Case studies to assist in preparation for the CFP Exam (Certified Financial Planner).

Cfp Certification Examination Review Case Study

Education & Teaching

Keir Educational Resources

Studying & Workbooks

Lambers Pubns

This book includes three chapters of text material covering techniques for determining present and future values of money (including uneven cash flows, internal rate of return, etc.), practice questions and solutions. 
This book provides key strokes for the HP-12C, HP-10BII, HP-17BII, BAII Plus financial calculator as well as the Victor V12 and V10. 
 To the students using this book: Our present interest is for you to become successful. Your interest compounded with the time you put into your studies, will hopefully increase exponentially to a future whose value is a successful career. Our wish is that as you begin your professional voyage, your triumphs will increase in serial installments and end with a livelihood that smoothes out the uneven cash flows of life. That would be our greatest payment.

Keir's Guide To Your Financial Calculator

Reference

This book serves as a distillation of the important principles and concepts of the Financial Planning. The student is provided with the essential content that is important to this course topic including: Introduction to the Financial Planning Process, Communication for Financial Planning, Ethical Considerations for Financial Planners, Client Attitudes and Risk Tolerance, Introduction to the Time Value of Money, Education Planning and Special Needs, Cash Flow Management, Debt Management, and Lease-Buy Decision, and The Regulatory Issues for Financial Planners and the Financial Industry. Properly used, Keir study materials will enhance and streamline your study process to help you pass your exam. Many students find the Keir study materials indispensable to their exam preparation. The questions are designed to serve only one purpose - to help a student learn the material. They will best serve this purpose when used as a study and learning aid to any study program, be it a class or self-study.

Keir's Financial Planning 2010

Keir s Introduction to Financial Planning textbook is designed to introduce students to personal financial planning and to develop the concept of comprehensive financial planning where all of the elements of life that are impacted by financial choices come together. Each chapter provides an overview of an area of personal financial planning such as insurance planning, investments planning, or retirement planning. The end of each chapter includes multiple-choice questions to help students test their knowledge and comprehension of the information found in that chapter. If a student does not score a 75 percent or higher for a particular Chapter, the student probably has not mastered the material in accordance with examination standards. A grade of less than 75 percent would suggest the student should, as a minimum, review the detailed answers for every question missed and the related paragraphs in the Chapter. In the preparation of these multiple choice questions, Keir made no attempt to anticipate specific cases or questions that are likely to appear on the final examination for a college course. No one can outguess the class professor. What we have attempted to do is select questions that test a student s understanding of important concepts presented in the study materials.

Introduction to Financial Planning 2016

This is a new Financial Plan development textbook from 2012 - 3rd edition. It has never been been used and is a great tool for creating financial plans - used for Certified Financial Planning certification and coursework.

Financial Plan Development - 2012 3rd Edition

Keir Educational

Keir designed this textbook using our well proven methodology of structuring each book to follow the 78 topic list provided by the CERTIFIED FINANCIAL PLANNERTM Board of Standards. We have used this methodology for over 10 years to help thousands of students pass the CFP® Certification Examination. The 78 topic list is the current basis for the CFP® Certification Examination. This textbook covers Estate Planning (Topics 53 73). Since we designed this textbook to follow the CFP Board s topic list, a Certificate program s students and instructors will find this unique format to be the most effective and concise way to learn just the topics specifically tested on the CFP® Certification Examination. This textbook includes over 700 multiple choice questions and case questions to help reinforce each topic. The multiple choice questions included in this textbook cover the four cognitive levels of questions used on the CFP® Certification Examination which are: (1) Knowledge/Comprehension, (2) Application, (3) Analysis/Synthesis, and (4) Evaluation. Although there is more emphasis in the CFP® Certification Examination on higher level cognitive questions, a student needs to master lower level knowledge and comprehensive questions in order to master the application, analysis, and evaluation questions. The CFP® Certification Examination includes comprehensive cases and mini-cases. To provide the experience of working on cases, we have included case fact patterns with multiple choice questions in the Appendix at the end of this textbook. Each of the topics contains a table identifying cases and questions covering material in that particular topic. Students should read the case in the Appendix and attempt to answer the case questions identified for that topic. The cases range from short fact patterns to full blown 5 to 10 page fact patterns. The short fact patterns are similar to mini-cases and allow students to start to build on their ability to answer case questions. The full blown case fact patterns provide the student with the same level of difficulty as the comprehensive cases on the CFP® Certification Examination. Although most of the multiple choice questions in this textbook were written by Keir Educational Resources, some of the questions have appeared on past CFP® Certification Examinations and are reprinted here with permission.

Estate Planning Textbook 2013

We designed this book as a reference guide for professionals serving clients on a wide variety of individual financial issues. Although we elected to follow the comprehensive 78 topics tested on the CFP® Certification Examination, insurance and securities professionals have also found this reference guide to be extremely helpful in serving their clients. 
 This book will help you stay up-to-date because it includes the 2014 key facts and figures you need to serve your clients. The topics covered in this guide include the following areas: 
 Financial Planning Insurance Planning Investment Planning Income Tax Planning Retirement Planning Estate Planning Interpersonal Communication Professional Conduct and Fiduciary Responsibility 
 While there is some overlap and repetition of material among the topics, this repetition is a result of the interrelated issues of comprehensive financial planning. We hope the concise but complete treatment of each topic will help save you valuable time in serving your clients. 
 We did not design this book to help individuals study for the CFP® Certification Examination. If you are studying for the exam, you should purchase the Keir Comprehensive Review Package for the CFP® Certification Examination. Those comprehensive books cover the topics with more emphasis on issues commonly tested and also provide students with exam study tips, examples, practice questions, and prior exam questions. 
 Keir Educational Resources wishes to express our appreciation to the many people who helped to write, research, update, enhance, and produce this book. We also want to thank all of the individuals, universities, and companies who have offered suggestions over the years for improvements.

Keir's Insurance Planning Textbook 2014

For over 40 years, Keir Educational Resources has helped hundreds of thousands of insurance and financial professionals to obtain their professional designations. Over the last 20 years, Keir has produced supplemental study materials to help students complete the required courses at local universities and colleges in order to qualify to sit for the CFP® Certification Examination. Keir also has comprehensive review materials for the CFP® Certification Examination that have helped thousands of students to pass the CFP® Certification Examination. 
 While working with numerous program directors and instructors from universities and colleges across the country, Keir Educational Resources frequently receives requests for a book that can serve as the primary textbook for each course that is required by CFP Board Registered Programs. Program directors and instructors involved with these programs are frequently looking for textbooks focused specifically on the topics and learning objectives outlined by CFP Board. Keir is pleased to offer textbooks designed specifically for each of the courses included in CFP Board Registered Programs. Keir also offers a Case Studies book that can be used in the Financial Planning Development Course that is required as of 2012. 
 Keir designed this textbook using our well proven methodology of structuring each book to follow the 78 topic list provided by the CERTIFIED FINANCIAL PLANNERTM Board of Standards. We have used this methodology for over 10 years to help thousands of students pass the CFP® Certification Examination. The 78 topic list is the current basis for the CFP® Certification Examination and, along with the Student-Centered Learning Objectives released by CFP Board in 2012, is the basis for student learning in Registered Programs. This textbook covers Financial Planning (Topics 1 12), Interpersonal Communication (Topics 74 75), and Professional Conduct and Fiduciary Responsibility (Topics 76 78). Since we designed this textbook to follow the CFP Board s topic list and Learning Objectives, we are confident that students and instructors will find this unique format to be the most effective way to learn the skills required of a successful financial planner. While written with CFP Board Registered Programs in mind, this General Principles textbook is comprehensive and flexible enough to be used in non-CFP Board programs as well. 
 This textbook includes over 500 multiple choice questions and case questions to help reinforce each topic and to introduce students to the types of questions they may experience when taking the CFP® Certification Examination. The multiple choice questions included in this textbook cover the four cognitive levels of questions used on the CFP® Certification Examination which are: (1) Knowledge/Comprehension, (2) Application, (3) Analysis/Synthesis, and (4) Evaluation. Although there is more emphasis in the CFP® Certification Examination on higher level cognitive questions, a student needs to master lower level knowledge and comprehensive questions in order to master the application, analysis, and evaluation questions. Each of the topics contains a table identifying cases and questions covering material in that particular topic. Students should read the case in the Appendix and attempt to answer the case questions identified for that topic.

General Principles of Financial Planning Textbook 2014

For over 40 years, Keir Educational Resources has helped hundreds of thousands of insurance and financial professionals to obtain their professional designations. Over the last 20 years, Keir has produced supplemental study materials to help students complete the required courses at local universities and colleges in order to qualify to sit for the CFP® Certification Examination. Keir also has comprehensive review materials for the CFP® Certification Examination that have helped thousands of students to pass the CFP® Certification Examination. 
 While working with numerous program directors and instructors from universities and colleges across the country, Keir Educational Resources frequently receives requests for a book that can serve as the primary textbook for each course. In particular, we received numerous requests for textbooks designed for Certificate programs rather than undergraduate or graduate courses. The focus of a Certificate program is to provide the educational coursework required to be eligible to sit for the CFP® Certification Examination rather than a degree. As a result, the program directors and instructors involved with Certificate programs were looking for textbooks focused specifically on just the topics tested on the CFP® Certification Examination rather than an undergraduate or graduate textbook that tends to include additional information not tested directly on the CFP® Certification Examination. Keir is pleased to offer textbooks designed specifically for each of the courses included in Certificate programs. Keir also offers a Case Studies book that can be used in the Financial Planning Development Course that is required as of 2012. 
 Keir designed this textbook using our well proven methodology of structuring each book to follow the 78 topic list provided by the CERTIFIED FINANCIAL PLANNERTM Board of Standards. We have used this methodology for over 10 years to help thousands of students pass the CFP® Certification Examination. The 78 topic list is the current basis for the CFP® Certification Examination. This textbook covers Retirement Planning (Topics 44 52). Since we designed this textbook to follow the CFP Board s topic list, a Certificate program s students and instructors will find this unique format to be the most effective and concise way to learn just the topics specifically tested on the CFP® Certification Examination. 
 This textbook includes over 500 multiple choice questions and case questions to help reinforce each topic. The multiple choice questions included in this textbook cover the four cognitive levels of questions used on the CFP® Certification Examination which are: (1) Knowledge/Comprehension, (2) Application, (3) Analysis/Synthesis, and (4) Evaluation. Although there is more emphasis in the CFP® Certification Examination on higher level cognitive questions, a student needs to master lower level knowledge and comprehensive questions in order to master the application, analysis, and evaluation questions. 
 The CFP® Certification Examination includes comprehensive cases and mini-cases. To provide the experience of working on cases, we have included case fact patterns with multiple choice questions in the Appendix at the end of this textbook. Each of the topics contains a table identifying cases and questions covering material in that particular topic. Students should read the case in the Appendix and attempt to answer the case questions identified for that topic. The cases range from short fact patterns to full blown 5 to 10 page fact patterns. The short fact patterns are similar to mini-cases and allow students to start to build on their ability to answer case questions. The full blown case fact patterns provide the student with the same level of difficulty as the comprehensive cases on the CFP® Certification Examination.

Keir's Retirement Planning Textbook 2014

Business & Money

Personal Finance

For over 40 years, Keir Educational Resources has helped hundreds of thousands of insurance and financial professionals to obtain their professional designations. Over the last 20 years, Keir has produced supplemental study materials to help students complete the required courses at local universities and colleges in order to qualify to sit for the CFP® Certification Examination. Keir also has comprehensive review materials for the CFP® Certification Examination that have helped thousands of students to pass the CFP® Certification Examination.  While working with numerous program directors and instructors from universities and colleges across the country, Keir Educational Resources frequently receives requests for a book that can serve as the primary textbook for each course. In particular, we received numerous requests for textbooks designed for Certificate programs rather than undergraduate or graduate courses. The focus of a Certificate program is to provide the educational coursework required to be eligible to sit for the CFP® Certification Examination rather than a degree. As a result, the program directors and instructors involved with Certificate programs were looking for textbooks focused specifically on just the topics tested on the CFP® Certification Examination rather than an undergraduate or graduate textbook that tends to include additional information not tested directly on the CFP® Certification Examination. Keir is pleased to offer textbooks designed specifically for each of the courses included in Certificate programs. Keir designed this textbook using our well proven methodology of structuring each book to follow the 78 topic list provided by the CERTIFIED FINANCIAL PLANNERTM Board of Standards. We have used this methodology for over 10 years to help thousands of students pass the CFP® Certification Examination. The 78 topic list is the current basis for the CFP® Certification Examination. Since we designed this textbook to follow the CFP Board s topic list, a Certificate program s students and instructors will find this unique format to be the most effective and concise way to learn just the topics specifically tested on the CFP® Certification Examination.  This textbook includes over 500 multiple choice questions and case questions to help reinforce each topic. The multiple choice questions included in this textbook cover the four cognitive levels of questions used on the CFP® Certification Examination which are: (1) Knowledge/Comprehension, (2) Application, (3) Analysis/Synthesis, and (4) Evaluation. Although there is more emphasis in the CFP® Certification Examination on higher level cognitive questions, a student needs to master lower level knowledge and comprehensive questions in order to master the application, analysis, and evaluation questions.  The CFP® Certification Examination includes comprehensive cases and mini-cases. To provide the experience of working on cases, we have included case fact patterns with multiple choice questions in the Appendix at the end of this textbook. Each of the topics contains a table identifying cases and questions covering material in that particular topic. Students should read the case in the Appendix and attempt to answer the case questions identified for that topic. The cases range from short fact patterns to full blown 5 to 10 page fact patterns. The short fact patterns are similar to mini-cases and allow students to start to build on their ability to answer case questions. The full blown case fact patterns provide the student with the same level of difficulty as the comprehensive cases on the CFP® Certification Examination.

Keir's Insurance Planning Textbook 2015

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