This case centers around the personal planning needs of a husband and wife with two teenage children. The husband has insurance, investment, retirement, and estate problems that need to be solved in a coordinated plan of action. The wife has insurance, retirement, and estate problems that also need to be solved. The wife works part time for a non-profit organization and part time for herself. This involves various retirement opportunities for her. In addition, this is a second marriage for the husband. He still has responsibilities to his first wife. He works for a large publicly-owned company.  This case is updated with the current tax laws.

As a financial planner, one must not only be able to calculate some basic ratios, but also evaluate them in the client context.  This case centers around Derek "The Sniper" Scofield who is a young man looking for direction.  He is interested in some sound financial recommendation to create a budget and a financial plan.

This case centers on a licensed professional who is driven by need for professional recognition and financial rewards.  Clients have been close to suing this professional over the past few years.  His wife is starting a new business.  Their major concern is to protect their assets from malpractice (errors and omissions), liability claims, and business losses.

This course outlines two forms of business entity for a particular business and owner. A comparison chart is used for each of the 15 factors.  In addition, an ongoing case example is used to illustrate most of the factors.

This course will discuss the public's expectations; the professional's responsibilities; rules and principles; continuing education requirements; and State of Insurance Department special efforts to fight unauthorized entities.  A portion of the course will be devoted to the Board of Professional Review misconduct cases of various types.  Ken Zahn has been an arbitrator and an expert witness for both the plaintiff and the defendant in financial planning cases.  He will be the presenter for this board-based discussion of ethical behavior by professionals.

 

NOTE: This course does not satisfy Florida Department of Insurance Senior Suitability requirements.

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Many CFP® certificants have commented they have a hard time "Keeping Current" with all the annual changes each year.

For those who have attended our Comprehensive Live Review classes we are sure you remember the prestudy materials sent to you prior to class. The Keeping Current manual is a reduced version of the up-to-date prestudy.

For who have not attended our Comprehensive Live Review classes, we use self-study prestudy materials to prepare students prior to attending our classes. The prestudy consist of the review of the educational modules required to sit for the CFP® Certification Examination.

The "Keeping Current" manual is only available in printed hard copy. The manual is updated yearly with the most current facts and figures for current year. Unfortunately, because of the tax law and other changes, the manual is only good for one year.

Shipping and Handling Policy

The Financial Planning Institute will gladly ship your order to any physical address in the continental United States.  We accept Visa and Mastercard.

Continuing Education Credits

The Certified Financial Planner Board of Standards, Inc. has accepted the "Keeping Current" manual for continuing education CE hours. Program ID # FP- OL1 10 CE hours

Once you have refreshed yourself by reviewing the manual, you may purchase an exam for the CE credits. We estimate that the exam will take you approximately 40 hours. The manual text include examples and practice questions. To obtain the 10 CE credits (CFP Board) you will have to take a 100 question test. The exam will take approximately four hours to complete, and it will require a score of 70% or better to pass. If one fails, they may retest with a new exam (another set of randomly selected questions). All test questions come from our proven block of questions.

This is an opportunity to stay abreast of number changes, and begin to fulfill your CE obligations.

Shipping and Handling Policy

• All sales are final.