[PDF] Cfp Boards Consumer Guide To Financial Self Defense eBook

Author : CFP Board
Publisher : John Wiley & Sons
Page : 948 pages
File Size : 12,5 MB
Release : 2015-08-03
Category : Business & Economics
ISBN : 1119094666

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The official guide for exam success and career excellence Financial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. This book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. Financial Planning Competency Handbook, Second Edition guides you from student to practitioner and far beyond, with the information you need when you need it.

Author : CFP Board
Publisher : John Wiley & Sons
Page : 945 pages
File Size : 19,93 MB
Release : 2015-07-09
Category : Business & Economics
ISBN : 1119094984

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The official CFP guide for career excellence CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. The only official CFP Board handbook on the market, this book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. CFP Board Financial Planning Competency Handbook guides you from student to practitioner and far beyond, with the information you need when you need it.

Author : June Mays
Publisher : Grand Central Publishing
Page : 108 pages
File Size : 15,61 MB
Release : 2001-06-15
Category : Business & Economics
ISBN : 075952498X

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Combining case histories of women who were not informed about their finances with invaluable tips and step-by-step strategies for handling every financial situation, investment expert June Mays shows women how to protect themselves against the financial hardships of being uninformed.

Author : Arnold S. Goldstein
Publisher : Garrett Pub
Page : 234 pages
File Size : 30,89 MB
Release : 2009-05-01
Category : Business & Economics
ISBN : 9781880539903

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Financial Self-Defense provides the reader a complete step-by-step primer on the practical and effective strategies they can take to insulate every type asset from losses due to lawsuits, bankruptcy, divorce, tax problems, foreclosure and other financial disasters. The book also demonstrates the need for defensive planning and how defensive planning can be advantageously integrated with estate, tax, investment and other financial planning objectives. Financial Self-Defense also highlights many of the common mistakes that people make which increases their liability exposure and further endangers their wealth. Rather than a 'do-it-yourself' guide, the book emphasizes the need for professional assistance.

Author : Jeffrey H. Rattiner
Publisher : John Wiley & Sons
Page : 456 pages
File Size : 33,6 MB
Release : 2009-04-27
Category : Business & Economics
ISBN : 0470485205

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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® 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® Certification Examination, Third Edition has been thoroughly updated to include: 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® Certification Examination, Third Edition.

Author : Barry Leonard
Publisher : DIANE Publishing
Page : 32 pages
File Size : 22,75 MB
Release : 2007-12
Category : Business & Economics
ISBN : 9781422319024

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Many people mistakenly believe that Social Security (SS) will pay for all or most of their retire. needs, but the fact is, since its inception, SS has provided little protection. A comfortable retire. usually requires SS, pensions, personal savings & invest. The key tool for making a secure retire. a reality is financial planning. It will help clarify your retire. goals as well as other financial goals you want to ¿buy¿ along the way. It will show you how to manage your money so you can afford today¿s needs yet still fund tomorrow¿s. You¿ll learn how to save your money to make it work for you & how to protect it so it will be there when you need it. Explains how you can take the best advantage of retire. plans at work, & what to do if you¿re on your own. Illustrations.

Author : Charles J. Givens
Publisher :
Page : 0 pages
File Size : 20,46 MB
Release : 1995
Category : Finance, Personal
ISBN : 9780671516901

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How to win the fight for financial freedom.