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™.
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.
Gobeil’s Collection of 1,000 Questions™
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
$195 to $295
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
Join our Mailing List
Join our mailing list for more information about our products.