The most streamlined and simplified version of the FP Canada Body of Knowledge

Clinch your understanding of the required CFP exam concepts with these easy-to-grasp content summaries, learning exercises and examples.

  • Learn what you need to know in just about 300 pages!

  • Includes the Profs learning examples & exam tips.

  • Printable PDF files.

For more than 20 years Prof. Gordon, CFA, CFP, CIM, MBA, FCSI has been helping candidates prepare for and pass their financial industry examinations.

He is the primary author of the CFP study notes and practice questions.

CFP Exam Study Notes

Organized into 7 topics that cover the information you need to know to pass the CFP exam!

  • 1

    Free Study Notes Sample

  • 2

    Introduction - Start Here

    • CFP Study Notes Introduction

    • How to Print and Download the Study Notes
  • 3

    Fundamentals of Financial Planning

    • Fundamentals of Financial Planning Study Notes - Update September 2024
  • 4

    Investment Planning

    • Investment Planning Study Notes - Update September 2023

    • Behavioural Finance
  • 5

    Retirement Planning

    • Retirement Planning Study Notes - Update August 2024

    • RDSP Quick Summary

    • The Enhanced CPP
  • 6

    Insurance Planning

    • Insurance Planning Study Notes - Update September 2024

    • Insurance Needs for Business Owners
  • 7

    Estate Planning

    • Estate Planning Study Notes - Update May 2024
  • 8

    Tax Planning

    • Tax Planning Study Notes - Update September 21, 2024

    • New Capital Gains Inclusion Rate - July 2024
  • 9

    Standards of Professional Responsibility (Ethics)

    • FP Canada Standards of Conduct June 2024

What our CFP exam candidates are saying...

5 star rating

Fantastic Study Guide

Kristin Aitkin

I learned more from Brian than I did throughout my whole course for my CFP designation! I just wrote my exam yesterday, and I actually felt good with every ...

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I learned more from Brian than I did throughout my whole course for my CFP designation! I just wrote my exam yesterday, and I actually felt good with every question. Thank you Brian! from the bottom of my heart, you helped me tremendously.

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Impressive! Excellent

ANA LIGIA MALAVAZI

Wow, I am impressed by how well explained and detailed this is. Excellent, perfect material and explanation, the videos as very clear and easy to understand....

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Wow, I am impressed by how well explained and detailed this is. Excellent, perfect material and explanation, the videos as very clear and easy to understand. Start and finish process. Highly recommend it.

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5 star rating

Nice and Condensed

Jason Marten

So far I am happy with the program. The Prof. answers questions in a timely fashion as well which is nice!

So far I am happy with the program. The Prof. answers questions in a timely fashion as well which is nice!

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