The course

• 1

  Start here

  CFP Board sets 170 questions in two 3-hour sections of 85

  Free: A tour of the exam
• 2

  A. Professional Conduct and Regulation

  8% of the exam (CFP Board's Principal Knowledge Domains)

  Code of Ethics, Standards and the fiduciary dutyRegulation, institutions and consumer protection17 questions
• 3

  B. General Principles of Financial Planning

  15% of the exam (CFP Board's Principal Knowledge Domains)

  The planning process, statements, cash flow and debtFree: Time value of money and economic conceptsEducation planning and gifting strategies33 questions
• 4

  C. Risk Management and Insurance Planning

  11% of the exam (CFP Board's Principal Knowledge Domains)

  Risk principles, exposures and insurance needsHealth, disability and long-term care insuranceLife insurance, annuities and business owner coverage25 questions
• 5

  D. Investment Planning

  17% of the exam (CFP Board's Principal Knowledge Domains)

  Investment vehicles, risk and market cyclesReturn, risk measures and valuationAsset allocation, portfolios and strategies34 questions
• 6

  E. Tax Planning

  14% of the exam (CFP Board's Principal Knowledge Domains)

  Income tax, entities and trustsTax reduction, property transactions and charitable giving32 questions
• 7

  F. Retirement Savings and Income Planning

  18% of the exam (CFP Board's Principal Knowledge Domains)

  Free: Retirement needs, Social Security and eldercareRetirement plan types and rulesDistributions, income strategies and succession39 questions
• 8

  G. Estate Planning

  10% of the exam (CFP Board's Principal Knowledge Domains)

  Titling, transfers, documents and liquidityGift, estate and GST tax, trusts and the marital deductionFamily transfers, postmortem planning and special circumstances19 questions
• 9

  H. Psychology of Financial Planning

  7% of the exam (CFP Board's Principal Knowledge Domains)

  Biases, behavioral finance and money conflictCounseling, communication and crisis events12 questions
• 10

  Test day

  Pace each 3-hour section; a finished subsection cannot be reopened

  Test day