Certified Financial Planner Exam

Made Simple

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.

Successful candidate who has earned the CFP designation with Exam Success

No matter what your learner profile is

We make passing the CFP exam a whole lot easier

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.


We simplify the material and remove the redundancies to make complex concepts easy to grasp and apply.


No robots. Real experts. Our dedicated Student Support Team is eager to make sure you are taken care of.


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

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

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.

  • 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

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.

  • 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
Brian Teaching (57)

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.

Easy Ordering:

Use our secure checkout system, get immediate access. Fees are charged in Canadian Dollars and are subject to applicable taxes.

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.

Terence Chin
Lyle Bradbury
Winifred Tong
Jason Marten
Nik Zabaljac
Suresh Tejpal
Shelley (Dalsto) Maher
Ruth Mead

“What a great CFP course bundle! I wish I found Exam Success sooner. The way Prof. Gordon explains concepts is simple, engaging and easy to grasp. Extremely happy this material exists to help me continue learning.“

"Your materials were terrific as they focused on the right topics, provided plenty of examples that were easy to understand, were comprehensive. "

"I wanted to let you know that I Passed the CFP! Thank you so much for your help and guidance. I truly felt prepared."

"What a great CFP prep course! I wish I found you before wasting my money on your competitor's material which was near impossible to get through, out of scope."

"Your package was REALLY ENJOYABLE, EASY to navigate, helped me pass the CFP exam. I bought another prep course first , and boy am I ever happy I came across Exam Success."

"Brian is great service provider and his technique of teaching and knowledge is of immense value. You can count on his help rest assured."

"I actually signed up to use Prof. Gordon's CFP exam test bank and study notes fairly last minute, was able to use them to efficiently to pass. Glad to have these concise resources to help me through the CFP certification"

"Other leading CFP exam prep providers I used glossed over the material, were full of fillers, left me feeling unprepared. So thankful for Exam Success. You removed the pain points, instilled confidence and led me to success."

Email: info@examsuccess.ca
Phone: 416.843.4357, 1.800.558.9796