The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards in the United States, Financial Planners Standards Council in Canada and 18 other organizations affiliated with Financial Planning Standards Board (FPSB), the international owner of the CFP mark outside of the United States.
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EXAM PREPARATION MATERIALS*
Certified Financial Planner (CFP®) Preparation Courses
The CFP® Certification Examination is one of the most difficult examinations in the financial services industry, therefore it is imperative to prepare for this exam with a rigorous review program. You may have heard from CFP® professionals they attended a four or five day review class to "bring it all together." Many will tell you that they could not pass without a review. But, what if there is no review class in your area or you do not want to be away from your office and home for an entire week? How can you get the benefits of a class without the costs and hassle? Our online review programs are your answer!
Online SchoolRoom is proud to offer a variety of review programs, provided by Keir Educational Resources, a 40 year old company with a long history of helping students pass the CFP® exam. We offer programs that include self study textbooks and other materials that you can use to prepare at your own pace, and a 32 hour online review course that includes text, audio, and interactive exercises. These materials are updated 3 times each year to reflect new laws that may be included in each examination administered by the CFP® Review Board.
Using these materials in partnership with materials from any CFP® Board registered program, a student can expect to enhance and streamline his or her study experience
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Sample Package and Courses
This 30 hour bundle includes the following courses:
Anti-Money Laundering (2)
CFP Ethics (2)
Principles of Insurance (7)
Estate Planning Adv. (5)
Medicare (5)
Annuities (5)
New Employee (2)
Hippa for Ins Pros (2)
In this self study package, you will receive the following textbooks for the CFP® Certification Examination, including:
• A Two Volume Set of Comprehensive Review Books covering all 89 topics including application questions and prior exam questions.
• A Comprehensive Case Studies Book with cases on each of the core subject areas in addition to comprehensive cases and cases from prior exams. The cases and questions in this book were written specifically to help prepare candidates planning to sit for the CFP® Certification Examination. The questions accompanying each case have been written in the general formats used by the CFP Board. The first seven cases focus only on one of the seven subject areas tested on the CFP® Certification Examination. After each case fact pattern, we include five questions from each topic tested on the CFP Board's 89 Topics list. For example, the first case covers General Principles of Financial Planning, which includes Topics 1-14 on the CFP Board's list. The next eight cases are long, integrated cases that draw questions from all of these areas in connection with financial planning for one hypothetical family. Several of the cases are actually cases with questions that appeared on previous exams and are published with permission of the CFP Board. Answers and rationales are provided for all of our questions so that students can check their knowledge and ability to analyze the information in each case.
• A Guide to Your Financial Calculator textbook to help you with present value and future value calculations including the key strokes on the four most commonly used financial calculators (HP12C, HP10BII, HP17BII and BAII Plus). This book has recently been updated to include the HP 12C Platinum version as well as the new Victor V10 and Victor V12. The first chapter covers basic financial calculations and the second chapter covers more advanced financial calculations. The third chapter consists solely of practice problems with detailed answers and keystrokes for each calculator.
• A Four Volume Simulated Examination Book with a 10-hour mock exam to give you the experience of what it is like to take the actual examination. 10-hour mock exam to imitate the experience of the actual CFP® Certification Examination. The Simulated Examination consists of four booklets entitled Test Sessions. Test Sessions 1 requires four hours to complete. Test Session 2 and 3 are each scheduled for three hours for completion. This examination reflects the CFP Board's 89 Topic list. It is 285 questions - all multiple choice - just like the national examination.
Course Provider/Subject Matter Expert:
This course is provided by 360training.com through a partnership with Keir Educational Resources, a leading financial services education provider with over 40 years experience in writing study materials. Their exam preparation materials have consistently maintained a high pass ratio on the CFP® exam.
As the Baby Boomer generation reaches retirement age, the issue of how to prepare and safeguard that retirement is becoming an increasingly important topic in the insurance and financial industries. Clients planning for their retirement future often turn to annuities as a source of income and funding. This course explores the function of annuities as investment instruments, the characteristics of fixed and variable annuities, and the benefits and options available with both varieties.
LEARNING OBJECTIVES:
• Define the uses and purpose of an annuity.
• Recognize the investment function of an annuity.
• Discern the difference between an annuity and a retirement plan.
• Understand the differences between fixed and variable annuities, and the characteristics that distinguish them.
• Be familiar with settlement/payout options.
• Identify the benefits associated with annuities.
TOPICS COVERED:
Introduction
LESSON 1: Annuities – Fundamentals
LESSON 2: Fixed Annuities
LESSON 3: Variable Annuities
REGULATORY REQUIREMENT:
Please see the state/regulatory requirement from the course catalog page.
TESTING:
Final Exam - You will be required to pass the final exam with a 70% in order to receive course credit.
This course provides a general overview of insurance principles, beginning with frequently used terms and their definitions as used in the industry. As the course develops, it illustrates the insurance process and its need, and then grows into a manual of sorts, guiding the reader through the various mechanics, the type of insurance products available, and the applicability in different situations, illustrating with examples wherever possible.
LEARNING OBJECTIVES:
•Differentiate between insurance, insured and insurer.
•Define and understand the concept of premium.
•The similarities between risk transfer mechanisms and insurance.
•Understand key concepts/terms used in relation to insurance.
•Understand the need for insurance.
•Understand the various types of insurance available.
•Understand the mechanics of insurance.
•Understand the role of insurance agents
•Understand the mechanics of Life Insurance, its need and importance.
•Understand the application process.
•Understand the policy clauses.
•Differentiate between the various types of insurance companies.
•Understand the concepts of Whole Life Insurance, Joint Life Insurance etc.
•Identify the various types of Permanent Insurance.
•Compare Term and Permanent Insurance.
•Distinguish between various Policy Variations.
•Learn the mechanics of filing claims, receipt of proceeds.
•Understand the need for, and the mechanics of, Insurance Underwriting.
TOPICS COVERED:
Introduction
LESSON 1: INSURANCE – Basics
LESSON 2 : LIFE INSURANCE
LESSON 3: HEALTH INSURANCE
LESSON 4: LONG-TERM CARE INSURANCE
LESSON 5: DISABILITY INSURANCE
LESSON 6: PROPERTY AND CASUALTY
INSURANCE/HOMEOWNER INSURANCE
LESSON 7: PERSONAL PROPERTY INSURANCE
LESSON 8: FIRE INSURANCE
LESSON 9: AUTOMOBILE INSURANCE
LESSON 10: INSURANCE FRAUD
LESSON 11: GROUP INSURANCE
LESSON 12: COMMERCIAL GENERAL LIABILITY
LESSON 13: PRINCIPLES OF RISK MANAGEMENT
LESSON 14: PRINCIPLES OF REINSURANCE
REGULATORY REQUIREMENT:
Please see the state/regulatory requirement from the course catalog page.
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The 2-hour course will examine how the 401(k) retirement plan works, and then takes the student through some of the contemporary and upcoming amendments, policies, and plans that will shape the future of the working class, and how they save for retirement.
LEARNING OBJECTIVES:
• Understand the present and future of the 401(k), and similar retirement plans
• Appreciate the advantages of such plans for ordinary people whose future would otherwise be insecure
• Weigh the disadvantages of 401(k) retirement plans
• Identify ways to invent and grow your 401(k) investment.
TOPICS COVERED:
LESSON 1: BASICS OF 401(k) PLANS
LESSON 2: BENEFITS AND DRAWBACKS
LESSON 3: LEGAL REQUIREMENTS
LESSON 4: PLAN FUNDING
LESSON 5: DISTRIBUTIONS
LESSON 6: TAXES AND YOUR 401(K) ACCOUNT
LESSON 7: 401(K) INVESTING
REGULATORY REQUIREMENT:
Please see the state/regulatory requirement from the course catalog page.
Financial institutions are at the forefront of the battle against the money launderers. It is not only their institutions that the money launderers target to use in their various nefarious schemes but under current legislation they are responsible for policing the financial dealings and reporting any suspicious transactions. This course will dwell upon the new regulatory environment of the securities industry vis a vis money laundering, specifically the USA Patriot Act 2001. The course aims to highlight the key aspects of the USA Patriot Act namely, Suspicious Activity Reporting (SAR) and Know your Customer (KYC)
LEARNING OBJECTIVES:
Understand the scope and effect of Money Laundering.
Understand the Process and Methodology of Money Laundering.
The impact of money laundering on the Operations and responsibilities of Financial Institutions.
The regulatory environment vis a vis Money Laundering for the securities industry.
The establishment of the Anti Money Laundering Program for securities firms.
TOPICS COVERED:
Introduction
LESSON 1: Money Laundering Defined
LESSON 2: Effects of Money Laundering
LESSON 3: Federal Money Laundering Laws for Securities Firms
LESSON 4: The USA Patriot Act
REGULATORY REQUIREMENT:
Please see the state/regulatory requirement from the course catalog page.
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