2015 CFP 지식형 사례형 적중문제집 - 전4권 (PASSNOTE 포함)

제1편 재무설계원론
제1장 개인재무설계 ······································· 24
제2장 재무설계 프로세스 ··························· 28
제3장 화폐의 시간가치 ································ 39
제4장 종합재무설계의 영역 ······················· 49
제5장 라이프 이벤트별 재무설계 ············ 68
제6장 고객과의 커뮤니케이션 ··················· 77
제7장 재무설계사의 윤리와 법률 ············ 80

제2편 위험관리와 보험설계
제1장 위험과 보험 ········································ 108
제2장 생명보험 ··············································· 120
제3장 제3보험 ················································· 132
제4장 손해보험 ··············································· 139
제5장 사회보험 ··············································· 155
제6장 보험설계 프로세스 ··························· 158

제3편 투자설계
제1장 투자설계 프로세스 ··························· 168
제2장 경제환경 분석 ···································· 171
제3장 투자이론 ···············································179
제4장 주식의 가치평가 및 투자전략 ····· 186
제5장 채권의 가치평가 및 투자전략 ····· 193
제6장 파생상품 운용전략 ··························· 206
제7장 자산배분전략 ······································ 212
제8장 자산배분과 금융상품 ······················· 218
제9장 투자성과평가 ······································ 222

제4편 부동산설계
제1장 부동산 산업과 재무설계 ················ 228
제2장 부동산 시장분석 ································ 230
제3장 부동산 투자분석 ································ 236
제4장 부동산 투자상품 ································ 255
제5장 부동산 설계와 사례 ························· 269

제5편 은퇴설계
제1장 은퇴설계의 개요 ································ 274
제2장 은퇴설계 프로세스 ··························· 280
제3장 국민연금 ··············································· 295
제4장 퇴직연금 ··············································· 307
제5장 개인연금 ··············································· 320
제6장 은퇴설계를 위한 계산 및 사례 ··· 330
제7장 은퇴설계와 근로자 복지제도 ········ 331
제8장 은퇴설계의 발전방향 ······················· 336

제6편 세금설계
제1장 세금설계 총론 ···································· 340
제2장 사업자와 세금 ···································· 347
제3장 종합소득세 ··········································· 358
제4장 사업소득 관련 세금 ························· 378
제5장 금융자산 관련 세금 ························· 387
제6장 부동산 관련 세금 ····························· 394
제7장 노후복지 관련 세금 ························· 403

제7편 상속설계
제1장 상속설계와 재무설계사의 역할 ··· 410
제2장 상속설계의 준비와 기본대책 ········ 413
제3장 상속설계의 실행과 조정 ················ 420
제4장 상속세 및 증여세 ····························· 434
제5장 사업승계의 설계 ································ 451
단일사례 기본문제
01 재무설계 원론 ···································· 28
02 위험관리와 보험설계 ························ 41
03 투자설계 ··············································· 58
04 부동산설계 ··········································· 80
05 은퇴설계 ··············································· 94
06 세금설계 ··············································· 111
07 상속설계 ··············································· 128

단일사례 실전문제
01 재무설계 원론 ···································· 146
02 위험관리와 보험설계 ························ 171
03 투자설계 ··············································· 200
04 부동산설계 ··········································· 226
05 은퇴설계 ··············································· 247
06 세금설계 ··············································· 270
07 상속설계 ··············································· 298