Details

Preface. <p>General Principles of Financial Planning.</p> <p>Insurance Planning and Risk Management.</p> <p>Employee Benefits Planning.</p> <p>Investment Planning.</p> <p>Income Tax Planning.</p> <p>Retirement Planning.</p> <p>Estate Planning.</p> <p>Bibliography.</p>

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.

A CFP® Study Guide that delivers what you need to succeed! <p>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:</p> <ul> <li>A highly logical and efficient format</li> <li>An in-depth outline of core essentials</li> <li>Explanations of all relevant exposures complete with solutions and practical examples</li> <li>Key points, exam tips, multiple choice, and mini—case study questions</li> <li>Mnemonic devices and study techniques to reinforce key points</li> <li>A format that directly parallels the CFP Board’s topic requirements</li> </ul> <p>For students who have been through the traditional CFP® educational programs and want a book that brings it all together, Rattiner’s Review for the CFP® Certification Examination, Fast Track Study Guide keeps students organized, on track, and focused on what they need to succeed. In addition to its value as a quick-reference guide to supplement all CFP® texts and self-study materials, the Guide also serves as an important one-stop resource for financial services professionals who want information in a hurry.</p> <p>"Jeff Rattiner has developed yet another valuable addition to our profession. Rattiner’s Review for the CFP® Certification Examination develops an excellent, comprehensive framework to prepare a student for the CFP® exam. The breadth and thoroughness of this book encompassing all 101 topics necessary for mastery will help students excel in their test preparations. "<br /> –Stephen P. Wetzel, CFP®<br /> Program Director and Adjunct Professor, New York University’s CFP® program</p> <p>"I commend Jeff for providing relevant information in a clear and understandable manner for anyone in or thinking of entering the financial planning field. The book brings the Certified Financial Planner Board of Standards education required 101 topics into focus. I definitely recommend the book to anyone preparing for the national certified financial planner examination."<br /> –Kenneth M. Huggins, PhD, CFP®<br /> Chair, Finance Department<br /> Director, Financial Planning Certificate Program<br /> Metropolitan State College of Denver</p>

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