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Supplemental Study Media for Students Taking a Course Through The American College (includes materials for the tracks of CLU, ChFC and CFP® Certification)

The American College CLU/ChFC/CFP

Keir Educational Resources delivers supplemental study materials for the primary text provided by The American College. The summation of the key areas followed by questions to test your knowledge and comprehension is a great reinforcement of the subject matter.

The Keir supplemental materials are not recommended to replace the educational experience of reading the materials from The American College but rather to be used as an extremely efficient and effective way of identifying and reviewing the information to be learned before your exam.

Keir provides many supplemental options for each of the CLU, ChFC and CFP® courses listed below. Click on the course to view a detailed description of the package items offered:

The American College

Course Titles

Course Requirements

  Revision CLU ChFC CFP®
HS 300 Financial Planning: Process and Environment 9/30/07 elective required required
HS 311 Insurance Planning 2nd Edition required required required
HS 321 Income Taxation 8th Edition elective required required
HS 323 Individual Life Insurance 6th Edition required
HS 324 Life Insurance Law 6/30/08 required
HS 326 Planning for Retirement Needs 9th Edition elective required required
HS 328 Investments 3/31/08 elective required required
HS 330 Fundamentals of Estate Planning 12/31/07 required required required
HS 331 Planning for Business Owners and Professionals 11th Edition required
HS 332 Financial Planning Applications Suspended elective
HS 334 Estate Planning Applications 6/30/08 elective elective
HS 352 Financial Decision Making at Retirement 9/30/07 elective
Financial Calculator

 Think Ahead!  The American College courses are revised by the schedule above. Since Keir’s materials are available 4-6 weeks after the release of The American College materials, we advise students to schedule their exams for the quarter following the release of The American College materials.

 CLU/ChFC
 The American College
HS 300
HS 311
HS 321
HS 323
HS 324
HS 326
HS 328
HS 330
HS 331
HS 334
HS 352
Learning the Financial Calculator

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Topic List for CFP® Certification Examination Copyright © 2005-2006, Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing requirements. “Keir Educational Resources is a Review Course Provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any review course nor receive any financial remunerations from Review Course Providers.”