How we help you with the seven
financial planning components in CFP® exams
We walk you through everything you need to pass your CFP® exam in South Africa. Expertly curated, visually dynamic, study materials centred around financial planning components in CFP® exams.
Mindmaps, summary notes, study guides, templates, worksheets and case studies provide financial planning students with key resources to improve success.
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Benefits of our study materials for CFP® exams
in South Africa
Colligo’s library is an all-in-one digital solution designed to help you pass your CFP® board exam. We cover each financial planning component with easy to follow notes, summaries, mindmaps and more.
Explore the benefits and learn more about the study materials we provide for financial planning components.
KNOW EXACTLY WHERE TO BEGIN
Complete resources & study materials
Let us help you cut out the guesswork. Know exactly where to begin and what to study. Easy-to-follow prep materials to reduce stress and improve your confidence around all areas within your CFP® board exam.
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GUIDANCE & SUPPORT
Your CFP® designation support partner
Content experts provide the guidance and support you need to pass your exam. Our study materials complement the South African Financial Planning Handbook and are designed for the way your brain works.
FIT INTO YOUR STUDY SCHEDULE
Designed to slot into your busy life
Readily accessible digital (and print-ready) materials that slot into each study session seamlessly. No extra time spent on searching for study strategies & summaries.
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INSTANT DOWNLOAD
Cost-effective & convenient download
With cost-effective pricing and instant download, our engaging study materials are only a few clicks away. Improve your knowledge base and confidence right away.
Explore our complete collection of study materials for CFP® exams & buy all study guides.
We are here to help you make sure you feel confident in all aspects of financial planning as you prepare for undergraduate or post-graduate assessments.
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Our engaging, intuitively designed mindmaps, study notes, templates and worksheets, cover all seven components of financial planning.
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Reduce stress with our convenient cost-effective study materials for financial planning.
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Explore each component or purchase the complete collection to make sure you’re completely confident and exam-ready!
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Frequently asked questions CFP® qualifications and exams
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What is a certified financial planner (CFP®)?A certified financial planner designation is a professional certification for financial planners that indicates expertise in financial management, tax planning, insurance, risk planning, estate planning and retirement planning. CFP®'s also need to understand and adhere to a strict code of ethics, standards of practice and relevant laws in areas of financial planning.