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Preparing for the CFP Exam: Effective Tips and Strategies for Success

International College of Financial Planning

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The CFP exam’s content spans the entire CFP Board’s 72 Principal Knowledge Topics.

CFP 52
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Individual Stock Risk

Tobias Financial

We recently had our Quarterly Market Update Webinar, which you can replay here. However, we are excited to delve deeper into a crucial aspect of investing with our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®.

CFP 52
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Advice-only financial planners are stealing the show!

Sara Grillo

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. Cody decided to become an advice-only financial planner, avoiding managing assets for clients and focusing instead just on the service of financial planning because he feels that is where the greatest value of a financial advisor lies. Was this helpful?