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

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John Wiley & Sons, Aug 19, 2003 - Business & Economics - 368 pages
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A CFP Study Guide that delivers what you need to succeed!

This quick study guide for candidates preparing to take the CFP Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Covering some of the most important disciplines of financial planning–– insurance, employee benefit, investment, income tax, retirement, estate, and general planning–– this text provides a no-nonsense approach to studying that includes:

  • A highly logical and efficient format
  • An in-depth outline of core essentials
  • Explanations of all relevant exposures complete with solutions and practical examples
  • Key points, exam tips, multiple choice, and mini—case study questions
  • Mnemonic devices and study techniques to reinforce key points
  • A format that directly parallels the CFP Board’s topic requirements
  • and more!

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Contents

Preface
ix
Chapter 1 General Principles of Financial Planning
1
Chapter 2 Insurance Planning and Risk Management
59
Chapter 3 Employee Benefits Planning
103
Chapter 4 Investment Planning
121
Chapter 5 Income Tax Planning
177
Chapter 6 Retirement Planning
231
Chapter 7 Estate Planning
285
Bibliography
339
Index
341
Copyright

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About the author (2003)

JEFFREY H. RATTINER, CPA, CFP , MBA, RFC, is President of the JR Financial Group, a multipurpose holding company serving both consumers and the financial services industry. He has been a leading trainer for financial services companies such as Wells Fargo, SunAmerica, Merrill Lynch, Schwab, the AICPA, and TIAA-CREF. In addition to being Editor in Chief for Personal Financial Planning Monthly, Mr. Rattiner is a columnist for Financial Planning magazine and editor of Personal Financial Planning Journal, which reaches over 5,000 financial planners annually.

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