Certified Financial Planner(CFP) Study Guide and Practice Tests

Need Help Studying for the Certified Financial Planner Examination (CFP) Exam?

Complete Study Guide with Practice Test Questions.

The Certified Financial Planner Examination (CFP) is offered by Certified Financial Planner Board of Standards, Inc. (CFP Board) to gauge the candidate’s aptitude in applying knowledge of financial planning to real world situations.

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You must have completed a CFP Board-Registered Program.

Otherwise, you must have completed an equivalent course work subject to CFP Board’s transcript review process.

Or you must have at least one of the designations, credentials or degrees pre-approved by CFP Board.

checkExam Registration

Open an online account with at CFP Board.

Once logged in to your account, you will be asked for your contact information and details of your eligibility.

You may then select an exam date and location and make a credit card payment of $595 for the exam.

You will be advised on how to provide documentation proof of your eligibility at the end of registration.

checkExam Details

This examination is usually held on the third Friday and Saturday of March, July and November every year.

It is a 10-hour examination that is split into three sessions.

The first is a 4-hour session on Friday while the second and third are each a 3-hour session held on Saturday.

The exam is in pencil-and-paper format.

As this is a pass or fail examination, there is no use of rank-ordering scores in the results.

checkExam Contents

General Principles of Financial Planning – 11%

Insurance Planning and Risk Management – 14%

Employee Benefits Planning – 8%

Investment Planning – 19%

Income Tax Planning – 14%

Retirement Planning – 19%

Estate Planning – 15%


check Test Taking Tips

Using Flashcards

How to take computer based exams

In the Test Room

Making Study Goals



Complete CFP Study Guide and Practice Test Questions


Complete CFP study guide prepared by a dedicated team of expert researchers. Effective, affordable help from the most comprehensive test preparation company in the world!

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Language English

Written by:
Modified: 2017-10-02
Published by:MoMetrix Test Preparation Inc.


Rated 4.5/5
based on 5 customer reviews


CFP Secrets Study Guide

This should not replace the original material but is an excellent way to review the material and prepare for exams

July 21, 2016
Format: Paperback|Verified Purchase

5/5 stars

A valuable resource that reduces volumes of original study material into a concise review summary. This should not replace the original material but is an excellent way to review the material and prepare for exams.



A wonderful study guide
April 28, 2017
Format: Paperback|Verified Purchase

5/5 stars

This is a wonderful guide. It highlights everything is a condensed matter. There is so much to study for the exam and this makes it easier



Five Stars
March 31, 2016
Format: Paperback|Verified Purchase

5/5 stars

Very usefull book.



Four Stars
June 28, 2016
Format: Paperback|Verified Purchase

4/5 stars

Review content is condensed but covered all necessary issues.



Five Stars
July 17, 2016
Format: Paperback|Verified Purchase

5/5 stars


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