CFP Board Candidate Open Forum

  • 1.  About the CFP test

    Posted 06-23-2018 08:00
    For anyone who has already taken the test, how would you say the questions are laid out. Is every question based off a case or some case questions and some short questions? Any info will be helpful. I don't want to go in thinking one thing and it is another.


  • 2.  RE: About the CFP test

    Posted 06-23-2018 13:39
    Of the 180 questions on the test, the vast majority will come from random, one-off questions. However, there is one large case study on the exam, usually 15-20ish questions long, and a bunch of other mini case studies sprinkled throughout, usually 5ish questions long.

    I hope that helps! And if you're taking the test next month, good luck!

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    Brian Wolff
    Financial Planning Strategist
    Pure Financial Advisors
    San Diego, CA
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  • 3.  RE: About the CFP test

    Posted 06-24-2018 01:13
    The questions are random, multiple choice. There are two cases, one long and one short. For case related questions, random questions are asked based on the case scenario. I recommend you work an online test bank repetitively, taking notes on questions you missed. Aim for test scores in the high 70’s to the mid-80’s. IMO you cannot overwork the test banks. Use one that will allow randomized questions your last few weeks of exam prep, to prep your brain for the same. Best of luck.

    Regards,

    Rob Rea




  • 4.  RE: About the CFP test

    Posted 06-24-2018 22:29
    In March, I had one case with 10-12 questions and one or two scenarios with 4-5 questions related to it. That was all.

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    Wayne Drazek CFP®, MBA
    Personal Financial Representative
    Allstate Financial Services
    Fairport, NY
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