Gobeil's Strategic Financial Planning Study Aid™
with Constructed-Response Case Study
includes 75 constructed-response case situations, an e-Book on Strategic Financial Planning, and 180 multiple-choice questions.
The constructed-response cases will familiarize you with the situations and formats to develop, evaluate and recommend strategies. The E-Book provides you with guidance in identifying and evaluating financial planning strategies and implementing a financial plan. The multiple-choice questions provide you with an emphasis upon synthesis: the development, evaluation, and recommendation of strategies.
You will find the Examination to be very challenging. You will require considerable knowledge of financial planning and excellent exam writing techniques.
Constructed-response case study questions are questions that require you to produce answers in your own words. The questions include tables to fill in responses to specific questions, such as 3 advantages of a Registered Education Savings Plan for the Adams' family. These questions will range from short-answer questions to longer, extended-response questions. 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 Study Aid includes 75 constructed-response case situations with many questions and with an emphasis upon synthesis: the development, evaluation and recommendation of strategies resulting from the assessment of information.
You answer these questions on your computer and then mark your answers using a marking key included with the Software.
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 chapters are:
- Personal Financial Planning
- Financial Management
- Personal Assets
- Education Planning
- Income Tax & Benefit Planning
- Investment Planning
- Retirement Planning
- Risk Management
- Estate Planning
The e-Book identifies the strategies that you could use in each area of planning and the facts about each strategy that you would need to consider when evaluating the effectiveness of each strategy. The e-Book also describes the tactics for implementing the strategies and the rationale for the tactics.
The Multiple-Choice Questions
The Study Aid includes more than 180 multiple-choice questions with an emphasis upon synthesis: the development, evaluation and recommendation of strategies resulting from the assessment of information. They are a quick way to review the material that will be included on the Exam.
The Software will randomly select 18 multiple-choice questions and present you with a 36-minute exam. The Software marks your answers and shows you the solutions. You can complete any number of practice exams, each based upon a random selection of 18 questions.
Gobeil's Strategic Financial Planning Study Aid has the following features:
- you learn by doing as the questions require you to apply your knowledge to a client situation, so you learn how to use this knowledge, not just how to memorize definitions;
- each question has a detailed solution, explaining why the correct answer is right, and why the other answers are wrong;
- you mark your answer for each question against a marking key that accumulates your score
- the distribution of questions by topic area is similar to the distribution of questions on the Examinations;
- the Software keeps track of your answers unless you tell it that you want to start over;
- you can repeat the questions over and over again; and
- the interactive format makes studying more interesting.
Clarifications and corrections Our objective is to offer you the best study aids available for the Examinations. If you want a clarification on some concept, please send an email to email@example.com, identifying the topic and the question number, and describing your concerns.
Windows PC or Apple MAC Software
The Software will run on a PC running Windows 7, 8 or 10; or on a MAC running the latest version of OS X . You install the study aid on your computer. You do not connect to the internet while you are studying.
Up to date
Gobeil's Strategic Financial Planning Study Aid™ with 75 up-to-date, constructed-response case situations, an e-Book on Strategic Financial Planning, and 180 up-to-date, multiple-choice questions will polish your technical knowledge by providing you with a review of the technical information and develop the exam writing skills required for success on the Examination. The course is a learning tool, as well as a test of your preparation.
The best comment that we have heard is, “The technical knowledge that I gathered from your material is far superior to that provided by other programs. Your questions enlightened me as to how the questions would be posed”.
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Gobeil's Strategic Financial Planning Study Aid™ is a trademark of D. R. Gobeil & Associates Ltd.