CFP Exam Topics

Explore all 7 principal knowledge domains of the CFP certification exam.

Professional Conduct & Regulation

CFP Board standards, fiduciary duty, ethics, and regulatory framework.

Financial planning process, behavioral finance, time value of money, and economic concepts.

Insurance principles, life/health/disability/property coverage, and risk analysis.

Asset allocation, portfolio theory, security analysis, and investment strategies.

Income tax fundamentals, deductions, credits, and tax-efficient strategies.

Qualified plans, Social Security, distribution strategies, and retirement needs analysis.

Trusts, estate tax, gifting strategies, incapacity planning, and wealth transfer.