Applications In Financial Planning: I
The Burnham System
HS 314
PDF & MP3
Basic Study Material

The Burnham System is written and promptly revised by

Ray Burnham, CPCU, CLU, ARM, AIC, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, ALCM, AAI, AAI-M, APA, ARP, AIAF, AMIM, AAM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, PRC, REBC, RHU, ASF, LIA, CASL, ChFC, and PRC;

Jean O’Reilly, PhD, CPCU, ARM, AINS, AIS, API, AIC, SPPA, AIM, AIC-M. ARM-E, AU, AU-M, AAI, AAI-M, APA, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, AIAF, and PRC; and

Lisa Tobey, JD, CPCU, CLU, ARM, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, AAI, AAI-M, APA, AIAF, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, ACS, PRC, RWCS, RHU, REBC, CASL, AIC, EA, ChFC, and PRC.

Copyright © 2024 The Burnham System

HS 314 —
Digital & Audio Book

Applications In Financial Planning: I Study Guide

The Burnham System is the gold standard for HS 314 study guide materials. Using our guide you will learn everything needed to pass the HS 314 Exam in the shortest time possible. Simply, you will learn more faster.

Included for FREE with your purchase of this Digital Study Guide:

  • HS 314 Audio Study Guide Narrations, in MP3 file format, expertly narrated by Lisa Tobey
  • Our definitions of each assignment's key words and other new terms

Study guide last updated: June 30, 2021

Current Text Edition: 2nd

Ray's estimate of course difficulty (1, easiest and 10, hardest): 7

Number of study guide pages: 63

Covered within this study guide:

  • Characteristics of Business Entities
  • Transferring the Closely Held Business
  • Case Study: Business Planning
  • Planning for Divorce--Costs
  • Property Settlement
  • Spousal Support
  • Planning for Divorce--Child Support
  • Tax Consequences
  • Blended Families
  • Case Study: Divorce and Blended Families
  • Income Tax Planning for Special Needs Families
  • Estate Planning for Special Needs Families
  • Case Study: Special Needs Families
  • Topics for Lesbian, Gay, Bisexual, and Transgendered (LGBT) Clients
  • Financial Planning Within the LGBT Community
  • Case Study: Planning for LGBT Clients

As a good study guideline, figure anything in those 63 pages might be on your exam and that there will be nothing on your exam that is not covered in those 63 pages.

The Burnham System is written and promptly revised by

Ray Burnham, CPCU, CLU, ARM, AIC, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, ALCM, AAI, AAI-M, APA, ARP, AIAF, AMIM, AAM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, PRC, REBC, RHU, ASF, LIA, CASL, ChFC, and PRC;

Jean O’Reilly, PhD, CPCU, ARM, AINS, AIS, API, AIC, SPPA, AIM, AIC-M. ARM-E, AU, AU-M, AAI, AAI-M, APA, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, AIAF, and PRC; and

Lisa Tobey, JD, CPCU, CLU, ARM, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, AAI, AAI-M, APA, AIAF, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, ACS, PRC, RWCS, RHU, REBC, CASL, AIC, EA, ChFC, and PRC.

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