Qualified Associate Financial Planner (QAFP) Exam Study Materials




CFP, QAFP Instructor Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI, teaching at Ryerson University

Dear QAFP exam candidates,

I am very proud to say that 1/3 of the candidates on FP Canada's President's List/Award of Merit are Exam Success students!

Well done!

Our 20+ years of expertise and no-nonsense approach to passing has helped thousands of FP Canada QAFP exam candidates pass — quick, no sweat.

Let us share our passion and energy for delivering painless exam prep that works for you!

Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI
Exam Success Founder




Is Exam Success Right for You?



I already know a lot of this...


Our resources are designed for candidates who have strong professional backgrounds who just want the "need to know" material to pass without the distractions.



Our resources are designed for candidates who are repeating their exam and just want a quick and concise tool to help fill knowledge gaps.


I failed, now what...?
 


I don't have time to study...


Our resources are designed for busy, confident professionals who are looking to "just pass" and get on with life.







Voted Best QAFP Prep*



Top Choice Award Nominee for QAFP Exam & CFP Exam Prep Provider with Most Customer Satisfaction Votes





Why Choose Exam Success

Your simplest path to a pass.



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98% Recommendation Rate**
Exam Success is the simplest path to a pass to earn the QAFP certification.




Your Next Step

Select the best Exam Success prep option for you.





Complete Study Package

Get all our QAFP exam prep materials in one convenient
money saving package.



   Best Value   

QAFP Exam
Complete Study Package

QAFP Practice Question Test Bank

$129

Math Workbook

$39

Study Notes

$299

Student Support Forum

$99

Total Value

$566


$429


  You Save $137


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Individual Products

Look in this section if you just want a score boosting question blitz to sum it
all up or just want a quick summary of the FP Canada Body of Knowledge.




Coming Soon








Math Workbook 

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


The Exam Success Math Workbook is your crash course in for the QAFP exam math essentials. You'll get the fundamentals of the math content and strategy as efficiently as possible.




DELIVERY FORMAT:

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




 

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QAFP Math Workbook

$39


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Study Notes

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


The Exam Success Study Notes for the QAFP 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 QAFP exam.




 

Topics Covered:

  • Investment Planning
  • Retirement Planning
  • Tax Planning
  • Insurance Planning
  • Estate Planning
  • Portfolio Management Theory Calculations
  • Standard of Practice and Ethics
  • Fundamentals of Financial Planning
  • Financial Math Review



 

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QAFP Exam Study Notes

$299

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QAFP Exam Test Bank

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


The Exam Success QAFP Exam Test Bank is a progress diagnostic tool of timed, exam-like multiple choice and case study 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 rapidly reinforce and boost their knowledge, skills and confidence leading up to the QAFP exam.



 

Highlights:

  • Replicates the actual computer based exam experience!
  • 500+ multiple choice Q&A organized by exam topic
  • 4 multiple choice case studies
  • Unlimited attempts at each quiz

$129

Buy Now



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

*2019 Top Choice Award Nominee in multiple categories. The Top Choice Award is an honour presented to businesses that receive the most customer satisfaction votes. ** Based on > 1000 Exam Success student Surveys (2014-2019).




Learn from the best!


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


"I 200% recommend Exam Success! Your sample questions, explanations and video tutorials helped me pass. Just wish I found your website before."

Cathleen O.

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"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."
Jason Marten

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

Lyle Bradbury

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

Winifred Tong

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

Scott Braun

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

B. Jozefiak

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

Kevin C.

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"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!"

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

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

Frederic Bouvier

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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

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