Jeffrey H. Rattiner, a leader in the Certified Financial Planning field, is a provider of CFP training courses and author of eight books on CFP, including the bestseller Getting Started as a Financial Planner, published by Bloomberg. Rattiner is a recognizable name in the financial industry whose live training program, "Rattiner's Financial Planning Fast Track", is¿one of the leading full- course CFP exam training, nationwide. He works with many large financial services organizations, is a frequent industry speaker, has been named to the CPA All-Stars in Personal Financial Planning as reported in CPA Magazine, and has been quoted in many trade and consumer publications.
Chapter 1 General Principles of Financial Planning.
Chapter 2 Insurance Planning and Risk Management.
Chapter 3 Employee Benefits Planning.
Chapter 4 Investment Planning.
Chapter 5 Income Tax Planning.
Chapter 6 Retirement Planning.
Chapter 7 Estate Planning.