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 FPSC Level 1 and CFP exam 2 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 porduct purchased for up to 2 years, or until you pass, whichever comes first!

Use our secure PayPal system to pay for your order. You will receive login instructions by email (usually within 30 minutes).

Note: Starting January 1, 2020, the Qualified Associate Financial Planner (QAFP) certification will replace FPSC Level 1 certification. Our materials will be updated to reflect any required changes.

Complete Study Package for both FPSC Level 1 & CFP Exam 2

Combines ALL all our Learning Resources:

Financial Math Workbook

$39

FPSC Exam 1 Practice Question Test Bank

$129

CFP Exam 2 Practice Question Test Bank

$99

Student: Support Forum

$99

Study Notes for both FPSC and CFP exams

$299

Total Value

$665



$429

  Package saves you 35%!

 


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
  • demolink
  • 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
$39(+tax)

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
  • demolink
  • Tax Planning
  • Insurance Planning
  • Estate Planning
  • CFP Ethics
  • Fundamentals of Financial Planning
  • Financial Math Review
$299

A self study Learning Resource site providing exam-level 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!
  • 1000+ multiple choice Q&A organized by exam topic
  • 4 multiple choice case studies
  • 4 comprehensive multiple choice mock exams (90 to 100 questions in each from the existing question pool) to get you ready for the real thing
  • Unlimited attempts at each quiz - results tracked

sample
$129

A self study Learning Resource site providing exam-level 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
  • 390 multiple choice questions (organized as 4 mock exams with 90-100 questions in each) to refresh your technical knowledge
  • 4 multiple choice case studies (12 to 15 questions in each)
  • Unlimited attempts at each quiz - results tracked

sample
$99


By clicking on the "add to cart" button above, you are accepting the policy of no refunds for digital products that have been accessed.

Content Updated for the 2019 Exams

Complete Study Package:

Notes, Questions, Support...get it all:

Save 35%!


"Would recommend it to others preparing for it. I'm glad I will have these resources to help me through the Capstone and CFP Exam 2 as well!"

Shelley M.

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"I used the Complete Study Package, which saved me a lot of time preparing for the exam...thanks!"

Nicole Z.

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"...Thank you for all your help. The notes, questions and your coaching were a big part of my success..."

Jason K

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"I can honestly say your study notes and practice questions were the reason I passed! Thank you."

Gina S

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"You are a find for those taking these exams, thanks for everything you do."

Beverly McCaffrey, Independant Financial Services Professional

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