Rattiner's Review for the CFP Certification Examination, Fast Track, Study Guide PDF Download
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Author: Jeffrey H. Rattiner Publisher: John Wiley & Sons ISBN: 0470130911 Category : Business & Economics Languages : en Pages : 418
Book Description
A CFP Study Guide that deliverswhat you need to succeed! This quick study guide for candidates preparing to take the CFP Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Now, in a Second Edition, it covers some of the most important disciplines of financial planning--insurance, employee benefit, investment, income tax, retirement, estate, and general planning--and provides a no-nonsense approach to studying that includes: * A highly logical and candidate-friendly format * An in-depth outline of core essentials * Explanations of all relevant exposures complete with solutions and practical examples * Key points, exam tips, multiple-choice, and mini-case study questions * Mnemonic devices and study techniques to reinforce key points * A format that directly parallels the CFP? Board's topic requirements The Second Edition adds new multiple-choice questions that correlate to the testing and understanding of the new curriculum established by the Certified Financial Planning Board as well as eighty-nine all-new topics related to the new CFP Board Exam. For students who have been through the traditional CFP educational programs and want a book that brings it all together, Rattiner's Review for the CFP Certification Examination, Fast Track Study Guide, Second Edition keeps students organized, on track, and focused on what they need to succeed. In addition to its value as a quick-reference guide to complement all CFP texts and self-study materials, the Guide also serves as an important one-stop resource for financial services professionals who want information in a hurry.
Author: Jeffrey H. Rattiner Publisher: John Wiley & Sons ISBN: 0470130911 Category : Business & Economics Languages : en Pages : 418
Book Description
A CFP Study Guide that deliverswhat you need to succeed! This quick study guide for candidates preparing to take the CFP Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Now, in a Second Edition, it covers some of the most important disciplines of financial planning--insurance, employee benefit, investment, income tax, retirement, estate, and general planning--and provides a no-nonsense approach to studying that includes: * A highly logical and candidate-friendly format * An in-depth outline of core essentials * Explanations of all relevant exposures complete with solutions and practical examples * Key points, exam tips, multiple-choice, and mini-case study questions * Mnemonic devices and study techniques to reinforce key points * A format that directly parallels the CFP? Board's topic requirements The Second Edition adds new multiple-choice questions that correlate to the testing and understanding of the new curriculum established by the Certified Financial Planning Board as well as eighty-nine all-new topics related to the new CFP Board Exam. For students who have been through the traditional CFP educational programs and want a book that brings it all together, Rattiner's Review for the CFP Certification Examination, Fast Track Study Guide, Second Edition keeps students organized, on track, and focused on what they need to succeed. In addition to its value as a quick-reference guide to complement all CFP texts and self-study materials, the Guide also serves as an important one-stop resource for financial services professionals who want information in a hurry.
Author: Jeffrey H. Rattiner Publisher: John Wiley & Sons ISBN: 0471468487 Category : Business & Economics Languages : en Pages : 368
Book Description
A CFP® Study Guide that delivers what you need to succeed! This quick study guide for candidates preparing to take the CFP® Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Covering some of the most important disciplines of financial planning–– insurance, employee benefit, investment, income tax, retirement, estate, and general planning–– this text provides a no-nonsense approach to studying that includes: A highly logical and efficient format An in-depth outline of core essentials Explanations of all relevant exposures complete with solutions and practical examples Key points, exam tips, multiple choice, and mini—case study questions Mnemonic devices and study techniques to reinforce key points A format that directly parallels the CFP Board’s topic requirements and more! Order your copy today!
Author: Jeffrey H. Rattiner Publisher: John Wiley & Sons ISBN: 111959426X Category : Business & Economics Languages : en Pages : 384
Book Description
Learn what it takes to be a success from the ‘all-stars’ of the financial planning and advisory profession Financial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decisions that help people define and achieve their financial goals. Rattiner's Secrets of Financial Planning gives industry professionals the opportunity to hear and learn from ‘the best of the best’ in the field. Author Jeffrey H. Rattiner, a respected leader in Certified Financial Planning (CFP), shares real-world insights and expert advice from hundreds of top-level advisors in the financial planning industry. Readers gain firsthand knowledge of the challenges these successful planners have faced and how they continue to build their practices and reap success in a dynamic financial environment. This comprehensive resource includes templates based on what the best CFPs use in their practices for work programs, data quantification reports, asset allocation model portfolios, pro forma statements, and checklists for each technical financial planning discipline. Designed specifically for industry professionals, this in-depth book: Offers CFPs and financial advisors proven advice and practical methods to take their practice to the next level Includes contributions from and interviews with the leading advisors in the profession Provides templates taken from the practices of high-level financial advisors Explains the key ingredients for building a superior financial planning practice Helps develop successful financial planners and strengthen profitable practices Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience is an important resource for CFPs, CPAs, financial advisors, financial planners, and high-level corporate executives working in the financial services industry.
Author: Jeffrey H. Rattiner Publisher: John Wiley and Sons ISBN: 0470885548 Category : Business & Economics Languages : en Pages : 376
Book Description
There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money. In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, "Why do you want to be a financial planner?" the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan. Getting Started as a Financial Planner has everything one needs to know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.
Author: Jeffrey H. Rattiner Publisher: CCH ISBN: 9780808092179 Category : Business & Economics Languages : en Pages : 544
Book Description
Covering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.
Author: Matthew Brandeburg Publisher: Coventry House Publishing ISBN: Category : Business & Economics Languages : en Pages : 155
Book Description
Your Guide to the CFP Certification Exam provides the essential tools you need to pass the demanding six-hour exam. CFP instructor Matthew Brandeburg helps you diagnose your problem areas and develop an action plan, so you can stay organized and face the exam with confidence. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you'll learn the critical skills needed to pass, and no detail will be left untouched. This Study Guide Includes: • What to expect on the CFP Certification Exam • Unit summaries • 225 question practice exam • Sample case with analysis Inside This Study Guide You Will Learn: • How to track your progress using proven benchmarks • How many hours you need to study • How to identify problem areas using the diagnostic practice exam • How to complete the cases with more accuracy and less frustration • What you need to memorize within twenty-four hours of the exam
Author: Matthew Brandeburg Publisher: ISBN: 9780615708041 Category : Certified Financial Planner Examination Languages : en Pages : 154
Book Description
YOUR GUIDE TO THE CFP CERTIFICATION EXAM provides the essential tools you need to pass the demanding ten-hour exam. CFP instructor Matthew Brandeburg helps you diagnose your problem areas and develop an action plan, so you can stay organized and face the exam with confidence. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you'll learn the critical skills needed to pass, and no detail will be left untouched. THIS STUDY GUIDE INCLUDES: - What to expect on the CFP Certification Exam - Unit summaries - 225 question practice exam - Sample case with analysis INSIDE THIS STUDY GUIDE YOU WILL LEARN: - How to track your progress using proven benchmarks - How many hours you need to study - How to identify problem areas using the diagnostic practice exam - How to complete the cases with more accuracy and less frustration - What you need to memorize within twenty-four hours of the exam Written by the same author of "CFP Certification Exam Practice Question Workbook" and "CFP Certification Exam Flashcard Review Books"
Author: Matthew Brandeburg Publisher: ISBN: 9780999510599 Category : Certified Financial Planner Examination Languages : en Pages : 156
Book Description
Message from the publisher: This book does not include updates from the Tax Cuts and Jobs Act of 2017. As of the time of publishing, the CFP Board has not disclosed when they will update the CFP exam to reflect the new tax law changes. They have stated the changes to the exam may not take effect until 2019. We will continue to monitor and update this message accordingly. Your Guide to the CFP Certification Exam provides the essential tools you need to pass the demanding six-hour exam. CFP instructor Matthew Brandeburg helps you diagnose your problem areas and develop an action plan, so you can stay organized and face the exam with confidence. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you'll learn the critical skills needed to pass, and no detail will be left untouched. This study guide includes: - What to expect on the CFP Certification Exam - 1-page unit summaries for test day - 225 question practice exam - Sample case with analysis Inside this study guide you will learn: - How to track your progress using proven benchmarks - How many hours you need to study - How to identify problem areas using the diagnostic practice exam - How to complete the cases with more accuracy and less frustration - What you need to memorize within twenty-four hours of the exam Written by the author of "CFP Certification Exam Practice Question Workbook" and "CFP Certification Exam Flashcard Review Books"
Author: Matthew Brandeburg Publisher: CreateSpace ISBN: 9781449998325 Category : Certified Financial Planner Examination Languages : en Pages : 0
Book Description
Your Guide to the CFP(r) Certification Exam provides the essential tools you need to pass the demanding ten-hour exam. CFP(r) instructor Matthew Brandeburg helps you diagnose your problem areas and develop an action plan, so you can stay organized and face the exam with confidence. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you'll learn the critical skills needed to pass, and no detail will be left untouched. Inside this innovative study guide you will learn: - How to track your progress using proven benchmarks - Exactly how many hours you need to study - How to identify problem areas using the diagnostic practice exam - How to complete the cases with more accuracy and less frustration - What you need to memorize within twenty-four hours of the exam Read What Others Are Saying "This user-friendly, well organized study guide has been extremely valuable helping me prepare for the exam. It's the perfect complement to my CFP(r) course texts and has taken the guesswork out of studying." - Chad Norling, President, Executive Financial Services, Inc., Bloomington, MN "Thanks to this study guide I've been able to spend less time studying because I'm now focusing my attention where it matters. The detailed study tools and case strategy have been valuable resources that have saved me time and money." - Robert Miller, Financial Consultant, Fidelity Advisors, Castle Pines, CO "This guide provides great topic summaries along with relevant practice questions and exam diagnostics. You'll receive clear guidance on what to expect on the exam; all in one well-designed, affordable package." - Bill Rives, Ph.D., ChFC, Senior Lecturer, Department of Finance, The Ohio State University
Author: Matthew Brandeburg Publisher: ISBN: 9780692288269 Category : Certified Financial Planner Examination Languages : en Pages : 156
Book Description
2014 Edition Your Guide to the CFP Certification Exam provides the essential tools you need to pass the demanding six-hour exam. CFP instructor Matthew Brandeburg helps you diagnose your problem areas and develop an action plan, so you can stay organized and face the exam with confidence. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you'll learn the critical skills needed to pass, and no detail will be left untouched. THIS STUDY GUIDE INCLUDES: - What to expect on the CFP Certification Exam - Unit summaries - 225 question practice exam - Sample case with analysis INSIDE THIS STUDY GUIDE YOU WILL LEARN: - How to track your progress using proven benchmarks - How many hours you need to study - How to identify problem areas using the diagnostic practice exam - How to complete the cases with more accuracy and less frustration - What you need to memorize within twenty-four hours of the exam Written by the author of "CFP Certification Exam Practice Question Workbook" and "CFP Certification Exam Flashcard Review Books" READ WHAT OTHERS ARE SAYING: "This user-friendly, well organized study guide has been extremely valuable helping me prepare for the exam. It's the perfect complement to my CFP course texts and has taken the guesswork out of studying." - Chad Norling, President, Executive Financial Services, Inc., Bloomington, MN "Thanks to this study guide I've been able to spend less time studying because I'm now focusing my attention where it matters. The detailed study tools and case strategy have been valuable resources that have saved me time and money." - Robert Miller, Financial Consultant, Fidelity Advisors, Castle Pines, CO "This guide provides great topic summaries along with relevant practice questions and exam diagnostics. You'll receive clear guidance on what to expect on the exam; all in one well-designed, affordable package." - Bill Rives, Ph.D., ChFC, Senior Lecturer, Department of Finance, The Ohio State University
Author: Jeffrey H. Rattiner
Author: Jeffrey H. Rattiner
Author: Jeffrey H. Rattiner
Author: Jeffrey H. Rattiner
Author: Jeffrey H. Rattiner
Author: Jeffrey H. Rattiner
Author: Matthew Brandeburg
Author: Matthew Brandeburg
Author: Matthew Brandeburg
Author: Matthew Brandeburg
Author: Matthew Brandeburg