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Mastering the CFP Exam

- A Comprehensive Guide to Financial Planning Certification

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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

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  • Sprog:
  • Engelsk
  • ISBN:
  • 9798851629075
  • Indbinding:
  • Paperback
  • Sideantal:
  • 62
  • Udgivet:
  • 9. juli 2023
  • Størrelse:
  • 152x229x3 mm.
  • Vægt:
  • 95 g.
  • 8-11 hverdage.
  • 9. december 2024
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Beskrivelse af Mastering the CFP Exam

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

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