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Book CFP Certification Exam Flashcard Review Book  Estate Planning  2nd Edition

Download or read book CFP Certification Exam Flashcard Review Book Estate Planning 2nd Edition written by Matthew Brandeburg and published by . This book was released on 2013-02-14 with total page 108 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

Book CFP Certification Exam Flashcard

Download or read book CFP Certification Exam Flashcard written by Matthew Brandeburg and published by . This book was released on 2012-03-01 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt: "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: Forms of property ownership, Transferring property at death, Estate planning documents, Gifting strategies, Gift and estate tax compliance, Incapacity planning, Trusts, GSTT, Postmortem estate planning

Book CFP Certification Exam Flashcard Review Book

Download or read book CFP Certification Exam Flashcard Review Book written by Matthew Brandeburg and published by . This book was released on 2014-04-02 with total page 108 pages. Available in PDF, EPUB and Kindle. Book excerpt: *** 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

Book CFP Certification Exam Flashcard Review Book

Download or read book CFP Certification Exam Flashcard Review Book written by Matthew Brandeburg and published by Coventry House Publishing. This book was released on 2019-03-04 with total page 110 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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."

Book CFP Certification Exam Flashcard Review Book  Tax Planning  2nd Edition

Download or read book CFP Certification Exam Flashcard Review Book Tax Planning 2nd Edition written by Matthew Brandeburg and published by . This book was released on 2013-02-14 with total page 108 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

Book CFP Certification Exam Flashcard Review Book  Investment Planning  2nd Edition

Download or read book CFP Certification Exam Flashcard Review Book Investment Planning 2nd Edition written by Matthew Brandeburg and published by . This book was released on 2013-02-14 with total page 150 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

Book CFP Certification Exam Flashcard Review Book  Retirement and Employee Benefits  2nd Edition

Download or read book CFP Certification Exam Flashcard Review Book Retirement and Employee Benefits 2nd Edition written by Matthew Brandeburg and published by . This book was released on 2013-02-14 with total page 122 pages. Available in PDF, EPUB and Kindle. Book excerpt: CFP Certification Exam Flashcard Review Book: Retirement & Employee Benefits 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 Retirement Topics Include: - Qualified retirement plans - Retirement needs analysis - Retirement plan distribution rules - Retirement plan suitability - Social security - Types of retirement plans CFP Employee Benefit Topics Include: - Employee fringe benefits - Group disability insurance - Group health insurance - Group life insurance - Nonqualified deferred compensation - Stock options

Book CFP Certification Exam Flashcard Review Book

Download or read book CFP Certification Exam Flashcard Review Book written by Matthew Brandeburg and published by . This book was released on 2016-03-18 with total page 150 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

Book CFP Certification Exam Flashcard Review Book

Download or read book CFP Certification Exam Flashcard Review Book written by Matthew Brandeburg and published by . This book was released on 2014-04-02 with total page 150 pages. Available in PDF, EPUB and Kindle. Book excerpt: *** 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

Book CFP Certification Exam Flashcard Review Book

Download or read book CFP Certification Exam Flashcard Review Book written by Matthew Brandeburg and published by . This book was released on 2016-03-18 with total page 124 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2016 Edition CFP Certification Exam Flashcard Review Book: Retirement & Employee Benefits 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 Retirement Topics Include: - Qualified retirement plans - Retirement needs analysis - Retirement plan distribution rules - Retirement plan suitability - Social security - Types of retirement plans CFP Employee Benefit Topics Include: - Employee fringe benefits - Group disability insurance - Group health insurance - Group life insurance - Nonqualified deferred compensation - Stock options

Book CFP Certification Exam Practice Question Workbook

Download or read book CFP Certification Exam Practice Question Workbook written by Matthew Brandeburg and published by . This book was released on 2016-03-14 with total page 366 pages. Available in PDF, EPUB and Kindle. Book excerpt: One thousand comprehensive practice questions, accompanied by detailed solutions, to prepare test-takers for the 6-hour CFP certification exam, including two 200-question comprehensive practice tests and 100 practice questions each for the subjects: General principles, Insurance, Tax planning, Investments, Retirement and employee benefits and Estate planning.

Book CFP Certification Exam Flashcard Review Book

Download or read book CFP Certification Exam Flashcard Review Book written by Matthew Brandeburg and published by . This book was released on 2014-04-02 with total page 124 pages. Available in PDF, EPUB and Kindle. Book excerpt: *** UPDATED FOR 2014*** CFP Certification Exam Flashcard Review Book: Retirement & Employee Benefits 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 Retirement Topics Include: - Qualified retirement plans - Retirement needs analysis - Retirement plan distribution rules - Retirement plan suitability - Social security - Types of retirement plans CFP Employee Benefit Topics Include: - Employee fringe benefits - Group disability insurance - Group health insurance - Group life insurance - Nonqualified deferred compensation - Stock options

Book CFP Certification Exam Flashcard Review Book  Insurance   General Principles  2019 Edition

Download or read book CFP Certification Exam Flashcard Review Book Insurance General Principles 2019 Edition written by Matthew Brandeburg and published by Coventry House Publishing. This book was released on 2019-03-04 with total page 186 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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."

Book CFP Certification Exam Practice Question Workbook

Download or read book CFP Certification Exam Practice Question Workbook written by Matthew Brandeburg and published by . This book was released on 2018-03-10 with total page 368 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. We are in the process of updating this title to include those changes and we will update this message when they are complete. 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 Written by the author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Flashcard Review Books"

Book CFP Certification Exam Flashcard Review Book

Download or read book CFP Certification Exam Flashcard Review Book written by Matthew Brandeburg and published by . This book was released on 2014-04-02 with total page 184 pages. Available in PDF, EPUB and Kindle. Book excerpt: *** 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

Book CFP Certification Exam Practice Question Workbook

Download or read book CFP Certification Exam Practice Question Workbook written by Matthew Brandeburg and published by Coventry House Publishing. This book was released on 2019-04-10 with total page 368 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book has been fully updated based on the Tax Cuts and Jobs Act of 2017. 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 Written by the author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Flashcard Review Books"

Book CFP Certification Exam Flashcard Review Book

Download or read book CFP Certification Exam Flashcard Review Book written by Matthew Brandeburg and published by . This book was released on 2017-03-25 with total page 186 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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