ENGLISH

The Financial Planning Competency Handbook

By CFP Board

Book information

Publisher
Wiley
Year
2013
ISBN
9781118677636, 9781118560860, 9781118677582, 9781118677858, 2013006530
Language
english
Format
EPUB
Filesize
4 MB (3878624 bytes)
Series
Wiley Finance
Pages
\0
Time added
2023-01-21 18:35:18
Business; Finance; Nonfiction; BUS027000

Description

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 CounselingAnd more

Similar books