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Hasselback Review
Online Review Course
 

Lesson Number

Topic Coverage
   
Getting Starting General Course Information
   
Lesson 1 Introduction to Financial Planning
  Multiple choice questions and mini cases over material
  Test Taking Tips
  Making friends with your Financial Calculator Series
(*Please Note: We have altered the order of the listed topic coverage to cover Income taxation early in the course as Income Taxation permeates the other topics. Income taxation wil be covered during lessons 2 and 3 of the course and then revisited in the remainder of the course topics as we proceed through this review.)
   
Lesson 2 Income Tax Planning Part I
  Multiple choice questions and mini cases over material
  Introduction to Major Course Cases:
  C - Cases
  F - Cases
  P - Cases
  Test Taking Tips
  Making friends with your Financial Calculator Series
   
Lesson 3 Income Tax Planning Part II
  Multiple choice questions and mini cases over material
  Continuation of Major Course Cases:
  C - Cases
  F - Cases
  P - Cases
  Test Taking Tips
  Making friends with your Financial Calculator Series
   
Lesson 4 Insurance Planning/Employee Benefits
  Multiple choice questions and mini cases over material
  Continuation of Major Course Cases:
  C - Cases
  F - Cases
  P - Cases
  Test Taking Tips
  Making friends with your Financial Calculator Series
   
Lesson 5 Investments Part I
  Multiple choice questions and mini cases over material
  Continuation of Major Course Cases:
  C - Cases
  F - Cases
  P - Cases
  Test Taking Tips
  Making friends with your Financial Calculator Series
   
Lesson 6 Investments Part II
  Multiple choice questions and mini cases over material
  Continuation of Major Course Cases:
  C - Cases
  F - Cases
  P - Cases
  Test Taking Tips
  Making friends with your Financial Calculator Series
   
Lesson 7 Retirement Planning
  Multiple choice questions and mini cases over material
  Continuation of Major Course Cases:
  C - Cases
  F - Cases
  P - Cases
  Test Taking Tips
  Making friends with your Financial Calculator Series
   
Lesson 8 Estate Planning - Part I
  Multiple choice questions and mini cases over material
  Continuation of Major Course Cases:
  C - Cases
  F - Cases
  P - Cases
  Test Taking Tips
  Making friends with your Financial Calculator Series
   
Lesson 9 Estate Planning - Part II
  Multiple choice questions and mini cases over material
  Continuation of Major Course Cases:
  C - Cases
  F - Cases
  P - Cases
  Test Taking Tips
  Making friends with your Financial Calculator Series
   
Lesson 10 Simulation Examination
   
Evaluation Course Evaluation
   

*Note: Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements. For additional information, contact CFP Board at 1670 Broadway Street, Suite 600, Denver, CO 80202-4809, or phone 303-830-7500.