Skip to main content
News Release

New Exam Preparation Toolkit Supports CFP® Candidates Through Pathway to Certification

July 19, 2017
CFP Board unveils resource guide and exam study strategies as fall exam registration begins

Certified Financial Planner Board of Standards, Inc. today released its CFP® Exam Candidate Preparation Toolkit to help candidates develop study strategies, manage time and build support from employers and peers as they prepare for the CFP® Exam. The toolkit release coincides with the opening of registration for the November 2017 CFP® Exam.

“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, CFP®, Managing Director of 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. The first, “Charting Your Path to CFP® Certification,” shows career growth prospects and advantages CFP® professionals have over their competitors in the financial planning profession. The second section, “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. The final section, “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.