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

Author:   Jeffrey H. Rattiner (J.R. Financial Group)
Publisher:   John Wiley & Sons Inc
Edition:   3rd edition
ISBN:  

9780470436288


Pages:   456
Publication Date:   22 May 2009
Format:   Paperback
Availability:   Out of stock   Availability explained
The supplier is temporarily out of stock of this item. It will be ordered for you on backorder and shipped when it becomes available.

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


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Overview

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.

Full Product Details

Author:   Jeffrey H. Rattiner (J.R. Financial Group)
Publisher:   John Wiley & Sons Inc
Imprint:   John Wiley & Sons Inc
Edition:   3rd edition
Dimensions:   Width: 21.80cm , Height: 1.70cm , Length: 27.70cm
Weight:   0.689kg
ISBN:  

9780470436288


ISBN 10:   047043628
Pages:   456
Publication Date:   22 May 2009
Audience:   Professional and scholarly ,  Professional & Vocational
Format:   Paperback
Publisher's Status:   Active
Availability:   Out of stock   Availability explained
The supplier is temporarily out of stock of this item. It will be ordered for you on backorder and shipped when it becomes available.

Table of 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

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Author Information

JEFFREY H. RATTINER, a leader in the Certified Financial Planning field, is a provider of CFP training courses and author of eight books on CFP, including the bestseller Getting Started as a Financial Planner, published by Bloomberg. Rattiner is a recognizable name in the financial industry whose live training program, ""Rattiner's Financial Planning Fast Track"", is one of the leading full- course CFP exam training, nationwide. He works with many large financial services organizations, is a frequent industry speaker, has been named to the CPA All-Stars in Personal Financial Planning as reported in CPA Magazine, and has been quoted in many trade and consumer publications.

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