CFP® Certification

July 2012 Exam



Required Education Programs: July 2012

  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 101 - Fundamentals of Personal Financial Planning

The Module 101 Study Solution for the July 2012 CFP Exam is currently unavailable. Please see our November 2012 CFP Exam Study Solutions.

Module 102 - Insurance and Employee Benefits

The Module 102 Study Solution for the July 2012 CFP Exam is currently unavailable. Please see our November 2012 CFP Exam Study Solutions.

Module 103 - Investment Planning

The Module 103 Study Solution for the July 2012 CFP Exam is currently unavailable. Please see our November 2012 CFP Exam Study Solutions.

Module 104 - Income Tax Planning

The Module 104 Study Solution for the July 2012 CFP Exam is currently unavailable. Please see our November 2012 CFP Exam Study Solutions.

Module 105 - Retirement Planning

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.

 
2012 Required Education Study Solutions Premium
Study Solution
$749.00

AccFP Classroom Instruction

Included

Textbooks

Included

In-Class Guide

Included

SchweserPro™ Education QBank

Included

InstructorLink™

Included
 

Module 106 - Estate Planning

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.

 
2012 Required Education Study Solutions Premium
Study Solution
$749.00

AccFP Classroom Instruction

Included

Textbooks

Included

In-Class Guide

Included

SchweserPro™ Education QBank

Included

InstructorLink™

Included
 

MP3 Audio 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

Flashcards Flashcards

  • More than 1,000 flashcards organized by the six exam topic areas
  • Great for building memory and understanding

Product Price Buy

Financial Calculator 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

Financial Calculator 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

 

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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 Board�s initial and ongoing certification requirements.

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