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