CFP Board Registered Program

5
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
www.schweser.com/cfp | 877.601.4163
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Resources designed specifically for your education program
Kaplan’s comprehensive study solutions are considered the industry’s 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.
Kaplan Education Textbooks with SchweserPro™ QBank
These 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.
Also available
in eBook
101: Fundamentals and Ethical Considerations
104: Income Tax Planning
102: Insurance and Employee Benefits Planning
105: Retirement Planning
103: Investment Planning
106: Estate Tax Planning
101 Textbook with SchweserPro™ QBank: $89
102-106 Textbook with SchweserPro™ QBank: $69
Personal Financial Planning Series: Theory and Practice* | $99
Request Your
Complimentary Copies.
Call: 877.633.3515
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.
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Covers 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 | $49
Designed 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** | $93
The 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.
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Supplemental review resources designed to
enhance your education program
Kaplan Review Volumes 1–6 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.
Also available
in eBook
• Volume 1: Fundamentals and Ethical Considerations
•
Volume 4: Income Tax Planning
• Volume 3: Investment planning
•
Volume 5: Retirement Planning
• V
olume 2: Insurance and Employee Benefits Planning
• V
olume 6: Estate Tax Planning
Individual Volume with SchweserPro™ QBank: $69
Volume 7: Case Book | $119
Contains 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 | $19.99
Master 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 it’s 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
Kaplan’s 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)
CALL 877.601.4163
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to arrange discounts for your students when
purchasing the Premium Live Review Study Solution.
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Do you need help managing
your program?
Kaplan’s program is built on a solid foundation of more than 75 years as a leading exam prep provider, and it’s 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
• M
arketing
•
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]
“gave me a structured
Kaplan’s CFP® Program
environment, yet was very
flexible...I took the test and
”
passed on the very first time.
-Mark L., CFP
®
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MRKT-16928
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.