The Comprehensive CFP® Exam Review Guide

Have you already completed a CFP® Board-approved educational program? If so, you have had extensive exposure to all the topic areas covered by the CFP®exam, and are ready to review! The Comprehensive CFP® Exam Review Guide - a condensed manual that covers the eight Major Job Task Domains of the financial planning process as tested by the Board - focuses on the key content required for your passing the CFP® exam, the first time! The Exam Review Guide is divided into thirty Modules, with five modules for each of the six topic areas: • General Principles of Financial Planning • Insurance Planning • Investment Planning • Income Tax • Retirement Planning • Estate Tax These topic areas are currently tested within the framework of the eight major domains, as defined by the CFP® Board: • Establishing and Defining the Client-Planner Relationship • Gathering Client Data Including Goals • Analyzing and Evaluating the Client›s Current Financial Status • Developing and Presenting Recommendations and/or Alternatives • Communicating the Recommendations • Implementing the Recommendations • Monitoring the Recommendations • Practicing within Professional and Regulatory Standards The key to passing the exam is in recognizing how each of the individual topics fit together with these eight steps. The exam is comprehensive in nature and you will see questions that combine topics. In addition, questions will be asked in random order; for example, question one might be retirement oriented and question two might be estate tax oriented. Practice Questions Throughout the text you will see sample questions that address the specific topic being discussed. The Appendices, which make up the entire second half of the book, are organized into subject area (matching the text) and provide many more questions for your practice and review, as well as Practice Exams to reinforce your knowledge in that Subject Area. There is also a brief Final Exam to pull it all together. By the time you have completed your review, and answered the hundreds of questions provided for you, you will be ready to tackle the exam!