Synopsis
Keir has designed this textbook to specifically follow the CFP Board's Topic list for General Principles of Financial Planning courses with integrated practice questions within each chapter. Keir has additional practice questions at the end of each chapter including released questions from previous CFP(R) Certification Examinations. Detail answers and rationales for all questions. Integrated case study questions are at the end of each chapter. Keir has included on average 10 case fact patterns in the appendix at the back of each textbook. Also included are the questions related to each case after the additional practice questions for each chapter.
Also included are: Key summaries, charts and tips integrated within the chapters, a glossary of key terms, an index and an appendix which includes the provided formulas, tax tables and other information included in the CFP(R) Certification Examination booklets so that students can get familiar with what is provided and what they will have to memorize.
These textbooks currently have 2010 facts and figures.
These textbooks are written and edited by Keir's top three authors/editors. They have over 30+ years of combined experience writing materials for the financial planning courses included in a board registered program.
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About the Author
John Keir, J.D., Chairman of the Board and Editor-in-Chief, received a B.A from Williams College and a J.D. from Villanova University School of Law. Mr. Keir practiced law in Philadelphia, including a federal court clerkship and public service in the District Attorney s office, before joining Keir Educational Resources in 1989. Mr. Keir has been writing and editing materials for the company primarily in insurance, risk management, claims, securities law, retirement planning, and estate planning. Mr. Keir is the primary author of Keir s Series 6 Study Program.
Sherri Donaldson, CFP®, ChFC®, MSFS, CASL®, CAP®, Editor and Lead Instructor, received her B.S. in Business from The Pennsylvania State University and a Master of Science in Financial Services from The American College. Ms. Donaldson started her career in financial services with Nationwide Retirement Solutions working in the retirement plans field, after which she moved into a position as a Financial Specialist with Nationwide Insurance. In 2001, Ms. Donaldson began working with M&T Securities as a Financial Consultant, then in 2003 moved into a training position with M&T Investment Group. As a Senior Training Specialist, Ms. Donaldson was responsible the company s internal CFP® training program, where she administered and instructed the undergraduate courses required for candidates to be eligible to sit for the CFP® Certification Examination, as well as instructing elective courses for the ChFC® designation, and other advanced designations. She was also responsible for developing and instructing training courses on advanced planning topics such as business succession planning and insurance, estate, and retirement planning for small business owners. In 2007 Ms. Donaldson began working as an independent contractor for Keir as an instructor for CFP® exam review courses. Over the next five years, she also worked for Keir on various writing and editing projects related to CFP® coursework and FINRA licensing. Ms. Donaldson joined Keir full time in 2012. She has over 25 exam cycles of experience helping students to pass the CFP® Certification Exam. Mr. Keir and Ms. Donaldson serve as the Editorial Board of the following nine college textbooks related to the CFP® Certification Examination and education: General Financial Planning Principles
Risk Management and Insurance Planning
Investment Planning
Tax Planning
Introduction to Financial Planning
Retirement Savings and Income Planning
Estate Planning
Financial Plan Development
Practical Applications for your Calculator
They are also the editors and authors of Keir s Comprehensive Review materials for the CFP® Certification Examination.
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