The Casebook Workshop will review 8 comprehensive cases with both instructional and rationale videos. The instructors will work through the cases
by integrating the six major areas of financial planning: General Principles, Insurance
Planning, Investment Planning, Income Tax Planning, Retirement Planning, Estate
Planning. The questions and cases are based upon the CFP Board criteria
preparing for the CFP® Certification Examination. This workshop is not a replacement
for the Comprehensive Live Review.
Students needing a better understanding on case study format prior to taking the CFP® Certification Examination.