General Principles of Financial Planning Textbook

General Principles of Financial Planning Textbook

by John Keir, James Tissot

NOOK Book(eBook)

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Keir designed this textbook using our well proven methodology of structuring each book to follow the 78 topic list provided by the CERTIFIED FINANCIAL PLANNER™ Board of Standards. We have used this methodology for over 10 years to help thousands of students pass the CFP® Certification Examination. The 78 topic list is the current basis for the CFP® Certification Examination. This textbook covers Financial Planning (Topics 1—12), Interpersonal Communication (Topics 74—75), and 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 students and instructors will find this unique format to be the most effective and concise way to learn just the topics specifically tested on the CFP® Certification Examination.

Product Details

ISBN-13: 9781937404147
Publisher: Keir Educational Resources
Publication date: 04/02/2012
Sold by: Barnes & Noble
Format: NOOK Book
Pages: 499
Sales rank: 1,099,852
File size: 7 MB

About the Author

Chairman of the Board and Editor-in-Chief, received a B.A from Williams College and a J.D. from Villanova University School of Law. Mr. Keir practiced law in Philadelphia, including a federal court clerkship and public service in the District Attorney’s office, before joining Keir Educational Resources in 1989. Mr. Keir has been writing and editing materials for the company primarily in insurance, risk management, claims, securities law, retirement planning, and estate planning. Mr. Keir is the primary author of Keir’s Series 6 Study Program.

Founder of Prism Planning, Inc. located in Midtown Manhattan and the Hudson Valley. In addition, Mr. Tissot has successfully completed his Series 7, Series 63 examinations and has obtained his NYS license for life and health insurance. Mr. Tissot pursued his Bachelor’s degree at the University of Michigan where he majored in Psychology and Philosophy. In the late 1980’s, Mr. Tissot started attending seminars on financial planning for the disabled and terminally ill. After performing pro bono work for 5 years, he went back to school to gain the formal education to become a CFP® Certificant. Mr. Tissot gained his Certificate of Financial Planning through New York University while simultaneously taking further financial courses at SUNY. As Director of Career Development on the Board of the FPA-NY, he initiated a “CFP® Education Program,” providing a resource center and supplemental exam preparation to the chapter’s CFP® candidates beginning his association with Keir Educational Resources. He continues his pro bono work with the terminally ill and has been quoted in several major publications as well and has appeared on a variety of talk shows as an expert on the subject. Mr. Tissot currently serves on the FPA Board of Directors.

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