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Mastering the CFP Exam: A Comprehensive Guide to Financial Planning Certification

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  • Format
  • Bog, hæftet
  • Engelsk
  • 62 sider

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Mastering the CFP Exam: A Comprehensive Guide to Financial Planning Certification

Table of Contents:

Chapter 1: Introduction to the CFP Certification

Chapter 2: Financial Planning Principles and Ethics

Chapter 3: General Principles of Financial Planning

Chapter 4: Risk Management and Insurance Planning

Chapter 5: Investment Planning

Chapter 6: Tax Planning and Management

Chapter 7: Retirement Savings and Income Planning

Chapter 8: Estate Planning

Chapter 9: Financial Planning for Special Circumstances

Chapter 10: Ethics and Professional Responsibilities in Financial Planning

Chapter 11: Client Relationships and Effective Financial Planning Services

Chapter 12: CFP Exam Preparation and Test-Taking Strategies

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    22,9 cm

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