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www.schweser.com/cfp | 877.601.4163
CFP Board Registered Program
to Successfully Prepare Your Students for the
CFP Certification Examination
Helping More than 20,000 Individuals Prepare for the CFP
Exam
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104: Income Tax Planning
105: Retirement Planning
106: Estate Tax Planning
Also availablein eBook
Kaplan Education Textbooks with SchweserPro QBankThese
individual textbooks, along with the SchweserProTM QBank, are an
excellent solution for any required education program. Each
textbook provides an overview of the six personal financial
planning topic areas tested on the CFP exam. In addition, each
textbook includes access to the corresponding SchweserPro
QBank.
101: Fundamentals and Ethical Considerations
102: Insurance and Employee Benefits Planning
103: Investment Planning
101 Textbook with SchweserPro QBank: $89102-106 Textbook with
SchweserPro QBank: $69
Resources designed specifically for your education
programKaplans comprehensive study solutions are considered the
industrys gold standard and are written by educators with more than
500
combined years of financial planning, training, and consulting
experience. As the essential complement to classroom instruction,
our
up-to-date textbooks, supplemental materials, and web-based
study tools are designed to provide your students with a logical
and
well-planned approach to complete the required education for the
CFP exam.
Personal Financial Planning Series: Theory and Practice* |
$99Covers the fundamentals of financial planning, offering an
in-depth understanding of personal financial planning from a
professional perspective.
* An Instructor Guide for the Theory and Practice is included.
The guide includes a companion website that features PowerPoint
slides and testing questions with solutions.
Understanding Your Financial Calculator | $49Designed to help
the reader gain proficiency in using and understanding a financial
calculator. In addition to helping master the keystrokes for the
financial calculator, it also can assist students with the
underlying financial theory problems on the exam. Being familiar
with these financial calculations is critical because mastering
these problems is an important step to passing the exam.
All calculations are presented step-by-step, showing keystrokes
and displays for four of the most popular financial calculators:
the HP-17bII/HP-17bII+, HP-12c, HP-10bII/ HP-10bII+, and TI-BAII
PLUS.
Personal Financial Planning: Cases and Applications** | $93The
textbook is positioned to be the comprehensive solution for your
Financial Plan Development Course, but it can also be used for
basic case analysis. The book includes 10 comprehensive cases with
more than 420 questions. It is designed to help students integrate
the 78 Principal Topics List into the 8 Major Domains of the
Financial Planning Process and apply them to real-life
situations.
**An instructor guide for the Cases and Apps textbook is
included. The guide consists of a complete answer key with detailed
rationales for the hundreds of case study questions in the
textbook.
Are your students
interested in an online
program?
Partner with Kaplan!
We can offer virtual and
self-study online education
courses to your students. Call
877.601.4163 for details.
Request Your
Complimentary Copies.
Call: 877.633.3515
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CALL 877.601.4163 to arrange discounts for your students when
purchasing the Premium Live Review Study Solution.
Also availablein eBook
Supplemental review resources designed to enhance your education
program
Kaplan Review Volumes 16 with SchweserPro QBank These study
guides contain outlines and test tips for each of the six topical
areas of the CFP exam. Each volume also includes access to the
corresponding SchweserPro QBank.
Volume 1: Fundamentals and Ethical Considerations Volume 4:
Income Tax Planning
Volume 3: Investment planning Volume 5: Retirement Planning
Volume 2: Insurance and Employee Benefits Planning Volume 6:
Estate Tax Planning
Individual Volume with SchweserPro QBank: $69
Volume 7: Case Book | $119Contains 16 cases and 40 item sets for
each of the 78 Principal Topics integrated into the 8 Major Domains
of the Financial Planning Process as defined by CFP Board.
Kaplan CFP Exam Flashcard App | $19.99Master exam topics and
feel confident on exam day! These handy, mobile flashcards can
easily be arranged to fit your personal study preferences with the
following features:
Access to Estate Planning section before making purchase
Study where and when its convenient for you
Over 1,000 interactive flashcards for all CFP Board topics
Sort by topic and level of understanding
Add notes to individual cards for additional review
Cross-device syncing capability
Premium Live Review Study Solution Kaplans Live Review, the
ideal study approach to help teach your students how to pass the
comprehensive exam, includes:
Your choice of Traditional or Virtual Classroom Instruction
Textbooks, In-Class Guide, and 10-Week Study Planner
Online videos and test banks
PassProtection
University Price: $1,099 (Retail $1,348)
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Kaplans CFP Program gave me a structured
environment, yet was very
flexible...I took the test and
passed on the very first time.-Mark L., CFP
Copyright 2014 Kaplan, Inc.The Certified Financial Planner Board
of Standards, Inc. owns the certification marks CFP, CERTIFIED
FINANCIAL PLANNER, and federally registered CFP (with flame logo)
in the U.S., which it awards to individuals who successfully
complete initial and ongoing certification requirements.
Kaplan University does not certify individuals to use the CFP,
CERTIFIED FINANCIAL PLANNER, and CFP (with flame logo)
certification marks. CFP certification is granted only by Certified
Financial Planner Board of Standards, Inc. to those persons who, in
addition to completing an educational requirement such as this CFP
Board-Registered Program, have met its ethics, experience, and
examination requirements. Kaplan Financial Education and Kaplan
University are review course providers for the CFP Certification
Examination administered by Certified Financial Planner Board of
Standards, Inc. CFP Board does not endorse any review course or
receive financial remuneration from review course providers.
Do you need help managing your program?
Kaplans program is built on a solid foundation of more than 75
years as a leading exam prep provider, and its proven: According to
the March 2014 CFP Board Report, Kaplan students have performed
better than the national pass rate since the November 2006 CFP
exam. By partnering with Kaplan, you will receive:
A complete curriculum solution for your CFP Board registered
program
Marketing and sales assistance, as well as faculty training
Discounted Premium Live Review price for your students
To learn more about partnering with Kaplan, please contact:
Jennifer Kulasiewicz, National Academic Account Manager Phone:
877.311.9762 Email: [email protected]
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