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The Comprehensive Cfp Exam Review Guide, 2nd Edition

Author : Michael Bayer
Publisher :
ISBN 13 : 9781610070355
Total Pages : 860 pages
Book Rating : 4.0/5 (73 download)

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Book Synopsis The Comprehensive Cfp Exam Review Guide, 2nd Edition by : Michael Bayer

Download or read book The Comprehensive Cfp Exam Review Guide, 2nd Edition written by Michael Bayer and published by . This book was released on 2012-12-01 with total page 860 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Comprehensive CFP Exam Review Guide Have you already completed a CFP Board-approved educational program? If so, you have had extensive exposure to all the topic areas covered by the CFP exam, and are ready to review! The Comprehensive CFP Exam Review Guide - a condensed manual that covers the eight Major Job Task Domains of the financial planning process as tested by the Board - focuses on the key content required for your passing the CFP exam, the first time! The Exam Review Guide is divided into thirty Modules, with five modules for each of the six topic areas: General Principles of Financial Planning Insurance Planning Investment Planning Income Tax Retirement Planning Estate Tax These topic areas are currently tested within the framework of the eight major domains, as defined by the CFP Board: 1. Establishing and Defining the Client-Planner Relationship 2. Gathering Client Data Including Goals 3. Analyzing and Evaluating the Client s Current Financial Status 4. Developing and Presenting Recommendations and/or Alternatives 5. Communicating the Recommendations 6. Implementing the Recommendations 7. Monitoring the Recommendations 8. Practicing within Professional and Regulatory Standards The key to passing the exam is in recognizing how each of the individual topics fit together with these eight steps. The exam is comprehensive in nature and you will see questions that combine topics. In addition, questions will be asked in random order; for example, question one might be retirement oriented and question two might be estate tax oriented. Practice Questions Throughout the text you will see sample questions that address the specific topic being discussed. The Appendices, which make up the entire second half of the book, are organized into subject area (matching the text) and provide many more questions for your practice and review, as well as Practice Exams to reinforce your knowledge in that Subject Area. There is also a brief Final Exam to pull it all together. By the time you have completed your review, and answered the hundreds of questions provided for you, you will be ready to tackle the exam!

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

The Comprehensive Cfpr Exam Review Guide

Author : Michael Bayer
Publisher :
ISBN 13 : 9781610070287
Total Pages : 860 pages
Book Rating : 4.0/5 (72 download)

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Book Synopsis The Comprehensive Cfpr Exam Review Guide by : Michael Bayer

Download or read book The Comprehensive Cfpr Exam Review Guide written by Michael Bayer and published by . This book was released on 2012-05 with total page 860 pages. Available in PDF, EPUB and Kindle. Book excerpt: Have you already completed a CFP Board-approved educational program? If so, you have had extensive exposure to all the topic areas covered by the CFP exam, and are ready to review! The Comprehensive CFP Exam Review Guide - a condensed manual that covers the eight Major Job Task Domains of the financial planning process as tested by the Board - focuses on the key content required for your passing the CFP exam, the first time! The Exam Review Guide is divided into thirty Modules, with five modules for each of the six topic areas: General Principles of Financial Planning Insurance Planning Investment Planning Income Tax Retirement Planning Estate Tax These topic areas are currently tested within the framework of the eight major domains, as defined by the CFP Board: Establishing and Defining the Client-Planner Relationship Gathering Client Data Including Goals Analyzing and Evaluating the Client s Current Financial Status Developing and Presenting Recommendations and/or Alternatives Communicating the Recommendations Implementing the Recommendations Monitoring the Recommendations Practicing within Professional and Regulatory Standards The key to passing the exam is in recognizing how each of the individual topics fit together with these eight steps. The exam is comprehensive in nature and you will see questions that combine topics. In addition, questions will be asked in random order; for example, question one might be retirement oriented and question two might be estate tax oriented. Practice Questions Throughout the text you will see sample questions that address the specific topic being discussed. The Appendices, which make up the entire second half of the book, are organized into subject area (matching the text) and provide many more questions for your practice and review, as well as Practice Exams to reinforce your knowledge in that Subject Area. There is also a brief Final Exam to pull it all together. By the time you have completed your review, and answered the hundreds of questions provided for you, you will be ready to tackle the exam!

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.

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.

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!

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.

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...

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

CSA Exam Secrets Study Guide

Author : CSA Exam Secrets Test Prep
Publisher : Mometrix Secrets Study Guides
ISBN 13 : 9781609715397
Total Pages : 0 pages
Book Rating : 4.7/5 (153 download)

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Book Synopsis CSA Exam Secrets Study Guide by : CSA Exam Secrets Test Prep

Download or read book CSA Exam Secrets Study Guide written by CSA 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: CSA Exam Secrets helps you ace the Certified Senior Advisor Exam, without weeks and months of endless studying. Our comprehensive CSA 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. CSA Exam Secrets includes: The 5 Secret Keys to CSA 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: Life Expectancy, Society Of Certified Senior Advisors, Birth Death, Senior Demographic Issues, Suicide In Seniors, Gerontology, 'Telomere' Theory Of Aging, Hayflick's Limitation, Sarcopenia, Ocular Cataracts, Age-Related Macular Degeneration, Glaucoma, Diabetic Retinopathy, Sensorineural Hearing Loss, Tinnitus, Vertigo, Gustation, Olfactory Senses, Stages Of Aging, Disengagement Theory, Intergenerational Programming, Angina, Ischemic Strokes, Hemorrhagic Stroke, Post-Stroke Rehabilitation Therapies, Aspirin Therapy, Type 2 Diabetes, Osteoarthritis, Alzheimer's Disease, Lewy Body Dementia, Huntington's Disease, Creutzfeldt-Jakob Disease, 70+ Food Pyramid, Food Stamp Program, Biomarkers For Health Assessment, Aerobic Capacity, Signs Of Caregiver Burnout, Toxic Older Adults, Medicare, PACE Program, 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

Ppi Are 5.0 Exam Review Ncarb Approved, 2nd Edition (Paperback) - Comprehensive Review Manual for the Ncarb 5.0 Exam

Author : David Kent Ballast
Publisher :
ISBN 13 : 9781591266808
Total Pages : 1280 pages
Book Rating : 4.2/5 (668 download)

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Book Synopsis Ppi Are 5.0 Exam Review Ncarb Approved, 2nd Edition (Paperback) - Comprehensive Review Manual for the Ncarb 5.0 Exam by : David Kent Ballast

Download or read book Ppi Are 5.0 Exam Review Ncarb Approved, 2nd Edition (Paperback) - Comprehensive Review Manual for the Ncarb 5.0 Exam written by David Kent Ballast and published by . This book was released on 2020-07-06 with total page 1280 pages. Available in PDF, EPUB and Kindle. Book excerpt: New Edition: Updated with New NCARB approvals PPI's ARE 5.0 Exam Review Second Edition by David Kent Ballast with Steven E. O'Hara offers a complete review of all exam objectives covered in ARE 5.0's six divisions. The second edition has been thoroughly revised with over 100 new sections to cover each exam objective in complete detail. ARE 5.0 Exam Review features include: New NCARB approvals and updated content for a more thorough review of ARE exam objectives New interior color design helps you navigate by exam division Review every exam objective in all six divisions Hundreds of tables of and figures to facilitate referencing and problem solving ARE 5.0 Exam Divisions Covered: Practice Management Project Management Programming & Analysis Project Planning & Design Project Development & Documentation Construction & Evaluation

IRS Enrolled Agent Exam Study Guide 2013-2014

Author : Rain Hughes
Publisher :
ISBN 13 : 9781938440014
Total Pages : 418 pages
Book Rating : 4.4/5 (4 download)

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Book Synopsis IRS Enrolled Agent Exam Study Guide 2013-2014 by : Rain Hughes

Download or read book IRS Enrolled Agent Exam Study Guide 2013-2014 written by Rain Hughes and published by . This book was released on 2013-02 with total page 418 pages. Available in PDF, EPUB and Kindle. Book excerpt: Our IRS Enrolled Agent Exam Study Guide contains all the information you need to know to pass the IRS Special Enrollment Exam without all the unnecessary information that only complicates the study process. You will simply not find a more efficient way to study and prepare for the exam. Complete review course for exams administered from May 1, 2013 through Feb 28, 2014. Book compliments the FREE online question bank and simulated practice exams available at FastForwardAcademy.com. Course approved for 10-hours of 2013 IRS continuing education credit for RTRP credential.

Wiley Study Guide for 2021-2022 CFP Exam Complete Set

Author : Wiley
Publisher : Wiley
ISBN 13 : 9781119806356
Total Pages : pages
Book Rating : 4.8/5 (63 download)

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Book Synopsis Wiley Study Guide for 2021-2022 CFP Exam Complete Set by : Wiley

Download or read book Wiley Study Guide for 2021-2022 CFP Exam Complete Set written by Wiley and published by Wiley. This book was released on 2021-04-06 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Your one-stop guide to CFP exam success, covers every Learning Objective of the CFP curriculum The Wiley Study Guide for 2021 - 2022 CFP Exam is the must-have resource for everyone preparing for the latest version of the challenging CFP certification test. The perfect foundation for your exam preparation strategy, this complete two-volume set does much more than simply help you memorize questions and answers — it develops the skills and knowledge necessary for providing competent and comprehensive personal financial planning advice to your clients in the real world. More than 1,000 pages of up-to-date information, practical study tips, expert test-taking advice, key term definitions, and a wealth of detailed, color-coded examples ensure that you will be fully prepared on exam day. Drawing from decades of combined experience as both teachers and certified financial planners, the authors cover 100% of CFP exam domains: Professional Conduct and Regulation, General Principles of Financial Planning, Educational Planning, Risk Management & Insurance Planning, Investment Planning, Tax Planning, Retirement Savings & Income Planning, and Estate Planning. Clear and accurate chapters review each essential detail of the current CFP curriculum, from establishing the client-planner relationship to developing, implementing, and monitoring recommendations. Proven to help candidates master and retain all exam material as quickly and efficiently as possible, the Wiley Study Guide for 2021 - 2022 CFP: Covers every Principal Knowledge Topic of the CFP curriculum Highlights interconnected topics across the broad base of financial planning knowledge Strengthens the critical thinking and problem-solving skills required to pass the CFP exam Breaks down difficult concepts into easy-to-digest pieces Identifies the problem areas that are in need of more attention Explains the principles of each exam domain in the context of real-life financial planning situations

Advice That Sticks

Author : Moira Somers
Publisher : Practical Inspiration Publishing
ISBN 13 : 1788600215
Total Pages : 224 pages
Book Rating : 4.7/5 (886 download)

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Book Synopsis Advice That Sticks by : Moira Somers

Download or read book Advice That Sticks written by Moira Somers and published by Practical Inspiration Publishing. This book was released on 2018-02-28 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: The advice is sound; the client seems eager; and then... nothing happens! Too often, this is the experience that financial professionals encounter in their daily work. When good recommendations go unimplemented, clients’ well-being is compromised, opportunities are lost, and the professional relationship grows strained. Advice that Sticks takes aim at the problem of financial non-adherence. Written by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice. Individual client psychology plays a role in non-adherence; so, too, do sociocultural and environmental factors, general advice characteristics, and specific challenges pertaining to the emotionally loaded domain of money. Perhaps most surprising, however, is the extent to which advice-givers themselves can foil implementation. A great deal of non-adherence is due to preventable mistakes made by financial professionals and their teams. The author integrates her extensive clinical and consulting experience with research findings from the fields of positive psychology, behavioural economics, neuroscience, and medicine. What emerges is a thoughtful, funny, but above all practical guide for anyone who makes a living providing financial advice. It will become an indispensable handbook for people working with clients across the wealth spectrum.

CFP Board Financial Planning Competency Handbook

Author : CFP Board
Publisher : John Wiley & Sons
ISBN 13 : 111909500X
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 2015-07-08 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.

Financial Counseling

Author : Dorothy B. Durband
Publisher : Springer
ISBN 13 : 3319725866
Total Pages : 235 pages
Book Rating : 4.3/5 (197 download)

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Book Synopsis Financial Counseling by : Dorothy B. Durband

Download or read book Financial Counseling written by Dorothy B. Durband and published by Springer. This book was released on 2018-10-16 with total page 235 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This text is a valuable new resource that we recommend for all of our professionals and are proud to incorporate as part of our AFC® certification program. With expertise representing the breadth and depth of the financial counseling profession, the content in this text provides you with a rigorous foundation of knowledge, considers critical theoretical models, and explores foundational skills of communication, self-awareness, and bias. This type of comprehensive approach aligns with our mission and vision—providing you with the foundational knowledge to meet clients where they are across the financial life-cycle and impact long-term financial capability." -Rebecca Wiggins, Executive Director, AFCPE® (Association for Financial Counseling and Planning Education®) This timely volume presents a comprehensive overview of financial counseling skills in accessible, practical detail for readers throughout the career span. Expert financial counselors, educators, and researchers refer to classic and current theories for up-to-date instruction on building long-term client competence, working with clients of diverse backgrounds, addressing problem financial behavior, and approaching sensitive topics. From these core components, readers have a choice of integrated frameworks for guiding clients in critical areas of financial decision-making. This essential work: · Offers an introduction to financial counseling as a practice and profession · Discusses the challenges of working in financial counseling · Explores the elements of the client/counselor relationship · Compares delivery systems and practice models · Features effective tools and resources used in financial counseling · Encourages counselor ethics, preparedness, and self-awareness A standout in professional development references, Financial Counseling equips students and new professionals to better understand this demanding field, and offers seasoned veterans a robust refresher course in current best practices.