Synopsis
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. Keir designed this textbook using our well proven methodology of structuring each book to follow the 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 topic list is the current basis for the CFP® Certification Examination, along with the Student-Centered Learning Objectives released by CFP Board in 2015, is the basis for student learning in Registered Programs. This textbook covers General Principles of Financial Planning (Topics 1-21). Since we designed this textbook to follow the CFP Boards 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 of Financial Planning textbook is comprehensive and flexible enough to be used in non-CFP Board programs as well. This textbook includes nearly 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 attempt 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 comprehensive cases 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 a few paragraphs of facts to full blown working cases of 5 to 10 pages. The short cases are similar to mini-cases and allow students to start to build on their ability to answer case questions. The full blown cases provide the student with the same level of difficulty as the comprehensive cases on the CFP® Certification Examination.
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®, EA, 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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