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Start Planning for Your CFP® Exam Success Now!

How can you set yourself up for success on the CFP® exam? CFP Board has created resources to help you prepare well, and has conducted research with past exam takers to learn what helped them succeed. Consider these tools and habits that helped your colleagues as you get ready for your exam preparation:

  • Those who passed were significantly more likely than failers to have used the CFP Board Practice Exam. You will receive a complimentary practice exam with your CFP® exam registration: take it early to identify your strengths and weaknesses.
  • Review courses and test bank questions were the most important techniques exam passers used in their preparation. Sign up for a review course and take lots of practice questions!
  • Successful exam takers spent eleven to fifteen hours a week studying for the exam. Set aside at least eleven hours every week for your CFP® exam preparation.
  • The majority of test takers said that tax planning is the most challenging exam topic, and those who failed also struggled with investment planning. Include plenty of study time for all topics, and be sure you have mastered these challenging areas.
  • 85% of exam passers stuck with the study plan they had outlined. Put together a study schedule or plan before you start preparing for the exam, and then stick with it!
  • Reach out to your employer to see what flexibility, reimbursement and other support is available to you while you prepare.

Looking for more help and resources? Find a full checklist of steps to include in your exam preparation in your CFP Board account and take advantage of the free tools from CFP Board.

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