Rattiner's Review for the CFP(R) Certification Examination, Fast Track Study Guide
Published on 5. August 2003
368 pages
978-0-471-46848-6 (ISBN)
Description
A CFP® Study Guide that delivers what you need tosucceed!
This quick study guide for candidates preparing to take theCFP® Certification Examination covers the bare-bonesessentials needed to pass this challenging exam in a logical andeasy-to-absorb manner. Covering some of the most importantdisciplines of financial planning-- insurance, employeebenefit, investment, income tax, retirement, estate, and generalplanning-- this text provides a no-nonsense approach tostudying that includes:
* A highly logical and efficient format
* An in-depth outline of core essentials
* Explanations of all relevant exposures complete with solutionsand practical examples
* Key points, exam tips, multiple choice, and mini--casestudy questions
* Mnemonic devices and study techniques to reinforce keypoints
* A format that directly parallels the CFP Board's topicrequirements
* and more!
Order your copy today!
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Book
07/2003
Wiley
€52.02
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Person
JEFFREY H. RATTINER, CPA, CFP® , MBA, RFC, is President of theJR Financial Group, a multipurpose holding company serving bothconsumers and the financial services industry. He has been aleading trainer for financial services companies such as WellsFargo, SunAmerica, Merrill Lynch, Schwab, the AICPA, and TIAA-CREF.In addition to being Editor in Chief for Personal FinancialPlanning Monthly, Mr. Rattiner is a columnist for FinancialPlanning magazine and editor of Personal Financial PlanningJournal, which reaches over 5,000 financial planners annually.
Content
Preface.
General Principles of Financial Planning.
Insurance Planning and Risk Management.
Employee Benefits Planning.
Investment Planning.
Income Tax Planning.
Retirement Planning.
Estate Planning.
Bibliography.
