ChFC® - Chartered Financial Consultant

HS 300: ebook & Online Question Bank (6th Edition)


HS 300: Financial Planning Process and Environment - package includes an ebook and Online Question Bank Access



The HS 300: Financial Planning Process and Environment course will teach the student:

  • Steps of the financial planning process
  • How to communicate with clients
  • Practice Standards and Code of Ethics
  • Time value of money
  • Financial planning regulation
  • Special situations for financial planning

This package provides the student with the Keir digital digest and the Online Question Databank. The ebook has chapter summaries of The American College textbook, definitions of all key terms, and 20 to 30 questions per assignment to ensure comprehension. The summary is a second interpretation of the material, condensed for easy review. After completion of each chapter, students are encouraged to test themselves with the quizzes in the online databank of questions.  Reading the answer and understanding the rationale for each question will help prepare the student for the rigor of the national exam.