Applications in Financial Planning: II
The Burnham System
HS 319
Basic Study Material

The Burnham System is written and frequently 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, REBC, RHU, ASF, LIA, CASL, and ChFC;

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, and AIAF; 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, RWCS, RHU, REBC, CASL, AIC, EA, and ChFC.

Copyright © 2018 The Burnham System

HS 319
Bound, Digital, & Audio Book Bundle

Applications in Financial Planning: II Study Guide

The Burnham System is the gold standard for HS 319 study guide materials. Using our guide you will learn everything needed to pass the HS 319 Exam in the shortest time possible. Simply, you will learn more faster.


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

  • HS 319 Audio Study Guide Narrations, in MP3 file format, expertly narrated by Lisa Tobey
  • HS 319 Digital Study Guide Book, in PDF file format
  • Our definitions of each assignment's key words and other new terms


PDF Notice: PDF files are not printable. They are digitally annotatable.


Current Text Edition: 2nd


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


Number of study guide pages: 58

Covered within this study guide:

  • Overview of Federal Estate and GST Taxation
  • Overview of Federal Gift Taxation
  • Regulatory Applications in Financial Planning
  • Ethics in the Financial Services Industry
  • Behavioral Finance: Markets, Theories, Applications
  • The Retirement Income Planning Process

As a good study guideline, figure anything in those 58 pages might be on your exam and that there will be nothing on your exam that is not covered in those 58 pages.


The Burnham System is written and frequently 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, REBC, RHU, ASF, LIA, CASL, and ChFC;

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, and AIAF; 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, RWCS, RHU, REBC, CASL, AIC, EA, and ChFC.

Availability: In stock

$295.00