Author: Michael A. DaltonPublisher: Money Education
ISBN: 9781936602049
Category : Finance, Personal
Languages : en
Pages : 278
Book Description
Fundamentals of Financial Planning
Author: Michael A. DaltonPublisher: Money Education
ISBN: 9781936602049
Category : Finance, Personal
Languages : en
Pages : 278
Book Description
The Financial Planning Competency Handbook
Author: CFP BoardPublisher: John Wiley & Sons
ISBN: 1118677633
Category : Business & Economics
Languages : en
Pages : 555
Book Description
Whether you’re studying to become a financial planner 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. This all-inclusive handbook covers the entire list of nearly 90 vital topics on integrated financial planning, including such major components as: General Principles of Finance and Financial Planning Insurance Planning Employee Benefits Planning Investment and Securities Planning State and Federal Income Tax Planning Estate Tax, Gift Tax, and Transfer Tax Planning Retirement Planning Estate Planning Principles of Communication and Counseling And more
Financial Planning Competency Handbook
Author: CFP BoardPublisher: John Wiley & Sons
ISBN: 1119095026
Category : Business & Economics
Languages : en
Pages : 946
Book Description
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.
The Special Needs Planning Guide
Author: Cynthia R. HaddadPublisher: Paul H Brookes Publishing
ISBN: 9781681254319
Category : FAMILY & RELATIONSHIPS
Languages : en
Pages :
Book Description
"Written with both compassion and expertise, this bestselling book provides families with a comprehensive guide to planning for the lifetime needs of a child with disabilities. It presents the Five Factors readers need to consider-family and support, emotional, financial, legal, and government benefits-and how to plan for these factors at every stage of a child's life. The second edition includes updates based on current law, fully revised chapters with a wealth of practical recommendations, and a ten-step, manageable planning process. Online resources include fillable timelines, worksheets, and other planning documents to help families create a secure, full, and happy life for and with their child"--
CFP Board Financial Planning Competency Handbook
Author: CFP BoardPublisher: John Wiley & Sons
ISBN: 1118620305
Category : Business & Economics
Languages : en
Pages : 705
Book 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 all-inclusive handbook covers the entire list of nearly 90 vital topics on integrated financial planning, including such major components as: General Principles of Finance and Financial Planning Insurance Planning Employee Benefits Planning Investment and Securities Planning State and Federal Income Tax Planning Estate Tax, Gift Tax, and Transfer Tax Planning Retirement Planning Estate Planning Principles of Communication and Counseling And more
CFP Board Financial Planning Competency Handbook
Author: CFP BoardPublisher: John Wiley & Sons
ISBN: 1119094984
Category : Business & Economics
Languages : en
Pages : 945
Book Description
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.
Financial Planning Fiduciary Standards under Dodd Frank
Author: Errold MoodyPublisher: Booktango
ISBN: 1468901710
Category : Business & Economics
Languages : en
Pages : 342
Book Description
The text is the complement to two video courses approved by the State Bar of California for Continuing Legal Education (Fiduciary Duty Dodd Frank: Investments; Fiduciary Duty Dodd Frank: Insurance and Annuities). It is many layers above Suze Orman, Robert Kiyosaki and the like and you will have to think . But it is also NOT a theoretical jumble of numbers and graphs. It is real life product application that debunks a lot of old marketing hype that was the reason for the trillions of dollars lost in 2000 and 2008. MANDATORY READING FOR FIRST YEAR FINANCE, BUSINESS AND FINANCIAL PLANNING MAJORS, ALL CFPS, ChFCs, CPAs AND ANY ATTORNEY DEALING WITH MONEY MATTERS (BUSINESS, ESTATE, REAL ESTATE, DIVORCE, PENSIONS, 401ks, ETC.) AND all consumers who want a true picture of how investing works, the risks thereof, and how to keep losses to a minimum. It is also mandatory reading for anyone attempting securities or insurance or annuities arbitration//litigation. The ebook is unique since it has been formatted so that the research links can be simply 'clicked' in the text to allow access to more detail. The Foreword may be found at efmoody.com/Foreword.pdf The Table of Contents may be found at efmoody.com/contents.pdf It is about 475 pages
Ernst & Young's Personal Financial Planning Guide
Author: Ernst & Young LLPPublisher: John Wiley & Sons
ISBN: 9780471697459
Category : Business & Economics
Languages : en
Pages : 544
Book Description
If you want to take control of your financial future and unlock thedoors to financial success, you must have a plan that will allowyou to find good investments, reduce taxes, beat inflation, andproperly manage money. Whether you're new to financial planning or a seasoned veteran,this updated edition of Ernst & Young's Personal FinancialPlanning Guide provides valuable information and techniques you canuse to create and implement a consistent personalized financialplan. It also takes into consideration the new tax rules thataffect home ownership, saving for college, estate planning, andmany other aspects of your financial life. Filled with in-depth insight and financial planning advice, thisunique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan inconjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst &Young's Personal Financial Planning Guide, you'll learn how totailor a plan to help you improve all aspects of your financiallife.
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