How to Pass the CFP Exam in 2024

The CFP exam is very unique in the sense that, you can earn your qualification to sit for the exam in like 5 different ways. And because of this, everyone's CFP exam study journey will look a little bit different. Here are the main things that every CFP exam candidate needs to do well to pass the test, and a few items that pertain to the specific different paths you may have taken to sit for your CFP exam.

If you have an idea of something you want me to cover in depth, please let me know because I take your requests seriously. Will be back with more CFA Exam tips in a couple of weeks so please submit more questions you would like to hear answered. Love you all!

- AJ

Let’s connect:

*** The information in this video is not intended or implied to be a substitute for professional financial advice. All content, including text, graphics, images, and information, contained in this video is for general information purposes only and does not replace a consultation with your financial or tax professional***

[verynaomi]

Any other March 2024 exam takers here? 👐

[brostom]

Get kaplan!
Study - 3 hours block every
Do practice questions

[ywamdan]

you definitely had me until cane and top hat 🤣

[BarbaraMarshall-ve]

Lopez Frank Jackson Carol Moore Elizabeth

[xtimberwolfx]

Failed in November 2023, and my studying has been very difficult to keep up with changes at work and at home. Unfortunately feeling like I should delay past March but I also worry that will just make it worse. Never been in this position before so it's tough. Thank you for the tips and helping spark a more rigid plan for myself.

[AndrewThompson-lz]

Martinez Gary Robinson Sharon Perez Ruth

[zouheirk]

You numb from one place to another so quick

[cbulnes]

Good information but the cane and top hat??!!! LOL!! 🫶

[timekikazz]

Is the accelerated path book you mentioned "Personal Financial Planning, Theory & Practice, 12th edition?" I just finished my education requirement. However, on the series exams, I always thought that Kaplan simplified things and had practice questions that aligned better with the actual exam questions so I am considering grabbing their booklet as well.

[Sam-bgbj]

I’m using Kaplan and sitting in November. I started studying in mid June. I plan to finish all the review books by September. This will rebuild and refine my foundation. Then I’ll will spend September-November grinding through the test bank and practice exams

[juandre]

What is the value of a CPA if you have the CFA and CFP? I am a CA (SA) (equivalent to CPA in south africa) and am considering to emigrate to USA. But my goal is to be in the investing industry rather than compiling financials and doing accounting. So not sure if its worth it to convert my CA certification to a CPA. Are there salary benefits etc if you have it but not really using it?

[nickcarrigan]

I rented a cane and a top hat and it did not help me pass. . .

[tmod]

I passed my series 7, now I look to take a CFP exam. Can you tell me how much more difficult to study and pass the CFP compared to series7 exam? can you do a difficulty level comparison? study hours, preparation? Thank you!

[Financestudent-pi]

"Is the CFP degree really helpful? I want to know if anyone is currently working in a CFP-related position, their experience, and their salary."

[VictorBell]

Im taking the exam in July. Honestly this thing is kicking my ass. I'm debating on a one and done. If i dont pass it, im seriously considering on throwing in the towel. I don't know if i can do this to myself again.

[jaydtrades]

Did you use Dalton or Kaplan, and would you recommend one over the other?

[MattScoggin-cs]

Where are the practice questions on the CFPs webstie? Can anyone tell me

[gerardmiles]

Hey I’m in a similar boat you were in regards to professional experience and just finished the course for March exam. Would you recommend the Kaplan essential review package w each module’s book review and huge test bank or the premium review w all the extras?