STUDY AIDS FOR THE REGISTERED FINANCIAL PLANNER® EXAMINATION
Are you preparing to write the R.F.P.® Technical 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?
The Institute of Advanced Financial Planners™ (IAFP) confers the Registered Financial Planner® designation. The process of upgrading to the R.F.P. includes successfully passing the Technical Examination. In order to do so, you need:
- experience working with comprehensive financial planning clients;
- extensive technical knowledge on many topics including advanced financial planning strategies; and
- time management skills as they apply to exam-writing.
For CFA® Charterholders & CFP® Professionals, the Institute recommends the Personal Financial Planner's Manual™ and the Gobeil's Strategic Financial Planning Study Aid™.
For all other candidates, the Institute recommends the Works with the addition of the Collection of 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.
Pick the price option that best fits your needs:
COMPLETE STUDY PACKAGE
THE WORKS FOR ALL R.F.P.® CANDIDATES
THE ESSENTIALS FOR A CFA® OR CFP®
The Essentials Study Package includes:
The Personal Financial Planner's Manual™
Gobeil's Strategic Financial Planning Study Aid™ with constructed-response case studies
INDIVIDUAL STUDY AIDS
Manual, Case Studies, 1,000 Questions
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
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