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Keir Educational Resources

Investment Planning Textbook

Investment Planning Textbook

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Keir designed this textbook using our well proven methodology of structuring each book to follow the 78 topic list provided by the CERTIFIED FINANCIAL PLANNER™ Board of Standards. We have used this methodology for over 10 years to help thousands of students pass the CFP® Certification Examination. The 78 topic list is the current basis for the CFP® Certification Examination. This textbook covers Investment Planning (Topics 24—31). Since we designed this textbook to follow the CFP Board’s topic list, a Certificate program’s students and instructors will find this unique format to be the most effective and concise way to learn just the topics specifically tested on the CFP® Certification Examination.
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