Gobeil's Strategic Case Studies™
| Features | Sample Questions | License |
Gobeil's Strategic Case Studies™ is a computer-based study aid with 30 case studies and 300 multiple-choice questions and detailed solutions to help you successfully answer the questions for a case study with multiple-choice questions on the CFP® Financial Planning Examination Level 1.
The Guide to Examinations for CFP® Certification says that the questions will include two or three case studies with related multiple-choice questions. On the December 2011 FPE1, there were 95 multiple-choice questions: 76 stand-alone technical questions and two case studies with a total of 19 multiple-choice questions.
Candidates reported that:
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“I was really rushed to complete the last case study. I took your advice and started the case studies first as it allowed me to take sufficient time to complete all 4 case studies and I knew I would struggle searching for data in the last few hours. The case studies were around 6-7 pages long each and the last two pages were the financial statements. I think I should have practiced these more; getting information out of long case studies would have helped a great deal. Thanks for putting together a great set of study aids.”
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The case studies address the financial planning process, the code of ethics, risk management, investment planning, income tax planning, retirement planning, estate planning, family law and small business. They present different demographic situations, and emphasize different planning issues.
The Software requires a PC running Windows 2000, XP, Vista or 7.
You install this computer-based study aid on your Windows computer and you do not connect to the internet while you are studying. You cannot print the questions and solutions.
