for Ethics in Financial Services
for Retirement Income
for Veterans Affairs
for Women and Financial Services
Financial Education for Securities, Banking,
& Insurance Professionals.
& Insurance Professionals.
Study Tools
Registration forms and a full catalog are available for downloading.
Keir Study Tools
Keir Study Tools offer additional sample exam questions, CDs and flashcards for many of our professional designation courses. These additional resources are helpful to many students in preparing for our exams.
The American College, in partnership with Keir Educational Resources and PassPerfect® Associates, is proud to offer comprehensive study material to prepare you to sit for the Series 6, 7, 63, 65, and 66 security licensing examinations. Written by recognized experts in the securities industry, these materials provide you with the knowledge and tools you need to pass your examinations. User-friendly features include:
- Clear outlines to guide you through the large volume of information covered by the examination.
- Powerful graphics that clearly illustrate important concepts.
- Practice exams at the end of each chapter, followed by thorough explanations of the correct responses.
Series 6 Study Materials Options
Elite Smart 6® with MP3 Download:........$199
- Interactive web-based training
- Textbook
- Quick 6 synopsis of text
- MP3 download of audio review by Keir experts
Executive Smart 6®:........$145
- Interactive web-based training
- Textbook
- Quick 6 synopsis of text
Smart 6® and Smart 63® Combination Package:........$325
- Smart 6® and Smart 63® interactive web-based training
- Series 6 and Series 63 textbooks
Series 7 Study Materials Options
Elite Smart 7® with MP3 Download:........$425
- Interactive web-based training
- Textbooks
- Quick 7 synopsis of texts
- MP3 of audio review
Executive Smart 7®:........$375
- Interactive web-based training
- Textbooks
- Quick 7 synopsis of texts
Series 63
Smart 63®:........$215
- Interactive web-based training
- Textbook
- MP3 download of audio review
Series 65
Executive Package:........$200
- Textbook
- Exam CD (not compatible with Mac)
- MP3 download of audio review
Series 66
Elite Smart 66®:........$260
- Interactive web-based training
- Textbook
- Quick 66 synopsis of text
- MP3 download of audio review
Executive Smart 66®:........$225
- Interactive web-based training
- Textbook
- Quick 66® synopsis of text
To order any of these materials, please click here. For more information, please call Student Services at 888-263-7265.
PassPerfect® materials are ©EFFE Corp 2009
Supplementary study tools are available to assist you in preparing for many of The American College exams.
Review Digest with Assessment QuestionsThe Digest is the one book designed to summarize all of the key information found within each of The American College courses. Digests for each course are divided into small lessons corresponding to the primary text from The College. Each lesson is followed by a set of questions to assess student mastery of the material, along with answers and explanations. There is also a glossary of key terms for quick reference.
Available for the following courses: HS 300, HS 311, HS 321, HS 322, HS 323, HS 324, HS 326, HS 328, HS 330, HS 331, HS 332, HS 334, HS 352
Price: $72.00
Click here for sample questions from the Keir Study Materials.
To order a Keir Review Digest, please call a Professional Education counselor at 888-263-7265.
Practice Exam Questions and AnswersAccess the same multiple-choice questions that are contained in The American College/Keir Review Digest. Available either online or on a CD, questions appear in random order. Students are also provided with answers and explanations for immediate reinforcement of the ideas being tested.
Available for the following courses: HS 300, HS 311, HS 321, HS 322, HS 323, HS 324, HS 326, HS 328, HS 330, HS 331, HS 334, HS 352
Price: $15.00 when purchased with Digest; $50.00 without the Digest
Click here for sample questions from the Keir Study Materials.
To order the Practice Exam questions, please call a Professional Education counselor at 888-263-7265.
FlashcardsFlashcards provide a condensed view of the most important points in each course. There are more than 100 cards per course.
Available for: HS 300, HS 311, HS 321, HS 326, HS 328, HS 330
Price: $15.00 when purchased with Digest; $35.00 without the Digest
Click here for sample questions from the Keir Study Materials.
To order flashcards, please call a Professional Education counselor at 888-263-7265.
To order our supplemental study materials, please visit our online student bookstore. Create or log-in to your College account here and look under Course Review Aids, or call a Professional Education counselor Monday-Friday from 8 a.m. to 6 p.m. Eastern at 888-263-7265
Live Classes
Live classes are available for our most popular courses in the Philadelphia area, as well as in select areas of the country. These 2 1/2 day, intensive programs end with an onsite exam. Close interaction with professors is especially helpful for subjects students find most challenging.
Horizons Individual and Study Group Programs
Video lecture classes are now available for selected courses at no charge through The College’s Online Learning Center. These can be used by individuals or for group classes.
What Is Horizons?Horizons is an advanced learning system incorporating video lectures assigned by various chapters or topics for selected courses. Our expert faculty members deliver the lectures, supplementing the other study material available in the textbooks and online for each course with valuable video instruction.
Perfect for Study Groups or Classes: You can use the videos, facilitator’s guides, and student workbooks to form your own study group for these courses or hold a class right in your office, all at no additional charge.
Horizons video lectures are available through The College’s Online Learning Center for the following popular courses:
There is no additional charge for this video instruction. Once you have registered for the course, you will receive access to the Online Learning Center where you can view these videos and download the Horizons Student Workbook and Facilitator’s Guide.
- HS 300 Financial Planning: Process and Environment
- HS 311 Fundamentals of Insurance Planning
- HS 321 Income Taxation
- HS 326 Planning for Retirement Needs
- HS 328 Investments
- HS 330 Fundamentals of Estate Planning
- HS 331 Planning for Business Owners and Professionals
There is no additional charge for this video instruction. Once you have registered for the course, you will receive access to the Online Learning Center where you can view these videos and download the Horizons Student Workbook and Facilitator’s Guide.
Once you have registered for your course at the regular price, you will gain access to the Horizons video lectures along with all of the other study material.
There are no additional charges for access to the Horizons material. If you want to lead a class or study group, you may download the facilitator’s guide through the Online Learning Center or request a copy here:
There are no additional charges for access to the Horizons material. If you want to lead a class or study group, you may download the facilitator’s guide through the Online Learning Center or request a copy here:
Email .(JavaScript must be enabled to view this email address)
Call: 866-886-5069, M-F, 8am – 6 pm ET
Call: 866-886-5069, M-F, 8am – 6 pm ET
Getting started is easy! Simply have your students register through normal channels for the course you want to facilitate. If you are affiliated with NAIFA and want your State or Local Association to get credit for the class you hold, be sure to contact us:
Email .(JavaScript must be enabled to view this email address)
Call: 866-886-5069, M-F, 8am – 6 pm ET
You may also request an email copy of the facilitator’s guide, or if you are also taking the course yourself at the same time, you can download it from the Online Learning Center.
Call: 866-886-5069, M-F, 8am – 6 pm ET
Contact Us:
If you have any questions about the Horizons program or you'd like to start a class today, please call us at 866-886-5069 or email us at: .(JavaScript must be enabled to view this email address).
If you have any questions about the Horizons program or you'd like to start a class today, please call us at 866-886-5069 or email us at: .(JavaScript must be enabled to view this email address).
CFP® Certification Review Program
We strongly recommend a CFP® Certification review program prior to sitting for the CFP® Certification exam. There are many options available to fit your schedule and your learning style.
If you are planning to sit for the CFP® Exam following completion of the educational component for your CFP® Certification, we highly recommend a review program.
Students who take these programs are better prepared — and, as a result, have higher pass rates — on the CFP® Certification Exam.
*A 7% shipping and handling fee will be added to the book materials cost only!
Minimum System Requirements:
Operating System: PC; Windows 98+/ MAC: OS 9.0+ Web Browser: MS IE 5.0+ or NS Navigator 6.1+ Browser Options/Settings: Macromedia Flash Player 6.x+ Connection Speed: 56K minimum - Not recommended for streaming audio (Recommended DSL/Cable+) System Hardware: Soundcard & Speakers/Headphones
Watch for these system issues:
If Windows are not appearing or they are disappearing, try disabling your pop-up blockers. If you have AOL, MSN, or Compuserve-embedded browsers, try minimizing those and navigating using Internet Explorer. If you get a message that says flash is not available after installing a "plug-in," make sure the plug-in is installed by a user with administrative rights.
*A 7% shipping and handling fee will be added to the book materials cost only!
Price: $550 plus the cost of the package of comprehensive review materials you select. Keir CFP® Certification Online Review Order. MP3 Download Order.
(Please allow 4 to 5 business days for text delivery.)
Minimum System Requirements:
Operating System: PC; Windows 98+/ MAC: OS 9.0+ Web Browser: MS IE 5.0+ or NS Navigator 6.1+ Browser Options/Settings: Macromedia Flash Player 6.x+ Connection Speed: 56K minimum - Not recommended for streaming audio (Recommended DSL/Cable+) System Hardware: Soundcard & Speakers/Headphones
Watch for these system issues:
If Windows are not appearing or they are disappearing, try disabling your pop-up blockers. If you have AOL, MSN, or Compuserve-embedded browsers, try minimizing those and navigating using Internet Explorer. If you get a message that says flash is not available after installing a "plug-in," make sure the plug-in is installed by a user with administrative rights.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
The American College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP(with flame logo)® certification marks. CFP® Certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP® Board-Registered Program, have met ethics, experience, and examination requirements.
For questions regarding registration or eligibility for the CFP® Certification Examination, you will need to contact CFP® Board at 800-487-1497 or visit their website here.
Check out some of the many tools Keir provides to evaluate
your readiness for the exam:
- View sample questions from the Keir Study Materials for the CFP® Certification Examination.
- Try out the After-Study Assessment Exam from Keir.
- Find out if you're ready for the CFP® Certification Exam. When prompted for an ID code, please enter TAC112005 and take the PACER exam.
If you do want a review program, which option is right for you?
We offer four levels of review packages — Basic, Executive, Elite, and Platinum to meet the individual study needs of our students. The
Basic Review Package ($420) is the minimum requirement. Each package is described below:
Basic Package
The basic package, whichbasic package, which retails for $420* includes:
- Two volume comprehensive review books covering all 89 topics including application questions and prior exam questions.
- Case studies book with cases on each of the core subject areas in addition to comprehensive cases and cases from prior exams.
- Time and Money book to help students with present value and future value calculations including the keystrokes on the four most
commonly used financial calculators (HP 12C, 10B, 17B and BA II Plus). - Simulated examination book with a 10-hour mock exam to give the student the experience of what it is like to take the actual exam.
Executive Package
The executive package, which retails for $545* includes all of the materials from the basic package plus the student’s choice of one of the
following:
- Online Question Bank with over 1,500 additional questions to test student’s knowledge, OR
- Keir’s Essential Keys for CFP® Certification Examination Success, which is a concise outline of the notes you should have taken while
reading volumes I and II.
Elite Package
The elite package, which retails for $670* includes all of the materials from the basic package plus your choice of two of the following:
- Online Question Bank with over 1,500 additional questions to test student’s knowledge, AND
- Six sets of flashcards with approximately 200 cards summarizing key terms and concepts
- Keir’s Essential Keys for CFP® Certification Examination Success
- MP3 Audio Download - Hours of audio discussing the important aspects of the CFP® Certification Exam.
Platinum Package
The platinum package, which retails for $795* includes all of the materials from the basic package plus the following:
- Online Calculator Class - Teaches the basic key strokes of your financial calculator. Anticipates errors and directs to a section that will
help correct errors before progressing. - Online Formulas Class - Demystifies the formula sheet given on the CFP® Certification Exam. Interprets the symbols and translates
them into keystrokes on your financial calculator.
*A 7% shipping and handling fee will be added to the book materials cost only!
Minimum System Requirements:
Operating System: PC; Windows 98+/ MAC: OS 9.0+ Web Browser: MS IE 5.0+ or NS Navigator 6.1+ Browser Options/Settings: Macromedia Flash Player 6.x+ Connection Speed: 56K minimum - Not recommended for streaming audio (Recommended DSL/Cable+) System Hardware: Soundcard & Speakers/Headphones
Watch for these system issues:
If Windows are not appearing or they are disappearing, try disabling your pop-up blockers. If you have AOL, MSN, or Compuserve-embedded browsers, try minimizing those and navigating using Internet Explorer. If you get a message that says flash is not available after installing a "plug-in," make sure the plug-in is installed by a user with administrative rights.
- The American College and Keir Educational Resources offer a live online review class.
- Includes a One-Hour Kick-Off and Exam Tips Call.
This first session will help the student to focus their studies prior to the 5-day review class. - 5 Consecutive Day Review Class
Times are from 10 AM to 12 PM, 1 PM to 3 PM and 3:30 PM to 5:30 PM (ET). - Follow-Up Question and Answer Session
This follow up session will address any questions the student may have after finishing the rest of the case studies and after the review call. Will cover any other topic the student would like to review again.
We offer four levels of review packages — Basic, Executive, Elite, and Platinum to meet the individual study needs of our students. The
Basic Review Package ($420) is the minimum requirement. Each package is described below:
Basic Package
The basic package, whichbasic package, which retails for $420* includes:
- Two volume comprehensive review books covering all 89 topics including application questions and prior exam questions.
- Case studies book with cases on each of the core subject areas in addition to comprehensive cases and cases from prior exams.
- Time and Money book to help students with present value and future value calculations including the keystrokes on the four most
commonly used financial calculators (HP 12C, 10B, 17B and BA II Plus). - Simulated examination book with a 10-hour mock exam to give the student the experience of what it is like to take the actual exam.
Executive Package
The executive package, which retails for $545* includes all of the materials from the basic package plus the student’s choice of one of the
following:
- Online Question Bank with over 1,500 additional questions to test student’s knowledge, OR
- Keir’s Essential Keys for CFP® Certification Examination Success, which is a concise outline of the notes you should have taken while
reading volumes I and II.
Elite Package
The elite package, which retails for $670* includes all of the materials from the basic package plus your choice of two of the following:
- Online Question Bank with over 1,500 additional questions to test student’s knowledge, AND
- Six sets of flashcards with approximately 200 cards summarizing key terms and concepts
- Keir’s Essential Keys for CFP® Certification Examination Success
- MP3 Audio Download - Hours of audio discussing the important aspects of the CFP® Certification Exam.
Platinum Package
The platinum package, which retails for $795* includes all of the materials from the basic package plus the following:
- Online Calculator Class - Teaches the basic key strokes of your financial calculator. Anticipates errors and directs to a section that will
help correct errors before progressing. - Online Formulas Class - Demystifies the formula sheet given on the CFP® Certification Exam. Interprets the symbols and translates
them into keystrokes on your financial calculator.
*A 7% shipping and handling fee will be added to the book materials cost only!
Price: $550 plus the cost of the package of comprehensive review materials you select. Keir CFP® Certification Online Review Order. MP3 Download Order.
(Please allow 4 to 5 business days for text delivery.)
Minimum System Requirements:
Operating System: PC; Windows 98+/ MAC: OS 9.0+ Web Browser: MS IE 5.0+ or NS Navigator 6.1+ Browser Options/Settings: Macromedia Flash Player 6.x+ Connection Speed: 56K minimum - Not recommended for streaming audio (Recommended DSL/Cable+) System Hardware: Soundcard & Speakers/Headphones
Watch for these system issues:
If Windows are not appearing or they are disappearing, try disabling your pop-up blockers. If you have AOL, MSN, or Compuserve-embedded browsers, try minimizing those and navigating using Internet Explorer. If you get a message that says flash is not available after installing a "plug-in," make sure the plug-in is installed by a user with administrative rights.
Below you will find details about all of our class locations, along with all affiliate programs that use The American College/Keir study materials in their review class. Information about the online review program is also included.
*Affiliate Led Class
For more information on classes and the locations please go to: Keir CFP® Certification Live Review Order
- Atlanta, GA
- Bloomington, MN
- Boston, MA
- Chicago, IL
- Dayton, OH
- Houston, TX
- Kansas City, MO
- McLean, VA (Washington DC)
- Orlando, FL
- Philadelphia, PA*
- Phoenix, AZ*
- Raleigh, NC*
- Rochester Hills, MI*
- San Francisco, CA
- Tarrytown, NY (NY City Area)
*Affiliate Led Class
For more information on classes and the locations please go to: Keir CFP® Certification Live Review Order
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
The American College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP(with flame logo)® certification marks. CFP® Certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP® Board-Registered Program, have met ethics, experience, and examination requirements.
LUTCF/FSS Courses
The Online Training Center (OTC) gives students the opportunity to take selected LUTCF and/or FSS courses online. OTC courses provide hands-on planning projects, quizzes, interaction with moderators and other students, and the flexibility to study at your convenience. All assignments are submitted online and the final exam is taken online through The College's Blackboard website.
The following courses are available through the Online Training Center (OTC):
View the full curriculum for LUTCF and FSS programs.
Interested in becoming an Online Moderator?
- FA 201 Techniques for Exploring Personal Markets
- FA 202 Techniques for Meeting Client Needs
- FA 251 Essentials of Business Insurance
- FA 262 Foundations of Financial Planning: An Overview (FSS program only)
- FA 263 Foundations of Financial Planning: The Process (FSS program only)
- FA 271 Foundations of Estate Planning
View the full curriculum for LUTCF and FSS programs.
Interested in becoming an Online Moderator?
The Vane B. Lucas Library serves as an additional resource to students.
Our annual Knowledge Summit offers continuing education, opportunities for networking, and special recognition for students earning designations or degrees in the prior year. We hope you'll join us for this meaningful event.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
The American College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP(with flame logo)® certification marks. CFP® Certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP® Board-Registered Program, have met ethics, experience, and examination requirements.
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