Jeffrey H. Rattiner 
Rattiner’s Review for the CFP Certification Examination, Fast Track, Study Guide 

A CFP Study Guide that deliverswhat you need to succeed!

This quick study guide for candidates preparing to take the CFP
Certification Examination covers the bare-bones essentials needed
to pass this challenging exam in a logical and easy-to-absorb
manner. Now, in a Second Edition, it covers some of the most
important disciplines of financial planning–insurance, employee
benefit, investment, income tax, retirement, estate, and general
planning–and provides a no-nonsense approach to studying that
includes:

* A highly logical and candidate-friendly format

* An in-depth outline of core essentials

* Explanations of all relevant exposures complete with solutions
and practical examples

* Key points, exam tips, multiple-choice, and mini-case study
questions

* Mnemonic devices and study techniques to reinforce key
points

* A format that directly parallels the CFP? Board’s topic
requirements

The Second Edition adds new multiple-choice questions that
correlate to the testing and understanding of the new curriculum
established by the Certified Financial Planning Board as well as
eighty-nine all-new topics related to the new CFP Board Exam.

For students who have been through the traditional CFP educational
programs and want a book that brings it all together, Rattiner’s
Review for the CFP Certification Examination, Fast Track Study
Guide, Second Edition keeps students organized, on track, and
focused on what they need to succeed. In addition to its value as a
quick-reference guide to complement all CFP texts and self-study
materials, the Guide also serves as an important one-stop resource
for financial services professionals who want information in a
hurry.

Table des matières

Acknowledgments.

Chapter 1 General Principles of Financial Planning.

Chapter 2 Insurance Planning and Risk Management.

Chapter 3 Employee Benefits Planning.

Chapter 4 Investment Planning.

Chapter 5 Income Tax Planning.

Chapter 6 Retirement Planning.

Chapter 7 Estate Planning.

Index.

A propos de l’auteur

Jeffrey H. Rattiner is a well-known author of eight major financial books, including the bestseller, Getting Started as a Financial Planner, published by Bloomberg. Rattiner is a recognizable name in the financial industry whose Rattiner’s Financial Planning Fast Track®, Inc. is a leading provider of full course CFP® exam training, nationwide. He works with many large financial services organizations, is a columnist for Financial Advisor magazine, has been named to the 2003 CPA All-Stars in Personal Financial Planning by CPA Magazine, and has been quoted in many trade and consumer publications.