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    The Financial Planning Competency Handbook
    Unavailable
    The Financial Planning Competency Handbook
    Unavailable
    The Financial Planning Competency Handbook
    Ebook1,411 pages12 hours

    The Financial Planning Competency Handbook

    By CFP Board

    ()

    Currently unavailable

    Currently unavailable

    About this ebook

    Whether you’re studying to become a financial planner or apractitioner looking for a comprehensive reference to help serveyour clients' needs, this is the ultimate guide. Developed byCertified Financial Planner Board of Standards, Inc. (CFP Board),the Financial Planning Competency Handbook gives youeverything you need to meet the daily challenges of your current orfuture profession.

    This all-inclusive handbook covers the entire list of nearly 90vital topics on integrated financial planning, including such majorcomponents 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
    LanguageEnglish
    PublisherWiley
    Release dateApr 3, 2013
    ISBN9781118677636
    Unavailable
    The Financial Planning Competency Handbook

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