Top 10 tips for passing the CFP exam
9. Spend time on a client’s story
The CFP exam is about application. It’s about understanding people’s financial stories. Spend some time on those case studies. Really understanding the different pieces of that client’s story. It’s a great way to be effective on the exam because if you learn how to digest all of that information about a client’s story, you can really nail that part of the exam.
View additional tips from Tanya here.
Tanya Nichols
Founder and president
Align Financial