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 2011 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.