CFP Exam Tips and Resources
1. Don’t rely on multiple sources. Try to use the official CFP Board resources. It consist of handbook for candidates, outline and structure of the exam and sample questions which would familiarize you with the exam format and content.
2. Enrol yourself to a CFP Exam Review course that would act as a supplement to your preparation. Some reputed companies are Kaplan, Dalton Education and College for Financial Planning.
3. Practice sample questions as much as possible to be comfortable with the exam format and content. You can evaluate your preparation using these practice tests.
4. Prepare a study plan and try to stick to it. All areas and topics should be comprehensively covered. Both the weaker and stronger areas should be properly looked into. Here goes a famous quote: “If you fail to plan, then you plan to fail.”
5. Look for peer groups who are preparing for CFP exam. Join their groups or online forums to discuss concepts, strategies, clear your doubts and ask questions. Sometimes, this peer support can keep you motivation to not give up and keep studying.
6. While practicing, focus on time management. While studying and giving practice exams, try to manage your time so that during the actual exam, you are comfortable in managing your time effectively.
7. Regularly keep checking for updates or changes related to the exam (syllabus or pattern) in the CFP Board website and other relevant sites.
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