The Financial Planning Competency Handbook
By:
Sign Up Now!
Already a Member? Log In
You must be logged into Bookshare to access this title.
Learn about membership options,
or view our freely available titles.
- Synopsis
- 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 PlanningInsurance PlanningEmployee Benefits PlanningInvestment and Securities PlanningState and Federal Income Tax PlanningEstate Tax, Gift Tax, and Transfer Tax PlanningRetirement PlanningEstate PlanningPrinciples of Communication and CounselingAnd more
- Copyright:
- 1807
Book Details
- Book Quality:
- Publisher Quality
- ISBN-13:
- 9781118677636
- Related ISBNs:
- 9781118560860
- Publisher:
- Wiley
- Date of Addition:
- 06/17/14
- Copyrighted By:
- John Wiley & Sons
- Adult content:
- No
- Language:
- English
- Has Image Descriptions:
- No
- Categories:
- Nonfiction, Business and Finance
- Submitted By:
- Bookshare Staff
- Usage Restrictions:
- This is a copyrighted book.