The Works

Successful completion of the Examination is required prior to becoming certified as a Personal Financial Planner (PFP®). The PFP® certification mark is the property of CSI Global Education Inc. (“CSI”).

The Works for your success are the Gobeil's Strategic Financial Planning Study Aid™ with constructed-response questions, Gobeil’s Collection of 1,000 Questions™, and The Personal Financial Planner's Manual™.

The 1,000 Questions will polish your technical knowledge; while the Financial Planning Study Aid will get you comfortable with the constructed-response style of questions applying your professional judgement to many client situations. The Manual will provide you with a complete study guide and reference service.

You can choose the Windows PC version or the Apple MAC version of Gobeil’s Collection of 1,000 Questions™ and Gobeil's Strategic Financial Planning Study Aid™.

You can choose the Windows PC version or the Printed version of The Personal Financial Planner's Manual™. The Manual is not available for a MAC computer.