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The Financial Planning Competency Handbook

 - The Financial Planning Competency Handbook, ebook

124,00€

Ebook, ePUB with Adobe DRM
ISBN: 9781118677636
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Printing230 pages with an additional page accrued every 4 hours, capped at 230 pages
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Whether you’re studying to become a financial planner or a practitioner looking for a comprehensive reference to help serve your clients' needs, this is the ultimate guide. Developed by Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Competency Handbook gives you everything you need to meet the daily challenges of your current or future profession.

This all-inclusive handbook covers the entire list of nearly 90 vital topics on integrated financial planning, including such major components as:

  • General Principles of Finance and Financial Planning
  • Insurance Planning
  • Employee Benefits Planning
  • Investment and Securities Planning
  • State and Federal Income Tax Planning
  • Estate Tax, Gift Tax, and Transfer Tax Planning
  • Retirement Planning
  • Estate Planning
  • Principles of Communication and Counseling
  • And more

Keywords: General Finance & Investments

Publisher
John Wiley and Sons, Inc.
Publication year
2013
Language
en
Edition
1
Series
Wiley Finance
Page amount
768 pages
Category
Economy
Format
Ebook
eISBN (ePUB)
9781118677636
Printed ISBN
9781118560860

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