CFP Pocket Prep

CFP Pocket Prep

Financial Planning Exam Prep

413 ratings
24 reviews

Archived App

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • September 24, 2014
  • June 24, 2020

Features

CFP Pocket Prep screenshot #1 for iPhone
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CFP Pocket Prep screenshot #7 for iPhone
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About

Prepare for your Certified Financial Planner (CFP®) exam with this award-winning mobile learning tool. Study efficiently with short, interactive quizzes and detailed explanations, accessible anytime, anywhere. Access a limited free version or upgrade for comprehensive practice questions, custom exams, and a pass guarantee.

Offline study mode
Interactive practice questions
Detailed answer explanations
Customizable exam builder
Study reminders and notifications
Progress tracking and reporting
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What's New in CFP Pocket Prep

6.7.9

June 24, 2020

Pocket Prep has been working hard on a brand new application. This update allows us to more easily transfer you to the new app. If you have upgraded to the Premium Plan, you will still have that access in the new application. If you have any trouble, we have also updated our in app help center. Please visit Settings -> Feedback & Support -> Help & Message Center and one of our team members will help you directly.

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4

In-App Purchases

$49.99

CFP Premium

Gain lifetime access to all the practice questions and features the app has to offer.

User reviews

Great, but...

This app was great initially. I purchased the $50 unlimited package. The questions in the app are great, and I also really like the question of the day, and other features on the app.

On September 26, I opened the app, and all my progress was gone. Also it brought me back to the free version. After maybe 10 minutes of trying to figure out what was wrong, I tried the ‘restore purchase’ button. It brought back the premium service, but all my progress had been lost. I already had answered more than half the questions at that point. For reference, when I started the app, I was 94 days from CFP test day, and on the day I lost all my progress and data, I was about 44 days away from CFP test day.

Definitely frustrating, as apparently, there’s nothing I can do to get my old progress back with over half the questions answered and already tracked areas for improvement. According to Oleksandr, a team member that I messaged. He then ended the message with verbatim: Regardless of your login state, you can tap the restore purchase button on the upgrade screen to re-enable your premium access. Hope this helps!

It does not help, as I did that already, and it is now impossible to get my old data back. Again, great app if they can keep your data. After paying $50 you’d expect the app to automatically track everything. Guess not though.
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Recommend

I passed the CFP on my first try thanks to this app. I wouldn’t go as far as to say you should use this as your main source of study material, but as a supplement and using this on my downtime (while in the bathroom, eating lunch, etc.) definitely helped tipped the scales in my favor and drill-in some of the important concepts and topics. As long as the information is up to date, I’d recommend using this app. Remember that there’s so much material to cover, so it’s all about practice and repetition.
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Response from developer

Congratulations on passing the exam and taking the time to leave us a review. We wish you the best! 🎉

Great App to help you pass The CFP exam

Very nice easy to use app. I much preferred using this app in my spare time leading up to the exam as opposed to flash cards.

Response from developer

Thanks so much for taking the time to leave us a review! We greatly appreciate you taking the time to leave us valuable feedback.

SCAM

I bought this app for $50 because it claims to have 700 different questions. I started noticing that multiple questions were being repeated and they were being deducted from the question bank. I sent multiple messages and they insisted it was a system glitch and recommended that I reset the app, so I did. And the same thing happened again! I went through all 700 questions and they were not 700 different questions. The same questions were being recycled so I started taking screenshots as proof. I’ve tried to talk to someone but they take a day to respond via message and state that they do not take phone calls. I would like to speak to a live person but they do not accept calls. For $50, I expect to have 700 DIFFERENT questions, but my guess is that there possibly 350 questions. I would’ve paid $25 for that. I am a super busy mom/career woman and do not have time to go though this. DO NOT BUY, I think they intentionally do this!
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Response from developer

Hi there! So sorry to hear about this issue! Please contact us through the app or our website, and we’ll get this problem sorted out asap. We appreciate your understanding!

CFP App Be Aware and don’t buy it! Wrong Answers... not updated to 2018 Tax Laws

So, I spent my $25 and basically wasted my money! I was working on the Tax Questions and I noticed errors. One of them is related to Moving Expenses. According to JTCA of 2018, IRS doesn’t allow you to deduct moving expenses. They used too, based on the OLD Tax Laws! Also, the Kiddie Tax Question says that Kiddie Tax is based on the Parents Tax Rate! Wrong! In 2018, Kiddie Tax is based on the Trusts and Estate Taxes. I am disappointed! Already contacted the App Creator to ask for Reimbursement. And to be perfectly clear, I checked off the app version related to 2018 Tax Laws and not the March of 2018- which tested Old Tax Laws version!!! Don’t buy it! Unless, you want to fail your 2018 CFP exam! Alexandra D.
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Developer apps

FAQ

What is CFP Pocket Prep?

CFP Pocket Prep is a mobile application designed to help individuals study for and pass the Certified Financial Planner (CFP®) exam. It utilizes principles of mobile learning, offering short, frequent study sessions with interactive quizzes and detailed answer explanations to enhance knowledge retention.

What are the key features of CFP Pocket Prep?

Key features include offline study capabilities, multiple study modes (see answers as you go or at the end), the ability to retake past exams, study reminders, automatic test saving, detailed history and results reporting, and an exam day countdown. It also offers an Exam Builder to create customized exams.

How much does CFP Pocket Prep cost?

The app offers a limited free version with practice questions and limited access to the Question of the Day. Users can upgrade to a paid study package for full access to hundreds of practice questions, custom exams, bonus questions, and a Money-Back Pass Guarantee.

Is CFP Pocket Prep compatible with my device?

The application is designed to be multi-device ready, meaning it can be used across various mobile devices. Specific compatibility details, such as operating system versions, are typically found in the app store listing.

How can CFP Pocket Prep help me pass the CFP exam?

The app focuses on efficient study methods, breaking down complex information into manageable quiz sessions. The detailed rationales for answers and the ability to build custom exams allow for targeted practice on areas needing improvement, increasing your chances of success.