|
*
大家的小九九谁不知道
-
[103] (2025-05-29 20:52:13)
(0)
(0)
|
a
Key Components of the CFP Course Outline: 1. Financial Planning Foundations: Thi...- [58] (2025-05-29 21:40:20) (0) (0)
Key Components of the CFP Course Outline:
1. Financial Planning Foundations:
This covers the fundamental principles of financial planning, including financial analysis, time value of money, and various financial planning processes.
It also delves into the integration of different financial planning areas.
2. Insurance and Risk Management:
This section focuses on insurance regulations, risk management principles, and the role of insurance in financial planning.
3. Estate Planning and Law:
It covers the legal foundations of family and estate law, including business ownership structures, trust planning, and probate.
4. Tax Planning:
This module focuses on understanding and applying tax planning strategies for individuals, including income tax, capital gains tax, and estate tax.
5. Retirement Planning:
This part explores the different aspects of retirement planning, including funding, income sources, and estate planning for retirement.
6. Investment Planning:
This section covers the funda
|