CFP® Exam Prep

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CFP Exam Guide

To become a Certified Financial Planner, candidates must pass the CFP Exam. This tests candidates on the topics of:

– Estate Planning
– General Principles
– Insurance
– Investments
– Retirement and Employee Benefits
– Tax Planning
– Professional Conduct and Regulation
– Education Planning

The CFP exam utilizes a computer-based testing format and is administered through Prometric during three 5-day testing windows every March, July and November. The exam has 170 multiple-choice questions, including stand-alone questions and sets of questions associated with lengthy case histories as well as short scenarios. The exam consists of two 3-hour sessions with a 30-minute break between sessions. To be eligible to take the CFP exam, you must hold a bachelor’s degree (at minimum). The CFP Board requires professional experience prior to becoming certified.

App At A Glance

  • 700 Practice Questions
  • 8 Content Subjects
  • 30K Happy Users

Create Custom Exams

In three simple screens, you can choose your study mode, content areas, and how many questions you want to take. Personalized practice will increase your learning ability.

Detailed Explanations

Our answer rationales are written to effectively teach you the material. We even explain why the distractors are incorrect choices so you can fully master the concepts.

Track Your Progress

Track your progress with detailed exam results and cumulative history charts. Analyze your past scores, the time taken to complete a test, and knowledge area strengths and weaknesses.

Study on any Device

Study on any device and store exam history in your Pocket Prep cloud account. Simply log in to your account and pick up where you left off!

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Study anywhere, anytime. Open the app on your mobile device to get started.

Study Modes

See answers and explanations as you go or simulate an official exam by waiting until the end.

Study Reminders

Schedule daily study time that fits your busy schedule and never forget to study.

Question of the Day

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“Anytime I get a break in my day I use this app. Really like the settings for taking tests. Keeps the exam top-of-mind for me all day without having to drag all my books out.” CFPMary, iTunes Review
“I found this great to coordinate with the Zahn review and to study anywhere, anytime. It gave me a lot of confidence going into the exam and I passed!” Cjuiuc77, iTunes Review

*Disclaimer: Pocket Prep, Inc. is not affiliated with or endorsed by the CFP Board. Accordingly, the CFP Board makes no representations regarding the content of Pocket Prep, Inc. materials. All organizational and test names are trademarks of their respective owners.