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
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