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CERTIFIED FINANCIAL PLANNER (CFP) Certification Exam Syllabus

Professional Conduct and Regulation

CFP Board's Code and Standards, procedural rules, regulation and the fiduciary duty.

8%
Weight
13
Questions
8
Marks

CFP Board Standards

  • Code of Ethics and Standards of Conduct
  • Procedural Rules
  • Fiduciary standard and application
  • Practice standards for the financial planning process

Regulation and Consumer Protection

  • Function and structure of financial institutions
  • Financial services regulations and requirements
  • Consumer protection laws
  • Registration and licensing requirements

General Principles of Financial Planning

The financial planning process, cash flow, debt, economics, TVM and education planning.

15%
Weight
25
Questions
15
Marks

Planning Process and Cash Flow

  • Financial planning process
  • Financial statements
  • Cash flow management
  • Financing strategies and debt management

Economics and Time Value of Money

  • Economic concepts
  • Time value of money calculations
  • Inflation-adjusted returns
  • Gift and income tax strategies

Education Planning

  • Education needs analysis
  • Education savings vehicles (529, Coverdell)
  • Education funding and financial aid
  • Tax considerations for education funding

Risk Management and Insurance Planning

Risk analysis and life, health, disability, LTC, annuity and business insurance solutions.

11%
Weight
19
Questions
11
Marks

Risk Principles and Analysis

  • Principles of risk and insurance
  • Analysis of risk exposures
  • Insurance needs analysis
  • Insurance policy and company selection

Insurance Products

  • Life insurance (individual and group)
  • Disability income insurance
  • Health insurance and health care cost management
  • Long-term care insurance
  • Qualified and non-qualified annuities
  • Business owner insurance solutions

Investment Planning

Investment vehicles, risk, return measures, valuation, asset allocation and strategies.

17%
Weight
29
Questions
17
Marks

Investment Vehicles and Risk

  • Characteristics, uses and taxation of investment vehicles
  • Types of investment risk
  • Market cycles
  • Alternative investments and liquidity risk

Quantitative Concepts and Valuation

  • Measures of investment return
  • Risk-adjusted performance measures
  • Bond and stock valuation
  • Duration and convexity

Portfolio Construction

  • Asset allocation and diversification
  • Portfolio development and analysis
  • Investment strategies
  • Modern portfolio theory

Tax Planning

Individual and entity taxation, trusts and estates, tax management and charitable giving.

14%
Weight
24
Questions
14
Marks

Income Tax Fundamentals

  • Fundamental and current tax law
  • Income tax calculations
  • Characteristics and taxation of business entities
  • Income taxation of trusts and estates

Tax Management Techniques

  • Tax reduction and management techniques
  • Tax consequences of property transactions
  • Tax implications of special circumstances
  • Charitable contributions and deductions
  • Alternative minimum tax

Retirement Savings and Income Planning

Retirement needs, Social Security, plan types and rules, distributions and succession.

18%
Weight
31
Questions
18
Marks

Retirement Needs and Social Benefits

  • Retirement needs analysis
  • Social Security and Medicare planning
  • Eldercare and special needs planning
  • Retirement income and distribution strategies

Retirement Plans

  • Types of retirement plans
  • Qualified plan rules and options
  • Non-qualified plan rules and options
  • Key factors in plan selection for businesses

Distributions and Succession

  • Distribution rules and taxation
  • Required minimum distributions
  • IRA rollovers and conversions
  • Business succession planning

Estate Planning

Property transfer, estate documents, transfer taxes, trusts and special-circumstance planning.

10%
Weight
17
Questions
10
Marks

Property Transfer and Documents

  • Property titling and beneficiary designations
  • Strategies to transfer property
  • Estate and incapacity planning documents
  • Sources for estate liquidity

Transfer Taxes and Trusts

  • Gift, estate and GST tax compliance and calculation
  • Types, features and taxation of trusts
  • Marital deduction
  • Intra-family and business transfer techniques

Special Situations

  • Postmortem estate planning techniques
  • Planning for divorce and unmarried couples
  • Planning for special needs
  • Charitable estate planning

Psychology of Financial Planning

Client attitudes and biases, behavioral finance, money conflict, counseling and communication.

7%
Weight
12
Questions
7
Marks

Client Psychology

  • Client and planner attitudes, values and biases
  • Behavioral finance
  • Sources of money conflict
  • Crisis events with severe consequences

Counseling and Communication

  • Principles of counseling
  • Principles of effective communication
  • Building client trust
  • Active listening

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Timed Exams

Simulate real exam conditions with timed practice tests

  • Exam-like environment
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Practice Tests

Comprehensive question bank with detailed explanations

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  • Topic relationships

Track Your Progress

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Learning Progress

Professional Conduct and Regulation 85%
General Principles of Financial Planning 92%

Practice Test Scores

95%
Latest Score
Above passing threshold

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