Online Classes

CourseDescriptionCreditsPriceQuick Info 
199270Time Value of Money 20161$29.00
199270: Time Value of Money 2016
$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.
                                                                                                                                                                         
Learning Objectives:
                                                                                                                                                                         
1. To refresh CFP® practitioners on the usage of the financial calculator with client related financial calculation questions.
2. How to solve client related questions on needs for education or retirement and other related math questions using a financial calculator.
                                                                                                                                                                         
CE Credit Hours: 1 
 
  
Order
199269S Corporations vs C Corporations 20162$39.00
199269: S Corporations vs C Corporations 2016
$39.00
Details
Working through the steps in the financial planning process with a fictional client.
                                                                                                                                                                               
Learning Objectives:
                                                                                                                                                                         
1. A technical review of the differences of S Corporations verses C Corporations.
2. A review of all the legal income tax, insurance, retirement, and estate tax differences of an S Corporation verses a Corporation.
3. A layout, factor by factor, of choosing an S Corporation or a C Corporation for a client.
                                                                                                                                                                          
CE Credits Hours: 2
Order
199265Business Succession 20162$39.00
199265: Business Succession 2016
$39.00
Details
Working through the steps in the financial planning process with a fictional client. This order includes a copy of The Parlor.
                                                                                                                                                                         
Learning Objectives:
                                                                                                                                                                           
1. Review of the six-step financial planning process with a fictional client.
2. Using the six-step financial planning process to set-up a business succession plan for a fictional client.
3. A step-by-step of the financial planning process with a review of alternate financial planning options to achieve a business succession plan for a fictional client.
                                                                                                                                                                         
CE Credits Hour: 2 
Order
199263Asset Protection 20161$29.00
199263: Asset Protection 2016
$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.
                                                                                                                                                                         
Learning Objectives:
                                                                                                                                                                         
1. To devise a plan of action to protect a successful husband and wife against a potential loss of assets due to lack of protection from unforeseeable events.
2. To asset protect a husband and wife from potential business exposures and loss of money,
3. To review a client's current financial position and outline suggestions to protect the client from loss of money due to business exposures.
                                                                                                                                                                         
CE Credit Hours: 2 
Order
199266Family Planning 20162$39.00
199266: Family Planning 2016
$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.
                                                                                                                                                                         
Learning Objectives:
                                                                                                                                                                         
1. Basic financial planning solutions for a young husband and wife with children.
2. Development of basic financial planning solutions of a young couple with children,
3. How to review the needs of a young couple with children to solve their financial planning goals and objectives.
4. How to solve basic goals and objectives with the use of insurance and financial calculations based on current needs.
                                                                                                                                                                         
CE Credit Hours: 2
 
Order
199267Financial Plan Design 20161$29.00
199267: Financial Plan Design 2016
$29.00
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.
                                                                                                                                                                         
Learning Objectives:
                                                                                                                                                                         
1. How to design a suitable financial plan to meet client's goals and objectives without a computer.
2. How to create a complete financial plan to meet client's goals and objectives that can be simple to understand and implement.
                                                                                                                                                                       CE Credit Hours: 2 
Order
199268Financial Ratios and Client Analysis 20161$29.00
199268: Financial Ratios and Client Analysis 2016
$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.
                                                                                                                                                                               
Learning Objectives:
                                                                                                                                                                         
1. The calculation and use of various basic ratios and evaluate the ratios for use with a financial planning client.
2. The use of financial ratios to do analysis for financial planning clients to better achieve their goals.
                                                                                                                                                                         
CE Credit Hours: 1 
Order
199271Window of Opportunity 20161$29.00
199271: Window of Opportunity 2016
$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. 
                                                                                                                                                                         
Learning Objectives:
                                                                                                                                                                         
1. A review of all types of gifting, personal or charitable, that are available to wealthy taxpayers.
2. How to use current laws to gift to family members and charity to reduce estate tax implications of wealthy clients.
                                                                                                                                                                         
CE Credit Hours: 1 
Order
199636Keeping Current 2016 Exam Only10$75.00
199636: Keeping Current 2016 Exam Only
$75.00
Details

The Certified Financial Planner Board of Standards, Inc. has accepted the "Keeping Current" manual for continuing education 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 by December 31, 2016.
  • This does not fulfill the Ethics requirement.
    
CE Credit Hours: 10
Order
199636Keeping Current 2016 Manual & Exam10$175.00
199636: Keeping Current 2016 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.

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 five 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.

Also included are videos for each section of the Keeping Current Manual with or without the purchase of the exam. These videos are optional as an additional resource to review all the concepts in more depth.

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 by December 31, 2016.
  • This does not fulfill the Ethics requirement.
                                                                                                                                                                           
CE Credit Hours: 10 
Order
199636Keeping Current 2016 Manual Only 0$100.00
199636: Keeping Current 2016 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.

Also included are videos for each section of the Keeping Current Manual with or without the purchase of the exam. These videos are optional as an additional resource to review all the concepts in more depth.
                                                                                                                                                                         
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
222047Solo 401k vs SEP IRA 20161$29.00
222047: Solo 401k vs SEP IRA 2016
$29.00
Details

The course is for financial planners interested in working with business owners who do not have any employees. The course will point out the options under both plans and emphasis positive and negative reasons for doing one plan verses another. The course gets into reason depth but may not cover every possible question.

Learning Objectives:

1. Review in depth details of the two plans for eligibility and contribution limits.
2. Review other features such as loans or withdrawals, investment options and creditor protection.
3. Review appropriate plan based on client profiles examples.

 
CE Credit Hours: 1 
Order
222052Medicare Coverage Gap 20161$29.00
222052: Medicare Coverage Gap 2016
$29.00
Details

The course centers around gaps in Medicare coverage that needs to be explored with clients who will soon be eligible for Medicare or are already enrolled in Medicare. Basic Medicare expenses is discussed but the course emphasis and reviews tips and advice that financial planners should be aware of when counseling clients about Medicare coverage.

Learning Objectives:

1. Review types of Medicare allowable expenses.
2. Review what is not covered by Medicare.
3. Understand how the Affordable Care Act affects Medicare.
4. Review skilled nursing care provided under Medicare.
5. Review Medicare provisions when vacationing or living outside the U.S. Review when to sign up for Medicare.
                                                                                                                                                                         
 CE Credit Hours: 1 
Order
195072Code of Ethics & Professional Responsibility 20162$49.00
195072: Code of Ethics & Professional Responsibility 2016
$49.00
Details
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.
                                                                                                                                                                                              
Learning Objectives:
                                                                                                                                                                                              
1. Define elements of the fiduciary standard.
2. Determine when the fiduciary standard applies in a variety of financial planning contexts and scenarios.
3. Determine if a CFP® professional is providing financial planning services or material elements of financial planning services.
4. Explain CFP Board's compensation disclosure requirements to clients and prospective clients.
5. Communicate any potential conflicts of interest to a client at the initiation of client engagement.
                                                                                                                                                                                              
NOTE: This course does not satisfy Florida Department of Insurance Senior Suitability requirements.
                                                                                                                                                                                              
CE Credit Hours: 2*
*Required 80% pass rate.
Order