Message from the publisher: Parts of the General Principles section are subject to change after October 1, 2019, when the CFP Board adopts its new Code of Ethics and Standards of Conduct.
This book has been fully updated based on the Tax Cuts and Jobs Act of 2017.
CFP Certification Exam Flashcard Review Book: Insurance & General Principles 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.
CFP Insurance Topics Include:
- Annuities
- Business uses of insurance
- Disability insurance
- Health insurance
- Life insurance
- Long-term care insurance
- Principles of risk management
- Property and casualty insurance
CFP General Principles Topics Include:
- Business law
- Cash flow management
- Code of ethics
- Consumer protection laws
- Economic concepts
- Education planning
- Financial planning process
- Financial statements
Written by the author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Practice Question Workbook."