TEXTBOOKS

TEXTBOOKS

Fundamentals of Financial Planning

• The Tools and Techniques of Financial Planning, Leimberg.
• Summary Review: Financial Planning, Keir.
• Multiple Choice Questions, Financial Planning, Keir.
• Time and Money, Keir.

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Insurance Planning

• The Tools and Techniques of Life Insurance Planning, Leimberg.
• Summary Review: Insurance Planning, Keir.
• Multiple Choice Questions: Insurance Planning, Keir
• Case Study, Insurance Planning, Keir

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Investment Planning

• The Tools and Techniques of Investment Planning, Leimberg.
• Summary Review: Investment Planning, Keir.
• Multiple Choice Questions: Investment Planning, Keir
• Case Study, Investment Planning, Keir

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Income Tax Planning

• The Tools and Techniques of Income Tax Planning, Leimberg.
• Summary Review: Income Tax Planning, Keir
• Multiple Choice Questions: Income Tax Planning, Keir
• Case Study, Income Tax Planning, Keir

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Retirement Planning and Employee Benefits

• The Tools and Techniques of Employee Benefit and Retirement Planning, Leimberg.
• Summary Review: Retirement Planning, Keir.
• Multiple Choice Questions: Retirement Planning, Keir
• Case Study, Retirement Planning, Keir

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Estate Planning

• The Tools and Techniques of Estate Planning, Leimberg.
• Summery Review: Estate Planning, Keir.
• Multiple Choice Questions: Estate Planning, Keir
• Case Study, Estate Planning, Keir

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.