Qualified Associate Financial Planner (QAFP™) Exam Study Materials

Dear QAFP exam candidates,

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

Exam Success Founder

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

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.

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 QAFP exam.

Topics Covered:
  • Investment Planning
  • Retirement Planning
  • Tax Planning
  • Insurance Planning
  • Estate Planning
  • Portfolio Management Theory Calculations
  • CFP Ethics
  • Fundamentals of Financial Planning
  • Financial Math Review
 
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QAFP Exam Study Notes
   $299

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
QAFP Exam Test Bank
$129

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:
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:
  • Investment Planning
  • 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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"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!"

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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."

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

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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"

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

"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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