Book description
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, 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.
Rattiner's Review for the CFP® Certification Examination, Third
Edition has been thoroughly updated to include:
- Reviews from recent CFP Exam students who compare the CFP Board
curriculum to this Third Edition, ensuring that all topics are
covered adequately
- New, easy-to-follow flowcharts at the beginning of each chapter
highlight the macro level perspective of each subject discipline
- Basic calculator keystrokes for investment math, retirement,
life, and education needs analysis, and other important calculations
- New multiple-choice questions as well as new charts and tables
for quick memorizations
- New acronyms to help put things into a simplified perspective
and help students tie back to the big picture flowchart
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.
Stay organized, on track, and focused with Rattiner's Review for
the CFP® Certification Examination, Third Edition.
Jeffrey H. Rattiner, 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 Getting
Started as a Financial Planner, 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 CPA Magazine, and has been
quoted in many trade and consumer publications.
