5

CFP Board Registered

Program
to Successfully Prepare
Your Students for the
CFP Certification Examination

Helping More than 20,000 Individuals Prepare for the CFP Exam
www.schweser.com/cfp | 877.601.4163

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Resources designed specifically for your education program

Kaplans comprehensive study solutions are considered the industrys gold standard and are written by educators with more than 500
combined years of financial planning, training, and consulting experience. As the essential complement to classroom instruction, our
up-to-date textbooks, supplemental materials, and web-based study tools are designed to provide your students with a logical and
well-planned approach to complete the required education for the CFP exam.

Kaplan Education Textbooks with SchweserPro QBank

These individual textbooks, along with the SchweserProTM QBank, are an excellent
solution for any required education program. Each textbook provides an overview of
the six personal financial planning topic areas tested on the CFP exam. In addition,
each textbook includes access to the corresponding SchweserPro QBank.
Also available
in eBook

101: Fundamentals and Ethical Considerations

104: Income Tax Planning

102: Insurance and Employee Benefits Planning

105: Retirement Planning

103: Investment Planning

106: Estate Tax Planning

101 Textbook with SchweserPro QBank: $89

102-106 Textbook with SchweserPro QBank: $69

Personal Financial Planning Series: Theory and Practice* | $99

Request Your
Complimentary Copies.
Call: 877.633.3515

Are your students

interested in an online
program?
Partner with Kaplan!
We can offer virtual and
self-study online education
courses to your students. Call
877.601.4163 for details.

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Covers the fundamentals of financial planning, offering an in-depth

understanding of personal financial planning from a professional perspective.
*An Instructor Guide for the Theory and Practice is included. The guide includes
a companion website that features PowerPoint slides and testing questions
with solutions.

Understanding Your Financial Calculator | $49

Designed to help the reader gain proficiency in using and understanding a
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 these 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
four of the most popular financial calculators: the HP-17bII/HP-17bII+, HP-12c,
HP-10bII/ HP-10bII+, and TI-BAII PLUS.

Personal Financial Planning: Cases and Applications** | $93

The textbook is positioned to be the comprehensive solution for your Financial
Plan Development Course, but it can also be used for basic case analysis. The
book includes 10 comprehensive cases with more than 420 questions. It is
designed to help students integrate the 78 Principal Topics List into the 8 Major
Domains of the Financial Planning Process and apply them to real-life situations.
**An instructor guide for the Cases and Apps textbook is included. The guide consists of a complete
answer key with detailed rationales for the hundreds of case study questions in the textbook.

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Supplemental review resources designed to

enhance your education program
Kaplan Review Volumes 16 with SchweserPro QBank
These study guides contain outlines and test tips for each of the six topical areas of the CFP
exam. Each volume also includes access to the corresponding SchweserPro QBank.
Also available
in eBook

Volume 1: Fundamentals and Ethical Considerations

Volume 4: Income Tax Planning

Volume 3: Investment planning

Volume 5: Retirement Planning

V
 olume 2: Insurance and Employee Benefits Planning

V
 olume 6: Estate Tax Planning

Individual Volume with SchweserPro QBank: $69

Volume 7: Case Book | $119

Contains 16 cases and 40 item sets for each of the 78 Principal Topics integrated into the
8 Major Domains of the Financial Planning Process as defined by CFP Board.

Kaplan CFP Exam Flashcard App | $19.99

Master exam topics and feel confident on exam day! These handy, mobile flashcards can
easily be arranged to fit your personal study preferences with the following features:

Access to Estate Planning section before making purchase

Study where and when its convenient for you

Over 1,000 interactive flashcards for all CFP Board topics

Sort by topic and level of understanding

Add notes to individual cards for additional review

Cross-device syncing capability

Premium Live Review Study Solution

Kaplans Live Review, the ideal study approach to help teach your students how to
pass the comprehensive exam, includes:

Your choice of Traditional or Virtual Classroom Instruction

Textbooks, In-Class Guide, and 10-Week Study Planner

Online videos and test banks

PassProtection

University Price: $1,099 (Retail $1,348)

CALL 877.601.4163
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to arrange discounts for your students when

purchasing the Premium Live Review Study Solution.

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Do you need help managing

your program?
Kaplans program is built on a solid foundation of more than 75 years as a leading exam prep provider, and its proven:
According to the March 2014 CFP Board Report, Kaplan students have performed better than the national pass rate since the
November 2006 CFP exam. By partnering with Kaplan, you will receive:

A complete curriculum solution for your CFP Board registered program

M
 arketing

and sales assistance, as well as faculty training

Discounted Premium Live Review price for your students

To learn more about partnering with Kaplan,

please contact:
Jennifer Kulasiewicz, National Academic Account
Manager Phone: 877.311.9762
Email: Jennifer.Kulasiewicz@kaplan.com

gave me a structured

Kaplans CFP Program

environment, yet was very

flexible...I took the test and

passed on the very first time.

-Mark L., CFP

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MRKT-16928

Copyright 2014 Kaplan, Inc.

The Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and federally registered CFP (with flame logo) in the U.S., which it
awards to individuals who successfully complete initial and ongoing certification requirements.
Kaplan University does not certify individuals to use the CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with flame logo) certification marks. CFP certification is granted only by Certified
Financial Planner Board of Standards, Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics,
experience, and examination requirements. Kaplan Financial Education and Kaplan University are review course providers for the CFP Certification Examination administered by Certified
Financial Planner Board of Standards, Inc. CFP Board does not endorse any review course or receive financial remuneration from review course providers.