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Series 6,7,65,66, CFP® Certification, CFA®, CLU, CPCU, INS Keir!

Every day Keir Educational Resources helps busy professionals pass the CLU, CFP®, CPCU/IIA, CFA®, and FINRA (formerly NASD) Series exams. By offering a wide range of study materials, including comprehensive self-study books, practice exams, interactive software programs, flashcards, live review classes, online review classes, and expert instructors to answer your questions, Keir can help you pass your exam by providing a structured study approach which uses proven review materials, presented via a variety of study media in order to best suit your learning style and meet your scheduling needs.

Ask any of our more then 200,000 past and present students about using the Keir method, and the response you will hear most often is, “Keir Got Me Through!”

Keir is now offering a complete line of Online Courses for Insurance and Financial Services professionals. These courses include Nationwide Insurance CE, Certified Financial Planner CE, and Firm Element. CLICK HERE to see the list of categories and courses available in your state or nationwide.

CLU\ChFc The American College CFP® Certified Financial Planner
CFA® Level 1 CPCU Chartered Property Casualty Underwriter
FINRA Securities Licensing INS Certificate in General Insurance
AIC Associate in Claims Training ARM Associate in Risk Management
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Divorce Among the Unmarried
Since the 1950’s, the American Family has gone through a radical change. Now, more than half of marriages end in divorce; twice the rate as in 1966 and three times the rate in 1950. Many yearn to go back to the romanticized days of “Ozzie and Harriet,” but the defining characteristics of the 1950s family; a rising birth rate, a stable divorce rate, and declining age of marriage are actually historical aberrations and out of line with long term historical trends.

MSRB and the Series 7 Exam
An overlooked area when studying for the Series 7 exam is the importance of the Municipal Securities Ruling Board. The majority of the students spend a large amount of time understanding the workings of Municipal Bonds but very little on the laws regulating the purchase and sale of those bonds.

Wash Sale Rules Do Apply to IRA and Roth IRAs
Most financial planners are aware that a client cannot claim a loss if the client sells a stock and then buys the stock back within 30 days before or after the sale. This is due to the wash sale rules which require taxpayers to add the disallowed loss from a wash sale to the purchase price of the second stock purchase.

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Topic List for CFP® Certification Examination Copyright © 2005-2006, Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing requirements. “Keir Educational Resources is a Review Course Provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any review course nor receive any financial remunerations from Review Course Providers.”