Exam Prep
Exam Prep Resources
A key part of developing an exam prep strategy is to understand the resources available and how they can support your study efforts.
Test Your Knowledge
Take advantage of these unique study tools to help you prepare for the CFP® certification examination.
CFP Board Practice Exam
A full-length, 170-question CFP Board Practice Exam, CFP Board Practice Exam I (free with your CFP® exam registration), is accessible online, and your results are available immediately.
Exam Review Courses
Exam takers surveyed say that taking a review course was one of the most helpful tools in preparing for the CFP® exam. Find a list of review course here or search for others online.
Helpful Resources for Candidates
You don't have to go it alone. We've assembled a variety of tools and resources to help you prepare for the CFP® exam.
Exam Prep Checklist
Exam Candidate Handbook
How to Build a CFP® Exam Study Strategy guide
5 Habits of Successful Candidates
Study Group Forum
Mentor Program
Scholarships
Tax Tables & Formulas
Exam Pledge
Pathway to Certification Agreement
Remote Testing Policy Agreement
Key Elements: 2017 Tax Cuts and Jobs Act
Key Elements: 2019 Secure Act
KEY ELEMENTS: 2O2O CARES ACT
Key Elements: 2022 SECURE 2.0 Act (effective 2024 provisions)
Candidate Forum
Need advice, have a question or a thought, looking for support? Connect with thousands of others who are going through the process.
Start your journey to CFP® Certification
- Track your progress with the CFP® Certification Tracker
- Post your resume at the Career Center
- Connect with a mentor who can guide you
- Register and prepare for the exam
- Find career and financial support
- Connect with other candidates at our online forum