CFP ® STUDY AIDS
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 financial planning exams.
You will become familiar with the format of the questions. The concepts, definitions, calculations required to answer each question are included and the solutions explain why each answer is right or wrong.
This is the easiest way to review of all of the technical information required for success on this exam. You can be sure that you have updated your technical knowledge of the Income Tax Act and other legislation as the questions are up to date for the current year.
includes 75 constructed-response case situations, an e-Book on Strategic Financial Planning, and 180 multiple-choice questions.
The constructed-response cases will familiarize you with the situations and formats to develop, evaluate and recommend strategies. The E-Book provides you with guidance in identifying and evaluating financial planning strategies and implementing a financial plan. The multiple-choice questions provide you with an emphasis upon synthesis: the development, evaluation and recommendation of strategies.
will guide you through current and up-to-date concepts, definitions and strategies required to address client’s needs with examples as to how they apply to client situations that you would find on the examinations.
The Manual includes 67 chapters addressing the components of financial planning as defined in the CFP ® Professional Competency Profile: financial planning practices, financial management, tax planning, investment planning, education planning, risk management, retirement planning and estate planning.
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 | CIBC Imperial Service
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