The Personal Financial Planner's Manual™
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The Personal Financial Planner's Manual™ is study guide that gives you access to the myriad of facts, figures, definitions and strategies required to pass the CFP® Examinations.
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“I relied entirely on the Personal Financial Planner's Manual as my study material during preparation for the June 2010 CFP® Exam. I found the material very detailed, technically sound and insightful. Your preparation guide was particular helpful in focusing my study time.
In my financial planning practice, I have made reference to the Manual on numerous occasions. I keep it on my credenza within arm's reach. The manner in which the material is presented is very applicable to everyday situations and I apply the concepts outlined with ease.” Jonathan Roung, CFP®, PFP, Senior Financial Advisor | CIBC Imperial Service |
The printed version of The Manual is distributed in three binders, while the electronic version of The Manual is a program that manages a series of PDF files on your computer.
We update The Manual four times per year to ensure that you have current income tax and legislative information.
The Current Developments in Personal Financial Planning is a series of continuing education courses with five hours of continuing education credits for each offering. You would complete a course by reading certain chapters of a quarterly update to The Manual and passing a multiple-choice exam.
