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· 분류 : 국내도서 > 수험서/자격증 > 경제/금융/회계 > AFPK/CFP
· ISBN : 9791156835622
· 쪽수 : 1121쪽
· 출판일 : 2017-08-17
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[1권] 2018 AFPK 완전정복 문제집 Module 1
제1편 재무설계개론
제1장 재무설계의 이해 ················ 24
제2장 재무설계 프로세스 ············ 32
제3장 재무제표의 이해 ················ 41
제4장 예 산 ····································· 54
제5장 소비자신용과 소비자금융 59
제6장 금융소비자보호 ··················· 71
제7장 재무설계 직업윤리 ············ 73
제2편 은퇴설계
제1장 은퇴설계 개요 ····················· 96
제2장 은퇴설계 프로세스 ············ 101
제3장 은퇴소득 ······························· 109
제4장 공적연금 ······························· 113
제5장 퇴직연금 ······························· 126
제6장 개인연금 ······························· 137
제7장 연금계좌 ······························· 143
제8장 노인복지제도 ····················· 149
제3편 부동산설계
제1장 부동산설계의 이해 ············ 154
제2장 부동산 경제 및 시장 ······· 167
제3장 부동산가치평가 ·················· 178
제4장 부동산 권리 및 거래 ······· 192
제5장 부동산 정책 및 공법 ······· 205
제6장 부동산투자 ··························· 216
제4편 상속설계
제1장 상속과 상속설계의 이해 · 224
제2장 상속의 법률관계 ················ 227
제3장 유언 설계 ····························· 238
제4장 상속설계의 실행과 조정 · 243
제5장 상속세 및 증여세 ·············· 247
제6장 가업승계설계 ······················ 263
부 록 실전모의고사
• 실전모의고사 ······························· 272
• 정답 및 해설 ······························· 309
[2권] 2018 AFPK 완전정복 문제집 Module 2
제1편 위험관리와 보험설계
제1장 위험과 보험 ························· 24
제2장 보험산업 ······························· 41
제3장 보험관계법과 보험계약 ···· 51
제4장 보험제도와 보험상품 ········ 67
제5장 보험세제 ······························· 86
제2편 투자설계
제1장 투자설계 프로세스 ············ 94
제2장 경제환경 ······························· 96
제3장 투자수익률과 위험 ·········· 107
제4장 금융시장 ······························· 119
제5장 주 식 ····································· 129
제6장 채 권 ····································· 142
제7장 증권분석 ······························· 153
제8장 파생상품 ······························· 162
제9장 금융상품 ······························ 172
제3편 세금설계
제1장 세금설계 총론 ···················· 182
제2장 소득세의 이해 ···················· 192
제3장 사업자와 세금 ···················· 202
제4장 금융자산 관련 세금 ·········· 214
제5장 부동산 관련 세금 ·············· 223
제6장 노후복지 관련 세금 ·········· 237
부 록 실전모의고사
• 실전모의고사 ······························· 244
• 정답 및 해설 ······························· 270
[3권] 2018 AFPK PASS NOTE 핵심요약정리
MODULE 01
제1편 재무설계개론
제1장 재무설계의 이해 ················ 10
제2장 재무설계 프로세스 ············ 19
제3장 재무제표의 이해 ················ 28
제4장 예산 ······································· 45
제5장 소비자신용과 소비자금융 48
제6장 금융소비자보호 ··················· 69
제7장 재무설계 직업윤리 ············ 73
제2편 은퇴설계
제1장 은퇴설계 개요 ····················· 92
제2장 은퇴설계 프로세스 ············ 96
제3장 은퇴소득 ······························· 102
제4장 공적연금 ······························· 105
제5장 퇴직연금 ······························· 119
제6장 개인연금 ······························· 129
제7장 연금계좌 ······························· 133
제8장 노인복지제도 ······················ 138
제3편 부동산설계
제1장 부동산설계의 이해 ············ 144
제2장 부동산 경제 및 시장 ······· 154
제3장 부동산가치평가 ·················· 162
제4장 부동산 권리 및 거래 ······· 171
제5장 부동산 정책 및 공법 ······· 188
제6장 부동산투자 ··························· 200
제4편 상속설계
제1장 상속과 상속설계의 이해 · 216
제2장 상속의 법률관계 ················ 219
제3장 유언 설계 ····························· 234
제4장 상속설계의 실행과 조정 · 242
제5장 상속세 및 증여세 ·············· 249
제6장 가업승계설계 ······················ 274
MODULE 02
제1편 위험관리와 보험설계
제1장 위험과 보험 ························ 284
제2장 보험산업 ······························· 295
제3장 보험 관계법과 보험계약 · 307
제4장 보험제도와 보험상품 ········ 318
제5장 보험세제 ······························· 341
제2편 투자설계
제1장 투자설계 프로세스 ············ 348
제2장 경제환경 ······························· 352
제3장 투자수익룰과 위험 ············ 370
제4장 금융시장 ······························· 378
제5장 주식 ······································· 392
제6장 채권 ······································· 403
제7장 증권분석 ······························· 411
제8장 파생상품 ······························· 422
제9장 금융상품 ······························· 431
제3편 세금설계
제1장 세금설계 총론 ···················· 444
제2장 소득세의 이해 ···················· 451
제3장 사업자와 세금 ···················· 464
제4장 금융자산 관련 세금 ·········· 475
제5장 부동산 관련 세금 ·············· 488
제6장 노후복지 관련 세금 ·········· 506




















