Items related to CFP Certification Exam Flashcard Review Book: Estate...
Synopsis
2014 Edition
CFP Certification Exam Flashcard Review Book: Estate Planning provides bound flashcards to help you prepare for the CFP Certification Exam. Inside this innovative flashcard book you will find exam topics featured on the front of each page, with detailed explanations and analysis located on the back. The convenient bound design means you no longer need to carry hundreds of loose, bulky flashcards that can be misplaced or destroyed. This fully indexed book serves as a portable reference for quick study, efficient review, and easy reference.
Written by the author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Practice Question Workbook"
CFP Estate Planning Topics Include:
- Estate planning documents
- Forms of property ownership
- Generation-skipping transfer tax (GSTT)
- Gift and estate tax compliance
- Gifting strategies
- Incapacity planning
- Postmortem estate planning
- Powers of appointment
- Sources of estate liquidity
- Transferring property at death
- Trusts
"synopsis" may belong to another edition of this title.
About the Author
Matthew Brandeburg is a Certified Financial Planner and President of Bridgeway Financial Group, LLC in Columbus, Ohio. Matthew is the author of the books "Financial Planning For Your First Job", "Your Guide to the CFP Certification Exam", "CFP Certification Exam Practice Question Workbook", "CFP Certification Exam Flashcard Review Books", "Professional Golf Management (PGM) Practice Question Workbook", and "Professional Golf Management (PGM) Interactive Flashcard Book". He is also the creator of the mobile apps "Investment Allocator" and "Pocket Financial Planner". In addition, Matthew teaches the class "Financial Planning in your 20s and 30s" at Ohio State University.
"About this title" may belong to another edition of this title.
- PublisherCoventry House Publishing
- Publication date2014
- ISBN 10 0615996906
- ISBN 13 9780615996905
- BindingPaperback
- LanguageEnglish
- Number of pages108
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