STUDY AIDS FOR THE AFP™ EXAMINATION

Are you preparing to write the AFP™ Examination?
Are you sure that you are studying everything you need to know?
Have you become familiar with constructed-response questions? 

Are you up to date on changes to the Income Tax Act?

We've got YOU covered!

A successful candidate reported back to us that success on the Exam required:

  • an extensive technical knowledge of many, many topics; but
  • more importantly well-developed exam writing skills.

We have worked with candidates who have exceptional knowledge of financial planning but choke on the Exams. The most common error is failing to manage time, but there are many others.

So, let us help you ensure that you have adequate technical knowledge but also the exam writing skills to get the marks you deserve.

1,000 Questions

Gobeil’s Collection of 1,000 Questions™ is the 1,100+ multiple-choice questions that have been used by over 20,000 candidates to prepare for the financial planning exams. The concepts, definitions, calculations required to answer each question are included and the solutions explain why each answer is right or wrong.

Constructed-Response Case Studies

Gobeil's Strategic Financial Planning Study Aid™ includes 75 constructed-response case situations to familiarize you with the CFP® Exam situations and formats to develop, evaluate and recommend strategies. Also includes an e-Book on Strategic Financial Planning, and 180 multiple-choice questions.

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The Personal Financial Planner's Manual™ will guide you through current and up-to-date concepts, definitions and strategies to address client’s needs with examples as to how they apply to client situations . The Manual includes 67 chapters addressing the PFP® Professional Competency Profile. 

Pricing options

Pick the price option that best fits your needs:

COMPLETE STUDY PACKAGE

THE WORKS

$585

(a savings of $100)

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The Works Complete Study Package includes:

Gobeil's Strategic Financial Planning Study Aid™ with constructed-response questions, 

Gobeil’s Collection of 1,000 Questions™

The Personal Financial Planner's Manual

 

TEST QUESTIONS ONLY

THE ESSENTIALS

$351

(a savings of 10%)

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The Essentials Study Package includes:

Gobeil's Strategic Financial Planning Study Aid™ with constructed-response questions, 

Gobeil’s Collection of 1,000 Questions

INDIVIDUAL STUDY AIDS

SELECT INDIVIDUAL STUDY AIDS

$195 to $295

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Select individual products for your specific needs

  • Gobeil and Associates

    “I relied entirely on the Personal Financial Planner's Manual as my study material during preparation for the CFP® Exam. I found the material very detailed, technically sound and insightful. Your preparation guide was particular helpful in focusing my study time.
    In my financial planning practice, I have made reference to the Manual on numerous occasions. I keep it on my credenza within arm's reach. The manner in which the material is presented is very applicable to everyday situations and I apply the concepts outlined with ease.”

    CFP®, PFP, Senior Financial Advisor | CIBC Imperial Service