Financial Planning Questions

  • Is PlannerPrep practice exams and study material online?
  • How many exam attempts allowed per exam?
  • Is the financial planning practice material from the US?
  • How often is PlannerPrep’s study material updated?
  • Who wrote the study material?
  • After completing a practice exam. Do I get a summary of my results?
Is PlannerPrep practice exams and study material online?

Yes.  PlannerPrep’s practice exams can only be completed online.  PlannerPrep’s QAFP and CFP study guide is in PDF form that can be viewed online or printed out for your convenience.  Access to all content is made available immediately after purchase.

How many exam attempts allowed per exam?

Five attempts per exam.  You can review and print out your results at any time from your dashboard.

Is the financial planning practice material from the US?

No.  PlannerPrep provides 100% Canadian financial planning practice questions and study material.

How often is PlannerPrep’s study material updated?

PlannerPrep’s study material is updated each year.

Who wrote the study material?

PlannerPrep’s study material was created by multiple Canadian certified financial planners and licensed insurance agents.

After completing a practice exam. Do I get a summary of my results?

Yes.  After completing the practice exam attempt, PlannerPrep provides a breakdown of your exam source along with percentage grader for each financial planning area.


Technical Questions

  • I forgot my password. How can I reset it?
  • Can I save my practice exam attempt and return later?
  • I purchased PlannerPrep’s practice material. Where can I find the practice exams?
I forgot my password. How can I reset it?

Please click the “forgot password” link in the login screen to reset your password.  If you are still having issues, please contact us at support@plannerprep.ca

Can I save my practice exam attempt and return later?

Yes.  On each page of the exam, you can save your exam attempt and return at any point.

I purchased PlannerPrep’s practice material. Where can I find the practice exams?

In MyAccount.  You will find the practice exam links along with the financial planning study guide.