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Jeff Rattiner has partnered with Keir to bring you quality review material for the Financial Planning Fast Track® program. We welcome you to our site where you will be able to review a list of products and order the materials necessary for your class.

Please select from the item below that best describes the course for which you are enrolled. If questions, please contact Keir directly at 800-795-5347, ext. 101.

Supplemental Study Media for Your Individual Courses:

Financial Planning

Financial Planning

This package includes a summation of Financial Planning. Materials include Financial Planning text with multiple choice questions, flashcards, a question CD and a case book specific to the topic of Financial Planning.

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Financial Planning

Insurance Planning

This package includes a summation of Insurance Planning. Materials include Insurance Planning text with multiple choice questions, flashcards, a question CD and a case book specific to the topic of Insurance Planning.

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Financial Planning

Investment Planning

This package includes a summation of Investment Planning. Materials include Investment Planning text with multiple choice questions, flashcards, a question CD and a case book specific to the topic of Investment Planning.

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Financial Planning

Income Tax Planning

This package includes a summation of Income Tax Planning. Materials include Income Tax Planning text with multiple choice questions, flashcards, a question CD and a case book specific to the topic of Income Tax Planning.

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Financial Planning

Retirement Planning

This package includes a summation of Retirement Planning. Materials include Retirement Planning text with multiple choice questions, flashcards, a question CD and a case book specific to the topic of Retirement Planning.

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Financial Planning

Estate Planning

This package includes a summation of Estate Planning. Materials include Estate Planning text with multiple choice questions, flashcards, a question CD and a case book specific to the topic of Estate Planning.

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Financial Planning

Keir's Guide for Your Financial Calculator

This book has recently been updated to include the HP 12C Platinum version as well as the new Victor V10 and Victor V12. The HP 10BII, 17 BII and BAII Plus are also included.

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Financial Planning

Basic Review Package for the CFP® Certification Exam

This package includes two volumes covering all 89 topics including application questions and prior exam questions. Our comprehensive Case Studies book includes cases on each of the core subject areas in addition to comprehensive cases and cases from prior exams. The Simulate Exam book is a 10 – hour mock exam to give you the experience of what it is like to take the actual examination. This package also includes a comprehensive exam CD with over 1500 additional questions to test your knowledge.

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Financial Planning

Platinum Review Package for the CFP® Certification Exam

This package includes two volumes covering all 89 topics including application questions and prior exam questions. Our comprehensive Case Studies book includes cases on each of the core subject areas in addition to comprehensive cases and cases from prior exams. The Simulate Exam book is a 10 – hour mock exam to give you the experience of what it is like to take the actual examination. This package includes a comprehensive exam CD with over 1500 additional questions to test your knowledge. Package also includes six sets of flashcards highlighting key concepts and terms. A concise outline (Essential Keys) that provides the notes you should have taken while reading Volumes I and II and an MP3 audio download of an instructor reviewing material are also included in the Platinum package.

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Financial Planning

Additional Tools

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Certified Financial Planner Board of Standards Inc. owns the certification marks of CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)®.