If you need to get ready for the CFP Certification exam, why not prepare with this convenient online test preparation course? As you work through the course's engaging lessons and practice assessments, you'll review and reinforce your understanding of all the exam's finance concepts.
Overview
Syllabus
- Ch 1. CFP Board Rules & Regulations
- Ch 2. Financial Planner Professional Conduct & Regulation
- Ch 3. General Principles of Financial Planning
- Ch 4. Education Financial Planning
- Ch 5. Individual Insurance Planning
- Ch 6. Risk Management & Business Insurance Planning
- Ch 7. Types of Investment Vehicles
- Ch 8. Investment Planning
- Ch 9. Tax Planning
- Ch 10. Retirement Savings & Income Planning for Individuals
- Ch 11. Retirement Savings & Income Planning for Businesses
- Ch 12. Estate Planning Strategies
- Ch 13. Financial Planning for Personal Life Situations
- Ch 14. CFP Client Relationship
- Ch 15. CFP Certification Exam Study Guide - Certified Financial Planner Flashcards
