A Review Of The Top Cfp Exam Preparation Books

Table of Contents

Are you preparing for the Certified Financial Planner (CFP) exam? If so, you’re probably aware of the daunting task ahead of you. The CFP exam is known for its high level of difficulty, and it requires a lot of preparation to pass. However, with the right study materials, you can increase your chances of success.

That’s why we’ve put together a review of the top CFP exam preparation books to help you choose the best one for your needs. In this article, we’ll provide an overview of the importance of CFP exam preparation books and highlight some of the most popular options on the market.

We’ll cover Kaplan’s CFP Exam Prep, Dalton’s CFP Exam Review, Wiley’s CFP Exam Review, Exam Prep Review by Zahn, The Dalton Review Audio CDs, and Pass the CFP Exam by Integrative Financial Planning. With our help, you’ll be able to choose the right CFP exam prep book for you and feel confident going into the exam.

Key Takeaways

  • CFP Exam Preparation books are known for their high level of difficulty and require preparation to increase chances of passing the exam.
  • Popular CFP Exam Prep books include Kaplan’s CFP Exam Prep, Dalton’s CFP Exam Review, Wiley’s CFP Exam Review, and Zahn’s Exam Prep Review, all of which offer comprehensive and structured approaches to learning and cover key exam topics.
  • Additional study materials are available, including online resources and practice exams, and it’s important to choose a book that suits your learning style and needs.
  • Prices for these books vary, with some options costing upwards of $1,000, so it’s important to do your research and choose a book that fits your budget.

The Importance of CFP Exam Preparation Books

If you want to ace the CFP exam, you can’t underestimate the importance of using top-notch CFP exam preparation books!

These books are specifically designed to help you prepare and pass the exam. They contain essential information, tips, and strategies that will help you understand the concepts and pass the exam with flying colors.

Using CFP exam preparation books will help you organize your study plan and ensure that you cover all the topics that will be tested in the exam.

These books provide a comprehensive and structured approach to learning, making it easier for you to understand the complex concepts and apply them in a real-world scenario.

Moreover, they provide practice questions and exam simulations that will help you assess your knowledge and identify areas that you need to work on.

So, if you want to increase your chances of passing the CFP exam, investing in top-quality CFP exam preparation books is a smart choice!

Kaplan’s CFP Exam Prep Review

You’ll be blown away by how well Kaplan’s Exam Prep book prepares you for the CFP exam. Here are four reasons why:

  1. Comprehensive Material: The book covers all the topics tested on the CFP exam in great detail. The content is well-organized, making it easy to understand and retain. You’ll find that the book is thorough yet concise, which is important when preparing for an exam.

  2. Practice Questions: The book includes a large number of practice questions that mimic the actual exam. You’ll get a good sense of what to expect and how to approach questions, which will help you feel confident and prepared on exam day.

  3. Online Resources: Kaplan’s Exam Prep book comes with access to online resources, including a study planner, flashcards, and video lectures. These resources are extremely helpful in reinforcing what you’ve learned and filling in any gaps in your knowledge.

  4. User-Friendly: The book is easy to navigate and understand. You’ll appreciate the clear writing style, helpful examples, and useful charts and diagrams.

Overall, Kaplan’s Exam Prep book is an excellent choice for anyone looking to pass the CFP exam.

Dalton’s CFP Exam Review

Get ready to ace the CFP exam with Dalton’s comprehensive and user-friendly study materials. Dalton’s CFP Exam Review is designed to help you pass the CFP exam on your first try.

With over 30 years of experience in financial planning education, Dalton Education has been helping students succeed in the CFP exam. Their CFP Exam Review is based on a thorough analysis of the CFP Board’s exam topics, ensuring that you have all the knowledge and skills you need to succeed.

Dalton’s CFP Exam Review includes printed textbooks and online study materials, including video lectures and quizzes. One of the unique features of Dalton’s exam prep is that they offer a ‘Green Light’ guarantee.

This means that if you complete their program and don’t pass the exam, they will refund your tuition and provide additional support for your next attempt. With their comprehensive study materials and guarantee of success, Dalton’s CFP Exam Review is an excellent choice for anyone preparing for the CFP exam.

Wiley’s CFP Exam Review

Are you ready to pass the CFP exam on your first attempt? Look no further than Wiley’s comprehensive study materials.

Wiley’s CFP Exam Review offers a variety of study tools such as practice questions, detailed explanations, and online resources. With its user-friendly interface and customizable study plan, you can tailor your preparation to your learning style and schedule.

This review book also includes access to an online test bank with over 1,500 practice questions that are similar to those on the actual exam.

In addition to the practice questions, Wiley’s CFP Exam Review includes a final review section that focuses on key concepts and exam strategies. Whether you prefer to study through reading, online quizzes, or virtual flashcards, Wiley’s CFP Exam Review has you covered.

Exam Prep Review by Zahn

Hey there, if you’re looking to ace your CFP exam, Zahn’s Exam Prep Review is a fantastic resource to consider.

This book is highly respected in the industry and has helped many candidates pass the exam on their first attempt. It covers all of the major topics tested on the exam, including financial planning, investment planning, retirement planning, estate planning, tax planning, and more.

One of the best things about Zahn’s Exam Prep Review is its comprehensive approach. The book includes over 1,000 practice questions and 11 full-length practice exams, so you can test your knowledge and skills in a variety of contexts.

Additionally, the book provides detailed explanations of the correct answers and includes references to the relevant sections of the CFP Board’s official curriculum. This not only helps you understand the material better, but it also helps you identify areas where you need to focus your study efforts.

Overall, if you’re serious about passing the CFP exam, Zahn’s Exam Prep Review is definitely worth checking out.

The Dalton Review Audio CDs

If you’re looking for a convenient way to review key exam topics for the CFP exam, The Dalton Review Audio CDs might be just what you need. These audio CDs provide a great way to study on-the-go, whether you’re commuting to work or running errands.

In addition to the audio content, The Dalton Review also provides additional study materials to help you prepare for the exam.

Convenient Audio Format

You’ll love how easily you can fit in studying with the convenience of audio format options for CFP exam preparation books. Whether you’re commuting to work, going for a run, or doing household chores, you can simply plug in your earphones and start learning.

Audio format options make it easy to study on-the-go, without having to carry around heavy textbooks or sit in front of a computer screen for hours on end. Here are three reasons why audio format options are a convenient choice for CFP exam preparation books:

  1. You can study anytime, anywhere: With audio format options, you can study while doing other things, such as driving, exercising, or cooking. This way, you don’t have to sacrifice your other responsibilities to study for the CFP exam.

  2. It’s easy to stay focused: Audio format options allow you to stay engaged with the material, without having to stare at a screen or flip through pages. You can simply listen and absorb the information while you go about your day.

  3. You can repeat difficult sections: If you come across a particularly challenging section, you can easily replay it until you fully understand the material. This way, you can make the most of your study time and feel confident going into the exam.

Review of Key Exam Topics

Get ready to ace the test by brushing up on essential exam topics with this helpful review. One of the most important factors in passing the CFP exam is having a solid understanding of the key exam topics. Luckily, there are many exam preparation books available that provide a comprehensive review of these topics.

These books cover everything from retirement planning to tax planning, investment planning, and estate planning. By reviewing these key exam topics, you can gain a deeper understanding of the material and increase your chances of passing the CFP exam.

In addition to covering the key exam topics, many CFP exam preparation books also provide practice exams and test-taking strategies. These resources can help you become more familiar with the format and content of the exam, as well as improve your test-taking skills.

By utilizing these resources, you can feel more confident and prepared on exam day. Overall, investing in a high-quality CFP exam preparation book can be a valuable tool in your study plan and can help you achieve your goal of becoming a certified financial planner.

Additional Study Materials

Looking for more resources to help you pass the CFP exam? Consider exploring additional study materials to supplement your exam preparation.

While there are many great books and study guides available, you may find it helpful to also incorporate online resources and practice exams into your study routine. Online courses and video lectures can provide a dynamic and engaging way to review key exam topics, while practice exams can help you gauge your progress and identify areas where you may need more focused study.

Additionally, many exam preparation providers offer study packages that include a variety of materials, such as flashcards, audio lectures, and online study groups. By utilizing a range of study materials, you can ensure that you are fully prepared for the exam and confident in your knowledge of the material.

Pass the CFP Exam by Integrative Financial Planning

If you’re serious about passing the CFP exam, take advantage of the comprehensive and integrated approach offered by Pass the CFP Exam by Integrative Financial Planning. This book offers a unique perspective on financial planning that incorporates a variety of topics, including tax planning, retirement planning, estate planning, and more.

By using this book as your primary study resource, you’ll be able to approach the CFP exam with a well-rounded understanding of financial planning principles.

Here are three reasons why Pass the CFP Exam by Integrative Financial Planning is an excellent study resource:

  • The book covers a wide range of topics, so you can be sure you’re prepared for all aspects of the CFP exam.

  • The book provides practical examples and case studies that help you apply the concepts you’re learning to real-world scenarios.

  • The book includes review questions and practice exams that allow you to assess your understanding of the material and identify areas where you need to focus your study efforts.

Choosing the Right CFP Exam Prep Book for You

Congratulations on completing the previous subtopic about the book "Pass the CFP Exam by Integrative Financial Planning"! Now that you have a basic understanding of what the book offers, it’s time to move on to the next step: choosing the right CFP exam prep book for you. With so many options available in the market, it can be overwhelming to make a decision. However, selecting the right book can make all the difference in your preparation and ultimately, your success in passing the CFP exam.

To help you make an informed decision, we have compiled a table below that compares some of the most popular CFP exam prep books in the market. The table includes information about the content, authors, and price of each book. Take a look and see which book resonates with you the most. Remember, the key is to choose a book that suits your learning style and needs. Good luck on your journey to becoming a Certified Financial Planner!

Book Title Author(s) Content Price
Kaplan’s CFP Exam Prep Review Kaplan Financial Education Comprehensive review of all exam topics, practice questions and exams, and online resources $699
Wiley’s CFP Exam Review Wiley In-depth coverage of all CFP exam topics, exam-style questions, and online resources $750
Dalton’s CFP Exam Review Dalton Education Comprehensive review of all exam topics, practice questions and exams, and online resources $1,195
The Dalton Review Self-Study Package Dalton Education Self-study materials, including textbooks, flashcards, and online resources $1,295
CFP Exam Study Guide 2021-2022 Trivium Test Prep Comprehensive review of all exam topics, practice questions and exams, and study tips $25

Frequently Asked Questions

How much time should I devote to studying with CFP exam preparation books?

To really succeed with the CFP exam, you should devote a significant amount of time to studying with preparation books. It’s recommended that you spend at least 200-300 hours of focused studying in order to thoroughly understand and retain the material.

This means setting aside several hours a day, or a block of time each week, to dive into the content and practice applying it through exercises and mock exams.

Keep in mind that everyone learns differently, so it may take more or less time for you to feel confident with the material. But regardless of your learning style, it’s essential to put in the time and effort to fully prepare for this challenging exam.

Are there any free CFP exam preparation resources available?

You may be wondering if there are any free resources available for CFP exam preparation. The answer is yes, there are plenty of free resources available online.

These resources include practice exams, study guides, flashcards, and videos. Many websites offer free trial versions of their paid exam preparation materials, which can be a great way to test the quality of the material before committing to buying it.

Additionally, there are online forums and study groups where you can connect with other aspiring CFPs and share study tips and resources. While free resources may not be as comprehensive as paid materials, they can still be a valuable supplement to your study plan.

Can I expect to pass the CFP exam by solely using one of these preparation books?

If you’re wondering whether you can pass the CFP exam by solely using one of the preparation books, the answer is not a straightforward yes or no. It largely depends on your individual study habits, strengths, and weaknesses.

While the top CFP exam preparation books are comprehensive and cover all the necessary topics, you may still need to supplement your study materials with additional resources. It’s important to create a study plan, stick to it, and regularly assess your progress to ensure you’re on track to pass the exam.

Ultimately, the key to passing the CFP exam is a combination of using quality study materials, consistent studying, and thorough exam preparation.

How often are these preparation books updated to reflect changes in the CFP exam?

To answer your question, CFP exam preparation books are typically updated every few years to reflect any changes made to the exam. However, it’s important to note that updates may not happen immediately after changes are made and may vary based on the publisher.

It’s recommended to check with the publisher or author for the most up-to-date information. While using a preparation book can be helpful, it’s important to also incorporate other study materials and practice exams to ensure you’re fully prepared for the CFP exam.

Are there any discounts or promotions available for purchasing these CFP exam preparation books?

Looking for discounts or promotions on CFP exam preparation books? Well, you’re in luck! Many publishers and online retailers offer discounts or promo codes throughout the year, so it’s worth keeping an eye out for these deals.

Additionally, some CFP exam review courses may include a discount or even a free study guide with their program. Checking with your employer or professional association may also lead to discounts or reimbursement for exam prep materials.

Be sure to do your research and compare prices before making a purchase to ensure you’re getting the best deal possible.

Conclusion

Congratulations on taking the first step towards becoming a Certified Financial Planner (CFP)! As you prepare for the CFP exam, it’s important to have the best resources at your disposal, and that includes a comprehensive exam preparation book.

After reviewing some of the top options on the market, it’s clear that Kaplan, Dalton, Wiley, Zahn, and Integrative Financial Planning all offer valuable resources to help you succeed.

While each book has its own unique features and strengths, it’s ultimately up to you to choose the one that best fits your learning style and needs. Whether you prefer audio CDs, online resources, or a traditional textbook, there’s a CFP exam prep book out there for you.

With dedication, hard work, and the right resources, you can pass the CFP exam and take your career in financial planning to the next level. Good luck!

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David D. Bickerstaff

David worked in several conglomerated sized financial companies in the global markets, M&A and club loan product team. He is now an exam advisor in CFPDataBase.com

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