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Home > CFP® Certification > Formulas and Calculations

Formulas and Calculations Necessary to Help Pass the CFP® Certification Examination


In this course, Keir will decipher and demystify the formula sheet given on the CFP® Certification Examination. We will interpret the symbols for you, translate them into keystrokes on your HP 12C and HP 10BII calculators and let you know which formulas are most likely to be tested. In addition, we will cover geometric versus arithmetic mean, bond yields, uneven cash flows, weighted returns, inflation adjusted interest rates and the dreaded college funding question.

This is not a beginning course. It is geared for those preparing to sit for the CFP® Certification Examination. A basic knowledge of your calculator and a fundamental understanding of the time value of money are prerequisites. Keir offers an excellent online course for both the HP 12C and the HP 10BII to master the basics.

This course is two hours in length and will be available approximately six weeks prior to each CFP® Certification Examination. You will then have 24/7 access to this course until the Monday after the exam cycle for which you are enrolled.

Cost is $75. Buy Now

View a short demo - be sure to have your speakers turned on!

  Review Program for the
CFP®Certification Examination
PACER Examination
Review Course Materials
Online Review Class
Live Review Classes
Identifying Strengths & Weaknesses
Open Phone Sessions
Other Important Information
Learning the Financial Calculator
Study Tips
Purchase These Review Items Separately
After Study Assessment Exam
Formulas Class

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Topic List for CFP® Certification Examination Copyright © 2005-2006, Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing requirements. “Keir Educational Resources is a Review Course Provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any review course nor receive any financial remunerations from Review Course Providers.”