CFP Exam Prep

Were here for you during this time.

We know that COVID-19 is deeply disrupting your life right now and it has the potential to delay your longer-term goals for your CFP Program exam prep and career. To support you through this time Exam Success has made the decision to automatically extend online access that was set to expire by June 2020 through to December 31, 2020. If you have any questions, please call our main office at 1.800.558.9796 or 416.843.4357 in Toronto.

Helping Candidates earn CFP Certification since 1999!

Why Choose Exam Success?

We provide learning resources that help CFP Candidates gain the technical knowledge required to pass the Qualified Associate Financial Planner Examination (QAFP) and CFP Exam with the least amount of distraction from their busy professional lives.

Our "to the point" study materials will save you hours of study time guiding you through the exam critical information you must know in order to pass.

Our exclusive "Student: Support Forum" provides study support far and above any other prep provider.

Our online system will help you get ready for the actual computer based exam format!

No double fees here! Our Complete Study Package includes access to the materials for BOTH exams!

You have access to any product purchased for up to 2 years, or until you pass, whichever comes first!

Use our secure Online system to pay for your order to get immediate access to your materials.

Complete Study Package for the CFP Exam

Combines ALL all our Learning Resources:

CFP Recorded Seminar

$159

Financial Math Workbook

$39

CFP Exam Practice Question Test Bank

$149

Student: Support Forum

$99

Study Notes for the CFP exam

$299

Total Value

$745



$629

  Package saves you $116!

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Individual Study Products

A primer covering key financial math concepts that exam Candidates are expected to know.

Topics Covered

  • - Basic math operations
  • - Time value of money calculations
  • - Bond math
  • - Accrued interest calculations
  • - Dividend discount model calculations
  • - Mutual fund calculations
  • - Portfolio management theory calculations
  • - Financial statement ratios
  • - NPV and IRR calculations
  • - Time weighted rate of return calculations
  • - Standard deviation

study

$39(+tax)


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300+ pages of detailed explanations of the exam essential technical points covered in the Core Curriculum, includes 100+ practice questions and learning examples.

Special Bonus: Includes the Financial Math Workbook!

Topics Covered

  • - Investment Planning
  • - Retirement Planning
  • - Tax Planning
  • - Insurance Planning
  • - Estate Planning
  • - CFP Ethics
  • - Fundamentals of Financial Planning
  • - Financial Math Review

study

$299(+tax)


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A self study Learning Resource site providing tutorial style multiple choice and case study questions to help you efficiently and effectively reinforce your technical knowledge and tie together the exam critical complex learning concepts.

Highlights

  • - Replicates the actual computer based exam experience!
  • - 500+ multiple choice Q&A organized by exam topic
  • - 4 multiple choice case studies
  • - Unlimited attempts at each quiz - results tracked
Try it Free

$129(+tax)


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A self study Learning Resource site providing tutorial style multiple choice practice questions, case study questions and constructed response short answer questions to help you efficiently and effectively reinforce your technical knowledge and tie together the exam critical complex learning concepts.

Highlights

  • - Replicates the actual computer based exam experience!
  • - 32 multi-part "CFP exam constructed response"case study sample questions
  • - 200 multiple choice questions to refresh your technical knowledge
  • - 4 multiple choice case studies (12 to 15 questions in each)
  • - Unlimited attempts at each quiz - results tracked

Try it Free

$149(+tax)


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Join Prof. Gordon online!

Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI will be leading online sessions designed to help exam candidates build their technical knowledge and develop their exam writing techniques.

Examples of Session Topics

  • - Financial Math Concepts
  • - CPP, OAS, GIS Benefits
  • - CFP Case Writing Techniques

If you would like to be informed of our upcoming sessions, please complete the contact form below.

Which exam are you writing?*

Content updated for this year!