Wiley Cfp Exam Review Study Guide 2018 Professional Conduct And Regulation General Principles Of Financial Planning Education Planning And Risk Management And Insurance Planning

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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.

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

CFP Board Financial Planning Competency Handbook

Author : CFP Board
Publisher : John Wiley & Sons
ISBN 13 : 1118620305
Total Pages : 705 pages
Book Rating : 4.1/5 (186 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 2013-04-03 with total page 705 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you’re studying to become a financial planner, preparing for the CFP® exam, or a practitioner looking for a comprehensive reference to help serve your clients' needs, this is the ultimate guide. Developed by Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Competency Handbook gives you everything you need to meet the daily challenges of your current or future profession. The book comes with access to nearly 400 practice questions online, as well as the option to upgrade to a 28-Credit Continuing Education test for CFP® professionals based in the United States. This all-inclusive handbook covers the entire list of nearly 90 vital topics on integrated financial planning, including such major components as: General Principles of Finance and Financial Planning Insurance Planning Employee Benefits Planning Investment and Securities Planning State and Federal Income Tax Planning Estate Tax, Gift Tax, and Transfer Tax Planning Retirement Planning Estate Planning Principles of Communication and Counseling And more

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.

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!

CFP Certification Exam Flashcard Review Book: Insurance & General Principles (2019 Edition)

Author : Matthew Brandeburg
Publisher : Coventry House Publishing
ISBN 13 : 9781733591157
Total Pages : 186 pages
Book Rating : 4.5/5 (911 download)

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Book Synopsis CFP Certification Exam Flashcard Review Book: Insurance & General Principles (2019 Edition) by : Matthew Brandeburg

Download or read book CFP Certification Exam Flashcard Review Book: Insurance & General Principles (2019 Edition) written by Matthew Brandeburg and published by Coventry House Publishing. This book was released on 2019-03-04 with total page 186 pages. Available in PDF, EPUB and Kindle. Book excerpt: Message from the publisher: Parts of the General Principles section are subject to change after October 1, 2019, when the CFP Board adopts its new Code of Ethics and Standards of Conduct. This book has been fully updated based on the Tax Cuts and Jobs Act of 2017. CFP Certification Exam Flashcard Review Book: Insurance & General Principles provides bound flashcards to help you prepare for the CFP Certification Exam. Inside this innovative flashcard book you will find exam topics featured on the front of each page, with detailed explanations and analysis located on the back. The convenient bound design means you no longer need to carry hundreds of loose, bulky flashcards that can be misplaced or destroyed. This fully indexed book serves as a portable reference for quick study, efficient review, and easy reference. CFP Insurance Topics Include: - Annuities - Business uses of insurance - Disability insurance - Health insurance - Life insurance - Long-term care insurance - Principles of risk management - Property and casualty insurance CFP General Principles Topics Include: - Business law - Cash flow management - Code of ethics - Consumer protection laws - Economic concepts - Education planning - Financial planning process - Financial statements Written by the author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Practice Question Workbook."

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 Certification Exam Practice Question Workbook

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

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

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

CFP Certification Exam Practice Question Workbook

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

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

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

CFP Certification Exam Flashcard Review Book

Author : Matthew Brandeburg
Publisher :
ISBN 13 : 9780692409794
Total Pages : 184 pages
Book Rating : 4.4/5 (97 download)

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Book Synopsis CFP Certification Exam Flashcard Review Book by : Matthew Brandeburg

Download or read book CFP Certification Exam Flashcard Review Book written by Matthew Brandeburg and published by . This book was released on 2015-04-01 with total page 184 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2015 Edition CFP Certification Exam Flashcard Review Book: Insurance & General Principles provides bound flashcards to help you prepare for the CFP Certification Exam. Inside this innovative flashcard book you will find exam topics featured on the front of each page, with detailed explanations and analysis located on the back. The convenient bound design means you no longer need to carry hundreds of loose, bulky flashcards that can be misplaced or destroyed. This fully indexed book serves as a portable reference for quick study, efficient review, and easy reference. Written by the author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Practice Question Workbook" CFP Insurance Topics Include: - Annuities - Business uses of insurance - Disability insurance - Health insurance - Life insurance - Long-term care insurance - Principles of risk management - Property and casualty insurance CFP General Principles Topics Include: - Business law - Cash flow management - Code of Ethics - Consumer protection laws - Economic concepts - Education planning - Financial planning process - Financial statements

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!

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

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

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

CFP Certification Exam Flashcard Review Book

Author : Matthew Brandeburg
Publisher :
ISBN 13 : 9780997952780
Total Pages : 186 pages
Book Rating : 4.9/5 (527 download)

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Book Synopsis CFP Certification Exam Flashcard Review Book by : Matthew Brandeburg

Download or read book CFP Certification Exam Flashcard Review Book written by Matthew Brandeburg and published by . This book was released on 2017-03-25 with total page 186 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2017 Edition CFP Certification Exam Flashcard Review Book: Insurance & General Principles provides bound flashcards to help you prepare for the CFP Certification Exam. Inside this innovative flashcard book you will find exam topics featured on the front of each page, with detailed explanations and analysis located on the back. The convenient bound design means you no longer need to carry hundreds of loose, bulky flashcards that can be misplaced or destroyed. This fully indexed book serves as a portable reference for quick study, efficient review, and easy reference. Written by the author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Practice Question Workbook" CFP Insurance Topics Include: - Annuities - Business uses of insurance - Disability insurance - Health insurance - Life insurance - Long-term care insurance - Principles of risk management - Property and casualty insurance CFP General Principles Topics Include: - Business law - Cash flow management - Code of Ethics - Consumer protection laws - Economic concepts - Education planning - Financial planning process - Financial statements

CFP Certification Exam Practice Question Workbook

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

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

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

Essentials of Personal Financial Planning

Author : Susan M. Tillery
Publisher : John Wiley & Sons
ISBN 13 : 1119421233
Total Pages : 464 pages
Book Rating : 4.1/5 (194 download)

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Book Synopsis Essentials of Personal Financial Planning by : Susan M. Tillery

Download or read book Essentials of Personal Financial Planning written by Susan M. Tillery and published by John Wiley & Sons. This book was released on 2018-09-21 with total page 464 pages. Available in PDF, EPUB and Kindle. Book excerpt: ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.

CFP Certification Exam Practice Question Workbook

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

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

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