CFP learn
CFP learn topics
15 structured study articles across every CFP sitting — weights, traps, stem patterns, and practice loops.
Start studying
Start your CFP practice
MiloPrep will pair these topic guides with adaptive drills under one suite subscription.
Learn articles
15
Sittings
1
Per sitting
15
Format
Structured blocks
Comprehensive examination(15 topics)
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.
- Professional Conduct and RegulationProfessional Conduct and Regulation has a published allocation of 8% in Comprehensive examination: treat it as a decision rule plus timed practice, not vocabulary alone. 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.
- General Principles of Financial PlanningGeneral Principles of Financial Planning has a published allocation of 15% in Comprehensive examination: treat it as a decision rule plus timed practice, not vocabulary alone. 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.
- Risk Management and Insurance PlanningRisk Management and Insurance Planning has a published allocation of 11% in Comprehensive examination: treat it as a decision rule plus timed practice, not vocabulary alone. 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.
- Investment PlanningInvestment Planning has a published allocation of 17% in Comprehensive examination: treat it as a decision rule plus timed practice, not vocabulary alone. 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.
- Tax PlanningTax Planning has a published allocation of 14% in Comprehensive examination: treat it as a decision rule plus timed practice, not vocabulary alone. 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.
- Retirement Savings and Income PlanningRetirement Savings and Income Planning has a published allocation of 18% in Comprehensive examination: treat it as a decision rule plus timed practice, not vocabulary alone. 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.
- Estate PlanningEstate Planning has a published allocation of 10% in Comprehensive examination: treat it as a decision rule plus timed practice, not vocabulary alone. 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.
- Psychology of Financial PlanningPsychology of Financial Planning has a published allocation of 7% in Comprehensive examination: treat it as a decision rule plus timed practice, not vocabulary alone. 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.
- Integrated Case: Tax Plus RetirementCFP case skill: combine tax and retirement rules for one household instead of studying topics in isolation.
- Insurance Needs Analysis Under ConstraintsRisk-management stems that force priority decisions when the client cannot fund every coverage gap.
- Portfolio Construction for Household GoalsInvestment planning that ties asset allocation to stated goals, time horizon, and tax location.
- Estate Documents and Titling InteractionsHow wills, trusts, and titling interact — CFP estate stems punish document-only answers.
- Behavioural Bias in Client ConversationsPsychology of financial planning — identify the bias and the planner response the outline expects.
- Education Funding Vehicle Comparison529 vs alternatives under tax and financial-aid constraints inside comprehensive cases.
- Ethics Disclosure and Fiduciary DutiesProfessional conduct stems — duty, disclosure, and documentation under CFP Board standards.
Continue
CFP hub
The CFP certification is the standard for personal financial planning. A single comprehensive exam tests the full planning process, from professional conduct and tax through investments, retirement, insurance, and estate planning.
Open hubStudy tips
High-density CFP study tactics.
Read tipsWeak-area picker
Order parts by published weight.
Open tool