| Associate members who are preparing for the R.F.P. Technical exam may want to purchase additional study materials. We have two options available, directly from the publisher; “The Personal Financial Planners Manual” or “The Guide to Personal Financial Planning”. |
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will guide you through current and up-to-date concepts, definitions and strategies required to address client’s needs with examples as to how they apply to client situations.
The Manual includes 67 chapters addressing the components of financial planning as defined in The Professional Competency Profiles: financial planning practices, financial management, income tax planning, investment planning, education planning, risk management, retirement planning and estate planning. The cost of the Manual is $295.
There are 2 accompanying study aids available:
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Gobeil’s Strategic Financial Planning Study Aid ™ includes 75 constructed-response case situations, an e-Book on Strategic Financial Planning, and 180 multiple-choice questions. |
Gobeil’s Collection of 1,000 Questions™ is the 1,100+ multiple-choice questions that have been used by over 20,000 candidates to prepare for the financial planning exams. |
To learn more and for pricing options, visit https://www.gobeilstudy.ca/rfp
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Incredibly in-depth and comprehensive, the Guide is the definitive standard-setter for financial planning professionals across Canada and a must-have for newly-minted and veteran planners alike.
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The entire guide, updated quarterly, is available through Thomson Reuters and can be purchased for $736. A separate Question Pack with 100 test questions relating to the Guide costs $100 and can be purchased through the IAFP (contact admin@iafp.ca). |
SAMPLE QUESTION FROM QUESTION PACK
Q1 - Establishing the Engagement
What is the difference between the regulatory concept of Know Your Client and the detail required of a Professional Financial Planner to truly know and understand a client when entering a Financial Planning Engagement?
Q1 Answer:
Know Your Client:
Professional Financial Planner:
Specifically, as it pertains to investment risk, the PFP takes a wholistic approach encompassing the client’s entire circumstances in determining the level of risk that is appropriate in setting out to achieve the client’s goals and objectives.
Both relationships are based on trust however it is arguable that the PFP relationship is more broadly based and encompassing.
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We hope that these tools help you in your quest to obtain the R.F.P designation and look forward to seeing you as R.F.P. Professional members at our upcoming symposium. Regards, Spencer Tilley, |
Last updated: 21 Jun 2022 2:26 PM
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