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Author Board, CFP
Title Financial Planning Competency Handbook
Imprint New York : Wiley, 2015
©2015
book jacket
Edition 2nd ed
Descript 1 online resource (892 pages)
text txt rdacontent
computer c rdamedia
online resource cr rdacarrier
Series Wiley Finance
Wiley Finance
Note Intro -- 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 Requirements -- CONNECTIONS 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 Statements -- CONNECTIONS 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 DIAGRAM -- INTRODUCTION -- 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 PRACTICE -- 15 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 -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 19 Education Financing -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVE -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 20 Principles of Risk and Insurance -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- NOTES -- 21 Analysis and Evaluation of Risk Exposures -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES
IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 22 Health Insurance and Health Care Cost Management -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- NOTE -- 23 Disability Income Insurance (Individual) -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- NOTES -- 24 Long-Term Care Insurance -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- NOTES -- 25 Annuities -- CONNECTION DIAGRAM -- INTRODUCTION -- FREQUENCY OF CONTRIBUTIONS -- DISTRIBUTION ALTERNATIVES -- DISTRIBUTION OPTIONS -- INVESTMENT OPTIONS -- TAXATION OF ANNUITIES -- FEES AND CHARGES IN ANNUITIES -- PENSION PROTECTION ACT OF 2006 -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- NOTES -- 26 Life Insurance (Individual) -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- NOTES -- 27 Business Uses of Insurance -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- NOTES -- 28 Insurance Needs Analysis -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVE -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 29 Insurance Policy and Company Selection -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 30 Property and Casualty Insurance -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- NOTE -- 31 Characteristics, Uses, and Taxation of Investment Vehicles -- CONNECTIONS DIAGRAM
INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- NOTE -- 32 Types of Investment Risk -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 33 Quantitative Investment Concepts -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 34 Measures of Investment Returns -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- NOTE -- 35 Asset Allocation and Portfolio Diversi cation -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- NOTES -- 36 Bond and Stock Valuation Concepts -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- NOTES -- 37 Portfolio Development and Analysis -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 38 Investment Strategies -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 39 Alternative Investments -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVE -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 40 Fundamental Tax Law -- CONNECTION DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 41 Income Tax Fundamentals and Calculations -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 42 Characteristics and Income Taxation of Business Entities -- CONNECTIONS DIAGRAM -- INTRODUCTION
LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 43 Income Taxation of Trusts and Estates -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 44 Alternative Minimum Tax (AMT) -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 45 Tax Reduction and Management Techniques -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 46 Tax Consequences of Property Transactions -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 47 Passive Activity and At-Risk Rules -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVE -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 48 Tax Implications of Special Circumstances -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 49 Charitable/Philanthropic Contributions and Deductions -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 50 Retirement Needs Analysis -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- 51 Social Security and Medicare -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- NOTES -- 52 Medicaid -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS -- PROFESSIONAL PRACTICE CAPABILITIES -- IN PRACTICE -- NOTES -- 53 Types of Retirement Plans -- CONNECTIONS DIAGRAM -- INTRODUCTION -- LEARNING OBJECTIVES -- IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
Description based on publisher supplied metadata and other sources
Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2020. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries
Link Print version: Board, CFP Financial Planning Competency Handbook New York : Wiley,c2015 9781119094661
Subject Finance, Personal
Electronic books
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