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Category Archives: Professional Developement

The Keir Review Experience


For those studying for the Certified Financial PlannerTM examination, the word “overwhelming” often comes to mind.  Not only is there a large volume of information to study- three volumes to be exact, but students also need to be aware of how the information will be presented and how to spot potential tricks within the questions.


Attending a live or virtual review class with Keir Educational Resources’ expert instructors can make a big difference in how well the study experience goes, and can be invaluable in assisting students with passing the exam.


Students are strongly encouraged to complete the Keir Volumes 1 and 2 prior to class.  That typically requires at least 100 hours of study before the review.  This is key!  The class is a review – not a first teaching of the topic.   An unprepared student will be lost in this fast paced and tightly structured program.  Students attending the review can expect to discuss each of the 72 exam topics during the 32 hours of class.


Instructors will provide examples to help students better grasp difficult concepts, provide some tricks and tips for remembering various ideas, guide students regarding which items are likely to be tested and how, and which items are less likely to be tested.  In the classes, students are receiving training on how to THINK LIKE A PLANNERSM and incorporate the practice standards into the study process. This will prepare the students with the right thought system to analyze any question.  A student can expect to be challenged and also to have a good time in class.  Instructors are very good at creating absurd examples that are just off-the-wall enough to make them stick in the minds of students.


The review experience will also involve teaching some test-taking skills to assist students in how to approach various types of questions and how to work through the exam time limitations.   In addition, instructors will help students learn how to overcome their own biases and experiences to make sure they are answering questions correctly.  For example, there are common industry practices that students may employ in their firms. Students must learn to answer questions according to the industry standard and not according to their specific company practices.


Live reviews also allow students to interact with other students, sometimes creating support groups. Both live and virtual reviews, students have easy access to instructors who will answer any exam related questions students may have.  These relationships can go a long way in helping to calm nerves and to be able to focus on what is needed to pass this rigorous exam.


The review can have the added benefit of separating students from the stressors of their everyday lives and giving them the environment in which they can  focus on what needs to be done to be successful passing the exam.  It is a commitment worth making for a goal that is worth achieving.

THINK LIKE A PLANNER (sm) for CFP (R) Exam Success

Student preparing for the exams

When you use the Keir CFP® Certification Examination Review materials, you will be trained not only for the CFP®  Board exam, but for your career.  The CFP® Board exam is designed to test whether you are ready to use the financial planning process and to think through the issues like a financial planner.  You must learn to THINK LIKE A PLANNERSM.  The Keir Educational Resources materials teach you to use the technical knowledge you have learned and to solve financial planning issues in the organized manner of the financial planning process.

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CFP® THINK LIKE A PLANNER(sm) Talking points

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The THINK LIKE A PLANNERSM Method is a unique study plan developed by Keir Educational Resources to prepare students for the array of questions that can appear on the CFP® exam. This approach does not just prepare students for exam questions that have appeared in the past but gives students the thought processes that will allow them to succeed as the exam changes and new questions appear.  The CFP® exam is constantly changing, so it is important for students to learn the method that will prepare them for the many transformations of questions and the multifarious reincarnations of concepts. The exam preparation of the THINK LIKE A PLANNERSM Method will make students ready for whatever may come their way on the test.

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The 5 Things Successful Financial Advisors Take Very Seriously

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Financial planning professionals who are great at what they do enjoy their work. The most successful financial advisors understand that enjoyment does not exclude taking things seriously.


When pundits tell students to follow their passion, they often gloss over a very important component of what passion truly means. True passion for work comes from mastery. And the only way to get really good at something is to work hard and focus.


So if you’re working towards a future in this field, it’s definitely smart to learn as much as possible from trained financial advisors who are already successful. With that goal in mind, let’s look at the five things excellent planners take very seriously:


1. Character: An advisor who’s committed to long-term success is always going to do what’s best for their clients instead of being influenced by things like a quick payday.


2. Collaboration: It’s easy to romanticize the idea of the lone wolf professional. But great advisors know that’s not the best way to work. That’s why they look for opportunities to collaborate and create a positive outcome for everyone involved.


3. Commitment: Successful advisors honor their commitments to others. They also make a conscious commitment to putting in the work that’s necessary to find lasting success in this field.


4. Consequences: Stellar financial advisors don’t blame anything that goes wrong on other people or the market. Instead, they think through scenarios with the realization that they’re responsible in the event something goes wrong.


5. Control: Successful financial advisors who do well understand that they’re in control of things like their daily activities, and not in control of other elements like their clients’ attitudes.


How Can Future Financial Advisors Get This Type of Experience?


After passion and mastery, the most important requirement for a financial planner is getting the right kind of experience. One of the biggest challenges for upcoming financial advisors is gaining experience from exposure to the situations professional advisors deal with on a daily basis. Although it’s obviously important to pass the CFP®Certification Exam, this exam isn’t simply about regurgitating knowledge. Instead, students who want to put themselves in the best position for future success should use this exam as an opportunity to develop the critical thinking skills of an advisor.


With Keir’s THINK LIKE A PLANNERSM study program, students preparing for the CFP® Certification Exam will learn the thought process needed to ace the exam and thrive in the world of certified financial planners. Keir’s THINK LIKE A PLANNERSM Method goes beyond simply comprehension and incorporates analysis, synthesis, and evaluation of information. For any student who wants highly relevant experience for what a future job will demand, our proven method of study is the way to go.