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Sinopsis
2017 Edition CFP Certification Exam Flashcard Review Book: Estate Planning provides bound flashcards to help you prepare for the CFP Certification Exam. Inside this innovative flashcard book you will find exam topics featured on the front of each page, with detailed explanations and analysis located on the back. The convenient bound design means you no longer need to carry hundreds of loose, bulky flashcards that can be misplaced or destroyed. This fully indexed book serves as a portable reference for quick study, efficient review, and easy reference. Written by the author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Practice Question Workbook" CFP Estate Planning Topics Include: - Estate planning documents - Forms of property ownership - Generation-skipping transfer tax (GSTT) - Gift and estate tax compliance - Gifting strategies - Incapacity planning - Postmortem estate planning - Powers of appointment - Sources of estate liquidity - Transferring property at death - Trusts
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Acerca del autor
Matthew Brandeburg is a Certified Financial Planner in Columbus, Ohio. He serves as the Chief Operating Officer for a fee-only financial planning firm with over $500 million in assets under management and he's an active member of the National Association of Personal Financial Advisors (NAPFA). Matthew is the author of the books "Financial Planning For Your First Job," "Your Guide to the CFP Certification Exam," and "CFP Certification Exam Practice Question Workbook." In addition, he teaches the class "Financial Planning in your 20s and 30s" at Ohio State University.
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- EditorialCoventry House Publishing
- Año de publicación2017
- ISBN 10 0998805122
- ISBN 13 9780998805122
- EncuadernaciónTapa blanda
- IdiomaInglés
- Número de edición6
- Número de páginas108
- Contacto del fabricanteno disponible
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CFP Certification Exam Flashcard Review Book: Estate Planning (2017 Edition)
Publicado por
Coventry House Publishing, 2017
ISBN 10: 0998805122
ISBN 13: 9780998805122
Nuevo
Tapa blanda
Librería: Red's Corner LLC, Tucker, GA, Estados Unidos de America
Calificación del vendedor: 5 de 5 estrellas
Condición: New. All orders ship by next business day! This is a new paperback book. For USED books, we cannot guarantee supplemental materials such as CDs, DVDs, access codes and other materials. We are a small company and very thankful for your business! Nº de ref. del artículo: 4CNO3J0053WA
Cantidad disponible: 1 disponibles