CFP Board releases new exam toolkit

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The Certified Financial Planner Board of Standards released a new CFP Exam prep course this week, dubbed the "Candidate Preparation Toolkit."

Built with the input of CFP candidates, the Preparation Toolkit is made up of three sections that will further help students plan out their careers. The first section, “Charting Your Path to CFP Certification,” shows students the benefits of attaining CFP licensure, while the second section, “Create a Supportive Learning Environment,” breaks down how students can work with their employers to prepare for the exam. The third section, “Develop a Test Strategy,” examines the test itself, and offers studying strategies to make the exam less daunting.

“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,” stated John Loper, CFP's managing director of professional practice. “This toolkit demystifies the exam and helps candidates start their journey on the right foot.”

Registration for the next CFP Exam, to be held in November, is now open, with an education verification deadline of Oct. 11 and a registration deadline of Oct. 24. Candidates may Nov. 7-14 to take the exam.

For more on the Candidate Preparation Toolkit, head to the CFP Board's site here. For more on exam registration, head to their site here.

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