Glossary

Glossary

Term Book Chapter Definition
Financial Planning Software Certified Financial Planner (CFP) Exam Chapter 20: Resources and Tools for CFPs An indispensable tool for Certified Financial Planners that simplifies complex tasks and enhances efficiency, allowing planners to focus more on strategic tasks. Examples include MoneyGuidePro, eMoney Advisor, RightCapital, and Advicent NaviPlan.