Comprehensive examination
One comprehensive exam across the financial planning process. 170 multiple-choice questions, using stand-alone items, short scenarios, and case studies, in two three-hour sessions.
- Testing time
- 360 minutes
- Question format
- Stand-alone, short-scenario, and case-study MCQs
What is tested
- Professional Conduct and Regulation
- General Principles of Financial Planning
- Risk Management and Insurance Planning
- Investment Planning
- Tax Planning
- Retirement Savings and Income Planning
- Estate Planning
- Psychology of Financial Planning