When you looking for certified financial planner, you must consider not only the quality but also price and customer reviews. But among hundreds of product with different price range, choosing suitable certified financial planner is not an easy task. In this post, we show you how to find the right certified financial planner along with our top-rated reviews. Please check out our suggestions to find the best certified financial planner for you.
Reviews
1. So You Want to Be a Financial Planner: Your Guide to a New Career (8th Edition)
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So You Want to Be a Financial Planner Your Guide to a New Career 8th EditionDescription
Finally, together in one place, a comprehensive step-by-step process for launching your career as a financial planner. Here is everything you need to know from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations! The 8th edition of So You Want to Be a Financial Planner is chock full of actionable tips to jump-start your career, including dozens of valuable new resources from proven business models and state of the art technology. Over 100 current links point the way to blogs and websites of giants in the industry, putting you on the cutting edge of todays thriving financial planning profession. Follow updated case histories from more than two dozen successful financial planners. Youll see yourself in one of their stories and know the steps to take to start your journey, while circumventing the mistakes they made. Learn which organizations will enhance your career, and which to avoid. Discover how to navigate the regulatory jungle with usable how to guidance, including specific sources to get you educated, registered and up and running a profitable business as soon as possible.2. The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers
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The Million Dollar Financial Advisor Powerful Lessons and Proven Strategies from Top ProducersDescription
The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: Building and focusing on client relationships Having a top advisor mindset Developing a long-term approach Specialization Marketing And much more The book also features two complete case studies. First there is the best of the best advisor whose incredible success showcases the power of all the books principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that its never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.3. CFP Certification Exam Practice Question Workbook: 1,000 Comprehensive Practice Questions (2017 Edition)
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CFP Certification Exam Practice Question Workbook provides 1,000 comprehensive practice questions to prepare you for the demanding CFP Certification Exam. Master exam topics with intensive practice in the areas you'll find on the test. All questions are test-level difficulty and focused solely on helping you pass. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you will learn the skills needed to master the exam.Included are exams for the following topics:
This innovative workbook includes:
Written by the author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Flashcard Review Books"
4. Secrets of the CFP Exam Study Guide: CFP Test Review for the Certified Financial Planner Exam (Mometrix Secrets Study Guides)
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***Includes Practice Test Questions***Get the test prep help you need to be successful on the CFP test.
The CFP Exam is extremely challenging and thorough test preparation is essential for success. CFP Exam Secrets Study Guide is the ideal prep solution for anyone who wants to pass the CFP Exam.
Not only does it provide a comprehensive guide to the CFP Exam as a whole, it also provides practice test questions as well as detailed explanations of each answer.
CFP Exam Secrets Study Guide includes:
- A detailed overview of the Certified Financial Planner Exam
- An analysis of general principles of financial planning
- An examination of insurance planning and risk management
- A guide to employee benefits planning
- An extensive review of investment planning
- A breakdown of income tax planning
- An in-depth look at retirement planning
- A thorough review of estate planning
- Comprehensive practice questions with detailed answer explanations
The General Principles of Financial Planning section covers:
- Financial planning process
- Code of ethics and professional responsibility
- Bankruptcy code
- Financial services industry
- Risk exposure
- Life insurance
- Insurance company selection
- Group medical insurance
- Incentive stock options
- Nonqualified deferred compensation
- Investment vehicles
- Common stock
- Technical analysis
- Taxation
- Tax compliance
- Income tax fundamentals
- Tax consequences of gain or loss on sale of assets
- Charitable contributions and deductions
- Social security
- Qualified retirement plans
- Retirement plans
- Probate process
- Gifting
- Trusts
- Postmortem planning techniques
- GSTT
Any test prep guide is only as good as its practice questions and answers, and that's another area where our guide stands out. Our test designers have provided scores of test questions that will prepare you for what to expect on the actual CFP Exam. Each answer is explained in depth, in order to make the principles and reasoning behind it crystal clear.
We've helped thousands of people pass standardized tests and achieve their education and career goals. We've done this by setting high standards for our test preparation guides, and our CFP Exam Secrets Study Guide is no exception. It's an excellent investment in your future.
5. Your Guide to the CFP Certification Exam: A Supplement to Financial Planning Coursework and Self-Study Materials (2017 Edition)
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Your Guide to the CFP Certification Exam provides the essential tools you need to pass the demanding six-hour exam. CFP instructor Matthew Brandeburg helps you diagnose your problem areas and develop an action plan, so you can stay organized and face the exam with confidence. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you'll learn the critical skills needed to pass, and no detail will be left untouched.This study guide includes:
Inside this study guide you will learn:
Written by the author of "CFP Certification Exam Practice Question Workbook" and "CFP Certification Exam Flashcard Review Books"
6. CFP Board Financial Planning Competency Handbook (Wiley Finance)
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The official CFP guide for career excellenceCFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. The only official CFP Board handbook on the market, this book contains over ninety chapters that are essential for practitioners, students, and faculty.
Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library.
Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. CFP Board Financial Planning Competency Handbook guides you from student to practitioner and far beyond, with the information you need when you need it.