B高优先级

财务规划基本原则

General Principles of Financial Planning

15%考试权重

10主题数量

主题列表

B.7Financial planning process

B.8Financial statements

B.9Cash flow management

B.10Financing strategies and debt management

B.11Economic concepts

B.12Time value of money concepts and calculations

B.13Education needs analysis

B.14Education savings vehicles

B.15Education funding

B.16Gift / income tax strategies