CFP Financial Planner Exam Review app for iPhone and iPad

This application Contains over 1800 Study notes & exam question.

This CFP app contains the following chapters:

1. Principles of Financial Planning 1
2. Principles of Financial Planning 2
3. Insurance Planning 1
4. Insurance Planning 2
5. Employee Benefits Planning
6. Retirement Planning 1
7. Retirement Planning 2
8. Retirement Planning 3
9. Income Tax planning
10. Investment Planning 1
11. Investment Planning 2
12. Investment Planning 3
13. Estate Planning 1
14. Estate Planning 2
15. Estate Planning 3
16. CFP Exam Quiz
17. CFP Exam Review
18. CFP Formulas & Ratios
19. CFP Hardest Exam Quiz
20. Last Night Exam Review
21. CFP Numbers
22. CFP Memory Techniques

This app Includes all topics: General Principles of Financial Planning, Insurance Planning and Risk Management, Investment Planning, Retirement Planning, Estate Planning, Employee Benefits Planning, Income Tax Planning, CFP Formula Section.

Main Features:
- +1800 exam questions and study notes
- 5study modes
- Shareable content
- Settings: with flexibility to change font size & background control

CFP® certification is the highest level of certification that a financial planner can achieve, and it is internationally recognised. CFP professionals demonstrate their commitment to excellence in financial planning by meeting initial and ongoing competency, ethics and practice standards and agreeing to abide by the standards laid out in the FPA’s Code of Professional Practice.
To earn the CFP Board designation, candidates in the United States must meet several requirements—the first of which is the educational requirement, which requires candidates to have a bachelors degree (or higher), or its equivalent in any discipline, from an accredited college or university.[6] In Canada, no formal university or even community college educational requirements are needed. The majority of CFP holders in Canada lack formal university education in business or commerce; however, many do possess some level of local community college training. The bachelors degree requirement in the United States may be completed after passing the CFP exam (within five years) and is also not a requirement to be eligible to take the CFP Board Certification Examination. [1] As a first step to the present CFP certification criteria, students must master a fairly rudimentary list of approximately 100 topics on financial planning.[7] The curriculum taught must be the equivalent of 18 semester credit hours (e.g. 6 courses). The topics cover major planning areas such as:

General Principles of Finance and Financial Planning
Insurance Planning
Employee Benefits Planning
Investment and Securities Planning
State and Federal Income Tax Planning
Estate Tax, Gift Tax, and Transfer Tax Planning
Asset Protection Planning
Retirement Planning
Estate Planning
Financial planning and consulting

Individuals holding professional designations pre-approved by the CFP Board, which include attorneys, Certified Public Accountants (CPA), Chartered Certified Accountants (ACCA), Chartered Accountants (CA), Chartered Wealth Managers (AAFM), Chartered Life Underwriters (CLU), Chartered Financial Consultants (ChFC), and Chartered Financial Analysts (CFA)) are all entitled to register for and take the exam without having to complete the education requirements by using the CFP-boards "challenge" status.


Individuals who seek to challenge the CFP certification exam after March 2012 will be required to take a financial planning Capstone course before sitting for the exam.

This application is suitable also for CPA, CPP, ACCA, CA, CMA, CFA, CFE, CIA & CISA candidates.

Disclaimer:
Karim Sliti, the publisher of this iOS application, is not affiliated with or endorsed by any testing organization. All organizational and test names are trademarks of their respective owners. The content of the application might include inaccuracies or typographical errors, for which the owner can not be held. liable.