Download or read book Rattiner s Review for the CFP Certification Examination Fast Track Study Guide written by Jeffrey H. Rattiner and published by John Wiley & Sons. This book was released on 2007-07-16 with total page 418 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Download or read book Rattiner s Review for the CFP R Certification Examination Fast Track Study Guide written by Jeffrey H. Rattiner and published by John Wiley & Sons. This book was released on 2009-05-04 with total page 456 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Download or read book Rattiner s Review for the CFP R Certification Examination Fast Track Study Guide written by Jeffrey H. Rattiner and published by John Wiley & Sons. This book was released on 2003-08-19 with total page 368 pages. Available in PDF, EPUB and Kindle. Book excerpt: A CFP® Study Guide that delivers what 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. Covering some of the most important disciplines of financial planning–– insurance, employee benefit, investment, income tax, retirement, estate, and general planning–– this text provides a no-nonsense approach to studying that includes: A highly logical and efficient 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 and more! Order your copy today!

Download or read book Your Guide to the CFP Certification Exam written by Matthew Brandeburg and published by Coventry House Publishing. This book was released on 2019-03-29 with total page 155 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

Download or read book Your Guide to the CFP Certification Exam written by Matthew Brandeburg and published by . This book was released on 2012-10 with total page 154 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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"

Download or read book Your Guide to the CFP Certification Exam written by Matthew Brandeburg and published by . This book was released on 2018-03-10 with total page 156 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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"

Download or read book Your Guide to the CFP Certification Exam written by Matthew Brandeburg and published by CreateSpace. This book was released on 2010 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

Download or read book Your Guide to the CFP Certification Exam written by Matthew Brandeburg and published by . This book was released on 2014-09-11 with total page 156 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

Download or read book Your Guide to the CFP Certification Exam written by Matthew Brandeburg and published by . This book was released on 2013-06-01 with total page 156 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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"

Download or read book Your Guide to the CFP Certification Exam written by Matthew Brandeburg and published by . This book was released on 2016-05-09 with total page 156 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2016 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

Download or read book Wiley Study Guide for 2022 CFP Exam Complete Set written by Wiley and published by Wiley. This book was released on 2022-04-19 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Download or read book Wiley Study Guide for 2021 2022 CFP Exam Complete Set written by Wiley and published by Wiley. This book was released on 2021-04-06 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Your one-stop guide to CFP exam success, covers every Learning Objective of the CFP curriculum The Wiley Study Guide for 2021 - 2022 CFP Exam is the must-have resource for everyone preparing for the latest version of the challenging CFP certification test. The perfect foundation for your exam preparation strategy, this complete two-volume set does much more than simply help you memorize questions and answers — it develops the skills and knowledge necessary for providing competent and comprehensive personal financial planning advice to your clients in the real world. More than 1,000 pages of up-to-date information, practical study tips, expert test-taking advice, key term definitions, and a wealth of detailed, color-coded examples ensure that you will be fully prepared on exam day. Drawing from decades of combined experience as both teachers and certified financial planners, the authors cover 100% of CFP exam domains: Professional Conduct and Regulation, General Principles of Financial Planning, Educational Planning, Risk Management & Insurance Planning, Investment Planning, Tax Planning, Retirement Savings & Income Planning, and Estate Planning. Clear and accurate chapters review each essential detail of the current CFP curriculum, from establishing the client-planner relationship to developing, implementing, and monitoring recommendations. Proven to help candidates master and retain all exam material as quickly and efficiently as possible, the Wiley Study Guide for 2021 - 2022 CFP: Covers every Principal Knowledge Topic of the CFP curriculum Highlights interconnected topics across the broad base of financial planning knowledge Strengthens the critical thinking and problem-solving skills required to pass the CFP exam Breaks down difficult concepts into easy-to-digest pieces Identifies the problem areas that are in need of more attention Explains the principles of each exam domain in the context of real-life financial planning situations

Download or read book American Book Publishing Record written by and published by . This book was released on 2007 with total page 746 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Your Guide to the CFP Certification Exam written by Matthew Brandeburg and published by . This book was released on 2015-07-10 with total page 156 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2015 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

Download or read book Canadian Securities Exam Fast Track Study Guide written by W. Sean Cleary and published by John Wiley & Sons. This book was released on 2017-01-03 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: A concise and practical guide to preparing for the Canadian Securities Exam For anyone dreaming of a career in the Canadian finance industry, whether in banking, brokerage, financial planning, or mutual funds, passing the Canadian Securities Exam is the first step on the path to success. But there's a lot of material to know and almost everyone needs a helping hand. Thankfully, the Canadian Securities Exam Fast-Track Study Guide is the perfect quick-review tool covering all the basics you need to know. It includes "quick hits" of the key points in language that's straightforward and easy to understand. Fully updated to cover the latest topics added to the CSC curriculum, this is the perfect study guide for staying cool under pressure and getting the best score you can. An ideal way to prepare for the Canadian Securities Exam, this handy guide will have you fully prepped and ready to go in no time flat. An affordable, compact study guide that simply summarizes must-know information Features 400 sample questions, including multiple choice chapter review questions and two full practice exams, as well as cross-referencing to the CSC textbook Written by a professor of finance and the Director of the Master of Management in Finance program at Queen's School of Business, Queen's University Ideal for finance students who need a quick review of the vital information they need to pass the Canadian Securities Exam

Download or read book CFP Certification Exam Practice Question Workbook written by Matthew Brandeburg and published by . This book was released on 2013-02 with total page 366 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

Download or read book Dalton Review for the CFP Certification Examination written by Michael A. Dalton and published by . This book was released on 2001-07 with total page 950 pages. Available in PDF, EPUB and Kindle. Book excerpt: