TITLE

Confessions of a Candidate

AUTHOR(S)
Thompson, Duane
PUB. DATE
March 2005
SOURCE
Journal of Financial Planning;Mar2005, Vol. 18 Issue 3, p24
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This section presents a personal essay on the Certified Financial Planner (CFP) Certification Examination being administered in the U.S. as of March 2005. Specifically, the author talks about his experience preparing for the examination and describes what his feelings like on the very day he took the said examination. In this article, the author also describes what he noticed about the examination. In preparing for the examination, the author signed up for a review class. He relates that what the review classes were designed to do was cram 60 weeks of planning curricula into six days of live review and stuff 20 pounds of textbooks into a single summary outline the size of a very fat telephone book. He notes that he did receive some handy tips in class. He relates that he devised a stop-gap strategy to beat the exam on the fringes, such as employing an aggressive strategy that required the mark and move tactic to identify certain topics for review later if there was time, and resorting to the last-ditch guess and go when needed. The author observes that the examination itself seemed deceptively easy at first. According to him, one of the biggest challenges with this or any serious examination was that there sometimes appeared to be two correct answers among the four multiple choices.
ACCESSION #
16401746

 

Related Articles

  • CFP Board Celebrates 30th Anniversary. Rojeck, Rich // Journal of Financial Planning;Jul2015, Vol. 28 Issue 7, p10 

    The article focuses on the development of Certified Financial Planner (CFP) certification program by CFP Board in pursuit of competent personal financial planning. As a designation for personal financial advice providers, the certification allows financial planning to achieve broad industry and...

  • CE Examination.  // Journal of Financial Planning;Jun2003, Vol. 16 Issue 6, p73 

    This article presents a continuing education examination for certified financial planners in the U.S. as of June 2003.

  • CFP Board Shift: Shorter, Computer-Based Exams This Fall. Coen, Andrew // Financial Planning;Feb2014, Vol. 44 Issue 2, p18 

    The article reports on the plan of the Certified Financial Planner (CFP) Board to shorten its CFP protection exam and transition to a computer-based testing platform, a change that is effective starting November 2014.

  • 66% Pass Rate for CFP's First Computer-Based Exam. Din, Suleman // Financial-planning.com;12/16/2014, p9 

    The article offers information on the first computer-based exam of the Certified Financial Planner (CFP) Board which attracted over 2,100 applicants. Topics discussed include the benefits provided by the computer-based exam, the biggest improvement as a result of the format change, and the...

  • ICFP Organizes Series 65 Waiver Campaign.  // Journal of Financial Planning;Dec1998, Vol. 11 Issue 6, p73 

    This article reports on the efforts of the Institute of Certified Financial Planners Government Relations Department to distribute information kits to societies in preparation for a new competency exam that will be adopted in 1999 by many state securities regulators in the U.S. The new Series 65...

  • Continuing Education Examination.  // Journal of Financial Planning;Apr96, Vol. 9 Issue 2, p101 

    This article presents an examination paper about financial planning that an aspiring financial planner can attempt. To receive the 3 hours of continuing education credit allotted for this examination, one must receive a passing grade of 75 percent or better (23 our of 33 questions). Partial...

  • 49% Of CFP Examinees Flunked Test. Bell, Allison // National Underwriter / Life & Health Financial Services;1/29/2001, Vol. 105 Issue 5, p32 

    Reports the results of the November 2000 Certified Financial Planner (CFP) examination in the United States. Drop of the pass rate from the average pass rate recorded by the CFP Board since 1991; Potential reason for the drop; Information on the test topic guidelines of the CFP Board.

  • CFP exam misconduct. Rich, Sarah // Money Management;6/8/2006, Vol. 20 Issue 20, p3 

    The article reports on the investigation by the Financial Planning Association (FPA) of alleged breach of rules at a certification examination conducted by the CFP in Australia on May 18, 2006. The FPA considers the situation to be extremely serious and has expressed concern that the...

  • VOICE. Gjertsen II, Edward W. // Journal of Financial Planning;Jul2015, Vol. 28 Issue 7, p11 

    The article commends the Certified Financial Planner (CFP) Board of Standards for celebrating its 30th anniversary while developing a certification program which has been on a pursuit as standard of excellence for competent and ethical personal financial planning.

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics