Info
- Utilizzare la checkbox di selezione a fianco di ciascun documento per attivare le funzionalità di stampa, invio email, download nei formati disponibili del (i) record.
CFP Board financial planning competency handbook / / Charles R. Chaffin, editor ; Certified Financial Planner Board of Standards, Inc
| CFP Board financial planning competency handbook / / Charles R. Chaffin, editor ; Certified Financial Planner Board of Standards, Inc |
| Edizione | [Second edition.] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , 2015 |
| Descrizione fisica | 1 online resource (945 p.) |
| Disciplina | 32.024 |
| Collana | Wiley finance series |
| Soggetto topico |
Financial planners
Investment advisors Finance, Personal Financial planning industry |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-119-64247-7
1-119-09498-4 1-119-09500-X |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
CFP Board Financial Planning Competency Handbook; Contents; Acknowledgments; About the Book; Preface; Notes; About the Practice Questions; About the Contributors; Part One Introduction; Chapter 1 Theory and Practice; Part One; Chapter Introductions; Student-Centered Learning Objectives Based on CFP Board Principal Topics; In Class; Bloom's Taxonomy; Professional Practice Capabilities; In Practice; Part Two; Part Three; Notes; Chapter 2 Function, Purpose, and Regulation of Financial Institutions; Connections Diagram; Introduction; Learning Objective; Rationale; In Class
Professional Practice CapabilitiesIn Practice; Rebecca; Janie; Notes; Chapter 3 Financial Services Regulations and Requirements; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Shaylea; Jorge; Notes; Chapter 4 Consumer Protection Laws; Connections Diagram; Introduction; Learning Objective; Rationale; In Class; Professional Practice Capabilities; In Practice; Sarah; Wilma; Notes; Chapter 5 Fiduciary; Connections Diagram; Introduction; Learning Objective; In Class; Professional Practice Capabilities; In Practice AmandaChapter 6 Financial Planning Process; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Prospective Client; Kariga; Notes; Chapter 7 Financial Statements; Connections Diagram; Introduction; Learning Objectives; DuPont System; In Class; Professional Practice Capabilities; In Practice; Patricia; Notes; Chapter 8 Cash Flow Management; Connections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Thomas; Joseph; Chapter 9 Financing Strategies; Connections Diagram IntroductionLearning Objectives; In Class; Professional Practice Capabilities; In Practice; Clarence and Robin; Stanley and Simone; Chapter 10 Economic Concepts; Connections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Pema; Notes; Chapter 11 Time Value of Money; Connections Diagram; Introduction; Ordinary Annuities and Annuities Due; Even and Uneven Cash Flows; Serial Payments; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Brad and Emily; Alba and Douglas; David; Note Chapter 12 Client and Planner Attitudes, Values, Biases, and Behavioral FinanceConnections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Myra; Myra's Learning Style; Notes; Chapter 13 Principles of Communication and Counseling; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Haley; Mr. and Mrs. Jones; Notes; Chapter 14 Debt Management; Connections Diagram; Overview; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice The Home Purchase Decision |
| Record Nr. | UNINA-9910460755903321 |
| Hoboken, New Jersey : , : Wiley, , 2015 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
CFP Board financial planning competency handbook / / Charles R. Chaffin, editor ; Certified Financial Planner Board of Standards, Inc
| CFP Board financial planning competency handbook / / Charles R. Chaffin, editor ; Certified Financial Planner Board of Standards, Inc |
| Edizione | [Second edition.] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , 2015 |
| Descrizione fisica | 1 online resource (945 p.) |
| Disciplina | 32.024 |
| Collana | Wiley finance series |
| Soggetto topico |
Financial planners
Investment advisors Finance, Personal Financial planning industry |
| ISBN |
1-119-64247-7
1-119-09498-4 1-119-09500-X |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
CFP Board Financial Planning Competency Handbook; Contents; Acknowledgments; About the Book; Preface; Notes; About the Practice Questions; About the Contributors; Part One Introduction; Chapter 1 Theory and Practice; Part One; Chapter Introductions; Student-Centered Learning Objectives Based on CFP Board Principal Topics; In Class; Bloom's Taxonomy; Professional Practice Capabilities; In Practice; Part Two; Part Three; Notes; Chapter 2 Function, Purpose, and Regulation of Financial Institutions; Connections Diagram; Introduction; Learning Objective; Rationale; In Class
Professional Practice CapabilitiesIn Practice; Rebecca; Janie; Notes; Chapter 3 Financial Services Regulations and Requirements; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Shaylea; Jorge; Notes; Chapter 4 Consumer Protection Laws; Connections Diagram; Introduction; Learning Objective; Rationale; In Class; Professional Practice Capabilities; In Practice; Sarah; Wilma; Notes; Chapter 5 Fiduciary; Connections Diagram; Introduction; Learning Objective; In Class; Professional Practice Capabilities; In Practice AmandaChapter 6 Financial Planning Process; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Prospective Client; Kariga; Notes; Chapter 7 Financial Statements; Connections Diagram; Introduction; Learning Objectives; DuPont System; In Class; Professional Practice Capabilities; In Practice; Patricia; Notes; Chapter 8 Cash Flow Management; Connections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Thomas; Joseph; Chapter 9 Financing Strategies; Connections Diagram IntroductionLearning Objectives; In Class; Professional Practice Capabilities; In Practice; Clarence and Robin; Stanley and Simone; Chapter 10 Economic Concepts; Connections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Pema; Notes; Chapter 11 Time Value of Money; Connections Diagram; Introduction; Ordinary Annuities and Annuities Due; Even and Uneven Cash Flows; Serial Payments; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Brad and Emily; Alba and Douglas; David; Note Chapter 12 Client and Planner Attitudes, Values, Biases, and Behavioral FinanceConnections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Myra; Myra's Learning Style; Notes; Chapter 13 Principles of Communication and Counseling; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Haley; Mr. and Mrs. Jones; Notes; Chapter 14 Debt Management; Connections Diagram; Overview; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice The Home Purchase Decision |
| Record Nr. | UNINA-9910534155103321 |
| Hoboken, New Jersey : , : Wiley, , 2015 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
CFP Board financial planning competency handbook / / Charles R. Chaffin, editor ; Certified Financial Planner Board of Standards, Inc
| CFP Board financial planning competency handbook / / Charles R. Chaffin, editor ; Certified Financial Planner Board of Standards, Inc |
| Edizione | [Second edition.] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , 2015 |
| Descrizione fisica | 1 online resource (945 p.) |
| Disciplina | 32.024 |
| Collana | Wiley finance series |
| Soggetto topico |
Financial planners
Investment advisors Finance, Personal Financial planning industry |
| ISBN |
1-119-64247-7
1-119-09498-4 1-119-09500-X |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
CFP Board Financial Planning Competency Handbook; Contents; Acknowledgments; About the Book; Preface; Notes; About the Practice Questions; About the Contributors; Part One Introduction; Chapter 1 Theory and Practice; Part One; Chapter Introductions; Student-Centered Learning Objectives Based on CFP Board Principal Topics; In Class; Bloom's Taxonomy; Professional Practice Capabilities; In Practice; Part Two; Part Three; Notes; Chapter 2 Function, Purpose, and Regulation of Financial Institutions; Connections Diagram; Introduction; Learning Objective; Rationale; In Class
Professional Practice CapabilitiesIn Practice; Rebecca; Janie; Notes; Chapter 3 Financial Services Regulations and Requirements; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Shaylea; Jorge; Notes; Chapter 4 Consumer Protection Laws; Connections Diagram; Introduction; Learning Objective; Rationale; In Class; Professional Practice Capabilities; In Practice; Sarah; Wilma; Notes; Chapter 5 Fiduciary; Connections Diagram; Introduction; Learning Objective; In Class; Professional Practice Capabilities; In Practice AmandaChapter 6 Financial Planning Process; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Prospective Client; Kariga; Notes; Chapter 7 Financial Statements; Connections Diagram; Introduction; Learning Objectives; DuPont System; In Class; Professional Practice Capabilities; In Practice; Patricia; Notes; Chapter 8 Cash Flow Management; Connections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Thomas; Joseph; Chapter 9 Financing Strategies; Connections Diagram IntroductionLearning Objectives; In Class; Professional Practice Capabilities; In Practice; Clarence and Robin; Stanley and Simone; Chapter 10 Economic Concepts; Connections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Pema; Notes; Chapter 11 Time Value of Money; Connections Diagram; Introduction; Ordinary Annuities and Annuities Due; Even and Uneven Cash Flows; Serial Payments; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Brad and Emily; Alba and Douglas; David; Note Chapter 12 Client and Planner Attitudes, Values, Biases, and Behavioral FinanceConnections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Myra; Myra's Learning Style; Notes; Chapter 13 Principles of Communication and Counseling; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Haley; Mr. and Mrs. Jones; Notes; Chapter 14 Debt Management; Connections Diagram; Overview; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice The Home Purchase Decision |
| Record Nr. | UNINA-9910813775303321 |
| Hoboken, New Jersey : , : Wiley, , 2015 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||