Gobeil's Case Study Course

Gobeil’s Case Study Course is a one-day course that focuses on exam writing techniques for Case Study Questions that will help you get the best value from all the knowledge that you have acquired and identify your weaknesses.

These techniques address time management, the elimination process, information overload, over analysis, number crunching, time value of money, exhaustion and dealing with the case background.

Gobeil’s Case Study Course will be held in Richmond Hill, just north of Toronto on:

The Financial Planning Examination Level 1 consists of a single four-hour, exam paper with 100 multiple-choice questions.

On the June 2011 FPE1, there were 95 multiple-choice questions: 78 stand-alone technical questions and two case studies with a total of 17 multiple-choice questions.

Gobeil’s Case Study Course focuses on exam writing techniques that will help you get the best value from all the knowledge that you have acquired and identify your weaknesses. These techniques address time management, the elimination process, information overload, over analysis, number crunching, time value of money, exhaustion and dealing with the case background.

You will have an opportunity to write Case Studies, debrief the solutions, assess how to improve your marks, and determine how you are doing relative to a group of your colleagues. This will also help you focus your preparation (cramming).

While the focus is on exam writing techniques, the courses will also provide you with a review of subject matter that you will find on the CFP Exam. Gobeil’s Case Study Course can provide you with the knowledge and skills that you require to successfully answer the questions for a case study.

Objectives	Content	Exam Writing Skills	Presentation
Timetable	Resources	Course Locations	Faculty
	Course Evaluations	Terms of Sale

Objectives of the Course

Upon completion of this course, you should have:

• developed the examine writing techniques necessary to successfully answer the questions for a case study; and
• improved your knowledge of the subject matter of the CFP curriculum that requires a mastery level.

Content

Over the years, we have found that many candidates do not have the in-depth knowledge required for topics that require a level 3 knowledge. The case studies will focus on these Must Knows.

Exam Writing Skills

The Course will provide techniques for:

• dealing with the combination questions;
• analyzing the case study background, which includes irrelevant information; and
• analyzing the questions to determine what information is, and is not, required.

Presentation

You will learn by writing case studies similar to those expected on the Examination. The instructor will lead a presentation on the exam writing techniques and debrief the case studies.

Timetable

The Course will require the following commitment of your time:

Resources

In order to ensure your success, you will have the following resources:

• course workbook with six case studies, detailed solutions, and PowerPoint slides used in the presentations.

Course Location

The Toronto Course will be held at The Courtyard Marriott, 65 Minthorn Boulevard, Markham, Ontario, L3T 7N5. The hotel is located on Leslie Avenue just north of Highway 407. For room reservations, call 1 (866) 449-7396. View Map For Toronto Course Location

Faculty

David R. Gobeil, MSc, CA, CFP© is the editor of the Personal Financial Planner's Manual™, the Collection of 1,000 Questions™ and our other study aids. David wrote the first CFP® Examination in June 1997.

John R. Gobeil, BSc, CFP® is one of the authors of the Personal Financial Planner's Manual™, the Collection of 1,000 Questions™ and our other study aids. John successfully wrote the CFP® Examination in November 2007.