Exam Prep for the CFP® Certification Exam

Give yourself the flexibility of the Online Course with the textbook materials in this package. It includes:

Basic Test Preparation Textbooks

A Two Volume Set of Comprehensive Review Books

A Two Volume Set of Comprehensive Review Books covering all 89 topics including application questions and prior exam questions.

A Comprehensive Case Studies Book

A Comprehensive Case Studies Book with cases on each of the core subject areas in addition to comprehensive cases and cases from prior exams. The cases and questions in this book were written specifically to help prepare candidates planning to sit for the CFP® Certification Examination. The questions accompanying each case have been written in the general formats used by The Board.

The first seven cases focus only on one of the seven subject areas tested on the CFP® Certification Examination. After each case fact pattern, we include five questions from each topic tested on the CFP Board’s 89 Topics list. For example, the first case covers General Principles of Financial Planning, which includes Topics 1-14 on the CFP Board’s list. The next eight cases are long, integrated cases that draw questions from all of these areas in connection with financial planning for one hypothetical family.

Several of the cases are actually cases with questions that appeared on previous exams and are published with permission of the CFP Board. Answers and rationales are provided for all of our questions so that students can check their knowledge and ability to analyze the information in each case.

A Guide to Your Financial Calculator

A Guide to Your Financial Calculator textbook to help you with present value and future value calculations including the key strokes on the four most commonly used financial calculators (HP12C, HP10BII, HP17BII and BAII Plus). This book has recently been updated to include the HP 12C Platinum version as well as the new Victor V10 and Victor V12. The first chapter covers basic financial calculations and the second chapter covers more advanced financial calculations. The third chapter consists solely of practice problems with detailed answers and keystrokes for each

A Four Volume Simulated Examination Book

A Four Volume Simulated Examination Book with a 10-hour mock exam to give you the experience of what it is like to take the actual examination. 10-hour mock exam to imitate the experience of the actual CFP® Certification Examination. The Simulated Examination consists of four booklets entitled Test Sessions. Test Sessions 1 requires four hours to complete. Test Session 2 and 3 are each scheduled for three hours for completion. This examination reflects the CFP Board’s 89 Topic list. It is 285 questions – all multiple choice – just like the national examination.

PLUS!

Online Preparation Course for the CFP® Certification Examination (includes MP3 download and weekly conference calls):

A 32 hour online course that contains a comprehensive review the material tested on the difficult CFP® Certification Examination. The course includes text, audio, and interactive learning exercises to help you apply the knowledge you gain from the instruction. This online class may be taken as often as you wish, 24/7, for one exam cycle. In addition to the online course material, you will also have access to scheduled weekly one-hour group phone conferences with an instructor to cover key information and discuss any problems you are having with the subject matter.

Additionally, you also have access to a live review instructor via phone or email if you have questions during your study.

To keep up to date with new laws and regulations, this course is updated prior to each exam cycle. See the About the CFP® Certification Examination section for details.

Course Provider/Subject Matter Expert:

This course is provided through a partnership with Keir Educational Resources, a leading financial services education provider with over 40 years experience in writing study materials. Their exam preparation materials have consistently maintained a high pass ratio on the CFP® exam.