Reference Guide for Financial Planners 2012
Financial Planners Desk Reference 2012eBook - 2012
We designed this book as a reference guide for professionals serving clients on a wide variety of individual financial issues. Although we elected to follow the comprehensive 78 topics tested on the CFP Certification Examination, insurance and securities professionals have also found this reference guide to be extremely helpful in serving their clients. This book will help you stay up-to-date because it includes the 2012 key facts and figures you need to serve your clients. The topics covered in this guide include the following areas: ? Financial Planning ? Insurance Planning ? Investment Planning ? Income Tax Planning ? Retirement Planning ? Estate Planning ? Interpersonal Communication ? Professional Conduct and Fiduciary Responsibility. While there is some overlap and repetition of material among the topics, this repetition is a result of the interrelated issues of comprehensive financial planning. We hope the concise but complete treatment of each topic will help save you valuable time in serving your clients.
Publisher: [Place of publication not identified] : Keir Educational Resources, 2012.
Characteristics: 1 online resource (769 p.)