Details

<p>Acknowledgments v</p> <p>Chapter 1 General Principles of Financial Planning 1</p> <p>Chapter 2 Insurance Planning and Risk Management 55</p> <p>Chapter 3 Employee Benefits Planning 115</p> <p>Chapter 4 Investment Planning 141</p> <p>Chapter 5 Income Tax Planning 211</p> <p>Chapter 6 Retirement Planning 283</p> <p>Chapter 7 Estate Planning 353</p> <p>Index 445</p>

<p><b>JEFFREY H. RATTINER</b>, a leader in the Certified Financial Planning field, is a provider of CFP training courses and author of eight books on CFP, including the bestseller <i>Getting Started as a Financial Planner</i>, published by Bloomberg. Rattiner is a recognizable name in the financial industry whose live training program, "Rattiner's Financial Planning Fast Track", is one of the leading full- course CFP exam training, nationwide. He works with many large financial services organizations, is a frequent industry speaker, has been named to the CPA All-Stars in Personal Financial Planning as reported in <i>CPA Magazine</i>, and has been quoted in many trade and consumer publications.

<ul> <li>Covers the essentials needed to pass the CFP^® Certification Examination</li> <li>Supplements financial planning classes, texts, and self-study materials</li> <li>A one-stop desk reference for all financial services professionals</li> </ul> <p><b>The proven CFP Study Guide that delivers just what you need to succeed!</b> <p>A quick-study guide for candidates preparing to take the CFP Certification Examination, <i>Rattiner's Review for the CFP</i>^® <i> Certification Examination</i> distills the bare-bones essentials you need to know to pass this challenging exam, all in a logical and easy-to-absorb manner. <p>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, retirement, and estate planning. Each discipline contains short and concise statements emphasizing key points through mnemonic devices, study tips, and other established test-taking methods that provide helpful hints. <p><i>Rattiner's Review for the CFP</i>^®<i> Certification Examination, Third Edition</i> has been thoroughly updated to include: <ul> <li>A new chapter on Test-Taking Techniques that shows you how to prepare and take the CFP Exam, emphasizing detailed or long approach and short or concise approach</li> <li>Reviews from recent CFP Exam students who compare the CFP Board curriculum to this <i>Third Edition</i>, ensuring that all topics are covered adequately</li> <li>New, easy-to-follow flowcharts at the beginning of each chapter highlight the macro level perspective of each subject discipline</li> <li>Basic calculator keystrokes for investment math, retirement, life, and education needs analysis, and other important calculations</li> <li>New multiple-choice questions as well as new charts and tables for quick memorizations</li> <li>New acronyms to help put things into a simplified perspective and help students tie back to the big picture flowchart</li> </ul> <p>Perfect as a quick-reference guide to complement all CFP texts and self-study materials, it also serves as an important one-stop resource for financial services professionals who want information in a hurry. <p>Stay organized, on track, and focused with <i>Rattiner's Review for the CFP</i>^®<i> Certification Examination, Third Edition.</i>

US