cfp requirements

CFP Requirements: 4 Steps to Become a Certified Financial Planner

If you’re considering a flexible, intellectually stimulating finance career with high job satisfaction, financial planning is definitely within the top 5, in our opinion. And one of the more prominent, internationally recognized qualification within this field is the Certified Financial Planner (CFP) designation. If you’re considering the CFP exams, this guide covers exactly what you’ll …

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CFA Exam Dates Deadlines and Schedule For Your Calendar

CFA Exam Dates 2025-2026: Key Registration Deadlines

Keeping track of all the important CFA exam information and deadlines is tough as is, especially when you’re already busy studying to pass the exams. It didn’t help that CFA Institute’s dates kept changing for the CFA exam window frequencies for each level. So here’s a quick summary on all relevant CFA exam dates you need …

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cfp exam cost

How Much Does CFP Exam Cost? A Useful Budget

​Here’s a no-nonsense guide on all the realistic CFP exam fees you will need to budget for. First, we will look at the average total cost of preparing for the Certified Financial Planner qualification (and the relevant assumptions). Then, we will delve into the details of the 6 individual components of these costs, before finally …

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cfa practice exams how to improve score orig

10 Ways To Improve Your CFA Practice Exam Scores Now

We are nearly there candidates – it’s CFA practice exam season! You might be worried that your scores aren’t high enough. Candidates should be targeting a consistent practice exam score of at least 65% (the higher the better of course). But the score for your first practice exam can be quite low and demoralizing – …

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Free CFA Study Materials List

Free CFA Study Materials List [2025 Edition]

The CFA program is a lot cheaper than other postgraduate qualifications, but hey, every little helps, right? Be careful though – free CFA exam materials floating around the internet can be outdated or inaccurate. So we’ve compiled a list of the best available free CFA study materials just for you, so you can get straight …

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Candidate looking at the CFA Institute Practice Pack

CFA Practice Pack: A Comprehensive Review

In the recent years CFA Institute has revised many long-standing aspects of the CFA exam – the shift to computer-based testing, multiple testing sessions in a year, and changes to results reporting. Their latest initiative is the CFA Institute Practice Pack – a package of mocks and practice questions made available to CFA Level 1 …

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how to pass cfa level 1 in 2 weeks

How To Pass CFA Level 1 In 2 Weeks: My Crazy Story

Editor’s note: This is a personal story shared as an anecdote. You should definitely NOT look to this example for your own CFA preparation approach (unless desperate)! Hi, I’m Scott, and a few years ago, I passed my CFA Level 1 with just 2 weeks worth of studying.  I started two Saturdays away from the …

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engineering to finance

How to Switch Careers from Engineering to Finance

It’s quite common for individuals who start off as engineers to think about switching to finance. I’m one of them, by the way. Despite seemingly different disciplines, a background in engineering equips one well with an analytical mind, which is a highly transferable skillset to financial roles. But just how easy is it to switch …

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