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CFP Board financial planning competency handbook /

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 practitioners looking to better serve their clients. This fully updated second edition includes brand new c...

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Detalles Bibliográficos
Clasificación:	Libro Electrónico
Autor Corporativo:	Certified Financial Planner Board of Standards
Formato:	Electrónico eBook
Idioma:	Inglés
Publicado:	Hoboken, New Jersey : John Wiley & Sons, Inc., [2015]
Edición:	Second edition.
Temas:	Financial planners. Investment advisors. Finance, Personal. Financial planning industry. Planificateurs financiers. Conseillers en placements. Planification financière personnelle. investment counsels. BUSINESS & ECONOMICS > Finance. Finance, Personal Financial planners Financial planning industry Investment advisors
Acceso en línea:	Texto completo

Tabla de Contenidos:

CFP Board Financial Planning Competency Handbook
Contents
Acknowledgments
About the Book
Preface
Notes
About the Practice Questions
About the Contributors
Part One Introduction
Chapter 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
Chapter 2 Function, Purpose, and Regulation of Financial Institutions
Connections Diagram
Introduction
Learning Objective
Rationale
In Class
Professional Practice Capabilities
In Practice
Rebecca
Janie
Notes
Chapter 3 Financial Services Regulations and Requirements
Connections Diagram
Introduction
Learning Objectives
Rationale
In Class
Professional Practice Capabilities
In Practice
Shaylea
Jorge
Notes
Chapter 4 Consumer Protection Laws
Connections Diagram
Introduction
Learning Objective
Rationale
In Class
Professional Practice Capabilities
In Practice
Sarah
Wilma
Notes
Chapter 5 Fiduciary
Connections Diagram
Introduction
Learning Objective
In Class
Professional Practice Capabilities
In Practice
Amanda
Chapter 6 Financial Planning Process
Connections Diagram
Introduction
Learning Objectives
Rationale
In Class
Professional Practice Capabilities
In Practice
Prospective Client
Kariga
Notes
Chapter 7 Financial Statements
Connections Diagram
Introduction
Learning Objectives
DuPont System
In Class
Professional Practice Capabilities
In Practice
Patricia
Notes
Chapter 8 Cash Flow Management
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities.
In Practice
Thomas
Joseph
Chapter 9 Financing Strategies
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Clarence and Robin
Stanley and Simone
Chapter 10 Economic Concepts
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Pema
Notes
Chapter 11 Time Value of Money
Connections Diagram
Introduction
Ordinary Annuities and Annuities Due
Even and Uneven Cash Flows
Serial Payments
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Brad and Emily
Alba and Douglas
David
Note
Chapter 12 Client and Planner Attitudes, Values, Biases, and Behavioral Finance
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Myra
Myra's Learning Style
Notes
Chapter 13 Principles of Communication and Counseling
Connections Diagram
Introduction
Learning Objectives
Rationale
In Class
Professional Practice Capabilities
In Practice
Haley
Mr. and Mrs. Jones
Notes
Chapter 14 Debt Management
Connections Diagram
Overview
Learning Objectives
Rationale
In Class
Professional Practice Capabilities
In Practice
The Home Purchase Decision
Funding College Expenses: The Debt Dilemma
Chapter 15 Education Needs Analysis
Connections Diagram
Introduction
Needs Analysis Calculation
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Stephanie and Ryan
Chapter 16 Education Savings Vehicles
Connections Diagram
Introduction
529 College Savings Plan
The Health and Education Exclusion Trust
Traditional or Roth IRA.
Coverdell Education Savings Accounts (CESA)
Series EE and Series I Savings Bond
Variable Universal Life Insurance (VUL)
Crummey Trust
UGMA/UTMA Assets
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Ben and Colleen
Chapter 17 Financial Aid (Education)
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Betsy
Joel and Charmaine
Chapter 18 Gift and Income Tax Strategies (Education)
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Mason and Emily
Henry and Jasper
Chapter 19 Education Financing
Connections Diagram
Introduction
Learning Objective
In Class
Professional Practice Capabilities
In Practice
Marcus and Stacey
Shaun and Tyler
Chapter 20 Principles of Risk and Insurance
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Marilyn and Jonathan
Skyla and Brent
Nancy
Notes
Chapter 21 Analysis and Evaluation of Risk Exposures
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Marie and George
Franklin
Chapter 22 Health Insurance and Health Care Cost Management
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Jacob
Aretha
Carlos
Note
Chapter 23 Disability Income Insurance (Individual)
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Patricia
William
Notes
Chapter 24 Long-Term Care Insurance
Connections Diagram
Introduction
Learning Objectives.
In Class
Professional Practice Capabilities
In Practice
Dale and Jaquatta
Madeline
Emma and Donald
Notes
Chapter 25 Annuities
Connection Diagram
Introduction
Frequency of Contributions
Distribution Alternatives
Distribution Options
Investment Options
Taxation of Annuities
During Accumulation
During Distribution
Fees and Charges in Annuities
Pension Protection Act of 2006
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Ann
Notes
Chapter 26 Life Insurance (Individual)
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Miriam
Georgette and Willem
Notes
Chapter 27 Business Uses of Insurance
Connections Diagram
Introduction
Learning Objectives
In Class
Business Transfer and Key Person Protection
Non-Qualified Benefits
Professional Practice Capabilities
Business Transfer
Non-Qualified Benefits
In Practice
Zhang Wei and Li Yin
Rafael and Angela
Dan, Cindy, and Sean
Jim
Notes
Chapter 28 Insurance Needs Analysis
Connections Diagram
Introduction
Learning Objective
In Class
Professional Practice Capabilities
In Practice
Marie and Steve
Chapter 29 Insurance Policy and Company Selection
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Stuart and Liza
Chapter 30 Property and Casualty Insurance
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Cheyenne and Elijah
Chrysanthos
Note
Chapter 31 Characteristics, Uses, and Taxation of Investment Vehicles
Connections Diagram
Introduction
Learning Objectives
In Class.
Professional Practice Capabilities
In Practice
Rebecca
Mike
Note
Chapter 32 Types of Investment Risk
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Rosemary and James
Chapter 33 Quantitative Investment Concepts
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Rodolfo and Henrietta
Chapter 34 Measures of Investment Returns
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Robert and Mary
Note
Chapter 35 Asset Allocation and Portfolio Diversification
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Harry
Missy
Notes
Chapter 36 Bond and Stock Valuation Concepts
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Georgette
Tobe and Steve
Notes
Chapter 37 Portfolio Development and Analysis
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
Robert and April
Chapter 38 Investment Strategies
Connections Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
George
Kenneth
Chapter 39 Alternative Investments
Connections Diagram
Introduction
Learning Objective
In Class
Professional Practice Capabilities
In Practice
Sabrina and Evan
Chapter 40 Fundamental Tax Law
Connection Diagram
Introduction
Learning Objectives
In Class
Professional Practice Capabilities
In Practice
John and Susan
Jose and Alexandra
Gloria.

CFP Board financial planning competency handbook /

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