Strategic Financial Planning Study Aid ™ 

Strategic Financial Planning Study Aid™

with Constructed-Response Case Studies

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For an extra $170, you can purchase The Essentials for the CFP Exam, which includes Gobeil's Strategic Financial Planning Study Aid™ with constructed-response questions, Gobeil’s Collection of 1,000 Questions™, Financial Calculations for the Financial Planner™, and Membership in Gobeil's Study Group

CAD 170

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Constructed-Response Case Studies

Strategic Financial Planning Study Aid ™ 

The constructed-response questions will involve client situations that require you to complete an analysis, prepare a written report, draft a plan or write a letter to a client. The E-Book of 222 pages focuses on steps 4 and 5 of the financial planning process: identifying and evaluating financial planning strategies, and implementing a financial plan. The 180 multiple-choice questions have an emphasis upon the development, evaluation and recommendation of strategies.

The Financial Planning Standards Board (“FPSB Ltd.”) owns the CFP® and Certified Financial Planner® certification marks.

CAD 225
Total due CAD 225

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