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CFP Board Financial Planning Competency Handbook
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CFP Board Financial Planning Competency Handbook Hardcover - 2013 - 1st Edition

by Cfp Board


From the publisher

Whether you're studying to become a financial planner, preparing for the CFP(R) 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(R) 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

Details

  • Title CFP Board Financial Planning Competency Handbook
  • Author Cfp Board
  • Binding Hardcover
  • Edition number 1st
  • Edition 1
  • Pages 768
  • Volumes 1
  • Language ENG
  • Publisher Wiley
  • Date 2013-04
  • ISBN 9781118470121 / 1118470125
  • Weight 2.5 lbs (1.13 kg)
  • Dimensions 9.1 x 6.1 x 1.7 in (23.11 x 15.49 x 4.32 cm)
  • Library of Congress subjects Finance, Personal, Investment advisors
  • Library of Congress Catalog Number 2013006530
  • Dewey Decimal Code 332.024

About the author

Certified Financial Planner Board of Standards, Inc., is a nonprofit organization acting in the public interest by fostering professional standards in personal financial planning. The CFP Board sets and enforces the standards for CFP(R) certification, the recognized standard of excellence for personal financial planning. Individuals who successfully complete the CFP Board's initial and ongoing certification requirements--including requirements related to education, examination, experience, and ethics--are awarded the right to use the CFP(R) certification marks. CFP(R) certification identifies financial planners who are true professionals in one of the fastest growing and exciting careers today, allowing the public to find professionals qualified to provide competent and ethical financial planning services delivered with a fiduciary standard of care, putting the client's best interests first. They are located in Washington, D.C.

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CFP Board Financial Planning Competency Handbook
Stock Photo: Cover May Be Different

CFP Board Financial Planning Competency Handbook

by CFP Board

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ISBN 13
9781118470121
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1118470125
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Wiley, 2013-04-01. US. hardcover. Used: Good.
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Financial Planning Competency Handbook  by CFP Board
Stock Photo: Cover May Be Different

Financial Planning Competency Handbook by CFP Board

by CFP Board

  • Used
Condition
Used
ISBN 13
9781118470121
ISBN 10
1118470125
Quantity Available
2
Seller
Franklin, Tennessee, United States
Seller rating:
This seller has earned a 5 of 5 Stars rating from Biblio customers.
Item Price
A$143.35
A$6.23 shipping to USA

Show Details

Description:
This book is in very good condition and ready for quick shipment
Item Price
A$143.35
A$6.23 shipping to USA