Rattiner's Review for the CFP(R) Certification Examination, Fast Track Study GuideA 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:
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Contents
| ix | |
| 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 |
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Rattiner's Review for the CFP(R) Certification Examination, Fast Track Study ... Jeffrey H. Rattiner No preview available - 2003 |
Common terms and phrases
50 percent amount annual annuity apply assets beneficiary benefit bonds calculated capital gain cash flows cash value CFP Board designee child client compensation contract contributions corporation coverage death benefit debt decedent decedent’s deduction deferred defined definition designated beneficiary disability discount distribution dividend donor earnings employee estate tax Example exemption expenses federal file filing financial planning firm first five fixed funds gift tax gross estate included income tax increase individual inflation interest rates investment investor itemized deductions liability limited loan long-term loss marital deduction option ordinary income owner paid participant partnership payments percentage period person portfolio premium present value profit purchase qualified qualified plans rate of return received retirement plan risk Roth IRA rules Section securities sell shareholders shares SIMPLE IRA specified strike price surviving spouse systematic risk taxable gifts taxation taxpayer TOPIC traditional IRA transfer trust