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Why Keir for your CFP® Exam Review?

keir-resources-2017-800x350We are often asked, “Why should I use Keir for my CFP® exam review?” We have many answers…our top 3, in no particular order.

 

Material. This may be a long one, as there is much to say. We update our material before each of the 3 exams each year. Our material is based on the 72 Principle Knowledge Topics set by the CFP Board. We follow the CFP Board objectives, contextual variables and Job Task Domains. This does cause us a major re-write when the Job Task Analysis is completed every 5 years, but we believe it helps the students think more along the path of a CFP® professional.

 

We have also integrated our trade-marked study method, THINK LIKE A PLANNER® into the process. This study method emphasizes the CFP Board Ethics and Code of Conduct in the financial planning process. It also helps us explain how all this information will be used in your new life as a CFP® certificant. Our TLP study method is delivered in a way to fit your learning style.

 

Students naturally lean toward specific learning styles; auditory, visual, tactile or combination. Auditory learners take more from hearing information rather than reading. We created 20 plus hours of audio review you can download to any MP3 device. Visual learners are often taking notes in color, grouping material or building other visuals. We have created our Key Concept Infographics to appeal to this group. Study information is delivered in graphs, colors, information grouping, pictorials and diagrams. For more active learners, often referred to as tactile or kinaesthetic, we will send a set of flash cards that have structured activities to enhance learning. For those that are a little bit of all learning styles, we offer the combination learner package. It includes all the learning style tools plus calculator and formula recorded classes.

 

Lastly, we have constructed our study schedules based on Bloom’s Taxonomy. What this means to you is we take you through the facts and figures and then apply them to a case study situation, moving lastly into comprehensive cases and simulated exams. It truly is a great way to build your knowledge.

 

Instructors and Support. We don’t really like to brag BUT, we do have fabulous instructors. Each of our instructors is vetted by our senior staff, they observe a class, and co-teach a class with our senior instructor before running their own class. We look for a CFP® professional that not only has client experience but teaching or training experience.

 

We provide a dedicated email box to our CFP® exam students. This email box is monitored by no less than two instructors, three or four in the height of exam season. You will also have phone access to our full-time instructors for quick questions, or to set up a time for longer questions.

 

Classes. We have live classes and virtual classes to meet your needs. Our live classes meet 4 consecutive days in select U.S. cities. We offer three virtual options to fit your schedule. If you have a hard time setting up your study schedule and committing to it, our 10-week virtual class is for you! It meets once a week for the 10 weeks leading up to the exam, really helping to structure your time. All virtual classes are recorded for your use. You won’t have to worry about missing a portion of class, or needing to hear something again.

 

If you have questions or would like more information, please feel free to call us! 800-795-5347 or try our website www.KeirSuccess.com – Happy Studying!

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Procrastination…the CFP® Exam is coming!

Procrastination….the ramifications and some study solutions…the CFP® Exam is coming!

 

We all procrastinate about something.  It may be scheduling a dentist appointment, getting our oil changed or cleaning the fridge.  It gets us nowhere.  Whatever we procrastinate needs to eventually get done, though now with the added stress of being immediate!

 

When it comes to studying for an exam, that very easily gets put on the back burner to accommodate work and family responsibilities.  What we don’t take into consideration is that procrastinating on the next big exam will add MORE stress to the family and work.  By starting early, you can spend an hour or two a day and take a day off each week to spend with family and friends.  Waiting until 6 weeks before the CFP® exam will not work.  Let’s look at a breakdown of the hours.

 

Suggested study time dedicated to CFP® Exam review: 200-300 hours

 

Time before the exam:            12 weeks                             10 weeks                             6 weeks

 

Studying 6 days per week:   2 ½ – 4 hours per day,  3 – 5 hours per day,  5 ½ – 8 hours per day

 

How can we help you keep your work/life/study time in balance so you don’t need to procrastinate?  Use MP3 files while working out, running, cleaning, driving…..great way to multitask.   Flashcards can be thrown in your purse, or briefcase, to use when you are between meetings or waiting at the doctor’s office.  Have your kids quiz you with the flashcards.  Study when they are studying, setting a good example for them!  Our Key Concepts Infographics can be downloaded to your iPad and viewed at any time!   It may not be easy, but you won’t beat the feeling of seeing a “pass” on your exam!

 

Keir Educational Resources          •             800-795-5347     •             www.KeirSuccess.com

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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