Keir Educational Resources provides exam preparatory materials and review courses for various financial services industry certifications and designations. They offer study guides, supplemental materials, online and live review courses to help clients pass exams on their first attempt. Their materials cover exams for FINRA securities licensing, CFP certification, CLU/ChFC designations, and insurance designations from the AIC, ARM, CPCU, and INS programs. Keir aims to provide high-quality, efficient exam preparation to help financial professionals achieve their licensing and certification goals.
2. Keir is very proud of our heritage in producing high quality self study aids and conducting first-rate review classes. Since our inception in 1967, we have lived by our core values: Friendly personal service Fast response Excellent quality materials and knowledgeable instructors This presentation will highlight the abundance of information available to make your study process as streamlined as possible. We want our clients satisfied in the most efficient manner possible. Why Keir Educational Resources? 2
3. Mission Statement The Keir mission is to provide the best level of exam preparation to individuals seeking a professional license, designation or certification in the financial services industry. Vision Statement All financial services professionals will say… Keir Got Me Through! Our commitment to you… 3
4. FINRA Securities Licensing CFP® Certification CLU®/ChFC® Designations AIC, ARM, CPCU® and INS Designations Our Products and Services… 4
6. Keir provides study materials for the following securities licensing exams… Registered Rep Exams Series 6: Investment Company Products / Variable Contracts Limited Representative Series 7: General Securities Series 11: Assistant Representative / Order Processing Series 55: Equity Trader / Limited Representative State Licensing Exams Series 63: Uniform Securities Agent State Law Series 65: Uniform Investment Adviser Law Series 66: Registered Agent and Investment Adviser Managers / Principals Exams Series 4: Registered Options Principal Series 9/10: General Securities Sales Supervisor Series 24: General Securities Principal Series 26: Investment Company Products / Variable Contracts Principal Series 27: Financial and Operations Principal Series 51: Municipal Fund Securities Series 53: Municipal Securities Visit www.KeirSecurities.com for a list of products and pricing. 6
7. The SMART programs on the Web: have proven success – each year thousand's of individuals at major FINRA/NYSE brokerage firms pass using the Smart Programs make the most efficient use of the candidate’s time, since the content delivery is dependent on user performance tailor the training experience to each user's strengths and weaknesses deliver consistent effective training at the lowest per-user cost is within 2% predictive of the actual grade Pass Perfect®, Smart 7®, Smart 63® and Smart 66® are all registered trademarks of Edward Fleur Financial Education Corporation What is a Smart Program? 7
8. Smart Programs Include Two Modules The Student Module: Internet based learning tool The program is divided by chapters then sub-topics which guide you, chronologically through every portion of the exam Provides practice questions of each sub-topic complete with answers and rationales Alerts you when topics are not mastered Pinpoint areas of weakness Builds exams based on your areas of strengths and weaknesses Tracks your progress Unlimited use of chapter and final exams Predictive of the actual grade within 2% of national score Tests your level of understanding and provides immediate response The Administrator Module: Internet based monitoring aid Assist any administrator to view the activity, collect scores and show how each student is progressing through the program No two candidates see exactly the same questions This program rapidly identifies those candidates who need additional assistance 8
9. Series 6: Investment Company Products / Variable Contracts Limited Rep Series 7: General Securities Series 63: Securities Agent Series 66: Combined Securities Agent / Investment Adviser Smart Programs Available For… 9
10. The program is divided into the same “Chapters” as the text. It also includes an online textbook that leads the user sequentially through every topic, testing the user on each major point. 10
11. The program dynamically modifies each student's learning sequence, based on the student's strengths and weaknesses. If a user is having difficulty with a major concept, he or she is presented with the information to be learned in a variety of reinforcing methods until mastery is achieved. Therefore, users who are not having problems move rapidly through the program; those that are having difficulty will move more slowly, but they will meet the minimum competency level needed to pass the examination upon successful completion of a SMART program. 11
12. Quick 7: An easy to read condensation of the most important topics 12
13. For example…Smart 7 continued Key features are: Quizzes that test each of the 10 major areas Midterms, covering Equities, Debt, Options, and Trading Markets Finals, covering material from all 10 major areas Detailed feedback on areas needing additional study Full text search capabilities through the Glossary and Quick 7 7 Secrets - tips for passing the exam (See example – next page) 13
15. Contact Keir Educational Resources to see how this program can benefit you and your organization: Phone: 800-795-5347 Website: www.KeirSuccess.com Want to schedule a personal demo of the Smart program? 15
16. Details of your exam and the steps you must take can be found at www.finra.org. Contact information for FINRA: 1735 K Street Washington DC, 20006 Phone: 301-590-6500 Contact Information for FINRA (Financial Industry Regulatory Authority)… 16
17. CFP® Certification – CERTIFIED FINANCIAL PLANNER™ Supplements for Course Curriculum Review Program for CFP® Certification Exam 17
18. Supplements for Course CurriculumKeir Educational Resources offers study media for students working toward the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through a CFP Board registered program. We also print materials specific to materials from The American College program for students enrolled in their program. A chart of the courses follows: For students taking courses through The American College: HS 300 Financial Planning: Process & Environment HS 311 Insurance Planning HS 321 Income Taxation HS 326 Planning for Retirement Needs HS 328 Investments HS 330 Fundamentals of Estate Planning For students taking courses through a university CFP® Board registered program: Financial Planning Introduction Financial Planning Insurance Planning Investment Planning Income Tax Planning Retirement Planning Estate Planning University Program The American College 18
19. To help the student learn the material by doing lots of practice questions To help a student understand the concepts necessary to achieve a passing score on the exam To facilitate review and retention just before the exam Benefits of the Keir Supplemental Study Materials to the Student… 19
20. Increases an employees chance of passing the examination the first time Saves time and money from the cost of retakes Saves study time vs. production time Allows managers to maximize their budgets as the Keir supplements only cost $72 to $102 per course – a small investment to increase the chances of an employee passing the first time Benefits of the Keir Supplemental Materials to the Manager… 20
21. Review Program for the CFP® Certification Exam Keir Educational Resources 21
22. PACER Exam Review Course Materials Online Review Class Live Review Classes Identifying Strengths and Weaknesses Open Phone Sessions for Last Minute Test Taking Tips and Q & A Important information about the CFP® Certification Exam Keir’s Review Program for the CFP® Certification Exam 22
23. This exam is designed to help the student make a preliminary assessment of his or her readiness to sit for the 10 hour CFP® Certification Exam given by the CFP® Board. The PACER exam consists of a total of 100 questions (including a case study) drawn from each of the following seven subject areas: *Financial Planning *Insurance Planning *Employee Benefits *Investment Planning *Income Tax Planning *Retirement Planning *Estate Planning PACER Exam Preliminary Assessment of Certification Exam Readiness 23
24. Review Course Materials… Keir’s Basic Review Package (Cost is $375): Summary of Topics (Volumes I and II) – includes coverage of the 89 topic list, application questions, and prior exam questions Comprehensive Case Studies Book – did you know 1/3 of the national exam is case studies? Master the knowledge necessary to tackle these cases Keir’s Guide to Your Financial Calculator – provides key strokes for the HP 12C, HP 10BII, HP 17BII, TI BAII Plus, Victor V10 and Victor V12 Keir’s Simulated Exam – simulate the actual exam experience by taking Keir’s 10 hour exam Add on items for an additional $125 per item: Interactive Exam Questions – available on CD or online Flashcards – over 600 flashcards highlighting the key concepts and terms Essential Keys Book – this book is a summary of Volumes I and II. We like to call it the notes you should have taken while preparing with the two volumes MP3 Audio Download – Download over 32 hours of audio from our expert instructor reviewing the details of what to know for this exam 24
25. Calculator Class: Keir Educational Resources is conducting online calculator classes for those students using the Hewlett- Packard® HP-12C and HP-10BII and Victor V12 Calculators. Learn the keystrokes necessary to help you evaluate the time-value-of-money as a tool for more intelligent financial decision making. This class is great for a student who is taking a class using a financial calculator, a candidate who is preparing to take the CFP® Certification Examination, or for someone who must have the basic knowledge of their financial calculator as part of their daily profession. Formulas Class: In this course, Keir will decipher and demystify the formula sheet given on the CFP® Certification Examination. We will interpret the symbols for you, translate them into keystrokes on your HP 12C and HP 10BII calculators and let you know which formulas are most likely to be tested. In addition, we will cover geometric versus arithmetic mean, bond yields, uneven cash flows, weighted returns, inflation adjusted interest rates and the dreaded college funding question. This is not a beginning course. It is geared for those preparing to sit for the CFP® Certification Examination. A basic knowledge of your calculator and a fundamental understanding of the time value of money are prerequisites. Students not familiar with their calculator should take our calculator class first. Each course is $75. Contact Keir for dates and additional details. Calculator and Formulas Classes 25
26. 24/7 access No travel expenses Updated 3 time’s a year to reflect new laws for each exam Includes text, audio, and interactive learning exercises For the added human touch, we also include regularly scheduled group conference calls with a review instructor for all online participants Contact Keir for pricing. Keir’s Online Review Class… View a demo: http://www.keirfinancial.com/us/online_class/demo.asp 26
27. Keir offers review classes at various locations across the country. We conduct the classes in two formats: A Keir instructor led class An affiliate led class that implements Keir study media Visit www.KeirSuccess.com for locations and cost. Keir’s Live Review Class… 27
28. Open Phone Sessions for Last Minute Test Taking Tips and Q & A One of Keir’s expert instructors will give last minute test taking tips and answer questions about any of the topics tested on the CFP® Certification Exam. Visit www.KeirSuccess.com for a list of dates and times. Calls are FREE of charge to any student taking the CFP® Certification Exam. 28
29. Dates and fees of the CFP® Certification Exam can be found by visiting www.CFP.net. Contact Information for the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc. 1425 K Street, NW, Suite 500 Washington, DC 20005 Phone: 800-487-1497 Fax: 202-379-2299 Email: mail@CFPBoard.org Important Information about the CFP® Certification Exam 29
30. The American College CLU® - Chartered Life Underwriter ChFC®- Chartered Financial Consultant 30
31. In partnership with The American College, Keir provides supplemental study materials for the college’s CLU®, ChFC® and CFP® course curriculums. The purpose of Keir’s supplemental study material is to simply aid in the learning process. Using our materials in partnership with The American College’s text materials, a student can expect to enhance and streamline his or her study experience. Keir offers materials for the following American College courses: HS 300: Financial Planning: Process and Environment HS 311: Fundamentals of Insurance Planning HS 321: Income Taxation HS 323: Individual Life Insurance HS 324: Life Insurance Law HS 326: Planning for Retirement Needs HS 328: Investments HS 330: Fundamentals of Estate Planning HS 331: Planning for Business Owners and Professionals HS 332: Financial Planning Applications HS 334: Estate Planning Applications HS 352: Financial Decisions for Retirement Partners in Education… 31
32. Digest Book with Assessment Questions – a very effective supplement that summarizes the key learning objectives followed by practice problems for each chapter Interactive exam CD – allows student to mix the questions randomly Flashcards – highlight key concepts and key terms Available for HS 300, 311, 321, 326, 328 and 330 Prices range from $72 to $102 per course. Supplemental Materials Include… 32
33. Information and fees for The American College classes can be found at www.TheAmericanCollege.edu. Contact information for The American College: 270 South Bryn Mawr Avenue Bryn Mawr, PA 19010 Phone: 888-263-7265 Fax: 610-526-1300 Email: ProfessionalEducation@TheAmericanCollege.edu Contact The American College… 33
35. Keir Educational Resources offers study media to enhance and streamline the study process for those professionals working toward insurance designations sponsored by The American Institute for Chartered Property Casualty Underwriters (AICPCU) and the Insurance Institute of America (IIA). Benefits: Provide the student with a second opinion or a different slant on many of the topics Helps to give an easy translation of the academic textbook Increases comprehension and retention Supplemental Materials… 35
36. AIC: AIC 33 - The Claims Environment AIC 34 - Workers' Compensation and Managing Bodily Injury Claims AIC 35 - Property Loss Adjusting AIC 36 - Liability Claim Practices ARM: ARM 54 – Risk Assessment ARM 55 – Risk Control ARM 56 – Risk Financing INS: INS 20 - Introduction to Property and Liability Insurance INS 21 - Property and Liability Insurance Principles INS 22 - Personal Insurance INS 23 - Commercial Insurance AIS 25 - Delivering Insurance Services Keir offers materials for the following courses: 36
37. CPCU: Foundation Courses CPCU 510 - Foundations of Risk Management, Insurance and Professionalism CPCU 520 - Insurance Operations, Regulations and Statutory Accounting CPCU 530 - The Legal Environment of Risk Management and Insurance CPCU 540 - Business and Financial Analysis for Risk Management and Insurance Professionals CPCU 560 - Financial Services Commercial Concentration CPCU 551 - Commercial Property Risk Management and Insurance CPCU 552 - Commercial Liability Risk Management and Insurance CPCU 553 - Survey of Personal Risk Management, Insurance and Financial Planning Personal Concentration CPCU 555 - Personal Risk Management and Property-Liability Insurance CPCU 556 - Personal Financial Planning CPCU 557 - Survey of Commercial Risk Management and Insurance Courses continued… 37
38. Information and fees for American Institute and Insurance Institute of America classes can be found at www.aicpcu.org Contact Information: 720 Providence Road Suite 100 Malvern, PA 19355-3433 Phone: 800-644-2101 Fax: 610-640-9576 Email: customerservice@cpcuiia.org Contact Information for American Institute for CPCU and Insurance Institute of America… 38
