How to Build a CFP^® Exam Study Strategy That Works for You

To pass the CFP^® exam, you must understand a broad range of topics and know how to apply your knowledge to real-world financial planning scenarios. But how can you effectively learn all the necessary material? The approach that works for someone else may not be right for you. Follow these key tips from the CFP^® Exam Study Strategy Guide to help you find the approach that best fits your needs.

1. Identify Your Learning Preferences – are you a visual, kinesthetic, auditory or reading and writing learner?
2. Know What’s on the Test – review all Knowledge Domains, focusing more on areas where you’re less confident. Identify gaps by taking a practice exam, like the CFP Board Practice Exam, which highlights weak spots.
3. Choose Your Tactics – select study strategies that align with your learning style. You might want to consider review courses, practice exams, test questions, study groups or partners, flashcards and/or mentor support.
4. Create a Supportive Environment – talk to your employer, enlist community support, create a study zone and block off time on your calendar.
5. Follow Your Plan – stick to your plan, even when life gets busy.

For more help with your study plan, dig into the full CFP^® Exam Study Strategy Guide or explore the additional resources at CFP.net/examprep.