基本説明
This book serves as a quick study guide for candidates who sit for the CFP (Certified Financial Planner) Certification Examination.
Full Description
The proven CFP Study Guide that delivers just what you need to succeed! A quick-study guide for candidates preparing to take the CFP Certification Examination, Rattiner's Review for the CFP® Certification Examination distills the bare-bones essentials you need to know to pass this challenging exam, all in a logical and easy-to-absorb manner.
This indispensable study tool for students who have already been through traditional CFP educational programming—and just need a little extra help pulling it all together—provides a no-nonsense approach to studying for some of the most important disciplines of financial planning, including: PFP, insurance, employee benefit, investments, income tax, retirement, and estate planning. Each discipline contains short and concise statements emphasizing key points through mnemonic devices, study tips, and other established test-taking methods that provide helpful hints.
Rattiner's Review for the CFP® Certification Examination, Third Edition has been thoroughly updated to include:
Reviews from recent CFP Exam students who compare the CFP Board curriculum to this Third Edition, ensuring that all topics are covered adequately
New, easy-to-follow flowcharts at the beginning of each chapter highlight the macro level perspective of each subject discipline
Basic calculator keystrokes for investment math, retirement, life, and education needs analysis, and other important calculations
New multiple-choice questions as well as new charts and tables for quick memorizations
New acronyms to help put things into a simplified perspective and help students tie back to the big picture flowchart
Perfect as a quick-reference guide to complement all CFP texts and self-study materials, it also serves as an important one-stop resource for financial services professionals who want information in a hurry.
Stay organized, on track, and focused with Rattiner's Review for the CFP® Certification Examination, Third Edition.
Contents
Acknowledgments v
Chapter 1 General Principles of Financial Planning 1
Chapter 2 Insurance Planning and Risk Management 55
Chapter 3 Employee Benefits Planning 115
Chapter 4 Investment Planning 141
Chapter 5 Income Tax Planning 211
Chapter 6 Retirement Planning 283
Chapter 7 Estate Planning 353
Index 445
