secrets Test Prep
Publisher : Secrets (Mometrix)
ISBN 13 : 9781610724944
Total Pages : 0 pages
Book Rating : 4.7/5 (249 download)

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Book Synopsis Secrets of the Professional Certified Investigator Exam Study Guide by : PCI Exam Secrets Test Prep

Download or read book Secrets of the Professional Certified Investigator Exam Study Guide written by PCI Exam Secrets Test Prep and published by Secrets (Mometrix). This book was released on 2018-04-12 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Secrets of the Professional Certified Investigator Exam helps you ace the Professional Certified Investigator Exam, without weeks and months of endless studying. Our comprehensive Secrets of the Professional Certified Investigator Exam study guide is written by our exam experts, who painstakingly researched every topic and concept that you need to know to ace your test. Our original research reveals specific weaknesses that you can exploit to increase your exam score more than you've ever imagined. Secrets of the Professional Certified Investigator Exam includes: The 5 Secret Keys to Professional Certified Investigator Exam Success: Time is Your Greatest Enemy, Guessing is Not Guesswork, Practice Smarter, Not Harder, Prepare, Don't Procrastinate, Test Yourself; A comprehensive General Strategy review including: Make Predictions, Answer the Question, Benchmark, Valid Information, Avoid Fact Traps, Milk the Question, The Trap of Familiarity, Eliminate Answers, Tough Questions, Brainstorm, Read Carefully, Face Value, Prefixes, Hedge Phrases, Switchback Words, New Information, Time Management, Contextual Clues, Don't Panic, Pace Yourself, Answer Selection, Check Your Work, Beware of Directly Quoted Answers, Slang, Extreme Statements, Answer Choice Families; A comprehensive review of Professional Certified Investigator including: Pilferage, Electronic Sources, Types of Robbery, Unauthorized Reproduction, Traffic Accidents, Shoplifting, Employee Fraud, Hearsay, Crime Scene Processing, Federal Rules of Evidence, Miranda Ruling, Conducting Research, Case Presentation, Property Reports, Report Writing Process, Modus Operandi, Presenting Testimony, Fourteenth Amendment, Body Language, Implementing Strategies, Entrapment, Interview Code of Ethics, Witness Interview, Model Rules of Professional Conduct, Computer Forgery, Informant, Freedom of Information Act, Workplace Conflicts, and much more...

CPIM Exam Secrets Study Guide, Parts 1 Through 3: CPIM Test Review for the Certified in Production and Inventory Management Exam

Author : Cpim Exam Secrets Test Prep
Publisher : Mometrix Secrets Study Guides
ISBN 13 : 9781609714949
Total Pages : 0 pages
Book Rating : 4.7/5 (149 download)

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Book Synopsis CPIM Exam Secrets Study Guide, Parts 1 Through 3: CPIM Test Review for the Certified in Production and Inventory Management Exam by : Cpim Exam Secrets Test Prep

Download or read book CPIM Exam Secrets Study Guide, Parts 1 Through 3: CPIM Test Review for the Certified in Production and Inventory Management Exam written by Cpim Exam Secrets Test Prep and published by Mometrix Secrets Study Guides. This book was released on 2015-02-25 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: ***Includes Practice Test Questions*** Secrets of the CPIM Exam helps you ace the Certified in Production and Inventory Management Exam, without weeks and months of endless studying. Our comprehensive Secrets of the CPIM Exam study guide is written by our exam experts, who painstakingly researched every topic and concept that you need to know to ace your test. Our original research reveals specific weaknesses that you can exploit to increase your exam score more than you've ever imagined. Secrets of the CPIM Exam includes: The 5 Secret Keys to CPIM Exam Success: Time is Your Greatest Enemy, Guessing is Not Guesswork, Practice Smarter, Not Harder, Prepare, Don't Procrastinate, Test Yourself; A comprehensive General Strategy review including: Make Predictions, Answer the Question, Benchmark, Valid Information, Avoid Fact Traps, Milk the Question, The Trap of Familiarity, Eliminate Answers, Tough Questions, Brainstorm, Read Carefully, Face Value, Prefixes, Hedge Phrases, Switchback Words, New Information, Time Management, Contextual Clues, Don't Panic, Pace Yourself, Answer Selection, Check Your Work, Beware of Directly Quoted Answers, Slang, Extreme Statements, Answer Choice Families; A comprehensive content review including material covering the Basics of Supply Chain Management module, the Master Planning of Resources module, the Detailed Scheduling and Planning module, the Execution and Control of Operations module, the Strategic Management of Resources module and much more...

Wiley Study Guide for 2022 CFP Exam: Complete Set

Author : Wiley
Publisher : Wiley
ISBN 13 : 9781119879145
Total Pages : pages
Book Rating : 4.8/5 (791 download)

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Book Synopsis Wiley Study Guide for 2022 CFP Exam: Complete Set by : Wiley

Download or read book Wiley Study Guide for 2022 CFP Exam: Complete Set written by Wiley and published by Wiley. This book was released on 2022-04-19 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: The first and last resource you’ll need to completely prepare you for the CFP exam The 2022-2023 edition of the CFP Exam Review Study Guide: Complete Set delivers the most up-to-date and comprehensive guide to the Certified Financial Planner accreditation exam. It offers intuitively organized material and powerful tools to make preparing for the test less stressful, more streamlined, and efficient. This Complete Set includes two volumes with complete coverage of every exam domain and competency, including: tax planning, retirement savings and income planning, estate planning, financial planning psychology, professional conduct and regulation, general financial planning principles, risk management and insurance planning, and investment planning. The Certified Financial Planner exam is a challenging and demanding test. Reduce your exam anxiety, increase your confidence on test day, and efficiently and effectively prepare with the 2022-2023 edition of the CFP Exam Review Study Guide: Complete Set.

Series 7 Study Guide

Author : Series 7 Exam Prep Review Team
Publisher : Test Prep Books
ISBN 13 : 9781628454871
Total Pages : 200 pages
Book Rating : 4.4/5 (548 download)

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Book Synopsis Series 7 Study Guide by : Series 7 Exam Prep Review Team

Download or read book Series 7 Study Guide written by Series 7 Exam Prep Review Team and published by Test Prep Books. This book was released on 2017-11-07 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: Series 7 Study Guide: Test Prep Manual & Practice Exam Questions for the FINRA Series 7 Licence Exam Developed for test takers trying to achieve a passing score on the Series 7 exam, this comprehensive study guide includes: -Quick Overview -Test-Taking Strategies -Introduction to the Series 7 Exam -Regulatory Requirements -Knowledge of Investor Profile -Opening and Maintaining Customer Accounts -Business Conduct Knowledge & Suitable Recommendations -Orders and Transactions in Customer Accounts -Professional Conduct and Ethical Considerations -Primary Marketplace -Secondary Marketplace -Principal Factors Affecting Securities, Markets, and Prices -Analysis of Securities and Markets -Equity Securities -Debt Securities -Packaged Securities and Managed Investments -Options -Retirement Plans -Custodial, Edcation, and Health Savings -Practice Questions -Detailed Answer Explanations Each section of the test has a comprehensive review that goes into detail to cover all of the content likely to appear on the Series 7 exam. The practice test questions are each followed by detailed answer explanations. If you miss a question, it's important that you are able to understand the nature of your mistake and how to avoid making it again in the future. The answer explanations will help you to learn from your mistakes and overcome them. Understanding the latest test-taking strategies is essential to preparing you for what you will expect on the exam. A test taker has to not only understand the material that is being covered on the test, but also must be familiar with the strategies that are necessary to properly utilize the time provided and get through the test without making any avoidable errors. Anyone planning to take the Series 7 exam should take advantage of the review material, practice test questions, and test-taking strategies contained in this study guide.

The White Coat Investor

Author : James M. Dahle
Publisher : White Coat Investor LLC the
ISBN 13 : 9780991433100
Total Pages : 160 pages
Book Rating : 4.4/5 (331 download)

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Book Synopsis The White Coat Investor by : James M. Dahle

Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!

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

Author : Jeffrey H. Rattiner
Publisher : John Wiley & Sons
ISBN 13 : 0470130911
Total Pages : 418 pages
Book Rating : 4.4/5 (71 download)

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

Download or read book Rattiner's Review for the CFP Certification Examination, Fast Track, Study Guide written by Jeffrey H. Rattiner and published by John Wiley & Sons. This book was released on 2007-07-16 with total page 418 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.