Certified Financial Planner – CFP
If you are looking to start a career in financial planning, there is no better place to start than the Certified Financial Planner Exam.
About the CFP
The CFP designation is the industry standard for financial planners with the highest degree of experience, education, and ethics. To get certified, and make yourself really stand out from other financial professionals in the job market, the first step is taking the CFP Exam offered by the CFP Board.
The exam is only offered three times per year, and has education requirements before you are allowed to sit. However, professionals who do pass the first round of the exams are far more likely to be actively recruited by Financial Planning firms, since it demonstrates not just an extremely high degree of competence, but also a strong ethical foundation and dedication to the profession.
According to PayScale.com, CFP adds over $9,000 to entry-level starting salaries.
Since reserving a spot can only happen in a narrow window, almost all candidates (particularly those who pass) use a comprehensive review kit covering all topics present in the 6-hour exam.
Thinking about CFP?
Finance Career GuideWhat is a Certified Financial Planner (CFP)
How to become a CFP
CFP Program Overview Info Session
Careers in Finance
Exam Requirements, Fees & Scheduling
CFP Designation OverviewCFP Requirements
CFP Exam Dates and Schedule
CFP Review Course and Practice Exams
One of the most popular CFP Review Courses is offered by Wiley Efficient Learning.
The Best Content
Hundreds of questions, complete study guide and more!
Bite-Sized Lessons
Master and entire lesson in 30-45 minutes.
Free Updates
Free online access and updates until you pass!
Learn from the Best
Learn from a leading team of top instructors.
Optimize Your CFP® Exam Strategy
Passing the comprehensive CFP® Certification Exam requires strategic preparation that goes beyond standard financial planning coursework. Identifying personal weaknesses and developing a focused study plan are critical components for tackling this rigorous test successfully.
To help you structure your preparation and diagnose areas needing attention, we recommend Your Guide to the CFP Certification Exam (2019 Edition) for $19.99.
This supplemental study guide helps you:
- Pinpoint Knowledge Gaps: Utilize the included diagnostic practice exam to identify your specific problem areas across the curriculum.
- Develop a Targeted Study Plan: Create an effective action plan based on diagnostic results to focus your study efforts efficiently.
- Practice with Realistic Questions: Test your understanding and exam readiness with a 225-question practice exam reflecting the certification test format.
- Master Case Study Analysis: Learn effective strategies and techniques to approach the integrated case studies with greater accuracy and confidence.
- Boost Test Day Readiness: Benefit from concise 1-page unit summaries for quick review and guidance on essential last-minute memorization.
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Additional CFP Review Courses
Secrets of the CFP Exam Study Guide
$57.99
Provides a comprehensive review of all CFP exam sections alongside Mometrix’s unique test-taking strategies and practice questions with detailed explanations, designed to boost performance and confidence for exam day.
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CFP Certification Exam Practice Question Workbook
$39.99
Test your knowledge across all CFP® exam topics with 1,000 practice questions, including two full mock exams. Use the detailed solutions to understand the reasoning and pinpoint areas needing further study.
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CFP Certification Exam Flashcard Review Book
$10.99
Efficiently review key CFP® Tax Planning concepts with this convenient bound flashcard book, featuring essential topics and detailed explanations for quick study and easy reference on the go.
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