Qualified Associate Financial Planner (QAFP™) Exam Study Materials

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

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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.

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 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
QAFP Exam Study Notes

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.

On demand with any device

Students who are looking for more practice questions to rapidly reinforce and boost their knowledge, skills and confidence leading up to the QAFP exam.

  • 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

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.

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:
  • 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
QAFP Math Workbook
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Exam Tips and Practice Q&A

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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"

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