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?
Why Study with us?
When looking into where to study for the R.F.P.® exam, how do you choose the best program for you? Look for a program which includes much more than just technical study questions. Here is what the Gobeil Study aids can offer you:
- The Most Extensive Study Aids on the Market - Up to date and extensive study options with breakdown of all concepts and answers for each question
- Personalized Attention - through the Gobeil Study Group - stuck on a question? We will be there to help
- Full Comprehensive Study Packages - "The Works" Study Package includes the reference manual plus 1,000's of practice questions, case studies with constructed responses and much more!
- See and Track Your Progress - Try a sample 50 question exam with the Gobeil Tutor Program at any time to see your progress.
- Time Management - The most common problem in writing the exam is Time Management. Learn about our Gobeil Exam Writing Techniques that have been developed over 20 years of experience in exam writing.
Gobeil and Associates has been helping candidates prepare for the Financial Planning designations in Canada since 1997. Starting with the Collection of 1,000 Questions, which has now been used by over 20,000 candidates. They have developed the Gobeil Study Aids and presented exam preparation courses to financial firms across Canada
R.F.P.® Study Packages
The best way to success is to buy one of our complete study packages.
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.
The Institute recommends the following:
- The RFP Essentials - For CFA® Charterholders & CFP® Professionals
- The Works - For all other candidates
FOR ALL R.F.P.® CANDIDATES
THE WORKS WITH DIGITAL MANUAL
$785
$595
Study aids for Windows or Mac
The Digital Version of The Personal Financial Planner's Manual™ with Update Service
Gobeil's Strategic Financial Planning Study Aid™ with constructed-response questions
Gobeil’s Collection of 1,000 Questions™
Financial Calculations for the Financial Planner™
Membership in Gobeil's Study Group for R.F.P.® Exam
The Printed Version of Personal Financial Planner's Manual™ is not included.
FOR ALL R.F.P.® CANDIDATES
THE WORKS WITH PAPER MANUAL
$885
$695
Study aids for Windows or Mac
The Printed Version of Personal Financial Planner's Manual™
Gobeil's Strategic Financial Planning Study Aid™ with constructed-response questions
Gobeil’s Collection of 1,000 Questions™
Financial Calculations for the Financial Planner™
Membership in Gobeil's Study Group for R.F.P.® Exam
The Digital Version of Personal Financial Planner's Manual™ is not included.
RECOMMENDED FOR A CFA® OR CFP®
THE ESSENTIALS WITH DIGITAL MANUAL
$540
$440
Study aids for Windows or Mac
The Digital Version of The Personal Financial Planner's Manual™ with Update Service
Gobeil's Strategic Financial Planning Study Aid™ with constructed-response case questions
Membership in Gobeil's Study Group for R.F.P.® Exam
The Printed Version of Personal Financial Planner's Manual™ is not included.
ECOMMENDED FOR A CFA® OR CFP®
THE ESSENTIALS WITH PAPER MANUAL
$640
$540
Study Aids for Windows or MAC
The Printed Version of Personal Financial Planner's Manual™
Gobeil's Strategic Financial Planning Study Aid™ with constructed-response case questions
Membership in Gobeil's Study Group for R.F.P.® Exam
The Digital Version of Personal Financial Planner's Manual™ is not included.
What is Included in the Study Package?
The study packages for the R.F.P.® Examination include these products.
Gobeil’s Collection of 1000 Questions ™
is the 1,100+ multiple-choice questions that have been used by over 20,000 candidates to prepare for the financial planning exams.
Gobeil's Strategic Financial Planning Study Aid ™
includes 75 constructed-response case situations, an e-Book on Strategic Financial Planning, and 180 multiple-choice questions.
The Personal Financial Planner's Manual ™
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
