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

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

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!

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...

CFP Board Financial Planning Competency Handbook

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119094984
Total Pages : 944 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 944 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.

Your Guide to the CFP Certification Exam

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Author :
Publisher : CreateSpace
ISBN 13 : 9781449998325
Total Pages : 0 pages
Book Rating : 4.9/5 (983 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 CreateSpace. This book was released on 2010 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Your Guide to the CFP(r) Certification Exam provides the essential tools you need to pass the demanding ten-hour exam. CFP(r) 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. Inside this innovative study guide you will learn: - How to track your progress using proven benchmarks - Exactly 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 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(r) 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

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

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:

CFP Audio Crash Course

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Author :
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.

The Financial Planning Workbook

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Author :
Publisher : Coventry House Publishing
ISBN 13 :
Total Pages : 126 pages
Book Rating : 4./5 ( download)

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Book Synopsis The Financial Planning Workbook by : Coventry House Publishing

Download or read book The Financial Planning Workbook written by Coventry House Publishing and published by Coventry House Publishing. This book was released on 2023-06-15 with total page 126 pages. Available in PDF, EPUB and Kindle. Book excerpt:

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"

A Guide to Elder Planning

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Author :
Publisher : FT Press
ISBN 13 : 0133092003
Total Pages : 384 pages
Book Rating : 4.1/5 (33 download)

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Book Synopsis A Guide to Elder Planning by : Steve Weisman

Download or read book A Guide to Elder Planning written by Steve Weisman and published by FT Press. This book was released on 2013-01-03 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: For millions of families, elder planning has become life's most important financial challenge. To plan successfully for aging, coordinated and knowledgeable action is indispensable. Whether you're concerned about your own future, your loved ones, or both, Steve Weisman's A Guide to Elder Planning, Second Edition brings together all the up-to-date knowledge and practical insights you'll need. Thorough, realistic, friendly, and easy to read, it covers all the financial, legal, and personal issues faced by seniors and their families. Weisman is one of the nation's most respected eldercare attorneys: through his nationally syndicated radio show A Touch of Grey and his books, he's already helped millions of seniors and their families. Now, he brings together practical insights and specific, innovative solutions for estate planning, investment planning, long term care planning, housing, Medicare, Medicaid, retirement planning, Social Security, veterans' benefits, asset protection, substitute decision making, income tax planning, age discrimination, protection from abuse and scams, end of life issues, and much more. From navigating fast-changing benefits programs to preparing healthcare directives, this trustworthy book explains it all -- in plain, crystal-clear English!

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

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Author :
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.

Wiley Study Guide for 2021-2022 CFP Exam Complete Set

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Author :
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

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

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