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This is a Guide only.
The purpose of this study plan is to give CFP® Certification Examination candidates a
general ideal of how much material they should cover each day to review all of the
Keir CFP materials in a 12-week period.
We do not (on purpose) give a suggested amount of time to spend each day. Most
students will find this will vary from two to four hours per day (200 to 300 hours
total to adequately prepare for the exam). The critical recommendation is “Do not
allow work to pile up. Do not put off completing a lesson without a serious reason.”
Some things that may alter your pace:
- Unclear Concept: If you find a concept unclear after spending a reasonable
amount of time, call customer service at Keir during normal business hours.
They will have an answer for you or have an instructor call you back within 24
hours. You can reach customer service at 800-795-5347 or
.
- Already Understand This: You may need to spend less time on it, but make
sure you are scoring 75% or better on the questions.
- Unfamiliar with Topic: There will be topics in the materials with which you are not
as familiar. You will need to spend more time on these topics.
- Family/Personal Emergency: You may need to reschedule both your study
time and/or exam time.
Key Concepts built into this agenda:
1) You must read all topics in the two volume summary review books.
2) You must answer all application questions in the two volume summary
review books and all cases in the case studies book (and get at least 75%
on them).
3) You purchased both the comprehensive exam software and flash cards. If
you did not order these items, you will have less to study some days.
4) You must take the entire 10-hour simulated exam one week prior to the
exam.
5) Regular study hours over a period of time are better than putting off study
and cramming at the last minute.
6) Let ideas sink in. The curriculum does not call for study on Sunday or any
other (one) day of your choosing each week. This will allow time for that
week's topics to sink in.
So long as you accomplish these six things, you may adjust the agenda to fit life and study style
We at Keir wish you the best of luck studying for the exam. You can always reach us for questions
regarding the content of our materials Monday through Friday from 9AM EST to 5PM EST. Please call
us at 800-795-5347 or send us an email message at customerservice@keirsuccess.com. Remember, Keir
will get you through!
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