By Carloynn, CFP© Tomin,Colleen, JD, CFP© Carcone
Principles of property making plans is written in particular to aid grasp the advanced quarter of property making plans and get ready for the CFP® Certification exam, whereas additionally offering experience-based assistance that's without delay acceptable in specialist practice.
The authors, Carolynn Tomin, CFP®, and Colleen Carcone JD, CFP®, totally deal with all the CFP® Certification exam significant subject matters for property Planning. as well as this on-target process, ideas of property making plans features:
• content material that's systematically equipped into subtopics to assist simplify the knowledge and retention of complicated material
• “Chapter Contents” that define the subjects addressed in each one chapter
• “Learning Objectives” in every one bankruptcy that offer subject focus
• “Client events” that current perform eventualities and illustrate the sensible program of key ideas in customer situations
• “Practitioner Tips” that offer functional recommendation and guidance
• “Practice criteria” that spotlight the similar steps within the monetary making plans strategy from CFP Board’s “Standards Conduct”
• bankruptcy summaries, keyword phrases, and assessment questions that reduction bear in mind, retention, and assessment of the topics
• And a lot more!
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Principles of Estate Planning (National Underwriter Academic) by Carloynn, CFP© Tomin,Colleen, JD, CFP© Carcone