Excellence through Preparation

Your comprehensive source of practice exams and study guides
for the most recognized financial planning designations in Canada

About PlannerPrep

Support your preparation and studying with PlannerPrep’s comprehensive packages of practice exams and study guides

Save precious time by preparing faster and improve your chances of passing the exam on your first attempt thanks to our simulated practice exams and premium study guide content.

Our focused content, competitive pricing and simple to use platform allows you to study when and where you want. Our dedicated team of financial planners have prepared our Practice Exams and Study Guides that focus on the mastery of concepts by rigorously applying what you’ve learned and strategically tackling large volumes of exam content.

Main Features

Practice Exams Structured to Simulate the Actual FP Canada Exams

  • Our CFP and QAFP practice exams have the same number of multiple choice and case study questions as the official exams.
  • PlannerPrep’s software makes the experience of taking the practice exams as relevant as possible
  • All practice exams include detailed answer key with explanations and traceability to competency profiles
  • Multiple attempts available for each practice exam

Focused Study Guides Reduce Your Study Time

  • Our comprehensive Study Guides cover all competency areas and financial planning areas
  • Downloadable PDF included for smartphones, computers and print-outs
  • Focused content ensure study time is as efficient as possible

Multiple Choice Question Banks

  • CFP and PFP Question Banks contain 500 multiple choice questions each
  • LLQP Question Bank contains 1,000 multiple choice questions
  • Correct answers and rationale available after each questions
  • Results based on financial planning area
  • Customize question formats to create question bank subsets to focus on specific financial planning areas

Affordable Product Bundles

  • Choose the product bundle most suitable to your needs and save
  • Leverage the power of our full set of products and content to succeed

Comprehensive Content

  • 3 QAFP Practice Exams include 60 multiple choice questions based on 6 full case studies
  • 3 CFP Practice Exams include 30+ constructed response questions
  • Over 2,000 multiple choice questions across all our products
  • Study Guides cover all financial planning areas in 300+ pages

PlannerPrep’s Testimonials

Derek C, Winnipeg, MB
December 14, 2022

I wanted to reach out and let you know that your material helped during my writing of the October CFP Exam, I passed and found the exam to be easier than I thought it’d be. Having now used your QAFP and CFP materials, I wanted to say thank you. I found it very helpful in both cases, and unbelievably priced compared to what else is out there.

I just wrote my AFP1 and passed the exam. Your practice questions were extremely helpful.

Yanitha M, Brampton, ON
August 2021

Parul D, Ottawa, ON
April 1, 2021

I found your study material very helpful in studying for the CFP exam.  I ended up passing the November 2021 exam.

PlannerPrep is a great resource for preparing for the CFP Exam.  With 500 questions to select from, I definitely got my reps in.   I like how you can select questions from any financial planning area to focus on.

Chris L, Toronto, ON
June 2021

Paul C, Vancouver, BC
September 2020

This was great resource for the QAFP exam.  Their case studies were in depth and challenging.  Worth the investment in time and money.

I’m happy I stumbled across PlannerPrep.  Their financial planner exam questions were challenging.  The calculation questions have always been a challenge for me but they provide detail answers and where I went wrong.  Thanks again!

Anita M, Mississauga, ON
August 2020

Financial Planning

Latest News

April 18, 2022

It is budget time in Ottawa and the federal government decided to leave two critical areas of Canadian tax policy unchanged: Principal residence exemption still remains Capital gains inclusion rate will stay at 50% Below we outline some other key areas of the budget that financial planners will need to be aware of: Anti-flipping Tax […]

January 7, 2022

The Old Age Security (OAS) pension is a taxable monthly payment from the Canadian Government to eligible seniors over the age of 65. Eligibility for OAS include the following: You must be at least 65 years of age. If living in Canada: You must be a Canadian citizen or legal resident and must have lived […]

January 4, 2022

Utilizing Life Insurance to make Charitable Donations Many registered charities, including hospitals and universities, solicit donations of insurance policies from their supporters. The donors get federal and provincial charitable donations tax credit while the organization, which becomes the owner or beneficiary, receives the insured amount assuming, where applicable, premiums continue to be paid. The federal […]