Financial Planning Competency Handbook.

Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Board, CFP
Formato: Electrónico eBook
Idioma:Inglés
Publicado: New York : Wiley, 2015.
Edición:2nd ed.
Temas:
Finance, Personal.
Finance, Personal
Acceso en línea:Texto completo
Tabla de Contenidos:
  • 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.

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