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Search - Keir's Financial Plan Development 2014

Keir's Financial Plan Development 2014
Author: Keir Educational Resources

Keir Educational Resources designed this textbook for use in a Financial Plan Development Course as part of a program of study leading to the CERTIFIED FINANCIAL PLANNERTM designation. The book is intended for students who must develop a written financial plan and present it orally, according to the requirements established by Certified Financia... more »l Planner Board of Standards, Inc. The Four E s Education, Examination, Experience, Ethics Certified Financial Planner Board of Standards, Inc. requires all four E s in order for a candidate to become certified as a CFP® Certificant. The Financial Plan Development Course, alternatively known as a Capstone Course or Advanced Case Study, is generally the final course in a Registered Program s educational offering. The candidate must also pass a rigorous comprehensive national certification examination, demonstrate at least three years of relevant experience, and agree to abide by the Code of Ethics and Practice Standards. Students should go to the CFP Board s website for further information about becoming a CFP® Certificant. Case Study Approach This text includes ten comprehensive financial planning case study Fact Patterns. You are encouraged to complete the Questions for Discussion and the Additional Concepts to Explore for all ten cases. However, the instructor in your Registered Program will likely require you to prepare and present only one of the cases, or another case developed by you personally. Alternatively, your instructor could have you prepare and present a case based on actual clients. We recommend students develop a logical, coherent, and understandable approach to the financial plans so that clients can act on your recommendations. To make it easier for students to get comfortable with financial planning cases, Keir has written a majority of the cases in this book in a format similar to what students will encounter on the CFP® Certification Examination. Students will also find in this book other case formats that resemble more of what a financial planner might encounter in practice. Your instructor has an option to use multiple choice questions to test your understanding of each of the cases. The multiple choice questions will provide additional practice in answering questions on the CFP® Certification Examination. Some of the questions are relatively straightforward, while others require a significantly higher level of thinking.

ISBN-13: 9781937404536
ISBN-10: 1937404536
Publication Date: 3/31/2014
Pages: 1,055
Edition: 2014
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Publisher: Keir Educational Resources
Book Type: Perfect Paperback
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