Keir's Investment Planning Textbook 2015

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9781937404772: Keir's Investment Planning Textbook 2015
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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.

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