Rattiner S Review For The Cfp R Certification Examination Fast Track Study Guide

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

Author : Jeffrey H. Rattiner
Publisher : John Wiley & Sons
Page : 456 pages
File Size : 41,6 Mb
Release : 2009-05-04
Category : Business & Economics
ISBN : 9780470436288

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Rattiner's Review for the CFP(R) Certification Examination, Fast Track, Study Guide by Jeffrey H. Rattiner Pdf

The proven CFP Study Guide that delivers just what you need to succeed! A quick-study guide for candidates preparing to take the CFP Certification Examination, Rattiner's Review for the CFP® Certification Examination distills the bare-bones essentials you need to know to pass this challenging exam, all in a logical and easy-to-absorb manner. This indispensable study tool for students who have already been through traditional CFP educational programming—and just need a little extra help pulling it all together—provides a no-nonsense approach to studying for some of the most important disciplines of financial planning, including: PFP, insurance, employee benefit, investments, income tax, retirement, and estate planning. Each discipline contains short and concise statements emphasizing key points through mnemonic devices, study tips, and other established test-taking methods that provide helpful hints. Rattiner's Review for the CFP® Certification Examination, Third Edition has been thoroughly updated to include: Reviews from recent CFP Exam students who compare the CFP Board curriculum to this Third Edition, ensuring that all topics are covered adequately New, easy-to-follow flowcharts at the beginning of each chapter highlight the macro level perspective of each subject discipline Basic calculator keystrokes for investment math, retirement, life, and education needs analysis, and other important calculations New multiple-choice questions as well as new charts and tables for quick memorizations New acronyms to help put things into a simplified perspective and help students tie back to the big picture flowchart Perfect as a quick-reference guide to complement all CFP texts and self-study materials, it also serves as an important one-stop resource for financial services professionals who want information in a hurry. Stay organized, on track, and focused with Rattiner's Review for the CFP® Certification Examination, Third Edition.

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

Author : Jeffrey H. Rattiner
Publisher : John Wiley & Sons
Page : 418 pages
File Size : 51,7 Mb
Release : 2007-07-16
Category : Business & Economics
ISBN : 9780470130919

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Rattiner's Review for the CFP Certification Examination, Fast Track, Study Guide by Jeffrey H. Rattiner Pdf

A CFP Study Guide that deliverswhat 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. Now, in a Second Edition, it covers some of the most important disciplines of financial planning--insurance, employee benefit, investment, income tax, retirement, estate, and general planning--and provides a no-nonsense approach to studying that includes: * A highly logical and candidate-friendly 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 The Second Edition adds new multiple-choice questions that correlate to the testing and understanding of the new curriculum established by the Certified Financial Planning Board as well as eighty-nine all-new topics related to the new CFP Board Exam. For students who have been through the traditional CFP educational programs and want a book that brings it all together, Rattiner's Review for the CFP Certification Examination, Fast Track Study Guide, Second Edition keeps students organized, on track, and focused on what they need to succeed. In addition to its value as a quick-reference guide to complement all CFP texts and self-study materials, the Guide also serves as an important one-stop resource for financial services professionals who want information in a hurry.

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

Author : Jeffrey H. Rattiner
Publisher : John Wiley & Sons
Page : 456 pages
File Size : 42,7 Mb
Release : 2009-04-27
Category : Business & Economics
ISBN : 9780470485200

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Rattiner's Review for the CFP(R) Certification Examination, Fast Track, Study Guide by Jeffrey H. Rattiner Pdf

The proven CFP Study Guide that delivers just what you need to succeed! A quick-study guide for candidates preparing to take the CFP Certification Examination, Rattiner's Review for the CFP® Certification Examination distills the bare-bones essentials you need to know to pass this challenging exam, all in a logical and easy-to-absorb manner. This indispensable study tool for students who have already been through traditional CFP educational programming—and just need a little extra help pulling it all together—provides a no-nonsense approach to studying for some of the most important disciplines of financial planning, including: PFP, insurance, employee benefit, investments, income tax, retirement, and estate planning. Each discipline contains short and concise statements emphasizing key points through mnemonic devices, study tips, and other established test-taking methods that provide helpful hints. Rattiner's Review for the CFP® Certification Examination, Third Edition has been thoroughly updated to include: Reviews from recent CFP Exam students who compare the CFP Board curriculum to this Third Edition, ensuring that all topics are covered adequately New, easy-to-follow flowcharts at the beginning of each chapter highlight the macro level perspective of each subject discipline Basic calculator keystrokes for investment math, retirement, life, and education needs analysis, and other important calculations New multiple-choice questions as well as new charts and tables for quick memorizations New acronyms to help put things into a simplified perspective and help students tie back to the big picture flowchart Perfect as a quick-reference guide to complement all CFP texts and self-study materials, it also serves as an important one-stop resource for financial services professionals who want information in a hurry. Stay organized, on track, and focused with Rattiner's Review for the CFP® Certification Examination, Third Edition.

Your Guide to the CFP Certification Exam

Author : Matthew Brandeburg
Publisher : Unknown
Page : 154 pages
File Size : 52,6 Mb
Release : 2012-10
Category : Certified Financial Planner Examination
ISBN : 0615708048

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Your Guide to the CFP Certification Exam by Matthew Brandeburg Pdf

YOUR GUIDE TO THE CFP CERTIFICATION EXAM provides the essential tools you need to pass the demanding ten-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 Written by the same author of "CFP Certification Exam Practice Question Workbook" and "CFP Certification Exam Flashcard Review Books"

Your Guide to the CFP Certification Exam

Author : Matthew Brandeburg
Publisher : Unknown
Page : 156 pages
File Size : 40,6 Mb
Release : 2019-03-23
Category : Business & Economics
ISBN : 1733837701

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Your Guide to the CFP Certification Exam by Matthew Brandeburg Pdf

This book has been fully updated based on the Tax Cuts and Jobs Act of 2017. 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"

Your Guide to the CFP Certification Exam

Author : Matthew Brandeburg
Publisher : Unknown
Page : 156 pages
File Size : 43,5 Mb
Release : 2017-03-24
Category : Certified Financial Planner Examination
ISBN : 0997952768

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Your Guide to the CFP Certification Exam by Matthew Brandeburg Pdf

2017 Edition 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 Written by the author of -CFP Certification Exam Practice Question Workbook- and -CFP Certification Exam Flashcard Review Books- READ WHAT OTHERS ARE SAYING: -This user-friendly, well organized study guide has been extremely valuable helping me prepare for the exam. It's the perfect complement to my CFP course texts and has taken the guesswork out of studying.- - Chad Norling, President, Executive Financial Services, Inc., Bloomington, MN -Thanks to this study guide I've been able to spend less time studying because I'm now focusing my attention where it matters. The detailed study tools and case strategy have been valuable resources that have saved me time and money.- - Robert Miller, Financial Consultant, Fidelity Advisors, Castle Pines, CO -This guide provides great topic summaries along with relevant practice questions and exam diagnostics. You'll receive clear guidance on what to expect on the exam; all in one well-designed, affordable package.- - Bill Rives, Ph.D., ChFC, Senior Lecturer, Department of Finance, The Ohio State University

Your Guide to the CFP Certification Exam

Author : Matthew Brandeburg
Publisher : CreateSpace
Page : 0 pages
File Size : 40,8 Mb
Release : 2010
Category : Certified Financial Planner Examination
ISBN : 1449998321

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Your Guide to the CFP Certification Exam by Matthew Brandeburg Pdf

Your Guide to the CFP(r) Certification Exam provides the essential tools you need to pass the demanding ten-hour exam. CFP(r) 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. Inside this innovative study guide you will learn: - How to track your progress using proven benchmarks - Exactly 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 Read What Others Are Saying "This user-friendly, well organized study guide has been extremely valuable helping me prepare for the exam. It's the perfect complement to my CFP(r) course texts and has taken the guesswork out of studying." - Chad Norling, President, Executive Financial Services, Inc., Bloomington, MN "Thanks to this study guide I've been able to spend less time studying because I'm now focusing my attention where it matters. The detailed study tools and case strategy have been valuable resources that have saved me time and money." - Robert Miller, Financial Consultant, Fidelity Advisors, Castle Pines, CO "This guide provides great topic summaries along with relevant practice questions and exam diagnostics. You'll receive clear guidance on what to expect on the exam; all in one well-designed, affordable package." - Bill Rives, Ph.D., ChFC, Senior Lecturer, Department of Finance, The Ohio State University

Your Guide to the CFP Certification Exam

Author : Matthew Brandeburg
Publisher : Unknown
Page : 156 pages
File Size : 50,5 Mb
Release : 2013-06-01
Category : Electronic
ISBN : 0615831117

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Your Guide to the CFP Certification Exam by Matthew Brandeburg Pdf

YOUR GUIDE TO THE CFP CERTIFICATION EXAM provides the essential tools you need to pass the demanding ten-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 Written by the same author of "CFP Certification Exam Practice Question Workbook" and "CFP Certification Exam Flashcard Review Books"

Your Guide to the CFP Certification Exam

Author : Matthew Brandeburg
Publisher : Unknown
Page : 156 pages
File Size : 51,7 Mb
Release : 2014-09-11
Category : Certified Financial Planner Examination
ISBN : 0692288260

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Your Guide to the CFP Certification Exam by Matthew Brandeburg Pdf

2014 Edition 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 Written by the author of "CFP Certification Exam Practice Question Workbook" and "CFP Certification Exam Flashcard Review Books" READ WHAT OTHERS ARE SAYING: "This user-friendly, well organized study guide has been extremely valuable helping me prepare for the exam. It's the perfect complement to my CFP course texts and has taken the guesswork out of studying." - Chad Norling, President, Executive Financial Services, Inc., Bloomington, MN "Thanks to this study guide I've been able to spend less time studying because I'm now focusing my attention where it matters. The detailed study tools and case strategy have been valuable resources that have saved me time and money." - Robert Miller, Financial Consultant, Fidelity Advisors, Castle Pines, CO "This guide provides great topic summaries along with relevant practice questions and exam diagnostics. You'll receive clear guidance on what to expect on the exam; all in one well-designed, affordable package." - Bill Rives, Ph.D., ChFC, Senior Lecturer, Department of Finance, The Ohio State University

Wiley Study Guide for 2022 CFP Exam: Complete Set

Author : Wiley
Publisher : Wiley
Page : 128 pages
File Size : 51,6 Mb
Release : 2022-04-19
Category : Business & Economics
ISBN : 1119879140

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Wiley Study Guide for 2022 CFP Exam: Complete Set by Wiley Pdf

The first and last resource you’ll need to completely prepare you for the CFP exam The 2022-2023 edition of the CFP Exam Review Study Guide: Complete Set delivers the most up-to-date and comprehensive guide to the Certified Financial Planner accreditation exam. It offers intuitively organized material and powerful tools to make preparing for the test less stressful, more streamlined, and efficient. This Complete Set includes two volumes with complete coverage of every exam domain and competency, including: tax planning, retirement savings and income planning, estate planning, financial planning psychology, professional conduct and regulation, general financial planning principles, risk management and insurance planning, and investment planning. The Certified Financial Planner exam is a challenging and demanding test. Reduce your exam anxiety, increase your confidence on test day, and efficiently and effectively prepare with the 2022-2023 edition of the CFP Exam Review Study Guide: Complete Set.

Your Guide to the CFP Certification Exam

Author : Matthew Brandeburg
Publisher : Unknown
Page : 156 pages
File Size : 44,9 Mb
Release : 2018-03-10
Category : Certified Financial Planner Examination
ISBN : 0999510592

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Your Guide to the CFP Certification Exam by Matthew Brandeburg Pdf

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"

Cfp Certification Exam Practice Question Workbook

Author : Matthew Brandeburg
Publisher : Unknown
Page : 366 pages
File Size : 51,5 Mb
Release : 2012-03-01
Category : Certified Financial Planner Examination
ISBN : 0615609384

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Cfp Certification Exam Practice Question Workbook by Matthew Brandeburg Pdf

CFP Certification Exam Practice Question Workbook provides 1,000 comprehensive practice questions to prepare you for the demanding 10-hour CFP Certification Exam. Master exam topics with intensive practice in the essential 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. THIS INNOVATIVE WORKBOOK INCLUDES: - 100 practice questions each for General Principles, Insurance, Tax Planning, Investments, Retirement and Employee Benefits, and Estate Planning - Two separate 200 question comprehensive practice tests - Detailed solutions to all practice questions - Keystrokes to master the essential math you will face on the exam READ WHAT OTHERS ARE SAYING: "These questions are clear, concise, and challenging. I am able to study them multiple times and still learn something new each time. This book works!" - Joe O'Neal, Financial Planner, LPL Financial, Houston, TX "After completing the 1,000 practice questions I have learned where I need to focus my attention and I feel much more confident about taking the exam. I highly recommend this book!" - Tad Herrington, Financial Planner, John E. Sestina and Co., Columbus, OH "This user-friendly workbook features no gimmicks, tricks, or secrets to passing the exam. Instead it provides relevant practice questions and detailed analysis to help master the exam topics. This is an essential resource for serious test-takers." - Chris Norris, Financial Consultant, Wells Fargo Advisors, Monterey, CA

CFP Certification Exam Practice Question Workbook

Author : Matthew Brandeburg
Publisher : Unknown
Page : 366 pages
File Size : 41,9 Mb
Release : 2013-02
Category : Electronic
ISBN : 0615764355

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CFP Certification Exam Practice Question Workbook by Matthew Brandeburg Pdf

CFP Certification Exam Practice Question Workbook provides 1,000 comprehensive practice questions to prepare you for the demanding 10-hour CFP Certification Exam. Master exam topics with intensive practice in the essential 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. THIS INNOVATIVE WORKBOOK INCLUDES: - 100 practice questions each for General Principles, Insurance, Tax Planning, Investments, Retirement and Employee Benefits, and Estate Planning - Two separate 200 question comprehensive practice tests - Detailed solutions to all practice questions - Keystrokes to master the essential math you will face on the exam READ WHAT OTHERS ARE SAYING: "These questions are clear, concise, and challenging. I am able to study them multiple times and still learn something new each time. This book works!" - Joe O'Neal, Financial Planner, LPL Financial, Houston, TX "After completing the 1,000 practice questions I have learned where I need to focus my attention and I feel much more confident about taking the exam. I highly recommend this book!" - Tad Herrington, Financial Planner, John E. Sestina and Co., Columbus, OH "This user-friendly workbook features no gimmicks, tricks, or secrets to passing the exam. Instead it provides relevant practice questions and detailed analysis to help master the exam topics. This is an essential resource for serious test-takers." - Chris Norris, Financial Consultant, Wells Fargo Advisors, Monterey, CA

Pediatric Board Study Guide

Author : Osama Naga
Publisher : Springer
Page : 614 pages
File Size : 48,7 Mb
Release : 2015-03-27
Category : Medical
ISBN : 9783319101156

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Pediatric Board Study Guide by Osama Naga Pdf

Covers the most frequently asked and tested points on the pediatric board exam. Each chapter offers a quick review of specific diseases and conditions clinicians need to know during the patient encounter. Easy-to-use and comprehensive, clinicians will find this guide to be the ideal final resource needed before taking the pediatric board exam.

CFP Board Financial Planning Competency Handbook

Author : CFP Board
Publisher : John Wiley & Sons
Page : 944 pages
File Size : 44,9 Mb
Release : 2015-07-09
Category : Business & Economics
ISBN : 9781119094982

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CFP Board Financial Planning Competency Handbook by CFP Board Pdf

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.