Online Classes

CourseDescriptionCreditsPriceQuick Info 
FP803VCode of Ethics and Professional Responsibilty 20132$49.00
FP803V: Code of Ethics and Professional Responsibilty 2013
$49.00
Details
This course is for CFP credits.  Expiration 4/30/2014 
This course will provide an overview of CFP Board’s expectations pertaining to the ethical conduct of its certificants and registrants. A review of principles, rules and practice standards including in depth discussion of the practice standard specific to gathering client data will be discussed. A review of accepted terminology and use of the CFP® Certification Marks will also be conducted. In addition the program will focus on CFP Board-released anonymous case histories. This class has been approved by CFP Board for 2 credits.
 
NOTE: This course does not satisfy Florida Department of Insurance Senior Suitability requirements.
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FP402VS vs. C Corporations 20142$39.00
FP402V: S vs. C Corporations 2014
$39.00
Details
Working through the steps in the financial planning process with a fictional client.
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FP704VWindow of Opportunity 20141$29.00
FP704V: Window of Opportunity 2014
$29.00
Details
The new estate tax law may be a boon to the wealthy. The program will discuss the new estate tax law, planning concepts, misunderstandings, and new potential problems.          
 
The program will use numerous examples and cases to take advantage of the $5 million exemption. 
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FP401VAsset Protection 20141$29.00
FP401V: Asset Protection 2014
$29.00
Details
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.
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FP102VTime Value of Money 20141$29.00
FP102V: Time Value of Money 2014
$29.00
Details
Many practitioners struggle with these problems, particularly in terms of setting them up.  This module is NOT intended to help you through keystrokes of a calculator, but instead to help you in conceptualizing these problems for solution.  Taking a single 3 step problem, and then rotate some of the language and verbiage, you will see how these things are impacted.
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FP103VFinancial Ratios and Client Analysis 20141$29.00
FP103V: Financial Ratios and Client Analysis 2014
$29.00
Details
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.
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FP-OL1Keeping Current 2014 Manual & Exam10$175.00
FP-OL1: Keeping Current 2014 Manual & Exam
$175.00
Details

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.

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 it will take you approximately 40 hours to review the materials prior to taking the exam. 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

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

  • Standard UPS Ground
  • All sales are final.
NOTE:
  • Shipping, Handling and Sales Tax if applicable are included.
  • You must have previously purchased the manual before taking the exam.
  • Exam can only be taken once every two year reporting period.
  • Exam must be completed before March 1, 2015.
  • This does not fulfill the Ethics requirement.
Order
FP-OL1Keeping Current 2014 Manual Only0$100.00
FP-OL1: Keeping Current 2014 Manual Only
$100.00
Details

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 calendar 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.

  • Standard UPS Ground
  • All sales are final.
  • Shipping, Handling and Sales Tax if applicable are included.
  • The exam must be purchased separately.
Order
FP-OL1Keeping Current 2014 Exam Only10$75.00
FP-OL1: Keeping Current 2014 Exam Only
$75.00
Details

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 it will take you approximately 40 hours to review the materials prior to taking the exam. 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.
NOTE:
  • You must have previously purchased the manual before taking the exam.
  • Exam can only be taken once every two year reporting period.
  • Exam must be completed before March 1, 2015.
  • This does not fulfill the Ethics requirement.
-
Order
FP101VFamily Planning 20142$39.00
FP101V: Family Planning 2014
$39.00
Details
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.
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FP706VFinancial Plan Design 20142$39.00
FP706V: Financial Plan Design 2014
$39.00
Details
A properly design financial plan is a work of art. The plan is so understandable and simple that the client reacts and acts. This course attempts to bridge that gap. A client plan will be presented that was done without the use of a computer.
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FP705VBusiness Succession 20142$39.00
FP705V: Business Succession 2014
$39.00
Details
Working through the steps in the financial planning process with a fictitional client.  This order includes a copy of The Parlor.
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