STUDY AIDS FOR THE CERTIFIED FINANCIAL PLANNER® EXAMINATION
Are you preparing to write the CFP ® 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.
is the 1,100+ multiple-choice questions that have been used by over 20,000 candidates to prepare for the Certified Financial Planner® Examinations.
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.
is a computer-based study aid that includes an eBook and 100 practice questions to enable you to solve problems involving the time value of money, cash flow analysis, capital budgeting, and the measurement of investment risk.
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 CFP ® Professional Competency Profile.
Pick the price option that best fits your needs:
COMPLETE STUDY PACKAGE
TEST QUESTIONS ONLY
INDIVIDUAL STUDY AIDS
SELECT INDIVIDUAL STUDY AIDS
$195 to $295
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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
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