【115年最新版】CFP/AFP能力測驗經典講義與試題
本书根据新版课程调整内容,适用于2026年9月后的APF/CFP®考试,涵盖八项领域:理财规划心理、财务管理、风险管理与保险规划、投资规划与资产配置、退休规划、税务规划、财富传承规划和综合理财规划。
- The description claims that the course adjustments emphasize the importance of asset allocation in investment planning.
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Good foundation, but some important product data is still missing.
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