Keir is pleased to offer a General Principles of Financial Planning textbook that has been designed specifically for a CFP® Board-Registered Certificate Program. Keir designed this textbook using our well proven methodology of structuring each book to follow the 78 topic listed provided by the CERTIFIED FINANCIAL PLANNER™ Board of Standards. This textbook covers
· Financial Planning (Topics 1 – 12)
· Interpersonal Communication (Topics 74-75)
· Professional Conduct and Fiduciary Responsibility (Topics 76-78).
Since we designed this textbook to follow the CFP Board’s topic list, a Certificate program’s student and instructors will find this unique format to be most effective and concise way to learn just the topics specifically tested on the CFP® Certification Examination.This textbook also includes over 500 multiple choice questions including case questions to help reinforce each topic. The multiple choice questions included in this textbook cover the four cognitive levels of questions used on the CFP® Certification Examination which are: (1) Knowledge/Comprehension, (2) Application, (3) Analysis/Synthesis, and (4) Evaluation. Although there is a bigger emphasis on the CFP® Certification Examination on the higher level of cognitive questions, a student needs to master the lower level knowledge and comprehensive questions in order to then master the application, analysis and evaluation questions.