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™.

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The Personal Financial Planner's Manual™ 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. 

Constructed-Response Case Studies

Gobeil's Strategic Financial Planning Study Aid ™ 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.

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.

 

Pricing options

Pick the price option that best fits your needs:

COMPLETE STUDY PACKAGE

THE WORKS FOR ALL R.F.P.® CANDIDATES

$585

(a savings of $100)

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The Works Complete Study Package includes:

The Personal Financial Planner's Manual™

Gobeil's Strategic Financial Planning Study Aid™ with constructed-response case studies

Gobeil’s Collection of 1,000 Questions™

THE ESSENTIALS FOR A CFA® OR CFP®

$440

(a savings of $50)

The Essential

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

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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