QAFP and CFP® Exam Prep


Dear QAFP and CFP exam candidates,

At Exam Success we are aware that COVID-19 is deeply disrupting your life, and in this time of uncertainty we want you to know that we are here to help you continue to achieve your goals.

Our 20+ years of expertise and no-nonsense approach to passing has helped thousands of FP Canada QAFP and CFP exam candidates pass — quick, no sweat.

Let us share our passion and energy for delivering painless exam prep that works for you!

Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI
Exam Success Founder



Why Choose Exam Success

Your simplest path to a pass in QAFP and CFP Program exam prep.




Radical Simplicity

One of the most enthusiastic teachers, talented content creators and program designers in the Financial Services education profession, Prof. Gordon, CFA, CFP, CIM, MBA, FCSI makes eliminating study struggles a sinch for students.

Prof. Gordon's QAFP exam and CFP exam study solutions are straight-to-the-point, clear, succinct and teach and test the-need-to-know competencies and skills presented in the current Financial Planning Body of Knowledge (FP-BOK), as defined within the FP Canada blueprint. Read Prof. Gordon's full biography here.

No-nonsense. No guesswork. No wasted time.


At some point, everyone gets stuck on a concept or a practice problem. Login to our Support Forum, an exclusive benefit with any Exam Success QAFP or CFP Complete Study Package or combo, and post your course-specific questions. Prof. Gordon will respond within 24-48 hours, and often a lot sooner, to keep you moving forward. (Personalized attention with maximum convenience.)

Helping students succeed, it's what we do.


We offer a variety of versatile QAFP and CFP exam prep learning solutions so you can tailor your study experience to the time you wish to prepare or have remaining before your exam, your prep priorities and budget. From our Prof. Gordon-taught seminars and famous study notes, to practice question test banks and all-in-one study packages, choose the best Exam Success QAFP and CFP exam study solutions for you.

Only what you need. Nothing you don't.


When we say we’ll make it easier for you to learn and increase your score potential we mean it. Not only do we offer QAFP and CFP Program prep products that are super straightforward and succinct, we also stand behind them with our unlimited logins and free repeats, giving students plenty of chances to succeed with us.

In contrast to most QAFP and CFP exam prep providers who cut off product access on the exam date, Exam Success will extend your access upon request, so you have free repeat access to the products you purchased for up to two years after or until you pass, whichever comes first. And of all materials in PDF format are yours to print and keep!

Because anything that makes your path to a pass simpler is a win.


Founded in Toronto in 1999, by Financial Services Industry exam-prep dynamo, Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI, Exam Success is 100% Canadian owned, operated and designed. Being Canadian, means a lot to us as a company. We are honoured to represent Canadian values including diversity, inclusion, progressiveness, fairness, community and education and we’re proud to be a Certified Educational Institution by the Government of Canada (ESDC).

Proudly Canadian. Respected internationally. Built on word of mouth.


Exam Success is accredited as a Certified Educational Institution by the Government of Canada (ESDC) and follows CFA Institute's rigorous best practice in CFA Program prep, ensuring our offerings meet the highest standards of exam preparation.

Our partnerships with leading organizations have included the likes of FP-Canada, Queen's University, OTTP, ScotiaBank, Investors Group, Mackenzie Financial, to name just a few. Our award-nominated prep has helped thousands of candidates succeed.

It's why Exam Success has thrived since 1999.





Online Complete Study Packages

   Best Value   


  

  

  

  

QAFP Exam Practice Question Test Bank

$129

Math Workbook

$39

Study Notes

$299

Student Support Forum

$99

Total Value

$566



$429

  You Save $137!

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CFP Exam Seminar

$139

CFP Practice Question Test Bank

$129

  

  

Math Workbook

$39

Study Notes

$299

Student Support Forum

$99

Total Value

$705



$529

  You Save $176!

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Online Individual Products




Coming Soon








Math Workbook 

By Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI | Online 2020-2021 CFP


The Exam Success Math Workbook is your crash course in for the QAFP and CFP math essentials. You'll get the fundamentals of the math content and strategy as efficiently as possible.



DELIVERY FORMAT:

On demand (Printable PDFs).



IDEAL CANDIDATE:

Students who haven't done math in a while or who are just starting to prepare and need to quickly learn the the basic math concepts from the ground up.


 

Topics Covered:

  • Basic math operations
  • Time value of money calculations
  • Bond math
  • Accrued interest calculations
  • Dividend discount model calculations
  • Mutual fund calculations
  • Portfolio management theory calculations
  • Financial statement ratios
  • NPV and IRR calculations
  • Time weighted rate of return calculations
  • Standard deviation




 

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QAFP Math Workbook

$39


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CFP Math Workbook

$39


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CFP Exam Seminar

How to Answer Constructed Response Questions


By Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI | Online 2020-2021 CFP


The Exam Success CFP Exam Seminar is a two-and-a-half-hour Prof. Gordon-taught on-demand session that demystifies the constructed response question style and answer process. It offers rich detail and guidance on how to conquer this challenging question format, provides all the do's and don'ts (content, structure, time-management...), to make your responses as powerful as they can be.



DELIVERY FORMAT:

On demand with any device.



IDEAL CANDIDATE:

Students who've already studied the content and who are looking for a solid framework on how to score the marks needed to get on the right side of this notriously tough part of the CFP exam.


 

Highlights:

  • Learn how to answer constructed response questions in just 2.5 hours!
  • 4 case studies (1-3 questions in each) to build your application competencies
  • Archived for future review
  • Free repeats - up to 2 years or when you pass (whichever comes first)


Seminar Overview:


$139

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Study Notes

By: Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI | Online 2020-2021 CFP


The Exam Success Study Notes for the QAFP & CFP exams is a concise 300+ page guide of detailed explanations of the exam essential technical points in the FP Canada Body of Knowledge (FP-BOK). Includes 100+ practice questions and learning examples.



DELIVERY FORMAT:

On demand (Printable PDFs).



IDEAL CANDIDATE:

Students who want the most streamlined and simplified summary notes to prepare for the QAFP and/or CFP exams.



 

Topics Covered:

  • Investment Planning
  • Retirement Planning
  • Tax Planning
  • Insurance Planning
  • Estate Planning
  • Portfolio management theory calculations
  • CFP Ethics
  • Fundamentals of Financial Planning
  • Financial Math Review



 

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QAFP Study Notes

$299


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CFP Study Notes

$299


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QAFP Exam Test Bank

By Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI | Online 2020-2021 CFP


The Exam Success QAFP Exam Test Bank is a progress diagnostic tool of timed, exam-like multiple choice and case study questions of varying difficulty that includes comprehensive solutions and enables you to gauge your test-taking abilities and identify your strengths and weaknesses and ties together core concepts that you need to know to get ready for the real exam. You’ll be able to track your performance on each topic and across your entire prep history.



DELIVERY FORMAT:

On demand with any device.



IDEAL CANDIDATE:

Students who are looking for more practice questions to rapidly reinforce and boost their knowledge, skills and confidence leading up to the QAFP exam.


 

Highlights:

  • Replicates the actual computer based exam experience!
  • 500+ multiple choice Q&A organized by exam topic
  • 4 multiple choice case studies
  • Unlimited attempts at each quiz
  • Free repeats - up to 2 years or when you pass (whichever comes first)
 





sample

$129

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CFP Exam Test Bank

By Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI | Online 2020-2021 CFP


The Exam Success CFP Exam Test Bank is a progress diagnostic tool of timed, exam-like multiple choice, case study and constructed response short-answer questions of varying difficulty that includes comprehensive solutions and enables you to gauge your test-taking abilities and identify your strengths and weaknesses and ties together core concepts that you need to know to get ready for the real exam. You’ll be able to track your performance on each topic and across your entire prep history.



DELIVERY FORMAT:

On demand with any device.



IDEAL CANDIDATE:

Students who are looking for more practice questions to reinforce and build their knowledge, skills and confidence leading up to CFP exam day.


 

Highlights:

  • Replicates the actual computer-based-exam experience!
  • 30+ multi-part "CFP exam constructed response" case study sample questions
  • 200 multiple choice questions to refresh your technical knowledge
  • 4 multiple choice case studies (12-15 questions in each)
  • Unlimited attempts at each quiz
  • Free repeats - up to 2 years or when you pass (whichever comes first)
 





sample

$129

buy now



Easy Ordering: Use our secure checkout system, get immediate access. Fees are charged in Canadian Dollars and are subject to applicable taxes.


QAFP & CFP Complete Study Packages Combo:


You Save $50 Extra!


"Would recommend it to others preparing for it. I'm glad I will have these resources to help me through the Capstone and CFP Exam 2 as well!"

Shelley M.

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"Your focused study notes and online exercises gave me a solid understanding of all topics and was essential to my success."

B. Jozefiak

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"Great resource! I passed and am now on to the CFP exam."

Kevin C.

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"I used the Complete Study Package, which saved me a lot of time preparing for the exam...thanks!"

Nicole Z.

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"Your efficient, practical and strategic prep approach gave me the skills and direction I needed to reach the finish line."

Frederic Bouvier

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"...Thank you for all your help. The notes, questions and your coaching were a big part of my success..."

Jason K.

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"I can honestly say your study notes and practice questions were the reason I passed! Thank you."

Gina S.

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"You are a find for those taking these exams, thanks for everything you do."

Beverly McCaffrey

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