Cfp Certification Exam Flashcard Review Book Retirement Employee Benefits 2019 Edition
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Author | : Matthew Brandeburg |
Publisher | : Coventry House Publishing |
Total Pages | : 124 |
Release | : 2019-03-04 |
Genre | : Business & Economics |
ISBN | : 9781733591188 |
This book has been fully updated based on the Tax Cuts and Jobs Act of 2017. 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. 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 optionss Written by the author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Practice Question Workbook."
Author | : Matthew Brandeburg |
Publisher | : |
Total Pages | : 122 |
Release | : 2013-02-14 |
Genre | : Certified Financial Planner Examination |
ISBN | : 9780615767871 |
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
Author | : Matthew Brandeburg |
Publisher | : Coventry House Publishing |
Total Pages | : 402 |
Release | : 2019-04-10 |
Genre | : Education |
ISBN | : |
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
Author | : Matthew Brandeburg |
Publisher | : Coventry House Publishing |
Total Pages | : 110 |
Release | : 2019-03-04 |
Genre | : Business & Economics |
ISBN | : 9781733591195 |
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."
Author | : Matthew Brandeburg |
Publisher | : Coventry House Publishing |
Total Pages | : 186 |
Release | : 2019-03-04 |
Genre | : Business & Economics |
ISBN | : 9781733591157 |
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."
Author | : Matthew Brandeburg |
Publisher | : |
Total Pages | : 156 |
Release | : 2019-03-23 |
Genre | : Business & Economics |
ISBN | : 9781733837705 |
This book has been fully updated based on the Tax Cuts and Jobs Act of 2017. 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"
Author | : Matthew Brandeburg |
Publisher | : |
Total Pages | : 366 |
Release | : 2016-03-14 |
Genre | : Certified Financial Planner Examination |
ISBN | : 9780692661239 |
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.
Author | : Matthew Brandeburg |
Publisher | : |
Total Pages | : 366 |
Release | : 2015-03-20 |
Genre | : Certified Financial Planner Examination |
ISBN | : 9780692408711 |
"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. 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."--Back cover.
Author | : Matthew Brandeburg |
Publisher | : |
Total Pages | : 368 |
Release | : 2018-03-10 |
Genre | : Certified Financial Planner Examination |
ISBN | : 9780999510582 |
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"
Author | : Matthew Brandeburg |
Publisher | : |
Total Pages | : 186 |
Release | : 2017-03-25 |
Genre | : Certified Financial Planner Examination |
ISBN | : 9780997952780 |
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