I help CFP candidates enter the profession courageously and confidently. 👉🏽Check out my Featured Section.
The CFP exam will be easier if you follow this formula... PREP + REVIEW + MAINTENANCE + RELAX = PASS Here's the breakdown of what I did to pass (on the 1st attempt): ↳PREP You're going to need a general working knowledge of all the concepts. This means you have to read through all of the material. Understand the Principle Knowledge Topics. ↳REVIEW After reading everything, identify your weakest areas. Cross reference those with most tested areas. Use the bulk of your study time to conduct multiple "passes" in those areas. ↳MAINTENANCE I reviewed my weakest areas multiple times per week (to remain fresh and confident). I reviewed my strong areas about once per week (just to stay top of mind). ↳RELAX Give yourself a break right before the exam. Let a little air out the tire and go do something fun to unwind. Although it is called the "Mile Wide, Inch Deep" exam because of how comprehensive it is, you can conquer it. Hope you learned something today! 1️⃣ Tell me, are you sitting for the November exam? 2️⃣ Don't forget to tag/mention me in your response so I can respond. 3️⃣ I would really appreciate your reshares/reposts ♻️
It blows my mind till this day that people can study for this exam, pass it, and have spent less than the 2000 hours as a financial advisor. I think the experience component is such an undervalued consideration when it comes to passing this test and how "hard" it is. I don't think I would have passed with out it. The only thing I'd add is that the more you can "practice" what you learn, the greater the chance to pass the first time!
Love that formula Dominique Henderson, CFP® Rest is an important part of that process. You can't perform at your best if you're exhausted and stressed out.
Excellent tips! The review questions & practice test are crucial to gauging where you are so you may identity those weaker areas for improvement.
Natalie Fisher
5mo
Excellent points here. Very similar for interviews, except they are different kinds of tests!
Brianne Kilpatrick, MNA, CAP® you may find this helpful as you prepare for the exam.
AMEN
I help CFP candidates enter the profession courageously and confidently. 👉🏽Check out my Featured Section.
5mo📌 Here's a tip that I believe will help. It's an acronym: R - Recall the information being asked. Often our minds gravitate to other things, center back in on what the stem of the question is asking. E - Evaluate the date given. All of what you need to answer (and often more) is in the question stem. A - Apply the concepts to the question at hand. This is where familiarity with what you have learned helps. Applying the concepts to the situation of the question is key. D - Decide on the best answer. Best is the key word hear. It might not make sense in "real" financial planning but there is a "best" answer for the test. I hope that helps!