November 2018 Exam: 10-Week Class Agenda & Study Schedule
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1 November 2018 Exam: 10-Week Class Agenda & Study Schedule Week of Pre-Study materials to review Class # Class Date Instructor Class Agenda *Note: The time required to complete all pre-study assignments before class will increase with the level of difficulty of the materials in the last 5 weeks of class. Get ahead of the study schedule in the early weeks if you are able. All classes are 6:00pm - 9:15pm ET (recorded for those who cannot attend live) Aug. 6-12, Watch the kick-off call 2. Read Study Guide Section 1 - Exam Information (12 pages) Tuesday 1. Read Study Guide Section 2 - Time Value of Money (27 pages) No class this week 2. Watch Pre-Study Lectures (1) - TVM Basics (55 min) Watch Pre-Study Lectures (2) - Education & Retirement Funding (40 min), and NPV (27 min) Read Fundamentals & Insurance Pre-Study book - Fundamentals Lesson 1: Ethics, Law, and Code of Ethics (29 pages) Watch Pre-Study Lectures (2) - Code of Ethics Part 1 (40 min), and Code of Ethics Part 2 (42 min) Read Fundamentals & Insurance Pre-Study book - Fundamentals Lesson 2: Registered Investment Advisors (6 pages); Lesson 3: Economic Business Cycle, Consumer Protection (29 pages); Lesson 4: Internal Analysis (4 pages); and Lesson 5: Financial Statements and Analysis (17 pages) Aug , 2018 Read Fundamentals & Insurance Pre-Study book - Fundamentals Lesson 6: Education Planning (13 pages); Insurance Lesson 1: Principles of Insurance (19 pages) Tuesday 1 Tuesday, August 14 Sherri Donaldson Take the Review Readiness Quiz (TDR - 50 questions / 150 min) Take the Review Readiness Quiz (GTPR questions / 300 min) Read Fundamentals & Insurance Pre-Study book - Insurance Lesson 2: Life, Health, and Disability Insurance (37 pages) Introduction (slides 1-6), Fundamentals (slides 1-88)
2 Watch Pre-Study Lectures - Life Insurance Taxation and Use (1 hr 27 min) 1. Read Fundamentals & Insurance Pre-Study book - Insurance Lesson 3: Personal Property and Liability Insurance (17 pages); Lesson 4: Social Security (9 pages) 2. Read Investment Planning Pre-Study book -Lesson 1: Fundamentals of Investments (17 pages); Lesson 2: Portfolio Theory (30 pages) Aug , Read Investment Planning Pre-Study book - Lesson 3: Measuring Return (15 pages) 2. Watch Pre-Study Lectures (2) - Measuring Risk Using Beta and STD (48 min); Modern Portfolio Theory (43min) Tuesday 2 Tuesday, August 21 Sherri Donaldson Fundamentals (slides ) Read Investment Planning Pre-Study book - Lesson 4: Stock Valuation and Ratio Analysis (18 pages); Lesson 5: Bonds (10 pages); Lesson 6: Bond Valuation (21 pages) Read Investment Planning Pre-Study book - Lesson 7: Investment Companies (6 pages); Lesson 8: Derivatives (15 pages) Attend Office Hours - August 24, 4:30-6:30pm ET (or listen to recording) 1. Watch Pre-Study Lectures (2) - Bond Valuation & Duration (50 min); Derivatives (Options & Futures) (44min) 2. Read Income Tax Planning Pre-Study book - Lesson 1: Property Taxation (40 pages) Aug Sept. 2, 2018 Read Income Tax Planning Pre-Study book - Lesson 2: Basic Income Tax (57 pages) Tuesday 3 Tuesday, August 28 Sherri Donaldson Sept. 3-9, 2018 Take the Fundamentals Practice Exam in the Fundamentals & Insurance Pre-Study book (20 questions) Take at least 3 predefined quizzes on Fundamentals Take at least 3 predefined quizzes on Fundamentals Take all remaining predefined quizzes on Fundamentals Fundamentals (slides ), Insurance (slides 1-72)
3 Read Income Tax Planning Pre-Study book - Lesson 3: Administrative (10 pages); Lesson 4: Depreciation, Amortization, and Depletion (14 pages); Lesson 5: Entities (31 pages) Tuesday 4 Tuesday, September 4 Sherri Donaldson Insurance (slides ) Take the Insurance Practice Exam in the Fundamentals & Insurance Pre- Study book (33 questions) Take at least 2 predefined quizzes on Insurance Attend Office Hours - September 7, 4:30-6:30pm ET Take a least 2 predefined quizzes on Insurance Sept , 2018 Take all remaining predefined quizzes on Insurance Tuesday 5 Tuesday, September 11 Sherri Donaldson Investments (slides 1-93) Watch Pre-Study Lectures (8) - AMT (22 min); Basic Income Tax (32min); Business Assets (14 min); Calculating Basis (28 min); Consequences of Property (17 min); Depreciation (MACRS) (10 min); Entity Choice (7 min); Income Tax Administration (28 min) Watch Pre-Study Lectures (5) - Itemized Deductions - Charity (23 min); Itemized Deductions - Medical (16 min); Nontaxable Exchanges (13 min); Passive Activities and Like-Kind Exchanges (26 min); Personal Rentals - Personal Real Estate Rentals (24 min) Attend Office Hours - September 14, 4:30-6:30pm ET Read Retirement Planning Pre-Study book -Lesson 1: Introduction to Qualified Plans (35 pages); Lesson 2: Pension Plans and Profit Sharing Plans (49 pages) Sept , 2018 Read Retirement Planning Pre-Study book - Lesson 3: Administration of Qualified Plans (41 pages) GTPR only - attend Review Readiness Coaching Session this week Tuesday 6 Tuesday, September 18 Sherri Donaldson Investments (slides ) Take the Investments Practice Exam in the Investment Planning Pre- Study book (50 questions) Take at least 3 predefined quizzes on Investments Attend Office Hours - September 21, 4:30-6:30pm ET Take at least 3 predefined quizzes on Investments Sept , 2018 Take all remaining predefined quizzes on Investments Tuesday 7 Tuesday, September 25 Sherri Donaldson Income Tax (slides 1-91)
4 Watch Pre-Study Lectures (5) - Leveraged ESOPs (8 min); Life Insurance in Retirement Plans (11 min); Qualified Plan Distributions (55 min); Qualified Plan Limits (27 min) ; Coverage and ADP/ACP Testing (19 min) Read Retirement Planning Pre-Study book -Lesson 4: Other Tax- Advantaged Plans (45 pages) 1. Read Retirement Planning Pre-Study book - Lesson 5: Deferred Compensation and Employee Benefits (44 pages) 2. Watch Pre-Study Lectures (1) - Fringe Benefits (26 min) 1. Watch Pre-Study Lectures (5) - IRAs (25 min); Roth IRA Distributions (26 min); Roth IRA vs Roth 401k (11 min); SEPs (10 min); SIMPLEs (15 min) 2. Read Estate Planning Pre-Study book - Lesson 1: Fundamentals of Estate Planning (32 pages); Lesson 2: Gift and Estate Taxes (49 pages) Oct. 1-7, 2018 Read Estate Planning Pre-Study book - Lesson 3: Transfers Outright and In Trust (50 pages) Tuesday 8 Tuesday, October 2 Sherri Donaldson 1. Take the Tax Practice Exam in the Income Tax Planning Pre-Study book (28 questions) Take at least 2 predefined quizzes on Income Tax Take at least 4 predefined quizzes on Income Tax Take at least 5 predefined quizzes on Income Tax Take all remaining predefined quizzes on Income Tax GTPR only - Watch supplemental lectures - Ethics (2.3 hr) Income Tax (slides ), Retirement (slides 1-92) GTPR only - Take the Supplemental Quiz on Ethics (29 questions) Oct. 8-14, 2018 Read Estate Planning Pre-Study book - Lesson 4: Advanced Estate Planning (45 pages) GTPR only - Watch supplemental lectures - Ethics Quiz Answers (1 hour) Tuesday 9 Tuesday, October 9 Sherri Donaldson Take the Retirement Practice Exam in the Retirement Planning Pre- Study book (36 questions) Retirement (slides ), Estate (slides 1-16)
5 Oct , 2018 GTPR only - Watch supplemental lectures - Retirement (2 hr 18 min) Take at least 6 predefined quizzes on Retirement Take all remaining predefined quizzes on Retirement Watch Pre-Study Lectures (4) - Estate Tax (34 min); Gift Tax 35 min); GSTT (33 min); Trusts (44 min) GTPR only - Take the Supplemental Quiz and mini case on Retirement (50 questions) Take the Estate Practice Exam in the Estate Planning Pre-Study book (33 questions) GTPR only - Watch supplemental lectures - Retirement Quiz Answers (1 hr 7 min) Tuesday 10 Tuesday, October 16 Sherri Donaldson Estate (slides ) Take at least 2 predefined quizzes on Estate GTPR only - Watch supplemental lectures - Tax (2 hr 6 min) GTPR only - Take the Supplemental Quiz on Tax (44 questions) Take at least 4 predefined quizzes on Estate Take at least 4 predefined quizzes on Estate GTPR only - Watch supplemental lectures - Tax Quiz Answers (1 hr 10 min) Take all remaining predefined quizzes on Estate GTPR only - Watch supplemental lectures - Estate (5 hrs 6 min) GTPR only - Take the Supplemental Quiz on Estate (29 questions) GTPR only - Watch supplemental lectures - Estate Quiz Answers (1 hr 1 min) Take the Exam Readiness Quiz Oct (50 questions / 100 min) Oct , 2018 Tuesday GTPR only - attend your Exam Readiness Coaching Session this week Oct Nov 4, 2018 Tuesday Hoffman case Jones & Revak cases Study Guide Cases and TVM Simulated Exam Review missed questions from Simulated Exam Review missed questions from Simulated Exam
6 Nov 5-13, 2018 Item Sets & Hot Questions Item Sets & Hot Questions Attend Office Hours - Nov 2, 4:15-6:15pm ET (Fund/Ins/Invest) 6:30-8:30pm ET (Tax/Retire/Estate) EXAM WEEK Light overall review 3-4 days before exam Practice your brain dump The day before your exam read Lesson 1 (containing CFP Board's Code of Ethics) in the Fundamentals & Insurance Pre-Study book Stop studying by noon the day before your exam, then relax and sleep well PASS THE EXAM!
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