CFP® Exam Education Study Tools

A students prepares for her July CFP exam with supplemental study tools.

Individual Study Tools

Our individual education study materials are designed to supplement your chosen education program. These additional textbooks will fill in any knowledge gaps to ensure you understand the curriculum inside and out.

This textbook, available in print or eBook version, covers the fundamentals of financial planning, offering an in-depth understanding of personal financial planning from a professional perspective.

This printed textbook is designed to help you gain proficiency in using and understanding a financial calculator. In addition to helping master the keystrokes for the financial calculator, it also can assist you with the underlying financial theory problems on the exam. Being familiar with these 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 four of the most popular financial calculators: the HP-17bII/HP-17bII+, HP-12c, HP-10bII/ HP-10bII+, and TI-BAII PLUS.

We recommend the HP-10bII/ HP-10bII+ calculators. Instructors use these calculators in live class sessions for education and review.

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Our education programs meet CFP Board requirements and are designed to fit your study style and budget.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, and CFP®(with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The College for Financial Planning®—a Kaplan Company does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque logo) certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards, Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. The College for Financial Planning®—a Kaplan Company is an education and exam prep review provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any education or review course or receive financial remuneration from education or review course providers.