Exam Date:
July 16 - 17, 2010 Application Deadline:
June 1, 2010
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 Customer Service Representatives at (888) 694-3568 to learn more!
Please select the modules below for the July 2010 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.
Premium Study Solution
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AccFP Classroom Instruction
Textbooks
In-Class Guide
SchweserPro™ Education QBank
InstructorLink™
Virtual Classroom Sept. 2009 Start for the July 2010 Exam
Module 101
Module 102
Module 103
Module 104
Module 105
Module 106
Class 1
Sep. 16, 2009
Oct. 21, 2009
Nov. 30, 2009
Jan. 6, 2010
Feb. 17, 2010
Mar. 31, 2010
Class 2
Sep. 17, 2009
Oct. 22, 2009
Dec. 2, 2009
Jan. 7, 2010
Feb. 18, 2010
Apr. 1, 2010
Class 3
Sep. 21, 2009
Oct. 26, 2009
Dec. 3, 2009
Jan. 11, 2010
Feb. 22, 2010
Apr. 6, 2010
Class 4
Sep. 23, 2009
Oct. 28, 2009
Dec. 7, 2009
Jan. 13, 2010
Feb. 24, 2010
Apr. 7, 2010
Class 5
Sep. 24, 2009
Oct. 29, 2009
Dec. 9, 2009
Jan. 14, 2010
Feb. 25, 2010
Apr. 8, 2010
Class 6
Sep. 28, 2009
Nov. 2, 2009
Dec. 10, 2009
Jan. 18, 2010
Mar. 1, 2010
Apr. 12, 2010
Class 7
Sep. 30, 2009
Nov. 4, 2009
Dec. 14, 2009
Jan. 20, 2010
Mar. 3, 2010
Apr. 14, 2010
Class 8
Dec. 16, 2009
Jan. 21, 2010
Mar. 4, 2010
Apr. 15, 2010
Traditional Classroom Sept. 2009 Start for the July 2010 Exam
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.
Product
Price
Buy
Audio Review for the CFP Examination, Fundamentals of Personal Financial Planning
$29.00
Audio Review for the CFP Examination, Insurance Planning
$29.00
Audio Review for the CFP Examination, Investments
$29.00
Audio Review for the CFP Examination, Income Tax Planning
$29.00
Audio Review for the CFP Examination, Retirement Planning
$29.00
Audio Review for the CFP Examination, Estate Planning
$29.00
Flashcards
More than 1,000 flashcards organized by the six exam topic areas
Great for building memory and understanding
Product
Price
Buy
Kaplan Schweser Flashcards for the CFP Exam
$149.00
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.
Product
Price
Buy
Understanding Your Financial Calculator
$49.00
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.
Product
Price
Buy
Personal Financial Planning Cases and Applications, 6th Ed.
CFP Board does not endorse, promote, review,
or warrant the accuracy of the products or services offered by Kaplan Schweser or verify or endorse the pass rates claimed by
Kaplan Schweser. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and
federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete
CFP Boards initial and ongoing certification requirements.
United States
MP3 Audio Review
Flashcards
Understanding Your Financial Calculator
Personal Financial Planning Series: Cases and Applications
