Keir's Preliminary Assessment of Certification Exam Readiness
PACER

INSTRUCTIONS

This test is designed to help you make a preliminary assessment of your readiness to sit for the 10-hour CFP® Certification Examination given by the Board of Standards. The PACER test consists of 15 questions drawn from each of the following five broad subject areas covered by the CFP® Certification Examination:

  • Financial Planning Process and Insurance

  • Investment Planning

  • Income Tax Planning

  • Retirement Planning

  • Estate Planning

It also includes 25 more questions scattered over these five areas based on a comprehensive case. The test is not designed to provide a definitive assessment of your readiness for the exam, because it does not scientifically sample all of the topics you will need to deal with on the CFP® Certification Examination. It can, however, be the first step toward adding the CFP® license to your credentials.

If after you take the test, you find that you have done very well (at least 90% correct) in each of the above five areas, you are well on your way to being ready to take the Certification Examination. Your next step should be to test yourself more fully by means of the Keir Simulated Certification Exam, a ten-hour practice examination that presents the kinds of questions and conditions you can expect to encounter when you sit for the official examination. If you do well on the simulated examination, the chances are high that you will also do well when you sit for the "real thing."

On the other hand, if you find that you haven't done very well (less than 90% correct) in one or more of the five subject areas covered by the present test, the odds are high that you need to do more work in those areas. Your next step should be to purchase the full Keir CFP® Certification Exam Review Package. When you receive the review package, begin by studying thoroughly the relevant topics in Volume I or II of the Keir Review for CFP® Certification Examination workbook, focusing on the topical area(s) in which you didn't do well. You should then go to work with the Keir Comprehensive Case Study book. If you had difficulty with time-value-of-money calculation problems, Keir's Time and Money book, including the use of the HP-10B financial calculator, should also be a high priority item for you. Lastly, you should try your hand on the Keir Simulated Certification Examination. With this much behind you, your chances of success when taking the "real thing" should be greatly improved.

You may change your answers at anytime before clicking on the Grade Exam button. Use the scroll bar to move between questions. After you have clicked on Grade Exam, a screen will pop up and show your scores in the five subject matter areas. If you would like to purchase your materials, click here to order now 


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