Jeffrey H. Rattiner

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

• Format: PDF

Produktbeschreibung

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!

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Produktdetails

• Verlag: John Wiley & Sons
• Seitenzahl: 368
• Erscheinungstermin: 5. August 2003
• Englisch
• ISBN-13: 9780471468486
• Artikelnr.: 38205169

Autorenporträt

JEFFREY H. RATTINER, CPA, CFP® , MBA, RFC, is President of the JR Financial Group, a multipurpose holding company serving both consumers and the financial services industry. He has been a leading trainer for financial services companies such as Wells Fargo, SunAmerica, Merrill Lynch, Schwab, the AICPA, and TIAA-CREF. In addition to being Editor in Chief for Personal Financial Planning Monthly, Mr. Rattiner is a columnist for Financial Planning magazine and editor of Personal Financial Planning Journal, which reaches over 5,000 financial planners annually.