CFP® Examination Prep. Products:

Foran Case Study Challenge for CFP® Examination Candidates

TThe Foran Case Study Challenge for CFP® Examination candidates is designed to help you prepare for the case study section of the CFP® Examination. Each session of the CFP® Examination (morning and afternoon) will consist of approximately two case studies. The case studies will have 12 to 15 multiple-choice questions related to each case study.

The Foran CFP® Examination Preparation Case Study Challenge consists of 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: $155.00
Shipping and Tax will be added where applicable

The Foran Case Study Challenge for CFP® Examination Candidates can be ordered online or by phoning 1-800-565-0374


Foran CFP® Examination Preparation Notes

Summary: These comprehensive notes cover material stated in the CFP® Examination 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. The content covered in Book One and Book Two is thoroughly tested in the Foran Financial Planning Quiz & Answer Book for CFP® Examination Candidates (Book Three)

BOOK ONE:
Financial Planning/Insurance/Sundry Topic and Taxation/Money Management

Number of Pages: 238
Number of Sections: Two

Topics covered are:

Section One: Financial Planning/ Insurance/ Sundry Topics

  • 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

BOOK TWO:
Investments/Estate Planning/Trusts/Family Law

Number of Pages: 338
Number of Sections: Two

Topics covered are:

Section Three: Investments

  • Chapter 1 Mathematics of Investments
  • Chapter 2 Overview of Financial Industry and Financial Institutions Regulations
  • Chapter 3 Economics
  • Chapter 4 Fixed-Income Securities
  • Chapter 5 Common Stock and Preferred Stock and Equity Trading
  • Chapter 6 Derivative Securities and Alternative Investments
  • Chapter 7 Financial Statement Analysis: Ratios
  • Chapter 8 Portfolio Management

Section Four: Estate Planning/Trusts/Family Law

  • Chapter 1 Estate Planning
  • Chapter 2 Trusts
  • Chapter 3 Family Law
 

“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

Investment: Book One & Book Two: $299

COMPLETE SET: Foran CFP® Examination Preparation Notes Complete Set: Book One, Book Two and Book Three (Quiz & Answer Book)
Investment: $395

Shipping and HST will be added where applicable

The Foran CFP® Examination Preparation Notes can be purchased online or by
phoning 1-800-565-0374


BOOK THREE:
Foran Financial Planning Quiz & Answer Book for CFP® Examination Candidates.

Book Three consists of quiz questions, answers, and case studies developed by Foran Financial Institute.

The Foran Financial Planning Quiz & Answer Book for CFP® Examination Candidates will reduce a student's study time and test a student's understanding of the topics on the FPSC CFP® Examination Syllabus by:

  • reflecting the format of questions that students can expect to appear on their exam. ·
  • sharpening a student's skills before the exam.
  • increasing a student's speed at answering questions.
  • building a student's confidence about the material.

Number of Pages: 794

Number of Questions: Over 2000 including solutions

Case Studies: 2 case studies

Topics covered are:

  • SSection One: Financial Planning/ Insurance/ Sundry Topics Questions
  • Section Two: Taxation/Money Management Questions
  • Section Three: Investments Questions
  • Section Four: Estate Planning/Trusts/Family Law Questions
  • Section Five: Case Studies Questions

Investment: $165

COMPLETE SET: Foran CFP® Examination Preparation Notes Complete Set: Book One, Book Two and Book Three (Quiz & Answer Book)

Investment: $395

Shipping and HST will be added where applicable

The Foran Financial Planning Quiz & Answer Book for CFP® Examination Candidates can be purchased online or by phoning 1-800-565-0374


Foran Practice Exam for CFP® Examination Candidates

Summary: The Foran Practice Exam for CFP® Examination Candidates is designed to simulate the 6-hour CFP® Examination.Each session of the CFP® Examination (morning and afternoon) will consist of approximately 50 multiple choice questions and two case studies. The case studies will have 12 to 15 multiple-choice questions related to each case study. The book is divided into 2 parts, each containing questions, the answer key and explanations and a summary.
There is a detailed answer key containing information on the relevant competency, topic, technical knowledge along with detailed explanations for each question.

Investment: $100
Shipping and HST will be added where applicable

The Foran Financial Planning Quiz & Answer Book for CFP® Examination Candidates can be purchased online or by phoning 1-800-565-0374


FFI is not associated with the Financial Planners Standards Council (FPSC). FPSC is not sponsoring or recommending FFI study materials.

Foran Financial Institute make no representation that the operation of our site will be uninterrupted or error-free, and we will not be liable for the consequences of any interruptions or errors.