CFP Board Financial Planning Competency Handbook, US Edition

Beschreibung

Whether you're studying to become a financial planner,preparing for the CFP® exam, or a practitioner looking for acomprehensive reference to help serve your clients' needs, this isthe ultimate guide. Developed by Certified Financial Planner Boardof Standards, Inc. (CFP Board), the Financial PlanningCompetency Handbook gives you everything you need to meet thedaily challenges of your current or future profession. The book comes with access to nearly 400 practice questionsonline, as well as the option to upgrade to a 28-Credit ContinuingEducation test for CFP® professionals based in the UnitedStates. This all-inclusive handbook covers the entire list of nearly 90vital topics on integrated financial planning, including such majorcomponents 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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