Certified Financial Planner®

Supplemental Study Tools

Personal Financial Planning: Cases and Applications Book Personal Financial Planning Series: Cases and Applications

Offers 14 comprehensive financial planning cases, including exhibits and documents with more than 540 questions designed to help the student integrate the 6 major areas of personal financial planning.

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Personal Financial Planning Cases and Applications, 7th Edition $93.00
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Understanding Your Financial CalculatorUnderstanding Your Financial Calculator

Designed to assist you in gaining proficiency in using and understanding your financial calculator. In addition to helping master the keystrokes for the financial calculator, it also can assist students with the underlying financial theory problems on the exam. Being familiar with the financial calculations is critical because mastering these problems is an important step to passing the exam.

All calculations are presented step by step, showing keystrokes and displays for five of the most popular financial calculators: the HP-17bII, HP-12c, HP-10bII, TI-BAII PLUS, and Sharp EL-733A.

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Understanding Your Financial Calculator $49.00
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Volume 7 Case Book Volume 7: Case Book

This book is designed to prepare students for the 3 comprehensive cases included on the exam. It contains 16 comprehensive cases and item sets (mini cases) that test students' knowledge and application of the exam topics. The answer and explanation for each multiple-choice question is provided.

Please call 866-963-8329 to speak with a representative so we can ensure you are purchasing materials for your required exam cycle.

Note: The Review Volume 7 is included with the purchase of the Review Premium Study Solution and the Essential Study Solution.

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Volume 7: Case Book $119.00
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Online MockOnline Mock Exam and Solutions

Simulates the 10-hour comprehensive exam. Similar to the actual exam, this online exam is divided into 3 sections, each containing multiple-choice questions, item sets, and a comprehensive case. This product can serve as a diagnostic tool useful in identifying a student's areas of strength and weakness, and can help students focus on topic that they find more difficult.

Note: The Online Mock Exam and Solutions are included with the purchase of the Final Review Pack and the Review Premium Study Solution.

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Online Mock Exam $69.00
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Volume Books Plus SchweserPro QBank Volume Book with SchweserPro® Education QBank

These individual volumes, along with the Education QBank, are an excellent addition to any required education program. They assist in bridging the gap between the education program and the exam. Each volume (1–6) contains complete reference outlines that give detailed coverage of each of the 6 tested areas of the CFP® Certification Examination, as well as examples, illustrations, and an index. Each is accompanied by an online question bank containing approximately 225 questions which enable you to:

  • Create customized exams based on difficulty, length, or exam subject
  • Build multiple exams and save them for future reference, allowing you to monitor your progress
  • Browse questions by exam topic and view the answers and explanations
  • Bookmark questions for future reference and print for practice on-the-go

Please call 866-963-8329 to speak with a representative so we can ensure you are purchasing materials for your required exam cycle.

Note: The Review Volumes 1–6 with the Review QBank are included with the purchase of the Review Premium Study Solution and the Essential Study Solution.

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Volume 1: Fundamentals and Ethical Considerations w/ QBank $69.00
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Volume 2: Insurance Planning & EE Benefits w/ QBank $69.00
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Volume 3: Investments w/ QBank $69.00
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Volume 4: Income Tax Planning w/ QBank $69.00
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Volume 5: Retirement Planning w/ QBank $69.00
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Volume 6: Estate Planning w/ QBank $69.00
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Assessment Exam for the CFP® Exam

Just how ready are you for your exam? Find out now while there is still time to prepare!

Evaluate your level of knowledge prior to developing a study plan with:

  • 50 multiple-choice questions
  • Instant scoring, including answers and solutions
Start Assessment Exam