How to Study for the CFP® Exam

Check out my CFP® Certification ‘mindset and process’ video! I share my best tips and tricks for studying, preparing, and passing the CFP® Exam.

I recommend a MINIMUM of 10 weeks and 250 hours of study. I studied for a total of 300+ hours, used Kaplan’s program and stuck to their 10 week plan. I did notice that Brett Danko’s system had a ton of praise across all the candidate forums, so definitely check him out before deciding on what’s best for your learning style.

To become a CERTIFIED FINANCIAL PLANNER™, you must be C.F.P. ~ calm, focused, and positive. My favorite instructor at Kaplan would say that in his videos, and it’s so true. Some days will be tougher than others, so mentally preparing and also focusing on ENERGY management is key. Any questions at all, drop them below!

[davidjaime]

Appreciate this video was looking on insight before starting my studying journey for the July Exam. Thank you for these tips. Excited to get started and start this next step in my career.

[Brandonjwellman]

Thank you for sharing! Taking my exam in 5 weeks. It’s getting real!

[colinzwiebel]

Thanks for the information! Great video, starting the course next week!

[nadirba]

Thank you so much. I am going to track my hours.

[jacobcavaleri]

I liked the advice of switching your workout schedule. I workout in the mornings as well and think I will implement the tip you gave. I’m testing in Nov 2022 and plan on using Danko. Any advice for the pre study course?

[alyssalindeberg]

Great video. But my guy the music is way to loud

[wifisalespro]

Cool video my man! Love the accountability calendar

[suryaasayrus]

Hey Adam can we apply this exam from India?

[PTProgress]

Thanks for the video! Great job and congrats! I’m taking the Kaplan Ed right now and almost done. Is the studying during the exam prep a lot different than the education component? I spend about 20 hours a week on it now. Obviously the volume of material in the education component is large and broad in scope. Is the material in the 10-12 week exam prep more condensed? Did you study that material the same? Would also love to see a video about how you broke down a typical week of studying and how you managed the different topics. Thanks!!

[heyriyadesu]

How did you get these books? I have got e material.

[ericoneill]

What would you recommend for a senior in college who is trying to prepare for the exam with everything going on? With crucial 400 level classes being online, it is much harder to retain the information and actually grasp all of the concepts. Also will the exam even be offered this upcoming year? Thanks