The CFP Exam Calculation Workbook provides over 400 calculation questions to prepare for the demanding CFP Exam. Master exam topics with intensive practice in the areas you'll find on the test. Whether you’re challenging the exam for the first time or trying again after an unsuccessful attempt, you will learn the critical skills needed to master the exam. Included are practice exams for the following topics: - Financial Planning Principles - Life and Disability Insurance - Income Planning - Investments - Retirement Planning - Estate Planning
CFP Certification Exam Practice Question Workbook provides 1,000 comprehensive practice questions to prepare you for the demanding CFP Certification Exam. Master exam topics with intensive practice in the areas you'll find on the test. All questions are test-level difficulty and focused solely on helping you pass. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you will learn the skills needed to master the exam. Included are exams for the following topics: • General Principles • Insurance • Tax Planning • Investments • Retirement & Employee Benefits • Estate Planning This innovative workbook includes: • Two separate 200 question comprehensive practice exams • Formulas and keystrokes to master the math you'll face on the exam • Detailed solutions to all questions to pinpoint your strengths and weaknesses
Your Guide to the CFP Certification Exam provides the essential tools you need to pass the demanding six-hour exam. CFP instructor Matthew Brandeburg helps you diagnose your problem areas and develop an action plan, so you can stay organized and face the exam with confidence. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you'll learn the critical skills needed to pass, and no detail will be left untouched. This Study Guide Includes: • What to expect on the CFP Certification Exam • Unit summaries • 225 question practice exam • Sample case with analysis Inside This Study Guide You Will Learn: • How to track your progress using proven benchmarks • How many hours you need to study • How to identify problem areas using the diagnostic practice exam • How to complete the cases with more accuracy and less frustration • What you need to memorize within twenty-four hours of the exam
AudioLearn Crash Courses presents Certified Financial Planner Crash Course - Complete Review - Top Test Questions! Developed by experienced professors and professionally narrated for easy listening, this course is a valuable tool when preparing for your Certified Financial Planner Exam. The audio is focused and high-yield, covering the most important topics you need to know to succeed on the Certified Financial Planner Test. The material is accurate, up-to-date, and broken down into bite-sized sections. There are key takeaways following each section to drive home key points and quizzes to review commonly tested questions. In this course, we will cover the following: Course Conventions and Content The Certified Financial Planner Examination Certified Financial Planner(R) Board's Code of Ethics, Professional Responsibility, and Rules of Conduct General Principles of Financial Planning Education Planning Risk Management and Insurance Planning Investment Planning Tax Planning Retirement Savings and Income Planning Estate Planning Domain Assessments The Road Ahead We will end our review with a complete practice test. Also included is a follow-along PDF manual containing the entire text of this audio course as well as all figures, charts, and images we'll be reviewing.
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.
Message from the publisher: This book does not include updates from the Tax Cuts and Jobs Act of 2017. As of the time of publishing, the CFP Board has not disclosed when they will update the CFP exam to reflect the new tax law changes. They have stated the changes to the exam may not take effect until 2019. We will continue to monitor and update this message accordingly. Your Guide to the CFP Certification Exam provides the essential tools you need to pass the demanding six-hour exam. CFP instructor Matthew Brandeburg helps you diagnose your problem areas and develop an action plan, so you can stay organized and face the exam with confidence. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you'll learn the critical skills needed to pass, and no detail will be left untouched. This study guide includes: - What to expect on the CFP Certification Exam - 1-page unit summaries for test day - 225 question practice exam - Sample case with analysis Inside this study guide you will learn: - How to track your progress using proven benchmarks - How many hours you need to study - How to identify problem areas using the diagnostic practice exam - How to complete the cases with more accuracy and less frustration - What you need to memorize within twenty-four hours of the exam Written by the author of "CFP Certification Exam Practice Question Workbook" and "CFP Certification Exam Flashcard Review Books"
Message from the publisher: This book contains short, concise questions and answers that are intended to reinforce CFP topics already learned. It does not include lengthy paragraph style questions and answers that are provided by other CFP providers. This book has been fully updated based on the Tax Cuts and Jobs Act of 2017. The CFP Exam Calculation Workbook provides over 400 calculation questions to prepare for the demanding CFP Certification Exam. Master exam topics with intensive practice in the areas you'll find on the test. All questions are test-level difficulty and focused solely on helping you pass. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you will learn the critical skills needed to master the exam. Included are practice exams for the following topics: - Financial Planning Principles - Life and Disability Insurance - Income Planning - Investments - Retirement Planning - Estate Planning About the CFP Program The Certified Financial Planner (CFP) credential is the most respected and widely recognized financial planning designation in the world. Launched in 1973, the CFP program provides a strong foundation of advanced financial planning analysis that members use through all stages of their careers. With particular emphasis placed on ethics and commitment to clients, the CFP has earned a distinguished reputation backed by security and stewardship. By earning the CFP designation, you will join a vast professional network and gain unmatched credibility and career resources.
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.
