I am currently finishing up CFP course work. Does anyone have tips or tricks for studying for the actual exam? I am particularly concerned about the investment planning section. I have 12 plus years in the industry and CRPC. I do planning literally everyday but a test is a test and this is the module I have had the most trouble with.

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Posting as :
works at
You are currently posting as works at

I took a weekend study course and probably wouldn’t have passed without it. All about how to take the test and how to answer the questions, none to do with experience. It was a Ken Zahn course which I believe is now Kaplan. Worth it and the money.

Thank you! Appreciate it.

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