Certified Financial Planner Exam
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20+ years as Canada's trusted prep provider for CFP exam candidates.
Study materials that are clear, concise and exam focused.
Feel confident, remove doubts, pass the exam.
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Complete Study Package
Looking for a comprehensive study package to take you from start to finish? Get all our CFP exam prep materials in one convenient money-saving package.
Individual Study Products
Get the targeted push you need to firm it up fast with our stand-alone study solutions. You'll find our Study Notes, Test Banks and other score-boosting exam prep resources here.
Why Choose Exam Success
Your simplest path to a pass.
EFFECTIVE INSTRUCTION
We simplify the material and remove the redundancies to make complex concepts easy to grasp and apply.
SUPERIOR SUPPORT
No robots. Real experts. Our dedicated Student Support Team is eager to make sure you are taken care of.
SUCCESS GUARANTEE
We've got you covered in the off chance you need an exam retake or you need more time to prepare.
Most students choose the Complete Study Package
Or start with individual products (you can upgrade in the first month)
Complete Study Package
CFP Exam Complete Study Package
Get all of our CFP study resources in one convenient money saving package.
| CFP Exam Constructed Response Seminar | $199 | |
| CFP Exam Study Notes | $299 | |
| CFP Exam Practice Question Test Bank | $149 | |
| Financial Math Workbook | $39 | |
| Ask the Prof. Support Forum (Get your personal questions answered) | $99 | |
| Total Value | $785 | |
Bonus Items:
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Individual Products
Look in this section for specific product details and/or if you just want to purchase single products to round out your studies.
CFP Exam Study Notes
Prof. Gordon has cut the fluff and removed the distractions with this concise 300+ page guide of detailed explanations of the technical points outlined in the FP Canada Body of Knowledge (FP-BOK), so you can focus your study efforts learning exam essential information.
This resource is ideal for busy, time pressed candidates who want the most streamlined and simplified summary notes to prepare for the CFP exam.
This resource includes 100+ practice questions and learning examples strategically placed within the content.
You will get immediate access to printable PDFs after purchase.
CFP Exam Study Notes
$299
CFP Exam Test Bank
The Exam Success CFP Exam Test Bank is a progress diagnostic tool of exam-like multiple choice, case study and constructed response short-answer questions of varying difficulty that includes comprehensive solutions and enables you to gauge your test-taking abilities and identify your strengths and weaknesses and ties together core concepts that you need to know to get ready for the real exam.
The CFP Exam Test Bank is an online tool and you will get immediate access after your purchase.
Highlights:
- Replicates the actual computer-based-exam experience!
- 30+ multi-part “CFP exam constructed response” case study sample questions
- 200 multiple choice questions to refresh your technical knowledge
- 4 multiple choice case studies (12-15 questions in each)
- Unlimited attempts at each quiz
CFP Exam Test Bank
$149
CFP Exam Seminar
“How to Answer Constructed Response Questions”
The Exam Success CFP Exam Seminar is not a content review – it is a “how to” seminar. In just under 2.5 hours Prof. Gordon will show you how to structure your written answers to gain the maximum marks possible.
The purpose of this recorded seminar is to show you how to apply your knowledge to answer CFP exam case study questions.
You will get immediate access to the seminar and printable PDF case studies after purchase.
Highlights:
- Learn how to answer constructed response questions in just 2.5 hours!
- 4 case studies (1-3 questions in each) to build your application competencies
- Review as many times as you like
Math Workbook
The Exam Success Math Workbook is your crash course for CFP math essentials. You’ll get the fundamentals of the math content and strategy as efficiently as possible.
This resource will be of great help if you haven’t done math in a while or are just starting you prep and need to quickly learn the the basic math concepts from the ground up.
You will get immediate access to a printable PDF after purchase.
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
Click on the PDF below for a sample of the math workbook
CFP Math Workbook
$39
Learn from the best!
Prof. Gordon is one of Canada's most experienced exam prep experts!
Brian Y. Gordon, CFA, CFP, CIM, MBA, FCSI, is a former tenured Finance Professor teaching at numerous Canadian Universities.
Since 1999, Prof. Gordon has been a featured lecturer and workshop facilitator for CFP and CFA review programs offered across Canada.
Prior to entering academia, Prof. Gordon developed his expertise in the discount brokerage, full service brokerage and banking industries, specializing in investment management, business development, strategic sales and marketing, and wealth management training.
Prof. Gordon holds a BA in Economics from the University of Toronto, an MBA from Heriot-Watt University in the UK, and was awarded his CFA charter in 1999. In 1995, Prof. Gordon was granted a fellowship from the Canadian Securities Institute, earning the prestigious FCSI designation.
Prof. Gordon successfully challenged the CFP Professional Proficiency Examination and was awarded the right to use the CFP designation in 2005.
Since 1999, Prof. Gordon has been a featured lecturer and workshop facilitator for CFP and CFA review programs offered across Canada.
Prior to entering academia, Prof. Gordon developed his expertise in the discount brokerage, full service brokerage and banking industries, specializing in investment management, business development, strategic sales and marketing, and wealth management training.
Prof. Gordon holds a BA in Economics from the University of Toronto, an MBA from Heriot-Watt University in the UK, and was awarded his CFA charter in 1999. In 1995, Prof. Gordon was granted a fellowship from the Canadian Securities Institute, earning the prestigious FCSI designation.
Prof. Gordon successfully challenged the CFP Professional Proficiency Examination and was awarded the right to use the CFP designation in 2005.
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Success Guarantee:
With Exam Success you get repeat access to all the online resources you purchased for up to two years or until you pass, whichever comes first – no "gotcha" milestones or conditions to meet.
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