CFP Exam INDIVIDUAL STUDY OPTIONS

Exam Success is the simplest path to a pass for CFP exam candidates everywhere. No matter what your specific need is, we've got an exam prep option for you.

A targeted CFP prep experience

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

featured prep options

Choose the best individual study solutions for your CFP exam.

CFP Exam Seminar

Crush the case-based constructed-response questions with this 2.5 hour recorded seminar led by Prof. Gordon.

CFP EXAM
Study Notes

Clinch your technical knowledge and exam competencies with our printable quick-reference study guide.

CFP exam
math workbook

Your crash course for the CFP math essentials. Sharpen your skills to get extra marks to push you over the passing score.

CFP Exam
Test Bank

Test and sharpen your content knowledge and skills with this progress tool of case study questions and MCQs. 

CFP EXAM Private Tutoring

Our live face-to-face online tutoring, is flexible and totally tailored to you. Enjoy a class size of one!

Pass with The  Prof. 

Prof. Brian Gordon

CFA, CFP, CIM, MBA, FCSI

For the CFP exam, Exam Success students prepare to pass with materials created by one of most experienced exam prep educators in the profession, company founder and Canada's own Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI.


Brian's powerful no-nonsense study solutions for the CFP exam leverage his 20+ years of proven prep know-how, and do the hard work for you. They cut the fat, simplify the material, fire you up and show you precisely where to invest your time, efficiently guiding you with a strategic roadmap to exam success. Exam Success, your simplest path to a pass... and a better life.

CfP Exam seminar

You've got the technical knowledge, now you need to take it a step further. This is not a content review seminar - it's a "how to" seminar. There is a very specific and deliberate way to answer standardized industry exam essay style questions. In this 2 hour recorded seminar Prof. Gordon will show you how to structure your written answers to give the graders the opportunity to award as many marks as possible, pushing your score over the passing mark!

DELIVERY FORMAT & TIMING 

On demand with any device. Access granted immediately upon registration and available to exam day.

ideal candidate

Students who've already covered the body of knowledge and are now looking to hone their constructed-response writing skills.

CAD 139

BENEFITS

  • Add incremental marks that will push you over the passing score
  • Learn techniques how to avoid getting caught in common exam traps
  • Understand FP Canada preferred calculation methods and how to craft written answers
  • Gain insights to the grading process
Includes
  • Exam structure and grading process overview
  • 4 multi-part Cases with full solutions
  • 2-hour recording
  • Success Guarantee: Free repeats up to 2 years or when you pass (whichever comes first)

cfP exam study notes

Build a firm grasp of the exam concepts and essential technical points in the FP Canada Body of Knowledge (FP-BOK) with less stress and frustration using Prof. Gordon's to-the-point CFP Study Notes. It's all here: the ins and outs, the do's and don'ts. 

DELIVERY FORMAT & Timing

Printable PDFs available immediately upon purchase and are yours to save, print, use and re-use.

ideal candidate

Students who want the most streamlined and simplified summary notes to prepare for the CFP exam.

CAD 299

benefits & Inclusions
  • Cover the FP Canada Body of Knowledge (FP-BOK) in just about 300 pages!
  • 100+ practice questions and learning examples
  • Updated for the current exam year
TOPICS COVERED
  • Investment Planning
  • Retirement Planning
  • Tax Planning
  • Insurance Planning
  • Estate Planning
  • Budgeting & Savings Planning
  • Code of Ethics & Standards
  • Fundamentals & Economics
  • Behavioural Finance

CfP exam math workbook

An indispensable user-friendly guide for all students, the Exam Success CFP Exam Math Workbook is the definitive score improvement handbook for learning and reviewing the must-know financial math concepts and formulas — all in fewer than 60 pages.

DELIVERY FORMAT & timing

Printable PDF available immediately upon purchase and is yours to save, print, use and re-use.

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.

CAD 39

benefits & inclusions
  • A break down of math concepts (from the basics to the tough stuff) into examples that are easy-to-follow and understand
  • 30 multiple choice practice questions
  • 50 step-by-step examples
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

CfP Exam test bank

The Exam Success CFP Exam Test Bank is a progress diagnostic tool of exam-like multiple choice, case study and constructed response short-answer 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.

DELIVERY FORMAT & TIMING

On demand with any device. Access granted at time of purchase and available to exam day.

ideal candidate

Students who are looking for more practice questions to reinforce and build their knowledge, skills and confidence leading up to CFP exam day.

CAD 129

benefits
  • Pinpoint your weak areas and close knowledge gaps
  • Identify highly testable items and must know concepts
  • Easily remember and interpret key terms and definitions
  • Perform complex financial calculations
Includes
  • 30+ multi-part "CFP exam constructed response" case study sample questions
  • 300+ multiple choice questions (MCQ) to refresh your technical knowledge
  • 4 multiple choice case studies (12-15 questions in each)
  • Unlimited attempts at each quiz
  • Success Guarantee: Free repeats up to 2 years or when you pass (whichever comes first)

ignite your prep.

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