Book Description
A CFP® Study Guide that delivers what you need to succeed!
This quick study guide for candidates preparing to take the CFP® Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Covering some of the most important disciplines of financial planning–– insurance, employee benefit, investment, income tax, retirement, estate, and general planning–– this text provides a no-nonsense approach to studying that includes:
- A highly logical and efficient format
- An in-depth outline of core essentials
- Explanations of all relevant exposures complete with solutions and practical examples
- Key points, exam tips, multiple choice, and mini—case study questions
- Mnemonic devices and study techniques to reinforce key points
- A format that directly parallels the CFP Board’s topic requirements
- and more!
Order your copy today!
Customer Reviews:
Summary with no meat.......2006-08-06
The book is simply a summary outline of the material for the CFP test, which can easily be obtained on the Board's website. Without sufficient detail, I can not imagine how it could be helpful.
Anthony
You get what you pay for..........2006-03-19
Just took the CFP exam yesterday. I'm a quick study, have been in the industry a while, am a CLU/ChFC, so I hoped I could find a condensed study guide that would serve to refresh my memory and allow me to skate through. I'm CHEAP too, so I was hoping I could save some $$$ by not enrolling in a review course.
Fortunate for me, a buddy that passed the exam last year and paid $1,200 for a BISYS review course heard I was taking the test and loaned me HIS books (all 2500 pages) as a supplement to this study guide. Those materials SAVED MY HIDE!!! I would have failed if I relied on this book. The tax data is all outdated and critical to the exam. Even if it were updated, there is still a HUGE amount of material missing that you need to know. Didn't even work for me as an outline. This is a hard test, so don't fool yourself like I did.
Great book!.......2006-03-10
I'm finding this book very useful and i'm happy that it was available at a much cheaper price. Thanks.
Please Don't Waste Your Money Like I Did !!!!!!!.......2005-10-25
I recently spent a bunch of money to take one of the several well established review courses. I purchased this book since it was relatively inexpensive and I thought I would check out the materials as a portable outline.
The book has not been updated since 2003. So much of the material is outdated!! Big problem!!! Need I say more!
Further, Amazon doesn't have a worthy return policy since I purchased this. I might change my review if the price were $5 because it isn't worth anymore.
Avoid Avoid Avoid
Overly brief.......2005-08-06
This book is too brief to be helpful. It is mainly an outline, with not much more detail than the CFP exam topics list. It doesn't serve as a very helpful reference resource because the Table of Contents is too simplistic, and has a very minimal index.
Product Description
This book focuses on the way to structure a practice to ensure financial planners are concentrating on their clients' needs. A specialist in financial life planning, Diliberto challenges the notion of asset centered financial planning in favor of the client centered approach. He uses stories, personal examples, and wisdom from his career to discuss how to plan holistically, asking the questions who is your client and what are their personal goals and needs? Not focused solely on the relationship with the client, Diliberto shines a bright light on the practice itself. He examines how a firm is structured, who is part of the financial planning team, compensation, and effective and reasonable marketing for the financial planning firm.
Product Description
The leading edge of the baby boomer wave will pass through age 60 this year. Retirement looms large for them and the 20-year generation that follows. Although many in the generation have saved to supplement their retirement, they will probably live longer in retirement than any previous generation, so they must grapple with questions about how to manage that money and make it last. The purpose of this book is to present the author's groundbreaking research into this topic, presenting new material as well as an update of the original research in a comprehensive, authoritative form.
Customer Reviews:
A must read for anyone thinking about, approaching or in Retirement.......2007-08-16
This is an easy review to write so I'll make it short and sweet.
This book is probably worth more to me that every other book I have ever read on retirement planning (and I have read several dozen). Bill Bengen is a genius in the area of retirement planning and a pioneer in developing models to determine sustainable withdrawal rates. His work is considered by others (financial planners included) as the "gold standard". I cannot say enough about how much I learned from reading his book. It's simply a "must read".
You would be remiss (bordering on negligent) in not adding this tremendous work to your library.
A must read for retirees.......2007-05-08
Every retiree concerned about making their assets last in retirement should read this book. It is ground breaking research that was originally done in the early 90's with all the data brought up to date combined with much new information that supplement and confirm the so called "4% solution". It will give you a clear understanding of withdrawal rates and how they affect the longevity of your invested portfolio based on real historical market data. It also gives good insight into how various investment vehicles impact overall returns and hence the ability to increase your withdrawal rate. It is a pricey book but if you read it carefully, it is more than worth its price and can provide valuable lessons for the remainder of your life. Though not a book about accumulating wealth, it is a very throughly done research about how to spend your wealth in retirement effectively. Very highly recommended.
Great Advice.......2007-01-23
Plenty of good research. Easy to understand. Very helpfull for our retirement planning. A best buy book!
Average customer rating:
- A must-have book for laymen working for practices and groups
- deceptive chapter titles
- Attention All Medical Colleagues!
- Buy it!
- HELPING DOCTORS AND NURSES
|
The Business of Medical Practice: Profit Maximizing Skills for Savvy Doctors
Manufacturer: Springer Publishing Company
ProductGroup: Book
Binding: Hardcover
 Health Care Delivery
| Administration & Policy
| Medicine
| Subjects
| Books
Practice Management & Reimbursement
| Administration & Policy
| Medicine
| Subjects
| Books
General
| Medicine
| Subjects
| Books
Health Care Delivery
| Administration & Medicine Economics
| Medical
| Professional & Technical
| Subjects
| Books
Practice Management & Reimbursement
| Administration & Medicine Economics
| Medical
| Professional & Technical
| Subjects
| Books
Look Inside Science Books
| Trip
| Specialty Stores
| Books
Similar Items:
-
The Successful Physician: A Productivity Handbook for Practitioners
-
Starting a Medical Practice
ASIN: 0826113117 |
Book Description
An interdisciplinary team of experts teaches newcomers how to open, staff, and equip an insurance-friendly office for patients and how to raise the capital necessary for it. This volume highlights moneymaking and money-losing strategies to lift your practice to new heights of success. The reader will become familiar with employee leasing options, management information systems and computers, managed-care negotiation skills, captivation rates and break-even analysis, and effective billing guidelines. Physician leadership skills are also reviewed. The book concludes with important asset protection strategies and the methodology to choose the practice enhancement firm that is right for you.
Customer Reviews:
A must-have book for laymen working for practices and groups.......2003-04-19
As a layperson frequently called upon to assist physicians and surgeons in communication and marketing efforts, Dr. Marcinko's savvy book has been invaluable in educating me and advising my work. He is successful in describing and actually bringing to life both the macro and micro of this increasingly vexing enterprise of achieving profit in this pressured sector, where doctors are required not only to wear many professional and societal hats, but also to portray many conflicting roles as expert, helper, compassionate advisor, master technician, astute businessperson, educator, Hyper Time operator, lifelong student and so many others. His mastery of the subject or rather subjects provides an undertone of finiteness and even assurance to a field that is confusing and even exasperating to many in it. More than anything else, Dr. Marcinko illuminates by establishing explicit and useful displined organization to the sprawling and apparently boundless subject of how to stay afloat and persevere in a useful and effective practice. Highly recommended.
deceptive chapter titles.......2002-02-01
The 1st third of the book provided enlightening ideas about starting a medical practice. However, the remainder of the book was disjointed and was not helpful to one considering starting a private practice.
Attention All Medical Colleagues!.......2001-03-10
Dear Medical Colleagues,
This book is a must read for all of us who are practicing in the current managed care environment. It is not important if you are an MD, DO, DDS, DPM, DC, vet or PHD, we are all negatively impacted, and the editor and his contributing writers explain why and what we all can do about it. Although it won't be easy or fast. Medical students will be astounded at the complexity of contemporary practice, as well.
The book is divided into three parts: qualitative, quantitative and the futuristic aspects of healthcare practice. But, I must warn you that if you are an employed doctor, rather than an empolyer physician, you will feel left out since you are a captive agent. At least the independent doctor still has some control left over his or her destiny; for now. Accordingly, Dr. David Edward Marcinko; MBA, CFP, and his team, explain how you can increase your revenues, decrease your expenses and operating assets, to increase your office's Return On Investment (ROI).
In the first section, number crunching, spreadsheets, managerial and cost accounting techniques rule. Normally, somewhat mundane, it is interesting how the author make these numerics "come-alive" when real dollars are attached to the figures.
In the next section on the other hand, the qualitative aspects of medical practice are reviewed. Such topics as negotiation skills, managed care contracting, IT systems, case management and UR are given their due, along with billing, legal, anti-trust, IPA, CPT coding and asset protection issues.
Finally, the authors project their opinions about healthcare in the future; which does not look good for any of us. In fact, I won't reveal their prognosticatons about the standard of fiscal care, medical ethics, or doctors acting like passive lemmings, but they are indeed so chilling that you will just have to read this thought provoking book for yourself.
If you are a doctor, and think you know all about managed care, you will be humbled by this fact filled tome. Not reading this book definately places your practice, profession and living in peril. Do not miss it. This editor is a real doctor and business professional.
Buy it!.......2000-12-07
As both a doctor and an attorney, I work on both sides of the fence. I enjoy relationships, both socially and professionally with clients of both professions. Through these sources, I was referred to Dr. Marcinko's book.
I must say, being savvy is not what it used to be AND Dr. Marcinko has explained that. This author, and his authorities who have written chapters and supplements, take time to teach professions how to become 2000 savvy and actually expand rather than stagnate. The ideas are practical, not hypotheticals as we pose at trial or deposition. For my medical bretheren, the book looks at managed care through the eyes of one of us and exhibits the skills we will need to prosper in a speculative medical amangement environment.
For either profession, the insights are a wonderful addition for providing peace of mind.
HELPING DOCTORS AND NURSES.......2000-10-26
Doctors are Not Business People-They are Physicians
It is well know that doctors and nurses, like many dads and moms, work hard at helping others but are poor business people themselves; especially in the new world of managed care, HMOs, PAs, etc.
Well, this doctor-editor, and his friends from the professions of health-law, medical-accountancy, insurance, securities, management and the investing and financial services leaders from Wall Street, have written a book to help out.
Not only does the first section of this book review medical office practice management tips, but it also teaches physicians how to profit more from their toil. Then, the book relates best practices to invest hard earned money in the sectors of risk management, budgeting, housing, automobiles, college educaton, taxation, investing, retirement and estate planning. URLs and information resources abound, and the CD-ROM is a fabulous guide giving 'real-life' examples for the above topics. Physician and healthcare provider specificity makes this major textbook a 'must read' for all medical professionals.
After all, my mom (a nurse) and my dad (a doctor) say that if doctors and nurses can't make an honest living, they will leave medicine for more lucrative jobs, and then who will help us when we are sick?
Also recommended: "The Business of Medical Practice", by the same editor at Springer Publishing, New York.
Average customer rating:
- WELL HERE IT IS
- Finaly, a financial book that makes sense!
- Finaly, a financial book that makes sense!
- The best financial book ever!
- Funding Your Dreams Generation to Gernation
|
Funding Your Dreams Generation to Generation : Intergenerational Financial Planning to Ensure Your Family's Health, Wealth, and Personal Values
Carol Akright CFP
Manufacturer: Dearborn Trade
ProductGroup: Book
Binding: Paperback
General
| Popular Economics
| Business & Investing
| Subjects
| Books
General
| Business & Investing
| Subjects
| Books
General
| Accounting
| Industries & Professions
| Business & Investing
| Subjects
| Books
Financial Planning
| Personal Finance
| Business & Investing
| Subjects
| Books
Estate Planning
| Personal Finance
| Business & Investing
| Subjects
| Books
General
| Accounting
| Accounting & Finance
| Professional & Technical
| Subjects
| Books
General
| Finance
| Accounting & Finance
| Professional & Technical
| Subjects
| Books
ASIN: 0793137136 |
Book Description
Money is one of the most stressful issues that most families face. With each generation living longer, and the wealthiest generation about to pass along their inheritance, it is imperative that money be handled thoughtfully to help meet the needs of all—grandparents, Baby Boomers, and the youngest family members.
Using the unique step-by-step advice shared in Funding Your Dreams Generation to Generation, veteran financial expert Carol Akright shows how families can achieve their most cherished dreams—be it for funding college education, making long-term care affordable, or traveling together to share experiences and adventures as an extended family.
With the skill of an experienced financial planner and the insights of a family counselor, Akright brings the issues to the table, and helps families turn money into a dynamic force for accomplishing good. Calling it Intergenerational Financial Planning, Akright offers practical strategies to:
*draw families closer by sharing their deepest dreams, while working together to actualize those dreams
*commit to funding the dreams of all of the generations using wise financial planning
*share financial values, create family "emotional capital," and teach fundamental financial skills to the younger generations
*resolve money conflicts while meeting the needs of elders, children and those in between
Customer Reviews:
WELL HERE IT IS.......2001-08-03
ALL YOU WANTED TO KNOW ABOUT PLANING ESTATE PLANNING. IF YOU GOT THOSE LITTLE ONES AT HOME AND YOU WANT TO LEARN THE JOY OF GIVING. THIS IS THE BOOK. IT HELPS YOU LEAD YOUR FAMILY DOWN THE PATHOF WEATH AND CLOSENESS. THIS THE BOOK.
Finaly, a financial book that makes sense!.......2001-06-23
Through the years I have visited the financial section of book stores, somethimes purchasing a publication that looks interesting, only to find that I would need a degree in finance to understand it. What a pleasure to find "Funding Your Dreams". A book that is written so that one can understand its concepts without all the 5 dollar words that send me to the dictionary every other sentence! Carol writes with knowledge, compassion and understanding of the lay readers needs. Most of all she gives sound, solid advice with suggestions for practical application. I wish I had had this book twenty years ago but it's never to late to start. This book is a must read for everyone, regardless of monetary assets. I also appreciate the balance that Carol presents to the reader. Yes we need to save, yes we need to plan for our children, our aging parents, and our own retirement, but we can also need to give ourselves permission to set aside some funds for our own enjoyment. Carol obviously has a zest for life and her energy comes through in her writing. This book should be on the coffee table of every home, and should be read by every generation that lives with that coffee table! This book would make a wonderful gift for young couples ( or graduates) starting out as well as those of us in the baby boomer generation. Thanks Carol, for writing words that I have needed to read for years!
Finaly, a financial book that makes sense!.......2001-06-23
Through the years I have visited the financial section of book stores, somethimes purchasing a publication that looks interesting, only to find that I would need a degree in finance to understand it. What a pleasure to find "Funding Your Dreams". A book that is written so that one can understand its concepts without all the 5 dollar words that send me to the dictionary every other sentence! Carol writes with knowledge, compassion and understanding of the lay readers needs. Most of all she gives sound, solid advice with suggestions for practical application. I wish I had had this book twenty years ago but it's never to late to start. This book is a must read for everyone, regardless of monetary assets. I also appreciate the balance that Carol presents to the reader. Yes we need to save, yes we need to plan for our children, our aging parents, and our own retirement, but we can also need to give ourselves permission to set aside some funds for our own enjoyment. Carol obviously has a zest for life and her energy comes through in her writing. This book should be on the coffee table of every home, and should be read by every generation that lives with that coffee table! This book would make a wonderful gift for young couples ( or graduates) starting out as well as those of us in the baby boomer generation. Thanks Carol, for writing words that I have needed to read for years!
The best financial book ever!.......2001-05-31
This is the first book that really made a difference for me financially! My family and I have met several times to discuss and plan our dreams and funds. We have been able to brainstorm and come up with ideas financially for each family member, with two of their dreams already accomplished. Even my nine year old is happy (he got an increase in allowance) and is telling all his friends to have their parents get the book!
I loved how the author "speaks directly to you" rather than just giving financial information. I hightly recommend this unique book that is simply put, direct, and actually affects changes in your financial status! It's a must for single parents like me!
Funding Your Dreams Generation to Gernation.......2001-05-20
Carole touches on important and weighty subjects, yet presents them to the reader in a friendly, accessible, easy to understand style. From the very beginning we think of her as `Carole' rather than Ms Akright, feeling that we are not facing a stranger, but, instead, listening to someone we know who cares about our problems. Not only does the book convey great generosity of spirit, but it also offers practical information that can benefit any family. The book is devoted to showing that dreams can indeed come true, and helps the reader understand `that money can and should be used as a family resource' that can help with dream fulfillment. Carole covers the dreams and needs of each generation, including basic issues such as retirement, long-term care, children's education, even meeting the bills. But she does not forget the vacations, adventures, life styles, purchases that one might also dream of. As she says, `You have the right to go after what you want in life.' According to Carole, inter-generational dream funding leads to a greater closeness of families, a greater sharing of values, and offers more emotional support, ideas and energy, as well as larger financial resources to call upon. This is a book to read, think about, and then perhaps read again in order to learn how to make dreams come true.
Average customer rating:
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You Can Afford to Retire
Michael D. Kresh; CFP
Manufacturer: Advantage World Press
ProductGroup: Book
Binding: Paperback
General
| Personal Finance
| Business & Investing
| Subjects
| Books
ASIN: 1932450009
Release Date: 2006-12-15 |
Product Description
Michael Kresh sets a clear path to help you take control of your retirement, turning your dreams into reality. You Can Afford to Retire is the thorough guide you need to make your money outlive you not the other way around. - Marshall Loeb, commentator on MarketWatch from Dow Jones; former editor of Fortune magazine and Money magazine. Concerned About Your Retirement? This book can help you obtain financial peace of mind! Inside you will discover: - The three things you can control that can drastically impact how much money you ll have at retirement - How to create a realistic retirement budget - Smart strategies to bridge the gap if you haven t saved enough - Tax effective ways to build up a large nest egg - What your investments and the government can (and can't) do for you - Practical financial planning tips that will ensure a worry-free retirement
Book Description
Simplifying and understanding health care in America.
In 2004, Congress created Health Savings Accounts (HSAs) with the intention of putting the brakes on runaway health care costs. The concept was simple: Get people to start thinking about health care expenses the same way they think about other goods and services they buy. But what started as simple idea has proven to be difficult for many to understand and implement. This book simplifies HSAs and their corresponding HDHPs for business owners and managers alike.
• Covers how HSAs and HDHPs work, the pros and cons of them, how to install them, strategies for getting the most out of them, and how paychecks and taxes are affected
• U.S. health care costs were nearly $1.7 trillion in 2003.
• According to a national survey, 81% of large and 78% of small companies are considering implementing HSAs by 2006
Customer Reviews:
Good Book.......2006-09-28
This book really makes sense of what can be a very confusing topic. We have a client that sells High Deductible Health Plans (www.HSASale.com) and I was reading this to get a better idea of his business. It helped!
Pocket Idiot's Guide to health savings Accounts.......2006-06-03
What a breath of fresh Air! A book written in English that we can all understand.Concise and well laid out with easy to follow subjects throughout the book as well as informative examples. Highly reccomend! You will not be sorry you purchased and will know more than 99% of the people you talk to about HSA accounts and their relevance to our health care system.
New HSA Owner.......2006-05-09
This is a must read for anybody contemplating an HSA! I found the author made this complicated and sometimes confusing insurance product easy to understand.
Average customer rating:
- Surprisingly Poor
- Nobody explains money like Edie Milligan
- Wow! Solid Information, presented very well.
|
Pocket Idiot's Guide to Mortgages (The Pocket Idiot's Guide)
CFP, CLU, AFC, Edie Milligan Driskill , and
Jamie Sutton
Manufacturer: Alpha
ProductGroup: Book
Binding: Paperback
General
| Business & Investing
| Subjects
| Books
General
| Real Estate
| Business & Investing
| Subjects
| Books
Mortgages
| Real Estate
| Business & Investing
| Subjects
| Books
General
| Personal Finance
| Business & Investing
| Subjects
| Books
Similar Items:
-
Mortgages For Dummies, 2nd Edition
-
Mortgage Encyclopedia: An Authoritative Guide to Mortgage Programs, Practices, Prices and Pitfalls
-
Complete Idiot's Guide to Buying and Selling a Home, 4th Ed (The Complete Idiot's Guide)
-
Home Buying For Dummies, 3rd edition
ASIN: 1592571255
Release Date: 2003-09-02 |
Book Description
Quick facts on everything from a first loan to a strategic refinance.
This helpful guide reveals everything home owners and soon-to-be homeowners need to know in order to get the best deal. Coverage includes:
€ Determining how much to spend
€ The application process and overcoming qualification hurdles
€ Finding the right type of loan and choosing a lender
€ Closing day considerations
€ When and how to refinance to save money
Customer Reviews:
Surprisingly Poor.......2005-03-27
I generally like the Idiot's Guide series, but this book is suprisingly poorly written. My first objection is just a pet peeve. The authors have that strange affectation you hear sometimes from people tryin' to fancy up their vocabulary: they use the word "monies" all the time when they mean "money". Granted, that's just me, but the repeated use of a gimmicky word made the whole book feel sort of cheesy.
My other complaints are substantive. The book is really designed for folks with bad credit or other "qualification hurdles". There's a whole chapter on "If You Don't Fit the Mold", i.e., if you don't qualify for ordinary mortgages and have to be a bit more creative. Plus this same material is repeated in most of the other chapters as well. Fair enough, I'm sure lots of folks out there have credit "hurdles" and need some good advice. But by reaching for this niche market, the authors have made a choice to include 20 or 30 pages that aren't useful to the majority of home-buyers who do Fit the Mold. I riffed through all this extraneous material but was disappointed to find there simply wasn't much of use to me.
When I was looking for real, concrete tips, I found little more than bland generalizations. With the complicated and articulated mortgage market these days, it would be great to get some advice on how to identify, solicit, and sift through all the dozens or hundreds of mortgage lenders out there. Instead, Chapter 2 merely tells me that there are several types of lenders out there (um, yes, I could tell that by the several types of spam that hit my e-mail account every day), and that I should interview lenders before selecting one. Well, that's not real helpful.
The book feels hastily-written. The authors seem competent. They eagerly explain all about Fannie Mae and Freddie Mac and try, in their haphazard way, to describe some of the details of the loan process. But at the end of the book, I still have dozens of unanswered questions about my own case.
My recommendation: take a pass on this book. A better and more informative buy is Ilyce Glink's "100 Questions Every First-Time Home Buyer Should Ask". Glink provides more comprehensive, more recent, and more useful information, as well as websites and other background materials.
Nobody explains money like Edie Milligan.......2003-10-10
Absolutely noone explains money issues like Edie Milligan. This book explains everything you ever wanted to know, plus a lot of things you never knew you didn't know.
Wow! Solid Information, presented very well........2003-09-14
Anyone new to the mortgage field must have this book. I'm not new, but I would categorize myself as in the early stage of my mortgage career and this book explained a lot that I didn't know. I especially like the sections that explain the Truth-In-Lending Statement, the Good Faith Estimate and the HUD-1.
Customer Reviews:
savings helpful info.......2002-09-02
these series of books are always goodin my opinion. this one took the often tedious confusing facts and presented everything in an easy format to read
401K made easy.......2001-06-23
with all the IDIOTS guides easy to read format, this book provides an in depth look at 401K issues that may have otherwise been much drier if not done in this fun format. when i finished thebook, i lent it to my staff, who are first time 401K investors. i would say that this is a must buy for anyone who feels they are intimidated with 'what to do?' or 'what does this mean?' type of questions.
Books:
- Results from the Heart: How Mini-Company Management Captures Everyone's Talents and Helps Them Find Meaning and Purpose at Work
- Selling the Invisible: A Field Guide to Modern Marketing
- Small Is Beautiful, 25th Anniversary Edition: Economics As If People Mattered: 25 Years Later . . . With Commentaries
- Snipers, Shills, and Sharks: eBay and Human Behavior
- Spreadsheet Modeling and Decision Analysis (with CD-ROM and Microsoft Project 2003 120 day version)
- Strategic Human Resource Management (with InfoTrac )
- Stumbling on Happiness
- Style: The Basics of Clarity and Grace (2nd Edition)
- Swap and Derivative Financing: The Global Reference to Products, Pricing, Applications and Markets, Revised Edition
- Technical Analysis Explained : The Successful Investor's Guide to Spotting Investment Trends and Turning Points
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Tools & Techniques of Employee Benefit And Retirement Planning: Tools & Techniques Of Employee (Tools and Techniques of Employee Benefit and Retirement ... of Employee Benefit and Retirement Planning)
