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CFP Board Financial Planning Competency Handbook

Publisher: [Erscheinungsort nicht ermittelbar] Wiley 2015
Series: Wiley Finance
Edition/Format:   eBook : Document : English : 2nd ed
Summary:

The official CFP guide for career excellence CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for  Read more...

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Genre/Form: Electronic books
Material Type: Document, Internet resource
Document Type: Internet Resource, Computer File
ISBN: 9781119094968 1119094968
OCLC Number: 1034802811
Notes: IMD-Felder maschinell generiert
PROFESSIONAL PRACTICE CAPABILITIES.
Description: Online-Ressource (892 Seiten)
Contents: Series; Title page; Copyright; Acknowledgments; About the Book; Preface; NOTES; About the Practice Questions; About the Contributors; PART ONE Introduction; 1 Theory and Practice; PART ONE; CHAPTER INTRODUCTIONS; STUDENT-CENTERED LEARNING OBJECTIVES BASED ON CFP BOARD PRINCIPAL TOPICS; IN CLASS; BLOOM'S TAXONOMY; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; PART TWO; PART THREE; NOTES; 2 Function, Purpose, and Regulation of Financial Institutions; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVE; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES. 3 Financial Services Regulations and RequirementsCONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 4 Consumer Protection Laws; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVE; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 5 Fiduciary; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVE; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 6 Financial Planning Process; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES. 7 Financial StatementsCONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 8 Cash Flow Management; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 9 Financing Strategies; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 10 Economic Concepts; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 11 Time Value of Money. CONNECTIONS DIAGRAMINTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTE; 12 Client and Planner Attitudes, Values, Biases, and Behavioral Finance; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 13 Principles of Communication and Counseling; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 14 Debt Management; CONNECTIONS DIAGRAM; OVERVIEW; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES. IN PRACTICE15 Education Needs Analysis; CONNECTIONS DIAGRAM; INTRODUCTION; NEEDS ANALYSIS CALCULATION; LEARNING OBJECTIVES:; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 16 Education Savings Vehicles; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 17 Financial Aid (Education); CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 18 Gift and Income Tax Strategies (Education); CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS.
Series Title: Wiley Finance

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