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CFP Exam 3E
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CFP Exam 3E Paperback - 2009 - 3rd Edition

by Rattiner


From the publisher

Includes index.

From the rear cover

  • Covers the essentials needed to pass the CFP(R) Certification Examination
  • Supplements financial planning classes, texts, and self-study materials
  • A one-stop desk reference for all financial services professionals

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(R) 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(R) 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 approach
  • 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(R) Certification Examination, Third Edition.

Details

  • Title CFP Exam 3E
  • Author Rattiner
  • Binding Paperback
  • Edition number 3rd
  • Edition 3
  • Pages 456
  • Volumes 1
  • Language ENG
  • Publisher John Wiley & Sons
  • Date 2009-05-01
  • Features Index, Table of Contents
  • ISBN 9780470436288 / 047043628X
  • Weight 1.45 lbs (0.66 kg)
  • Dimensions 10.8 x 8.3 x 0.9 in (27.43 x 21.08 x 2.29 cm)
  • Library of Congress subjects Certified Financial Planner Examination -, Financial planners - United States -
  • Library of Congress Catalog Number 2008052084
  • Dewey Decimal Code 332.024

About the author

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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Rattiner's Review for the CFP(R) Certification Examination, Fast Track, Study Guide 3e
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Rattiner's Review for the CFP(R) Certification Examination, Fast Track, Study Guide Third Edition
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