CFP Board Financial Planning Competency Handbook

CFP Board Financial Planning Competency Handbook

 

 

 

von: CFP Board

Wiley, 2013

ISBN: 9781118620298

Sprache: Englisch

766 Seiten, Download: 13630 KB

 
Format:  PDF, auch als Online-Lesen

geeignet für: Apple iPad, Android Tablet PC's Online-Lesen PC, MAC, Laptop


 

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CFP Board Financial Planning Competency Handbook



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

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