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CFP Board Financial Planning Competency Handbook

ISBN-10: 1118470125
ISBN-13: 9781118470121
Edition: 2013
Authors: CFP Board
List price: $85.00
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Description: The essential reference for the CFP exam from the experts at the CFP Board The first officially licensed study guide from the Certified Financial Planners Board of Standards, The CFP Financial Planning Handbook is the ultimate guide to getting  More...

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Book details

List price: $85.00
Copyright year: 2013
Publisher: John Wiley & Sons, Limited
Publication date: 4/10/2013
Binding: Hardcover
Pages: 768
Size: 6.50" wide x 9.25" long x 2.00" tall
Weight: 2.794
Language: English

The essential reference for the CFP exam from the experts at the CFP Board The first officially licensed study guide from the Certified Financial Planners Board of Standards, The CFP Financial Planning Handbook is the ultimate guide to getting certified. This all–inclusive reference covers the entire list of nearly 100 vital topics on integrated financial planning, including such major components as general principles of finance and financial planning, insurance planning, state and federal income tax planning, estate tax planning, asset protection, and much more. Each topic is thoroughly elucidated and supported by recommended references, learning activities, and assessment tools The first and only study guide for CFP exam sponsored by the CFP board Ideal for financial planners and advisors, tax accountants, and other financial services professionals

Acknowledgments
About the Book
Preface
About the Practice Questions
About the Contributors
Theory and Practice
Financial Planning Process
Financial Statements
Cash How Management
Financing Strategies
Function, Purpose, and Regulation of Financial Institutions
Education Planning
Financial Planning for Special Circumstances
Economic Concepts
Time Value of Money
Financial Services Regulations and Requirements
Business Law
Consumer Protection Laws
Principles of Risk and insurance
Analysis and Evaluation of Risk Exposures
Health Insurance and Health Care Cost Management
Disability Income Insurance (Individual)
Long-Term Care Insurance
Life Insurance (Individual)
Income Taxation of life Insurance
Business Uses of Life Insurance
Insurance Needs Analysis
Insurance Policy and Company Selection
Annuities
Characteristics, Uses, and Taxation of Investment Vehicles
Types of Investment Risk
Quantitative Investment Concepts
Measures of Investment Returns
Bond and Stock Valuation Concepts
Portfolio Development and Analysis
Investment Strategies
Asset Allocation and Portfolio Diversification
Income Tax Law Fundamentals
Tax Compliance
Income Tax Fundamentals and Calculations
Characteristics and Income Taxation of Business Entities
Income Taxation of Trusts and Estates
Basis
Tax Consequences of the Disposition of Property
Alternative Minimum Tax (AMT)
Tax Reduction and Management Techniques
Passive Activity and At-Risk Rules
Tax Implications of Special Circumstances
Charitable Contributions and Deductions
Retirement Needs Analysis
Social Security (Old-Age, Survivors, and Disability Insurance)
Types of Retirement Plans
Qualified Plan Rules and Options
Other Tax-Advantaged Plans
Regulatory Considerations
Key Factors Affecting Plan Selection for Business
Investment Considerations for Retirement Plans
Distribution Rules, Alternatives, and Taxation
Characteristics and Consequences of Property Titling
Methods of Property Transfer at Death
Estate Planning Documents
Gifting Strategies
Gift Tax Compliance and Tax Calculation
Incapacity Planning
Estate Tax Compliance and Tax Calculation
Sources for Estate Liquidity
Powers of Appointment
Types, Features, and Taxation of Trusts
Qualified Interest Trusts
Charitable Transfers
Use of Life Insurance In Estate Planning
Marital Deduction
Deferral and Minimization of Estate Tax
Intrafamily and Other Business Transfer Techniques
Generation-Skipping Transfer Tax
Fiduciaries
Income in Respect of a Decedent
Postmortem Estate Planning Techniques
Estate Planning tor Nontraditionai Relationships
Client and Planner Attitudes, Values, Biases, and Behavioral Characteristics and the Impact on Financial Planning
Principles of Communication and Counseling
Standards of Professional Conduct
Establishing and Denning the Client-Planner Relationship
Gathering Information Necessary to Fulfill the Engagement
Analyzing and Evaluating the Client's Current Financial Status
Developing the Financial Planning Recommendations
Communicating the Financial Planning Recommendations
Implementing the Financial Planning Recommendations
Monitoring the Financial Planning Recommendations
Conclusion
Moving Forward
Index

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