Certified Financial Planner (CFP®) Exam Study Materials

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Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI

Exam Success Founder


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Exam Success is the simplest path to a pass to earn the CFP designation.

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Complete Study Package

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Individual Products

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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.

On demand (Printable PDFs).

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
  • Click on the PDF below for a sample of the study notes
CFP Exam Study Notes

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.


On demand with any device.


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.

  • 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:


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.


On demand with any device.


Students who are looking for more practice questions to reinforce and build their knowledge, skills and confidence leading up to CFP exam day.

  • 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

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.

On demand (Printable PDFs).

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
  • Click on the PDF below for a sample of the math workbook
CFP Math Workbook
Brian Teaching (57)

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Prof. Gordon is one of Canada's most experienced exam prep experts!

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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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"With the "Ask the Prof. Support Forum", I felt like I had a personal study coach with me everytime I studied. Thank you for your endless support!"

"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 focused study notes and online exercises gave me a solid understanding of all topics and was essential to my success."

"Great resource! I passed and am now on to the CFP exam."

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

"Your efficient, practical and strategic prep approach gave me the skills and direction I needed to reach the finish line."

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

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

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

"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!"

"The Exam Success material is really strong. Efficient and easy to read, it's an amazing choice for quick and robust QAFP exam prep."

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