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CFP Board

CFP

The standard of excellence in personal financial planning. Covers all areas of comprehensive financial advice.

170 questions
390 min exam
8 topics

Course curriculum

1

Financial Planning Process

7% of exam · 4 sections

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2

Tax Planning

14% of exam · 4 sections

3

Investment Management

17% of exam · 4 sections

4

Retirement Savings & Income

18% of exam · 4 sections

5

Estate Planning

12% of exam · 4 sections

6

Risk & Insurance

12% of exam · 4 sections

7

Education & Special Planning

7% of exam · 4 sections

8

Ethics & Professional Conduct

13% of exam · 4 sections

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