Confessions of a Candidate

Thompson, Duane
March 2005
Journal of Financial Planning;Mar2005, Vol. 18 Issue 3, p24
Academic Journal
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.


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