Sisällysluettelo:
“…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…”