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Rattiners Review For The Cfp Certification Examination Fast Track Study Guide
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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.
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!
Book Synopsis Rattiner's Review for the CFP Certification Examination Fast Track Study Guide, Third Edition by : Jeffrey H. Rattiner
Download or read book Rattiner's Review for the CFP Certification Examination Fast Track Study Guide, Third Edition written by Jeffrey H. Rattiner and published by . This book was released on 2009 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Rattiner's Secrets of Financial Planning by : Jeffrey H. Rattiner
Download or read book Rattiner's Secrets of Financial Planning written by Jeffrey H. Rattiner and published by John Wiley & Sons. This book was released on 2020-09-14 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn what it takes to be a success from the ‘all-stars’ of the financial planning and advisory profession Financial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decisions that help people define and achieve their financial goals. Rattiner's Secrets of Financial Planning gives industry professionals the opportunity to hear and learn from ‘the best of the best’ in the field. Author Jeffrey H. Rattiner, a respected leader in Certified Financial Planning (CFP), shares real-world insights and expert advice from hundreds of top-level advisors in the financial planning industry. Readers gain firsthand knowledge of the challenges these successful planners have faced and how they continue to build their practices and reap success in a dynamic financial environment. This comprehensive resource includes templates based on what the best CFPs use in their practices for work programs, data quantification reports, asset allocation model portfolios, pro forma statements, and checklists for each technical financial planning discipline. Designed specifically for industry professionals, this in-depth book: Offers CFPs and financial advisors proven advice and practical methods to take their practice to the next level Includes contributions from and interviews with the leading advisors in the profession Provides templates taken from the practices of high-level financial advisors Explains the key ingredients for building a superior financial planning practice Helps develop successful financial planners and strengthen profitable practices Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience is an important resource for CFPs, CPAs, financial advisors, financial planners, and high-level corporate executives working in the financial services industry.
Book Synopsis Getting Started as a Financial Planner by : Jeffrey H. Rattiner
Download or read book Getting Started as a Financial Planner written by Jeffrey H. Rattiner and published by John Wiley and Sons. This book was released on 2010-05-21 with total page 376 pages. Available in PDF, EPUB and Kindle. Book excerpt: There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money. In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, "Why do you want to be a financial planner?" the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan. Getting Started as a Financial Planner has everything one needs to know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.
Book Synopsis Financial Planning Answer Book (2009) by : Jeffrey H. Rattiner
Download or read book Financial Planning Answer Book (2009) written by Jeffrey H. Rattiner and published by CCH. This book was released on 2008-11 with total page 544 pages. Available in PDF, EPUB and Kindle. Book excerpt: Covering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.
Book Synopsis Rattiner's Financial Planner's Bible by : Jeffrey H. Rattiner
Download or read book Rattiner's Financial Planner's Bible written by Jeffrey H. Rattiner and published by Wiley. This book was released on 2002-08-29 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers." -Thomas B. Gau, CPA, CFP President and CEO of Million Dollar Producer "Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner's easy-to-read style provides the best in marketing and practice management ideas. This book will help you if you have hit a dead end in your practice. Rattiner tells it like it is by providing a no-nonsense approach to truly taking your practice to the next level. A must-read for the serious financial advisor." -Jim Cannon, President, SunAmerica Securities, Sentra Securities Corporation, and Spelman & Co., Inc. Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattiner's Financial Planner's Bible: The Advisor's Advisor collects best practices from the nation's leading financial planners, presenting a prototype turnkey model for achieving financial success for both the client and the practice. Financial planning expert Jeffrey Rattiner emphasizes an ethical, practical approach to financial advising, placing paramount importance on "doing what's best for the client." Drawing on extensive interviews and his own experience, Rattiner delivers can't-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a business's profitability, and creating the model twenty-first-century practice. This authoritative guide also covers: * Forming a planning advisory board * Establishing a realistic chain of command * Delegating responsibility * Making technology work for you * Charging clients appropriately Running a financial planning business need not be an exercise in trial and error. Rattiner's Financial Planner's Bible delivers a compelling model for advising success.
Book Synopsis How To Pass The CPA Exam by : Stephanie Ng
Download or read book How To Pass The CPA Exam written by Stephanie Ng and published by John Wiley & Sons. This book was released on 2013-06-26 with total page 188 pages. Available in PDF, EPUB and Kindle. Book excerpt: A CPA exam guide written specifically for international students The US CPA qualification exam is the most popular professional accounting qualification not just in the United States, but around the world as well. As international testing centers open across the globe, increasing numbers of non-American students are taking the exam, but lack a study resource written specifically for them. Author Stephanie Ng passed the exam in less than a year and operates a popular exam test-prep website at IPassTheCPAExam.com. In How to Pass the CPA Exam, Ng explains her techniques and study tactics specifically for students outside the United States. A comprehensive and practical study guide for CPA exam students outside the United States Written by the operator of a highly popular test-prep website for international students Includes practical and effective test-prep resources Packed with smart advice presented from an international perspective, How to Pass the CPA Exam is a must for international students preparing for the test.
Author :American Society of Association Executives (ASAE) Publisher :John Wiley & Sons ISBN 13 :1118865200 Total Pages :356 pages Book Rating :4.1/5 (188 download)
Book Synopsis CAE Study Guide 2015 by : American Society of Association Executives (ASAE)
Download or read book CAE Study Guide 2015 written by American Society of Association Executives (ASAE) and published by John Wiley & Sons. This book was released on 2015-02-09 with total page 356 pages. Available in PDF, EPUB and Kindle. Book excerpt: The ASAE CAE preparation guide featuring 100 exam questions This is the ASAE test prep resource for the CAE exam, which leads to certification as an association executive. The ASAE CAE Study Guide (2015): Preparation Reference for the Certified Association Executive Exam + Practice Test Bank is the only book with a practice exam based on actual questions released from the official CAE item bank. This edition reflects newly updated and revised job analysis study findings from the American Society of Association Executives (ASAE). In this book, you’ll find everything you need to feel confident on test day, including high-level summaries of all the content covered in the CAE content outline’s nine domains. In addition to easy-to-digest content sections, CAE Study Guide (2015) is full of indispensable resources for anyone preparing for CAE certification. The online practice exam includes 100 questions released from the official CAE exam database, and testing tips will orient you toward the most successful strategies. Comprehensive content summaries of all nine domains tested on the CAE exam Online practice exam consisting of 100 questions drawn from the CAE test item database, plus answer key Preparation resources including recommended reading, key definitions, self-assessment, CAE study questions, and more Exam day readiness tips and suggestions for creating a study plan, focusing on difficult areas, and reducing test anxiety Beginning with the May 2015 CAE exam, the CAE Commission will implement its revised CAE test based on the updated content structure. CAE Study Guide (2015) is a terrifically useful resource for anyone seeking CAE certification.
Book Synopsis The Investment Advisor Body of Knowledge + Test Bank by : IMCA
Download or read book The Investment Advisor Body of Knowledge + Test Bank written by IMCA and published by John Wiley & Sons. This book was released on 2015-03-05 with total page 1155 pages. Available in PDF, EPUB and Kindle. Book excerpt: The complete body of knowledge for CIMA candidates and professionals The 2015 Certified Investment Management Analyst Body of Knowledge + Test Bank will help any financial advisor prepare for and pass the CIMA exam, and includes key information and preparation for those preparing to take the test. CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual and institutional investors. The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant. Having the CIMA designation has led to more satisfied careers, better compensation, and management of more assets for higher-net-worth clients than other advisors. The book is laid out based on the six domains covered on the exam: I. Governance II. Fundamentals (statistics, finance, economics) III. Portfolio Performance and Risk Measurements IV. Traditional and Alternative Investments V. Portfolio Theory and Behavioral Finance VI. Investment Consulting Process
Book Synopsis Family Nurse Practitioner Certification Intensive Review by : Maria T. Codina Leik
Download or read book Family Nurse Practitioner Certification Intensive Review written by Maria T. Codina Leik and published by Springer Publishing Company. This book was released on 2013-08-12 with total page 674 pages. Available in PDF, EPUB and Kindle. Book excerpt: Print+CourseSmart
Book Synopsis Case Studies for Review of the CFP Certification Examination by :
Download or read book Case Studies for Review of the CFP Certification Examination written by and published by . This book was released on 2009 with total page 362 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis American Book Publishing Record by :
Download or read book American Book Publishing Record written by and published by . This book was released on 2007 with total page 746 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Kaplan & Sadock's Study Guide and Self-Examination Review in Psychiatry by : Benjamin J. Sadock
Download or read book Kaplan & Sadock's Study Guide and Self-Examination Review in Psychiatry written by Benjamin J. Sadock and published by Lippincott Williams & Wilkins. This book was released on 2012-03-28 with total page 456 pages. Available in PDF, EPUB and Kindle. Book excerpt: Kaplan & Sadock's Study Guide and Self-Examination Review in Psychiatry is a comprehensive review of the specialty and perfect for stand-alone review or as preparation for the PRITE in-service, ABPN Part I, and recertification examinations. The book contains more than 1,600 multiple-choice questions and answers, with explanatory discussions of correct and incorrect responses. Chapters parallel the essential corresponding chapters in Kaplan & Sadock's Synopsis of Psychiatry, a staple of psychiatry education around the globe. Terms and definitions are consistent with DSM-IV-TR and ICD-10.
Book Synopsis The British National Bibliography by : Arthur James Wells
Download or read book The British National Bibliography written by Arthur James Wells and published by . This book was released on 2009 with total page 2744 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Mosby's Comprehensive Review of Nursing for the NCLEX-RN® Examination by : Patricia M. Nugent
Download or read book Mosby's Comprehensive Review of Nursing for the NCLEX-RN® Examination written by Patricia M. Nugent and published by Elsevier Health Sciences. This book was released on 2011-11-08 with total page 867 pages. Available in PDF, EPUB and Kindle. Book excerpt: A classic resource that has helped nurses pass the NCLEX exam for over 60 years, Mosby's Comprehensive Review of Nursing for the NCLEX-RN® Examination, 20th Edition is fully updated to reflect the newest NCLEX-RN test plan. Content review is presented in a concise and full-color outline format organized by the core areas of medical-surgical, pediatric, maternity/women's health, and mental health nursing, with a practice test following each unit. More than 4,200 practice questions and rationales -- including more than 600 questions in the newest alternate item formats -- are written by a team of trusted NCLEX experts led by author Patricia M. Nugent. This title includes additional digital media when purchased in print format. For this digital book edition, media content may not be included.
Book Synopsis Postgraduate Orthopaedics by : Paul A. Banaszkiewicz
Download or read book Postgraduate Orthopaedics written by Paul A. Banaszkiewicz and published by Cambridge University Press. This book was released on 2012-08-16 with total page 301 pages. Available in PDF, EPUB and Kindle. Book excerpt: The must-have book for candidates preparing for the oral component of the FRCS (Tr and Orth).
