| |
Important Exam Dates |
|
Exam Date:
July 20-21, 2012
Application Deadline:
June 5, 2012
|
|
| |
|
|
Accelerated Certificate Program for CFP® Certification
Kaplan Schweser's CFP Board-Registered Program can be completed in nine months. Both our Traditional and Virtual Classroom Programs
are led by expert instructors who provide the focus and structure needed to master the areas covered by the CFP Board's
financial planning topic list. Kaplan Schweser Study Solutions are designed to meet your needs.
| |
Save $843 with PremiumPlus™ Study Solution! |
|
PremiumPlus™ Study Solution - $4999.00
Increase your chances of program completion and SAVE when you purchase all six modules and a Live Review at once.
Please call one of our Designation Specialists at (866) 963-8329 to learn more!
|
Please select the modules below for the July 2012 Exam.
Module 105 deals with the single most important issue millions of people will be facing in the years to come: affording to retire. Normally, the amount of money necessary to achieve this goal is substantial and, just like the satisfaction of any other financial goal, requires significant planning. It covers determination of the retirement savings need and subsequently considers both government and employer-sponsored methods of providing for one's retirement. Distribution options from corporate retirement plans are reviewed as well as the suitability of an investment portfolio in ensuring a comfortable and profitable retirement.
Once the wealth accumulation process is complete, distributing excess wealth is a primary goal for many financial planning clients. Module 106 presents the challenges of effective estate planning raised by tax code changes. It begins with a consideration of the estate planning process and the documents of transfer. The module then addresses the unified transfer tax system and the calculation of an individual's estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of postmortem tax planning.
MP3 Audio Review
A superior review tool composed of six topics which help in the retention of key concepts and essential knowledge by reinforcing the most testable topics.
Downloadable to your MP3 player or available as streaming clips from the website.
Flashcards
- More than 1,000 flashcards organized by the six exam topic areas
- Great for building memory and understanding
Understanding Your Financial Calculator
Designed to assist you in gaining proficiency in using and understanding your 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 the 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 five of the most popular financial calculators: the HP-17bII,
HP-12c, HP-10bII, TI-BAII PLUS, and Sharp EL-733A.
Personal Financial Planning Series: Cases and Applications
Offers 14 comprehensive financial planning cases including exhibits and documents with more than 540 questions designed to help the student integrate
the six major areas of personal financial planning.
United States
