Strategic Financial Planning with Constructed-Response Case Study Questions ™ 

for the Registered Financial Planner® Exam

The Strategic Financial Planning Study aid consists of 80 constructed-response case situations with many questions, an e-book on Strategic Financial Planning, and 180 multiple-choice questions that have been used by over 2,000 candidates to prepare for the financial planning exams.

The constructed-response questions 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.

Constructed-Response Case Studies