Using the format and resources under Personal Financial Planner in Action in the text and using Form 3 at the end of the book, prepare your own Personal Financial Plan. You should establish some short-term and long-term plans and discuss how you would begin to adhere to a financial plan in order to achieve your goals. You may use Exhibit 1-10 as a guide if you wish.
All applicants go through a series of tests that check their level of English and knowledge of formatting styles. The applicant is also required to present a sample of writing to the Evaluation Department. If you wish to find out more about the procedure, check out the whole process.