CFP® Examination Preparation Products:
Foran Case Study Challenge for FPE1 Candidates
Foran FPE1 Examination Preparation Notes & Quiz Book
Foran Practice Exams for CFP® Examination Candidates
Foran Case Study Challenge for FPE1® Candidates
The Foran Case Study Challenge for FPE1® Candidates is designed to help you prepare for the case study section of the FPE-1.
This Foran Case Study Challenge for FPE1 Candidates includes:
26 case studies (19 major and 7 mini case studies) with over 425 questions.
Case One: The Bond Family - Business continuation and retirement planning using insurance as a foundation.
Case Two: The Gupta Family - Providing for the family through proper risk management and investment planning.
Case Three: The South Family - Reviewing investments and tax planning to ensure a long and prosperous retirement.
Case Four: The Mancini Family - The need for budgeting and planning to meet financial goals.
Case Five: The Mellon Family - The importance of tax deferrals and company benefits in financial planning.
Case Six: The Simpson Family - Second marriages and financial and legal issues in managing two families.
Case Seven: The LeBreque/Alzari Family - Calculating the numbers and achieving the financial goals of your clients.
Case Eight: The Storm Family - Weathering the "storm" with adequate insurance and tax planning.
Case Nine: Susan Chin - Supporting the family and using insurance to protect assets and to pass on an estate.
Case Ten: The Throgmorton Family - Passing on an estate, analyzing securities and other estate issues.
Case Eleven: The Young Family - Estate planning: preparing to pass on.
Case Twelve: The Miller Family - Getting credit(s) for tax planning.
Case Thirteen: The Senior Family - Wills, estate planning and family law issues.
Case Fourteen: The Murchie Family - Matrimonial property, US estate taxes and RCA's (Retirement Compensation Arrangements).
Case Fifteen: The Coyote Family – Legal, tax and practical problems faced by owners and operators of small businesses.
Case Sixteen: The Wright Family- Buying a first home and meeting the tests of the lender.
Case Seventeen: The Hanks Family- Business estate planning.
Case Eighteen: The Tucker Family- Inter Vivos estate planning.
Case Nineteen: The Collangelo Family- The death of a taxpayer.
Mini Case Studies:
Alice, Susan & Marie
The Kadam Family
Walter Johnson
Harold Patterson
Todd Smith
The Jeffersons
Goldberg and Stein
Investment: $165.00 plus shipping and handling. HST will be applied to all orders shipped within Canada.
The Foran Case Study Challenge for FPE1 Candidates can also be ordered by phoning 1-800-565-0374
Foran FPE1 Examination Preparation Notes & Quiz Books
Summary: These comprehensive notes cover material stated in the FPE1® syllabus set out by the Financial Planners Standard Council (FPSC). These notes explain important concepts in simplified terms with numerous examples and covers key terminology. Memory aids are provided in the notes to make recall easier for students.
BOOK ONE: Financial Planning Examination Level 1 (FPE1®) Preparation Notes
Topics covered include:
Financial Planning / Insurance
Taxation / Money Management / Sundry Topics
Estate Planning / Trusts / Family Law
BOOK TWO: Financial Planning Examination Level 1 (FPE1®) Preparation Notes
Topics covered include: Mathematics of Investments / Investments
BOOK THREE: Foran Financial Planning Quiz and Answer Book for FPE1 Candidates
Topics covered include:
Financial Planning / Insurance
Taxation / Money Management / Sundry Topics
Estate Planning / Trusts / Family Law
BOOK FOUR: Foran Financial Planning Quiz and Answer Book for FPE1 Candidates
Topics covered include: Mathematics of Investments / Investments
BOOK ONE: There are three major sections that are covered in Books One.
Section One: Financial Planning/ Insurance
- Chapter 1 Role of a Financial Planner
- Chapter 2 What a CFP® Licensee Needs to Know
- Chapter 3 Risk Management/Insurance
- Chapter 4 Investment Funds
- Chapter 5 Retirement Planning and Tax Deferral Plans
- Chapter 6 Business Law
Section Two: Taxation/Money Management
- Chapter 1 Principles of Tax Planning
- Chapter 2 Taxable Entities
- Chapter 3 Calculation of Income and Taxable Income
- Chapter 4 Disposition of Property
- Chapter 5 Corporations
- Chapter 6 Tax Strategies
- Chapter 7 Money Management
Section 3: Estate Planning / Trusts / Family Law
- Chapter 1 Estate Planning
- Chapter 2 Trusts
- Chapter 3 Family Law
- Appendix: US Estate Tax
BOOK TWO: There are ten chapters covered in Book Two.
Investments
- Chapter 1 Mathematics of Investments
- Chapter 2 Overview of Financial Industry and Financial Institution Regulations
- Chapter 3 Economics
- Chapter 4 Fixed-Income Securities
- Chapter 6 Alternative Investments
- Chapter 7 Derivative Securities
- Chapter 8 Mutual Funds and Segregated Funds
- Chapter 9 Financial Statements and Ratios
- Chapter 10 Portfolio Management
BOOKS THREE AND FOUR: Foran Financial Planning Quiz & Answer Books for FPE1 Candidates.
Books Three and Four consist of quiz questions and answers developed by Foran Financial Institute.
The purpose of the Foran FPE1 preparation notes (Books One and Two) is to present complex material in an understandable and useful manner. Having read our notes you are in a position to challenge the Foran quiz questions found in the Foran FPE1 Quiz & Answer Books (Books Three and Four).
I am extremely happy to have passed the CFP exam on my first try and I couldn't have done it without the materials I purchased from Foran. The notes were relevant, concise and easy to remember. I found the test questions and case studies most helpful. Not only did it give me great practice for the exam, it also taught me to think and apply my knowledge. I would definitely recommend Foran materials for anyone who is serious about the CFP exam and the financial planning profession.
Ana Popovic, Ontario
BOOK ONE & BOOK TWO
Investment: $300 plus shipping and handling. HST will be applied to all orders shipped within Canada.
BOOKS THREE AND FOUR:
Foran Financial Planning Quiz & Answer Books for FPE1 Candidates.
Book Three and Four consist of quiz questions, answers, and case studies developed by Foran Financial Institute.
Investment: $185 plus shipping and handling. HST will be applied to all orders shipped within Canada.
COMPLETE SET:
Investment: $425 plus shipping and handling. HST will be applied to all orders shipped within Canada.
The Foran Financial Books for FPE1 Candidates can als be purchased by phoning 1-800-565-0374.
Foran Practice Exams for CFP® Examination Candidates
The Foran FPE 1 practice exam is designed to be completed in four hours or less (just like the actual exam.) You will be challenged with approximately seventy multiple choice stand alone questions with an additional thirty multiple choice questions based on four case studies.
This practice exam includes competency and technical knowledge references, and a correct answer guide with detailed explanations.
Investment: $100 plus shipping and handling. HST will be applied to all orders shipped within Canada.
This product may also appeal to those who are preparing for other financial exams like Wealth Management Essentials and Personal Financial Planning or those still considering pursuing the CFP® designation.
The Foran FPE 2 practice exam is designed to be completed in six hours or less (just like the real exam). It is a combination of multiple choice and narrative format questions.
The exam is made up of three exam parts for a total of 145 marks;
Part 1) Fifteen multiple choice stand alone questions worth 15 marks,
Part 2) One case study with four multiple choice questions worth 4 marks,
Part 3) Seventeen narrative answer type stand alone case studies worth 126 marks.
This practice exam includes competency and technical knowledge references, and a correct answer guide with detailed explanations.
Investment: $100 plus shipping and handling. HST will be applied to all orders shipped within Canada.
The Foran Financial Planning study materials may also be purchased by phoning 416-947-1922 or 1-800-565-0374.
FFI is not associated with the Financial Planners Standards Council (FPSC). FPSC is not sponsoring or recommending FFI study materials.