CFP Certification Exam Flashcard Review Book

CFP Certification Exam Flashcard Review Book

Author: Matthew Brandeburg

Publisher: Coventry House Publishing

Published: 2019-03-04

Total Pages: 110

ISBN-13: 9781733591195

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This book has been fully updated based on the Tax Cuts and Jobs Act of 2017. CFP Certification Exam Flashcard Review Book: Estate Planning provides bound flashcards to help you prepare for the CFP Certification Exam. Inside this innovative flashcard book you will find exam topics featured on the front of each page, with detailed explanations and analysis located on the back. The convenient bound design means you no longer need to carry hundreds of loose, bulky flashcards that can be misplaced or destroyed. This fully indexed book serves as a portable reference for quick study, efficient review, and easy reference. CFP Estate Planning Topics Include: - Estate planning documents - Forms of property ownerships - Generation-skipping transfer tax (GSTT) - Gift and estate tax compliance - Gifting strategies - Incapacity planning - Postmortem estate planning - Powers of appointment - Sources of estate liquidity - Transferring property at death - Trusts Written by the author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Practice Question Workbook."


CFP Certification Exam Flashcard Review Book: Insurance & General Principles (2019 Edition)

CFP Certification Exam Flashcard Review Book: Insurance & General Principles (2019 Edition)

Author: Matthew Brandeburg

Publisher: Coventry House Publishing

Published: 2019-03-04

Total Pages: 186

ISBN-13: 9781733591157

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Message from the publisher: Parts of the General Principles section are subject to change after October 1, 2019, when the CFP Board adopts its new Code of Ethics and Standards of Conduct. This book has been fully updated based on the Tax Cuts and Jobs Act of 2017. CFP Certification Exam Flashcard Review Book: Insurance & General Principles provides bound flashcards to help you prepare for the CFP Certification Exam. Inside this innovative flashcard book you will find exam topics featured on the front of each page, with detailed explanations and analysis located on the back. The convenient bound design means you no longer need to carry hundreds of loose, bulky flashcards that can be misplaced or destroyed. This fully indexed book serves as a portable reference for quick study, efficient review, and easy reference. CFP Insurance Topics Include: - Annuities - Business uses of insurance - Disability insurance - Health insurance - Life insurance - Long-term care insurance - Principles of risk management - Property and casualty insurance CFP General Principles Topics Include: - Business law - Cash flow management - Code of ethics - Consumer protection laws - Economic concepts - Education planning - Financial planning process - Financial statements Written by the author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Practice Question Workbook."


CFP Certification Exam Flashcard Review Book

CFP Certification Exam Flashcard Review Book

Author: Matthew Brandeburg

Publisher:

Published: 2014-04-02

Total Pages: 150

ISBN-13: 9780615996882

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*** UPDATED FOR 2014*** CFP Certification Exam Flashcard Review Book: Investment Planning provides bound flashcards to help you prepare for the CFP Certification Exam. Inside this innovative flashcard book you will find exam topics featured on the front of each page, with detailed explanations and analysis located on the back. The convenient bound design means you no longer need to carry hundreds of loose, bulky flashcards that can be misplaced or destroyed. This fully indexed book serves as a portable reference for quick study, efficient review, and easy reference. Written by the same author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Practice Question Workbook" CFP Investment Planning Topics Include: - Asset allocation - Asset pricing models - Investment risk - Investment strategies - Investment theory - Measures of investment returns - Portfolio analysis - Portfolio diversification - Security valuation - Types of investments


CFP Certification Exam Flashcard Review Book: Insurance and General Principles (2nd Edition)

CFP Certification Exam Flashcard Review Book: Insurance and General Principles (2nd Edition)

Author: Matthew Brandeburg

Publisher:

Published: 2013-02-14

Total Pages: 184

ISBN-13: 9780615767840

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CFP Certification Exam Flashcard Review Book: Insurance & General Principles provides bound flashcards to help you prepare for the CFP Certification Exam. Inside this innovative flashcard book you will find exam topics featured on the front of each page, with detailed explanations and analysis located on the back. The convenient bound design means you no longer need to carry hundreds of loose, bulky flashcards that can be misplaced or destroyed. This fully indexed book serves as a portable reference for quick study, efficient review, and easy reference. Written by the same author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Practice Question Workbook" CFP Insurance Topics Include: - Annuities - Business uses of insurance - Disability insurance - Health insurance - Life insurance - Long-term care insurance - Principles of risk management - Property and casualty insurance CFP General Principles Topics Include: - Business law - Cash flow management - Code of Ethics - Consumer protection laws - Economic concepts - Education planning - Financial planning process - Financial statements


CFP Certification Exam Flashcard Review Book

CFP Certification Exam Flashcard Review Book

Author: Matthew Brandeburg

Publisher:

Published: 2016-03-18

Total Pages: 108

ISBN-13: 9780692662175

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2016 Edition CFP Certification Exam Flashcard Review Book: Tax Planning provides bound flashcards to help you prepare for the CFP Certification Exam. Inside this innovative flashcard book you will find exam topics featured on the front of each page, with detailed explanations and analysis located on the back. The convenient bound design means you no longer need to carry hundreds of loose, bulky flashcards that can be misplaced or destroyed. This fully indexed book serves as a portable reference for quick study, efficient review, and easy reference. Written by the author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Practice Question Workbook" CFP Tax Planning Topics Include: - Alternative minimum tax (AMT) - Basis - Business entity taxation - Charitable contributions - Charitable deductions - Depreciation - Like-kind exchanges - Passive activity rules - Tax accounting - Tax compliance - Tax law fundamentals


CFP Certification Exam Flashcard Review Book

CFP Certification Exam Flashcard Review Book

Author: Matthew Brandeburg

Publisher:

Published: 2016-03-18

Total Pages: 150

ISBN-13: 9780692662182

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2016 Edition CFP Certification Exam Flashcard Review Book: Investment Planning provides bound flashcards to help you prepare for the CFP Certification Exam. Inside this innovative flashcard book you will find exam topics featured on the front of each page, with detailed explanations and analysis located on the back. The convenient bound design means you no longer need to carry hundreds of loose, bulky flashcards that can be misplaced or destroyed. This fully indexed book serves as a portable reference for quick study, efficient review, and easy reference. Written by the author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Practice Question Workbook" CFP Investment Planning Topics Include: - Asset allocation - Asset pricing models - Investment risk - Investment strategies - Investment theory - Measures of investment returns - Portfolio analysis - Portfolio diversification - Security valuation - Types of investments


CFP Certification Exam Flashcard Review Book

CFP Certification Exam Flashcard Review Book

Author: Matthew Brandeburg

Publisher:

Published: 2014-04-02

Total Pages: 108

ISBN-13: 9780615996905

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*** UPDATED FOR 2014*** CFP Certification Exam Flashcard Review Book: Estate Planning provides bound flashcards to help you prepare for the CFP Certification Exam. Inside this innovative flashcard book you will find exam topics featured on the front of each page, with detailed explanations and analysis located on the back. The convenient bound design means you no longer need to carry hundreds of loose, bulky flashcards that can be misplaced or destroyed. This fully indexed book serves as a portable reference for quick study, efficient review, and easy reference. Written by the same author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Practice Question Workbook" CFP Estate Planning Topics Include: - Estate planning documents - Forms of property ownership - Generation-skipping transfer tax (GSTT) - Gift and estate tax compliance - Gifting strategies - Incapacity planning - Postmortem estate planning - Powers of appointment - Sources of estate liquidity - Transferring property at death - Trusts


CFP Certification Exam Flashcard Review Book

CFP Certification Exam Flashcard Review Book

Author: Matthew Brandeburg

Publisher:

Published: 2014-04-02

Total Pages: 108

ISBN-13: 9780615996875

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*** UPDATED FOR 2014*** CFP Certification Exam Flashcard Review Book: Tax Planning provides bound flashcards to help you prepare for the CFP Certification Exam. Inside this innovative flashcard book you will find exam topics featured on the front of each page, with detailed explanations and analysis located on the back. The convenient bound design means you no longer need to carry hundreds of loose, bulky flashcards that can be misplaced or destroyed. This fully indexed book serves as a portable reference for quick study, efficient review, and easy reference. Written by the same author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Practice Question Workbook" CFP Tax Planning Topics Include: - Alternative minimum tax (AMT) - Basis - Business entity taxation - Charitable contributions - Charitable deductions - Depreciation - Like-kind exchanges - Passive activity rules - Tax accounting - Tax compliance - Tax law fundamentals


CFP Certification Exam Flashcard Review Book

CFP Certification Exam Flashcard Review Book

Author: Matthew Brandeburg

Publisher:

Published: 2014-04-02

Total Pages: 184

ISBN-13: 9780615996868

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*** UPDATED FOR 2014*** CFP Certification Exam Flashcard Review Book: Insurance & General Principles provides bound flashcards to help you prepare for the CFP Certification Exam. Inside this innovative flashcard book you will find exam topics featured on the front of each page, with detailed explanations and analysis located on the back. The convenient bound design means you no longer need to carry hundreds of loose, bulky flashcards that can be misplaced or destroyed. This fully indexed book serves as a portable reference for quick study, efficient review, and easy reference. Written by the same author of Your Guide to the CFP Certification Exam and CFP Certification Exam Practice Question Workbook CFP Insurance Topics Include: - Annuities - Business uses of insurance - Disability insurance - Health insurance - Life insurance - Long-term care insurance - Principles of risk management - Property and casualty insurance CFP General Principles Topics Include: - Business law - Cash flow management - Code of Ethics - Consumer protection laws - Economic concepts - Education planning - Financial planning process - Financial statements


CFP Certification Exam Flashcard Review Book

CFP Certification Exam Flashcard Review Book

Author: Matthew Brandeburg

Publisher:

Published: 2017-03-25

Total Pages: 186

ISBN-13: 9780997952780

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2017 Edition CFP Certification Exam Flashcard Review Book: Insurance & General Principles provides bound flashcards to help you prepare for the CFP Certification Exam. Inside this innovative flashcard book you will find exam topics featured on the front of each page, with detailed explanations and analysis located on the back. The convenient bound design means you no longer need to carry hundreds of loose, bulky flashcards that can be misplaced or destroyed. This fully indexed book serves as a portable reference for quick study, efficient review, and easy reference. Written by the author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Practice Question Workbook" CFP Insurance Topics Include: - Annuities - Business uses of insurance - Disability insurance - Health insurance - Life insurance - Long-term care insurance - Principles of risk management - Property and casualty insurance CFP General Principles Topics Include: - Business law - Cash flow management - Code of Ethics - Consumer protection laws - Economic concepts - Education planning - Financial planning process - Financial statements