Wealth management series, investment strategies and portfolio management, Estate and insurance planning for business owners



Estate and insurance planning for business owners

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002323411 / 1988-05-16
Date of Publication:
April 12, 1988
Date of Creation:
1988
Title:
Estate and insurance planning for business owners.
Series:
Advanced studies program. Estate planning series ; no. 8221
Description:
45 p.
Number of similar titles:
7
Similar Title:
Estate and insurance planning for business owners, May 1995
Other Title:
Advanced studies program : Estate planning series ; no. 8221
Copyright Claimant:
College for Financial Planning
Names:
College for Financial Planning, Denver (257 documents)
example document: Selected readings in investment strategies and portfolio management

Copyrights records by College for Financial Planning, Denver

Professionally managed assets

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002323413 / 1988-05-16
Date of Publication:
March 29, 1988
Date of Creation:
1988
Title:
Professionally managed assets.
Series:
Advanced studies program. Professionally managed assets ; no. 8121
Description:
44 p.
Number of similar titles:
9
Other Title:
Advanced studies program : Professionally managed assets ; no. 8121
Copyright Claimant:
College for Financial Planning
Names:
College for Financial Planning, Denver (257 documents)
example document: Advanced studies program, retirement planning series, financial planning for the retired

Investment strategies and portfolio management

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002323414 / 1988-05-16
Date of Publication:
March 29, 1988
Date of Creation:
1988
Title:
Investment strategies and portfolio management.
Series:
Advanced studies program. Wealth management series ; no. 8113
Description:
40 p.
Number of similar titles:
7
Other Title:
Advanced studies program : Wealth management series ; no. 8113
Copyright Claimant:
College for Financial Planning
Names:
College for Financial Planning, Denver (257 documents)
example document: Advanced studies course

Wealth management series, professionally managed assets

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002488722 / 1989-02-06
Date of Publication:
August 12, 1988
Date of Creation:
1988
Title:
Wealth management series, professionally managed assets.
Series:
Advanced studies program ; 8122
Description:
42 p.
Other Title:
Advanced studies program ; 8122
Copyright Claimant:
College for Financial Planning
Names:
College for Financial Planning, Denver (257 documents)
example document: Financial planning I

Wealth management series, investment strategies and portfolio management

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002488727 / 1989-02-06
Date of Publication:
August 22, 1988
Date of Creation:
1988
Title:
Wealth management series, investment strategies and portfolio management.
Series:
Advanced studies program ; 8114
Description:
40 p.
Other Title:
Advanced studies program ; 8114
Copyright Claimant:
College for Financial Planning
Names:
College for Financial Planning, Denver (257 documents)
example document: Due diligence program

Estate and insurance planning for business owners

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002634077 / 1989-08-23
Date of Publication:
April 25, 1989
Date of Creation:
1989
Title:
Estate and insurance planning for business owners : ADVS0202, 8224.
Basis of Claim:
New Matter: "new questions."
Series:
Advanced studies program, estate planning series
Description:
44 p.
Number of similar titles:
7
Other Title:
Advanced studies program, estate planning series
Copyright Claimant:
College for Financial Planning
Notes:
Standard examination.
Names:
College for Financial Planning (1660 documents)
example document: Fiduciary Issues, Prohibited Transactions, Claims & Examinations Module 11

Copyrights records by College for Financial Planning

Professionally managed assets

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002747677 / 1990-01-25
Date of Publication:
November 14, 1989
Date of Creation:
1989
Title:
Professionally managed assets : ADVS0101, 8126.
Basis of Claim:
New Matter: "new questions and compilation."
Series:
Advanced studies program, wealth management series
Description:
1 v.
Number of similar titles:
9
Other Title:
Advanced studies program, wealth management series
Copyright Claimant:
College for Financial Planning
Notes:
Standard examination.
Names:
College for Financial Planning (1660 documents)
example document: Financial planning for the retired

Case studies in wealth management

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002747680 / 1990-01-25
Date of Publication:
December 12, 1989
Date of Creation:
1989
Title:
Case studies in wealth management : ADVS0104, 8141.
Basis of Claim:
New Matter: "new questions and compilation."
Series:
Advanced studies program, wealth management series
Description:
1 v.
Number of similar titles:
6
Other Title:
Advanced studies program, wealth management series
Copyright Claimant:
College for Financial Planning
Notes:
Standard examination.
Names:
College for Financial Planning (1660 documents)
example document: Planning for incapacity, disability & long-term care

The Use of trusts in estate planning

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002751342 / 1990-01-25
Date of Publication:
August 7, 1989
Date of Creation:
1989
Title:
The Use of trusts in estate planning.
Basis of Claim:
New Matter: "new questions and compilation."
Series:
Advanced studies program. Estate planning series ; ADVS0203, 8231
Number of similar titles:
4
Similar Title:
The Use of trusts in estate planning, 1983
Other Title:
Advanced studies program : Estate planning series ; ADVS0203, 8231
Copyright Claimant:
College for Financial Planning
Notes:
Examination.
Names:
College for Financial Planning, Denver (257 documents)
example document: Master of science degree program

Case studies in retirement planning

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002751346 / 1990-01-25
Date of Publication:
December 11, 1989
Date of Creation:
1989
Title:
Case studies in retirement planning.
Basis of Claim:
New Matter: "new questions and compilation."
Series:
Advanced studies program. Retirement planning series ; ADVS0304, 8341
Number of similar titles:
6
Other Title:
Advanced studies program : Retirement planning series ; ADVS0304, 8341
Copyright Claimant:
College for Financial Planning
Notes:
Examination.
Names:
College for Financial Planning, Denver (257 documents)
example document: Advanced studies program, wealth management series, investment strategies and portfolio management

Case studies in retirement planning

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002893368 / 1990-07-13
Date of Publication:
April 23, 1990
Date of Creation:
1990
Title:
Case studies in retirement planning.
Basis of Claim:
New Matter: additions, compilation.
Copyright Note:
C.O. correspondence.
Series:
Retirement planning series
Advanced studies program ; ADVS0304, 8342
Description:
1 v.
Number of similar titles:
6
Other Title:
Advanced studies program ; ADVS0304, 8342
Copyright Claimant:
College for Financial Planning
Names:
College for Financial Planning, Denver (257 documents)
example document: Tax planning for the owners of a closely held business

The Use of trusts in estate planning

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002893369 / 1990-07-13
Date of Publication:
April 2, 1990
Date of Creation:
1990
Title:
The Use of trusts in estate planning.
Basis of Claim:
New Matter: additions, compilation.
Copyright Note:
C.O. correspondence.
Series:
Estate planning series
Advanced studies program ; ADVS0203, 8233
Description:
1 v.
Number of similar titles:
4
Other Title:
Advanced studies program ; ADVS0203, 8233
Copyright Claimant:
College for Financial Planning
Names:
College for Financial Planning, Denver (257 documents)
example document: Tax preparer program

Case studies in estate planning

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002931256 / 1990-10-22
Date of Publication:
August 14, 1990
Date of Creation:
1990
Title:
Case studies in estate planning.
Basis of Claim:
New Matter: additional questions and compilation.
Series:
Advanced studies program. Estate planning series ; ADVS0204, 8241
Description:
1 v.
Number of similar titles:
6
Similar Title:
Case studies in estate planning
Other Title:
Advanced studies program : Estate planning series ; ADVS0204, 8241
Copyright Claimant:
College for Financial Planning
Names:
College for Financial Planning, Denver (257 documents)
example document: CFP professional education program

The Use of trusts in estate planning

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002931257 / 1990-10-22
Date of Publication:
July 27, 1990
Date of Creation:
1990
Title:
The Use of trusts in estate planning.
Basis of Claim:
New Matter: additional questions and compilation.
Series:
Advanced studies program. Estate planning series ; ADVS0203, 8234
Description:
1 v.
Number of similar titles:
4
Other Title:
Advanced studies program : Estate planning series ; ADVS0203, 8234
Copyright Claimant:
College for Financial Planning
Names:
College for Financial Planning, Denver (257 documents)
example document: Tax planning for the highly compensated

Estate and insurance planning for business owners

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002932110 / 1990-07-13
Date of Publication:
March 29, 1990
Date of Creation:
1990
Title:
Estate and insurance planning for business owners.
Basis of Claim:
New Matter: additions, compilation.
Copyright Note:
C.O. correspondence.
Series:
Estate planning series
Advanced studies program ; exam. no. 8227, ADVS0202
Description:
1 v.
Number of similar titles:
7
Other Title:
Advanced studies program ; exam. no. 8227, ADVS0202
Copyright Claimant:
College for Financial Planning
Names:
College for Financial Planning, Denver (257 documents)
example document: Tax planning for the owners of a closely held business

Case studies in retirement planning

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002933296 / 1990-10-22
Date of Publication:
August 13, 1990
Date of Creation:
1990
Title:
Case studies in retirement planning.
Basis of Claim:
New Matter: additions & compilation.
Series:
Retirement planning series
Advanced studies program ; ADVS0304, 8343
Description:
1 v.
Number of similar titles:
6
Other Title:
Advanced studies program ; ADVS0304, 8343
Copyright Claimant:
College for Financial Planning
Names:
College for Financial Planning, Denver (257 documents)
example document: Tax planning for the highly compensated

Professionally managed assets

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002933298 / 1990-10-22
Date of Publication:
July 24, 1990
Date of Creation:
1990
Title:
Professionally managed assets.
Basis of Claim:
New Matter: additions & compilation.
Series:
Wealth management series
Advanced studies program ; ADVS0102, 8128
Description:
1 v.
Number of similar titles:
9
Other Title:
Advanced studies program ; ADVS0102, 8128
Copyright Claimant:
College for Financial Planning
Names:
College for Financial Planning, Denver (257 documents)
example document: CFP professional education program

Estate and insurance planning for business owners

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003055522 / 1990-10-22
Date of Publication:
July 24, 1990
Date of Creation:
1990
Title:
Estate and insurance planning for business owners : ADVS0202, 8228.
Basis of Claim:
New Matter: new questions & compilation.
Copyright Note:
C.O. correspondence.
Series:
Advanced studies program, estate planning series
Description:
43 p.
Number of similar titles:
7
Other Title:
Advanced studies program, estate planning series
Copyright Claimant:
College for Financial Planning
Notes:
Standard examination.
Names:
College for Financial Planning (1660 documents)
example document: Equities & debt instruments module 5

Case studies in wealth management

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003055523 / 1990-10-22
Date of Publication:
August 2, 1990
Date of Creation:
1990
Title:
Case studies in wealth management : ADVS0104, 8143.
Basis of Claim:
New Matter: new questions & compilation.
Copyright Note:
C.O. correspondence.
Series:
Advanced studies program, wealth management series
Description:
28 p.
Number of similar titles:
6
Other Title:
Advanced studies program, wealth management series
Copyright Claimant:
College for Financial Planning
Notes:
Standard examination.
Names:
College for Financial Planning (1660 documents)
example document: Advanced studies program--investment strategies and portfolio management

Investment strategies and portfolio management

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003055524 / 1990-10-22
Date of Publication:
July 24, 1990
Date of Creation:
1990
Title:
Investment strategies and portfolio management : ADVS0101, 8110.
Basis of Claim:
New Matter: new questions & compilation.
Copyright Note:
C.O. correspondence.
Series:
Advanced studies program, wealth management series
Description:
40 p.
Number of similar titles:
7
Other Title:
Advanced studies program, wealth management series
Copyright Claimant:
College for Financial Planning
Notes:
Standard examination.
Names:
College for Financial Planning (1660 documents)
example document: Multiple-choice workbook

Case studies in wealth management

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003080200 / 1991-05-16
Date of Publication:
November 28, 1990
Date of Creation:
1990
Title:
Case studies in wealth management.
Basis of Claim:
New Matter: additions, compilation.
Series:
Wealth management series
Advanced studies program ; ADVS0104 8144
Number of similar titles:
6
Other Title:
Advanced studies program ; ADVS0104 8144
Copyright Claimant:
College for Financial Planning
Names:
College for Financial Planning, Denver (257 documents)
example document: Advanced studies program, estate planning series, the use of trusts in estate planning

Professionally managed assets

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003080202 / 1991-05-16
Date of Publication:
November 13, 1990
Date of Creation:
1990
Title:
Professionally managed assets.
Basis of Claim:
New Matter: additions, compilation.
Series:
Wealth management series
Advanced studies program ; ADVS0102 8129
Number of similar titles:
9
Other Title:
Advanced studies program ; ADVS0102 8129
Copyright Claimant:
College for Financial Planning
Names:
College for Financial Planning, Denver (257 documents)
example document: Financial planning for the retired

Investment strategies and portfolio management

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003080203 / 1991-05-16
Date of Publication:
November 19, 1990
Date of Creation:
1990
Title:
Investment strategies and portfolio management.
Basis of Claim:
New Matter: additions, compilation.
Series:
Wealth management series
Advanced studies program ; ADVS0101 8111
Number of similar titles:
7
Other Title:
Advanced studies program ; ADVS0101 8111
Copyright Claimant:
College for Financial Planning
Names:
College for Financial Planning, Denver (257 documents)
example document: Qualified retirement plans

Wealth management series

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003157393 / 1991-09-25
Date of Publication:
April 5, 1991
Date of Creation:
1991
Title:
Wealth management series : case studies in wealth management : ADVS0104, 8145.
Basis of Claim:
New Matter: "new questions and compilation of the whole."
Series:
Advanced studies program
Number of similar titles:
3
Variant title:
Wealth management series : case studies in wealth management
Other Title:
Advanced studies program
Copyright Claimant:
College for Financial Planning
Names:
College for Financial Planning (1660 documents)
example document: Chartered Retirement Plans Specialist Program Self-Study Examination & Master Index

The Uses of trusts in estate planning

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003159481 / 1991-09-25
Date of Publication:
March 27, 1991
Date of Creation:
1991
Title:
The Uses of trusts in estate planning : ADVS0203, 8236.
Basis of Claim:
New Matter: "new questions and compilation of the whole."
Series:
Advanced studies program, estate planning series
Description:
1 v.
Other Title:
Advanced studies program, estate planning series
Copyright Claimant:
College for Financial Planning
Notes:
Standard examination.
Names:
College for Financial Planning (1660 documents)
example document: Individual deferred compensation

Estate and insurance planning for business owners

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003159482 / 1991-09-25
Date of Publication:
March 27, 1991
Date of Creation:
1991
Title:
Estate and insurance planning for business owners : ADVS0202, 8220.
Basis of Claim:
New Matter: "new questions and compilation of the whole."
Series:
Advanced studies program, estate planning series
Description:
1 v.
Number of similar titles:
7
Other Title:
Advanced studies program, estate planning series
Copyright Claimant:
College for Financial Planning
Notes:
Standard examination.
Names:
College for Financial Planning (1660 documents)
example document: Chartered retirement plans specialist

Professionally managed assets

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003159483 / 1991-09-25
Date of Publication:
April 9, 1991
Date of Creation:
1991
Title:
Professionally managed assets : ADVS0102, 8120.
Basis of Claim:
New Matter: "new questions and compilation of the whole."
Series:
Advanced studies program, wealth management series
Description:
1 v.
Number of similar titles:
9
Other Title:
Advanced studies program, wealth management series
Copyright Claimant:
College for Financial Planning
Notes:
Standard examination.
Names:
College for Financial Planning (1660 documents)
example document: Derivatives

Investment strategies and portfolio management

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003159484 / 1991-09-25
Date of Publication:
March 27, 1991
Date of Creation:
1991
Title:
Investment strategies and portfolio management : ADVS0101, 8112.
Basis of Claim:
New Matter: "new questions and compilation of the whole."
Series:
Advanced studies program, wealth management series
Description:
1 v.
Number of similar titles:
7
Other Title:
Advanced studies program, wealth management series
Copyright Claimant:
College for Financial Planning
Notes:
Standard examination.
Names:
College for Financial Planning (1660 documents)
example document: Mutual funds & foreign investments module 10

Estate and insurance planning for business owners

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004278621 / 1996-04-10
Date of Publication:
December 7, 1995
Date of Creation:
1995
Title:
Estate and insurance planning for business owners.
Basis of Claim:
New Matter: new questions.
Series:
Estate planning series
Master of science degree program. MSTR0202
Description:
38 p.
Number of similar titles:
7
Other Title:
Master of science degree program : MSTR0202
Copyright Claimant:
National Endowment for Financial Education
Notes:
Examination.
Names:
National Endowment for Financial Education (222 documents)
example document: Pre-retirement financial planning, May 1995

Copyrights records by National Endowment for Financial Education

Estate and insurance planning for business owners

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004323276 / 1996-08-05
Date of Publication:
April 25, 1996
Date of Creation:
1996
Title:
Estate and insurance planning for business owners.
Basis of Claim:
New Matter: new questions & compilation.
Series:
Estate planning series
Master of science degree program ; MSTR0202
Description:
39 p.
Number of similar titles:
7
Other Title:
Master of science degree program ; MSTR0202
Copyright Claimant:
National Endowment for Financial Education
Notes:
Examination.
Names:
National Endowment for Financial Education (222 documents)
example document: Financial planning process and insurance, May 1995
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