Keir's Insurance Planning Textbook 2014

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.