CFP Exam Study Notes
By: Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI
The Exam Success Study Notes for the CFP exam is a concise 300+ page guide of detailed explanations of the exam essential technical points in the FP Canada Body of Knowledge (FP-BOK). Includes 100+ practice questions and learning examples.
DELIVERY FORMAT:
On demand (Printable PDFs).
IDEAL CANDIDATE:
Students who want the most streamlined and simplified summary notes to prepare for the CFP exam.
Bonus Items:
- Investment Planning
- Retirement Planning
- Tax Planning
- Insurance Planning
- Estate Planning
- Portfolio Management Theory Calculations
- CFP Ethics
- Fundamentals of Financial Planning
- Financial Math Review
CFP Exam Study Notes
$299
CFP Exam Seminar
How to Answer Constructed Response Questions
By Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI
The Exam Success CFP Exam Seminar is a two-and-a-half-hour Prof. Gordon-taught on-demand session that demystifies the constructed response question style and answer process.
It offers rich detail and guidance on how to conquer this challenging question format, provides all the do’s and don’ts (content, structure, time-management…), to make your responses as powerful as they can be.
DELIVERY FORMAT:
On demand with any device.
IDEAL CANDIDATE:
Students who have already studied the content and are looking for a solid framework on how to structure their written answers to score the marks needed to get over the passing mark on the CFP exam.
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
- Archived for future review
Seminar Overview:
$139
CFP Exam Test Bank
By Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI
The Exam Success CFP Exam Test Bank is a progress diagnostic tool of timed, 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. You’ll be able to track your performance on each topic and across your entire prep history.
DELIVERY FORMAT:
On demand with any device.
IDEAL CANDIDATE:
Students who are looking for more practice questions to reinforce and build their knowledge, skills and confidence leading up to CFP exam day.
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
Math Workbook
By Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI
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.
DELIVERY FORMAT:
On demand (Printable PDFs).
IDEAL CANDIDATE:
Students who haven’t done math in a while or who are just starting to prepare and need to quickly learn the the basic math concepts from the ground up.
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
