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Acknowledgments. <p>Chapter 1 General Principles of Financial Planning.</p> <p>Chapter 2 Insurance Planning and Risk Management.</p> <p>Chapter 3 Employee Benefits Planning.</p> <p>Chapter 4 Investment Planning.</p> <p>Chapter 5 Income Tax Planning.</p> <p>Chapter 6 Retirement Planning.</p> <p>Chapter 7 Estate Planning.</p> <p>Index.</p>

<b>Jeffrey H. Rattiner</b> is a well-known author of eight major financial books, including the bestseller, Getting Started as a Financial Planner, published by Bloomberg. Rattiner is a recognizable name in the financial industry whose Rattiner's Financial Planning Fast Track®, Inc. is a leading provider of full course CFP® exam training, nationwide. He works with many large financial services organizations, is a columnist for Financial Advisor magazine, has been named to the 2003 CPA All-Stars in Personal Financial Planning by CPA Magazine, and has been quoted in many trade and consumer publications.

<b>A CFP Study Guide that deliverswhat you need to succeed!</b> <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. Now, in a Second Edition, it covers some of the most important disciplines of financial planning—insurance, employee benefit, investment, income tax, retirement, estate, and general planning—and provides a no-nonsense approach to studying that includes:</p> <ul> <li> <div>A highly logical and candidate-friendly format</div> </li> <li> <div>An in-depth outline of core essentials</div> </li> <li> <div>Explanations of all relevant exposures complete with solutions and practical examples</div> </li> <li> <div>Key points, exam tips, multiple-choice, and mini–case study questions</div> </li> <li> <div>Mnemonic devices and study techniques to reinforce key points</div> </li> <li> <div>A format that directly parallels the CFP® Board's topic requirements</div> </li> </ul> <p>The Second Edition adds new multiple-choice questions that correlate to the testing and understanding of the new curriculum established by the Certified Financial Planning Board as well as eighty-nine all-new topics related to the new CFP Board Exam.</p> <p>For students who have been through the traditional CFP educational programs and want a book that brings it all together, <i>Rattiner's Review for the CFP Certification Examination, Fast Track Study Guide</i>, Second Edition keeps students organized, on track, and focused on what they need to succeed. In addition to its value as a quick-reference guide to complement all CFP texts and self-study materials, the <i>Guide</i> also serves as an important one-stop resource for financial services professionals who want information in a hurry.</p>

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