Download PDF by Carloynn, CFP© Tomin,Colleen, JD, CFP© Carcone: Principles of Estate Planning (National Underwriter

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


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