The proven CFP Study Guide that delivers just what you need to succeed!

A quick-study guide for candidates preparing to take the CFP Certification Examination, Rattiner's Review for the CFP® Certification Examination distills the bare-bones essentials you need to know to pass this challenging exam, all in a logical and easy-to-absorb manner.

This indispensable study tool for students who have already been through traditional CFP educational programming—and just need a little extra help pulling it all together—provides a no-nonsense approach to studying for some of the most important disciplines of financial planning, including: PFP, insurance, employee benefit, investments, income tax, retirement, and estate planning. Each discipline contains short and concise statements emphasizing key points through mnemonic devices, study tips, and other established test-taking methods that provide helpful hints.

Rattiner's Review for the CFP® Certification Examination, Third Edition has been thoroughly updated to include:

* A new chapter on Test-Taking Techniques that shows you how to prepare and take the CFP Exam, emphasizing detailed or long approach and short or concise approach
* Reviews from recent CFP Exam students who compare the CFP Board curriculum to this Third Edition, ensuring that all topics are covered adequately
* New, easy-to-follow flowcharts at the beginning of each chapter highlight the macro level perspective of each subject discipline
* Basic calculator keystrokes for investment math, retirement, life, and education needs analysis, and other important calculations
* New multiple-choice questions as well as new charts and tables for quick memorizations
* New acronyms to help put things into a simplified perspective and help students tie back to the big picture flowchart

Perfect as a quick-reference guide to complement all CFP texts and self-study materials, it also serves as an important one-stop resource for financial services professionals who want information in a hurry.

Stay organized, on track, and focused with Rattiner's Review for the CFP® Certification Examination, Third Edition.

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:

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A highly logical and candidate-friendly format
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An in-depth outline of core essentials
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Explanations of all relevant exposures complete with solutions and practical examples
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Key points, exam tips, multiple-choice, and mini–case study questions
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Mnemonic devices and study techniques to reinforce key points
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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.