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More About This Title Wiley Study Guide for 2018 CFP Exam Volume 1
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About the Professors vii
Contributors viii
Welcome to CFP Exam Review ix
Professional Conduct and Regulation 1
CFP Board’s Code of Ethics and Professional Responsibility and Rules of Conduct 3
CFP Board’s Financial Planning Practice Standards 19
CFP Board’s Disciplinary Rules and Procedures 31
Function, Purpose, and Regulation of Financial Institutions 41
Financial Services Regulations and Requirements 57
Consumer Protection Laws 70
Fiduciary 78
General Financial Planning Principles 83
Financial Planning Process 85
Financial Statements 103
Cash Flow Management 110
Financing Strategies 116
Economic Concepts 124
Time Value of Money Concepts and Calculations 130
Client and Planner Attitudes, Values, Biases, and Behavioral Finance 142
Principles of Communication and Counseling 146
Debt Management 153
Education Planning 161
Education Needs Analysis 163
Education Savings Vehicles 170
Financial Aid 182
Gift/Income Tax Strategies 189
Education Financing 194
Risk Management and Insurance Planning 203
Principles and Risk of Insurance 205
Analysis and Evaluation of Risk Exposures 212
Health Insurance and Health Care Cost Management (Individual) 222
Disability Income Insurance (Individual) 235
Long-Term Care Insurance 243
Annuities 252
Life Insurance (Individual) 262
Business Uses of Insurance 279
Insurance Needs Analysis 285
Insurance Company Policy and Company Selection 288
Property and Casualty Insurance 296