Calla — CFP Exam Prep: The Long Case Studies

What you’ll master — Outcomes you can use

1. A defensible recommendation under the clock
2. Two consecutive cases carry no unsupported assumption

Your tutor

A CFP professional who has coached candidates through the case-study sections for years, retakers included.

Exacting · Unsentimental · Generous with process

The plan — What’s inside

1. Strip A Case To Its Facts
2. Spot The Cross-Domain Trigger
3. Tax And Estate In One Recommendation
4. Work The Long Case On The Clock
5. Post-Mortem Every Miss

5 parts

Questions about this course

How do I get candidates through the CFP case studies after a failed attempt?

CFP exam prep aimed at the two long case studies, drilled 1:1 with retakers who know the material cold. Five timed rounds where every assumption is cross-examined until they cite the fact behind it, ending when two consecutive cases carry none unsupported.