Current Casebook Workshops:

The workshop will review 5 comprehensive cases. The instructor will work through the cases by integrating the six major areas of financial planning: General Principles, Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning, Estate Planning. The questions and cases are based upon the CFP Board’s 89 Topics for those preparing for the CFP® Certification Examination. This workshop is not a replacement for the Comprehensive Live Review.

Who should attend?
Students needing a better understanding on case study format prior to taking the CFP® Certification Examination.

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CFP Board does not endorse, promote, review, or warrant the accuracy of the products or services offered by Kenneth Zahn, Inc. or verify or endorse the pass rates claimed by Kenneth Zahn, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.