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Welcome to Keir Educational Resources

The Keir People

With over 36 years experience in writing study materials for CLU\ChFC, CFP®, CPCU\IIA, and FINRA Keir has made preparing for the exam efficient and effective. Our exam preparation materials have consistently maintained a high pass ratio for the CLU\ChFC, CFP®, CPCU, and FINRA® exam series.

We strive to bring the students the very best in study media and study experiences. Not only will you find the traditional printed study materials but you will find up-to-date quizzes on CD, online live, and in archived exam review programs. Our variety of materials allow you to find the best combination to prepare for CLU\ChFC, CFP®, CPCU or FINRA series exam.

Keir Staff Bios

Keir Instructors

President
Henrietta Nye CFP®, CLU, CPCU

Editor-in-Chief
John Keir J.D.

Director of Operations
Deb Klamo

Human Resources
Gail Sexton

Editor/Course Instructor
Debra Sawyer CFP® CPA

Director of Marketing
Shannon Bryant

Program Coordinator
Mary Grace Caudill

Sales Team
Matt Killinen
Matthew Swan
Jonathan Cameron

CFP®, CLU\ChFC Instructors
Neil Brown, CPA, CFP®
Mary L. Cardello, CPA, CFP®
David Hultstrom CFP®
Emily Johnson CFP®
James M. Knaus CFP®
Jeff Rattiner CFP®, CPA
James Tissot CFP®
Martine Weinhold CFP®
Sherri Donaldson, CFP®, ChFC®, MSFS, CASL

FINRA Instructors
Cal Plummer
Richard J. Salvatore CLU/ChFC, MSFS, MSM
Stephen Fineman, CLU, ChFC, LUTCF

Instructors Needed

Mission Statement
To be a recognized and respected professional education company whose priority is to provide superior study media for our clients and to meet both sales and profit earning financial objectives through mutual respect, teamwork, and continual training of our staff.

Vision Statement
Our vision is to be the first choice in study media for those pursuing insurance, financial services and securities licenses or designations.

Values
Keir Educational Resources values loyalty, ethics in business, service to clients, trust, excellence, esprit de corps and flexibility in our work arrangements.

Quality Policy
Keir Educational Resources makes a commitment to delivering products and services that meet the customer’s expectations while reviewing and assessing our products and services to assure the highest quality.

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Topic List for CFP® Certification Examination Copyright © 2005-2006, Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing requirements. “Keir Educational Resources is a Review Course Provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any review course nor receive any financial remunerations from Review Course Providers.”