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Client Psychology
  • Language: en
  • Pages: 336

Client Psychology

Client Psychology will be a book that explores the multitude of factors that impact individual financial success, including decision-making, health and marriage/family matters, psychology, behavioral finance, and a multitude of other factors that have a direct or indirect relationship to financial planning practice. This book, with a multitude of contributors from a variety of academic disciplines, will outline the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice (some chapters will build an argument based solely upon theory while other chapters will have exclusively practical applications).

Financial Planning Competency Handbook
  • Language: en
  • Pages: 944

Financial Planning Competency Handbook

The official guide for exam success and career excellence Financial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one–stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You′ll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed finan...

Rattiner's Review for the CFP(R) Certification Examination, Fast Track, Study Guide
  • Language: en
  • Pages: 416

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

The proven CFP Study Guide that delivers just what you need to succeed! A quick-study guide for candidates preparing to take the CFP Certification Examination, Rattiner's Review for the CFP® Certification Examination distills the bare-bones essentials you need to know to pass this challenging exam, all in a logical and easy-to-absorb manner. This indispensable study tool for students who have already been through traditional CFP educational programming—and just need a little extra help pulling it all together—provides a no-nonsense approach to studying for some of the most important disciplines of financial planning, including: PFP, insurance, employee benefit, investments, income tax, ...

Your Guide to the CFP Certification Exam
  • Language: en
  • Pages: 156

Your Guide to the CFP Certification Exam

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 • Unit summaries • 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

CFP Certification Exam Practice Question Workbook
  • Language: en
  • Pages: 366

CFP Certification Exam Practice Question Workbook

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

CFP Board Financial Planning Competency Handbook
  • Language: en
  • Pages: 944

CFP Board Financial Planning Competency Handbook

The official CFP guide for career excellence CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you ...

Financial Planning Answer
  • Language: en
  • Pages: 646

Financial Planning Answer

  • Type: Book
  • -
  • Published: 2009-10-23
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  • Publisher: John Kotre

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The Comprehensive Cfpr Exam Review Guide
  • Language: en
  • Pages: 860

The Comprehensive Cfpr Exam Review Guide

  • Type: Book
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  • Published: 2012-05
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  • Publisher: Unknown

Have you already completed a CFP Board-approved educational program? If so, you have had extensive exposure to all the topic areas covered by the CFP exam, and are ready to review! The Comprehensive CFP Exam Review Guide - a condensed manual that covers the eight Major Job Task Domains of the financial planning process as tested by the Board - focuses on the key content required for your passing the CFP exam, the first time! The Exam Review Guide is divided into thirty Modules, with five modules for each of the six topic areas: General Principles of Financial Planning Insurance Planning Investment Planning Income Tax Retirement Planning Estate Tax These topic areas are currently tested withi...

Why Are You Laughing?
  • Language: en
  • Pages: 196

Why Are You Laughing?

  • Type: Book
  • -
  • Published: 2009-04-01
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  • Publisher: AuthorHouse

Ditch the Doom and Gloom, and take a break with Why Are You Laughing? Here is an accumulation of anecdotes from the extensive career of Jim Knaus, nationally renowned financial planning expert. All stories are true, allegedly humorous and utterly memorable. Here are some reactions from prominent professionals: "What Was I Thinking?" is a phrase we've all used many times - but Jim Knaus' book, Why Are You Laughing? puts a new spin on it - and shows that Life doesn't always work that way; it's not always thinking that makes the difference; it's what we do - and how we do it - and whom we do it with - that counts. Jim's book will make you smile at all the silly pranks and things you wish you'd ...

Guide to CFP Certification
  • Language: en
  • Pages: 53

Guide to CFP Certification

  • Type: Book
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  • Published: 2001
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  • Publisher: Unknown

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