The financial planning competency handbook / Certified Financial Planner Board of Standards, Inc. ; Charles R. Chaffan, EdD, Editor

Author : Certified Financial Planner Board of Standards
Rating :
The financial planning competency handbook / Certi...

Whether you’re studying to become a financial planner 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.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 PlanningInsurance PlanningEmployee Benefits PlanningInvestment and Securities PlanningState and Federal Income Tax PlanningEstate Tax, Gift Tax, and Transfer Tax PlanningRetirement PlanningEstate PlanningPrinciples of Communication and Counseling And more

Publisher : Hoboken New Jersey : Wiley
Publish Year : 2013
Page : xxviii, 735 pages
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