Rattiner’s Review for the CFP Certification Examination: Fast Track, Study Guide, Third Edition | by Jeffrey H. Rattiner | 2009 | ISBN: 9780470436288. Financial Planning Practice Standards. Strategic Investment Planning.
Rattiner’s Review for the CFP Certification Examination: Fast Track, Study Guide, Third Edition
by Jeffrey H. Rattiner
2009 (456 pages)
ISBN:9780470436288
An indispensable study tool for students who have already been through traditional CFP educational programming, this guide distills the bare-bones essentials you need to know to pass this challenging exam, all in a logical and easy-to-absorb manner.
Get this PDF EBook by clicking below: |
Rattiner’s Review for the CFP Certification Examination Fast Track Study Guide, Third Edition
Chapter 1 – General Principles of Financial Planning
Topic 1: Financial Planning Process
Topic 2: CFP Board’s Code of Ethics and Professional Responsibility and Disciplinary Rules and Procedures
Topic 3: Statement of Purpose for Financial Planning Practice Standards
Topic 4: Financial Statements
Topic 5: Cash Flow Management
Topic 6: Financing Strategies
Topic 7: Function, Purpose, and Regulation of Financial Institutions
Topic 8: Education Planning
Topic 9: Financialc Planning for Special Circumstances
Topic 10: Economic Concepts
Topic 11: Time Value of Money Concepts and Calculations
Topic 12: Financial Services Regulations and Requirements
Topic 13: Business Law
Topic 14: Consumer Protection Laws
Multiple-Choice Questions
Chapter 2 – Insurance Planning and Risk Management
Topic 15: Principles of Risk and Insurance
Topic 16: Analysis and Evaluation of Risk Exposures
Topic 17: Property, Casualty and Liability Insurance
Topic 18: Health Insurance and Health Care Cost Management (Individual)
Topic 19: Disability Income Insurance (Individual)
Topic 20: Long-Term Care Insurance (Individual)
Topic 21: Life Insurance (Individual)
Topic 22: Income Taxation of Life Insurance
Topic 23: Business Uses of Insurance
Topic 24: Insurance Needs Analysis
Topic 25: Insurance Policy and Company Selection
Topic 26: Annuities
Multiple-Choice Questions
Chapter 3 – Employee Benefits Planning
Topic 27: Group Life Insurance
Topic 28: Group Disability Insurance
Topic 29: Group Medical Insurance
Topic 30: Other Employee Benefits
Topic 31: Employee Stock Options
Topic 32: Stock Plans
Topic 33: Nonqualified Deferred Compensation
Multiple-Choice Questions
Chapter 4 – Investment Planning
Topic 34: Characteristics, Uses, and Taxation of Investment Vehicles
Topic 35: Types of Investment Risk
Topic 36: Quantitative Investment Concepts
Topic 37: Measures of Investment Returns
Topic 38: Bond and Stock Valuation Methods
Topic 39: Investment Theory
Topic 40: Portfolio Development and Analysis
Topic 41: Investment Strategies
Topic 42: Asset Allocation and Portfolio Diversification
Topic 43: Asset Pricing Models
Multiple-Choice Questions
Chapter 5 – Income Tax Planning
Topic 44: Income Tax Law Fundamentals
Topic 45: Tax Compliance
Topic 46: Income Tax Fundamentals and Calculations
Topic 47: Tax Accounting Methods
Topic 48: Characteristics and Income Taxation of Business Entities
Topic 49: Income Taxation of Trusts and Estates
Topic 50: Basis
Topic 51: Depreciation/Cost Recovery Concepts
Topic 52: Tax Consequences of Like-Kind Exchanges
Topic 53: Tax Consequences of Gain or Loss on Sale of Assets
Topic 54: Alternative Minimum Tax (AMT)
Topic 55: Tax Reduction/Management Techniques
Topic 56: Passive Activity and At-Risk Rules
Topic 57: Tax Implications of Special Circumstances
Topic 58: Charitable Contributions and Deductions
Multiple-Choice Questions
Chapter 6 – Retirement Planning
Topic 59: Retirement Needs Analysis
Topic 60: Social Security
Topic 61: Types of Retirement Plans
Topic 62: Qualified Plan Rules and Options
Topic 63: Other Tax-Advantaged Retirement Plans
Topic 64: Regulatory Considerations
Topic 65: Key Factors Affecting Plan Selection for Businesses
Topic 66: Investment Considerations for Retirement Plans
Topic 67: Distribution Rules, Alternatives, and Taxation
Multiple-Choice Questions
Chapter 7 – Estate Planning
Topic 68: Characteristics and Consequences of Property Titling
Topic 69: Methods of Property Transfer at Death
Topic 70: Estate Planning Documents
Topic 71: Gifting Strategies
Topic 72: Gift Taxation and Compliance
Topic 73: Incapacity Planning
Topic 74: Estate Tax Calculation and Compliance
Topic 75: Sources for Estate Liquidity
Topic 76: Powers of Appointment
Topic 77: Types, Features, and Taxation of Trusts
Topic 78: Qualified Interest Trusts
Topic 79: Charitable Transfers
Topic 80: Use of Life Insurance in Estate Planning
Topic 81: Valuation Issues
Topic 82: Marital Deduction
Topic 83: Deferral and Minimization of Estate Taxes
Topic 84: Intrafamily and Other Business Transfer Techniques
Topic 85: Generation-Skipping Transfer Tax (GSTT)
Topic 86: Fiduciaries
Topic 87: Income In Respect of a Decedent (IRD)
Topic 88: Postmortem Estate Planning Techniques
Topic 89: Estate Planning for Nontraditional Relationships
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