Financial Planning Competency Handbook

ISBN-10: 1119094968

ISBN-13: 9781119094968

Edition: 2nd 2015

Authors: CFP Board Staff
List price: $249.95
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Description: Whether you're studying to become a financial planner, preparing for the CFP® exam, or a practitioner looking for a comprehensive reference to help serve your clients' needs, this is the ultimate guide. Developed by Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Competency Handbook gives you everything you need to meet the daily challenges of your current or future profession.The book comes with access to nearly 400 practice questions online, as well as the option to upgrade to a 28-Credit Continuing Education test for CFP® professionals based in the United States.This second edition of the all-inclusive handbook covers through text, connection diagrams, case studies, and videos the entire list of nearly 90 vital topics on integrated financial planning, including such major components as:General Principles of Finance and Financial PlanningInsurance PlanningEmployee Benefits PlanningInvestment and Securities PlanningState and Federal Income Tax PlanningEstate Tax, Gift Tax, and Transfer Tax PlanningRetirement PlanningEstate PlanningPrinciples of Communication and CounselingAnd more

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Book details

List price: $249.95
Edition: 2nd
Copyright year: 2015
Publisher: John Wiley & Sons, Incorporated
Publication date: 7/24/2015
Binding: Hardcover
Pages: 944
Size: 6.00" wide x 9.00" long x 2.00" tall
Weight: 3.344
Language: English

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