9780470436288

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

by
  • ISBN13:

    9780470436288

  • ISBN10:

    047043628X

  • Edition: 3rd
  • Format: Paperback
  • Copyright: 2009-05-04
  • Publisher: Wiley
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Supplemental Materials

What is included with this book?

  • The New copy of this book will include any supplemental materials advertised. Please check the title of the book to determine if it should include any access cards, study guides, lab manuals, CDs, etc.

Summary

The proven CFP Study Guide that deliversjust what you need to succeed!A quick-study guide for candidates preparing to take the CFP Certification Examination, Rattiner's Review for the CFPr 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 CFPr Certification Examination, Third Edition has been thoroughly updated to include:A new chapter on Test-Taking Techniques that shows you how to prepare and take the CFP Exam, emphasizing detailed or long approach and short or concise approachReviews from recent CFP Exam students who compare the CFP Board curriculum to this Third Edition, ensuring that all topics are covered adequatelyNew, easy-to-follow flowcharts at the beginning of each chapter highlight the macro level perspective of each subject disciplineBasic calculator keystrokes for investment math, retirement, life, and education needs analysis, and other important calculationsNew multiple-choice questions as well as new charts and tables for quick memorizationsNew acronyms to help put things into a simplified perspective and help students tie back to the big picture flowchartPerfect 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 CFPr Certification Examination, Third Edition.

Author Biography

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.

Table of Contents

Acknowledgments
General Principles of Financial Planning
Insurance Planning and Risk Management
Employee Benefits Planning
Investment Planning
Income Tax Planning
Retirement Planning
Estate Planning
Index
Table of Contents provided by Publisher. All Rights Reserved.

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