Mastering the CFP Exam: A Comprehensive Guide to Financial Planning Certification

Mastering the CFP Exam: A Comprehensive Guide to Financial Planning Certification

Table of Contents:

Chapter 1: Introduction to the CFP Certification
Chapter 2: Financial Planning Principles and Ethics
Chapter 3: General Principles of Financial Planning
Chapter 4: Risk Management and Insurance Planning
Chapter 5: Investment Planning
Chapter 6: Tax Planning and Management
Chapter 7: Retirement Savings and Income Planning
Chapter 8: Estate Planning
Chapter 9: Financial Planning for Special Circumstances
Chapter 10: Ethics and Professional Responsibilities in Financial Planning
Chapter 11: Client Relationships and Effective Financial Planning Services
Chapter 12: CFP Exam Preparation and Test-Taking Strategies


Author: Innoware Pjp
Publisher: Independently Published
Published: 07/09/2023
Pages: 62
Binding Type: Paperback
Weight: 0.21lbs
Size: 9.00h x 6.00w x 0.13d
ISBN: 9798851629075

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