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CFP Board Unveils Exam Prep Toolkit

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The Certified Financial Planner Board of Standards on Thursday released its CFP Exam Candidate Preparation Toolkit designed to help candidates develop study strategies, manage time and build support from employers and peers as they prepare for the CFP Exam.

Release of the toolkit coincides with the opening of registration for the November 2017 CFP Exam, which starts Thursday.

“We set a high bar for candidates who take the CFP certification exam. But some candidates go into the process unaware of the resources available to them, or they feel undue anxiety about the challenge of achieving CFP certification,” said John Loper, managing director of CFP Board’s Professional Practice. “This toolkit demystifies the exam and helps candidates start their journey on the right foot.”

Created with feedback from CFP professionals, the CFP Exam Candidate Preparation Toolkit comprises three sections.

  • Charting Your Path to CFP Certification: shows career growth prospects and advantages CFP professionals have over their competitors in the financial planning profession.
  • Create a Supportive Learning Environment: shows how candidates can call on employers for training, financial support and the work-life balance necessary to study for the exam.
  • Develop a Test Strategy: discusses the topic areas of the CFP Exam and suggests methods of study that play to the strengths of different learning styles.

CFP Board said that Thursday registration opening for the next CFP Exam includes an education verification deadline of Oct. 11 and a registration deadline of Oct. 24.

Candidates will be able to select a day within the window of Nov. 7-14 to take the exam. 


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