Latest News From Keir

Need Pre-Licensing?
Keir Educational Resources now offers pre-licensing study in partnership with ExamFX

Training Generation Y
So often I go into an organization that is trying to re- tool its training practices to suit what they think Gen Yers want and need. "The latest and greatest technology," said one train- ing leader in a major international consumer products company. "We are making all the ongoing training just-in-time. Everything is going to be a computer game."

Important Information About the March 2010 CFP(R) Certification Examination
Last night the CFP Board made an announcement that the March 2010 CFP(R) Certification Examination will test 2010 information. This is a departure from previous March exam cycles. Historically, the March CFP(R) Certification Examination has tested prior year information. As a result, Keir issued all of our comprehensive review materials for the March 2010 exam with 2009 information.

Garbage In; Garbage Out
As the CFP Board contemplates the inclusion of a completed financial plan as a prerequisite for CFP® Certification, the discussion has begun as to whether the plan should be completed using spreadsheets, financial planning software or both. All three choices have their merits and advocates. This article thankfully does not explore the virtues of the different options

The ChFC Designation Adds a New Course Requirement
The course requirements for the Chartered Financial Consultant (ChFC) designation just got tougher. The American College which offers the ChFC designation for financial planners has added an HS 332 course entitled Financial Planning Applications as an additional requirement to achieve the CHFC. As of October 1, 2009, candidates must complete seven courses, including Financial Planning Applications, and two elective courses, instead of the previous eight courses.