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Study Toolkit for the CFP® Examination

Prepare for Success


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The CFP examination is a six-hour exam made up of a combination of multiple-choice (15%-25%) and constructed-response (75%-85%) questions. Each question on the CFP examination focuses on specific elements of the CFP Professional Competency Profile and may also require integration across several financial planning areas 

It’s important to understand that the elements of financial planning competency focus not only on knowledge required, but on how CFP professionals must behave in practice. The questions on the CFP examination will refer to one or more elements of competency. You’ll be expected to understand the competencies and how they should be applied in practice.


Practice Exam
The Practice Exam gives you an opportunity to experience how the actual exam looks and feels as it provides feedback on your performance. Over 85% of respondents from the June 2017 CFP exam indicated that they felt better prepared to write the CFP exam as a result of purchasing the Practice Exam. The Practice Exam’s self-scoring feature gives you unique insight into what’s required for successful completion of the exam. Read more
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CFP Examination Webinar

An exclusive webinar for exam candidates, facilitated by FPSC’s Examinations department. Learn how to use the CFP Professional Competency Profile in your studying, gain insight into the exam process and much more. If you miss the live webinar, you can view it online. Learn more

         
Sample Exam Questions

If you’re registered for the CFP examination, you have access to sample exam items through your FPSC Dashboard. You’ll find sample case studies, examples of retired exam questions, keys to competency and much more.
Log in to access these tools.

Software Tutorial
Familiarize yourself with the examination software by using our software tutorial. The tutorial gives you an opportunity to experience how the software will work. Try it here.
STUDY TIPS AND RESOURCES

Study Tips

We strongly encourage you to use the CFP Professional Competency Profile and materials from your approved education program to prepare for the CFP examination. FPSC cannot review, recommend or endorse any external study help providers or courses. If you use external sources, be aware they are not endorsed or recommended by FPSC or as materials representative of the CFP examination.

On the day of the exam, arriving prepared and knowing what to expect is your best strategy for success. Please consult the Guide to FPSC Examinations for more details.


Other Resources