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CFP Certification Exam Study Guide - Certified Financial Planner

Course Summary

This study guide goes over all the content you'll want to be ready for before tackling the CFP Certification exam. Chapters taught by professional instructors will allow you to study at your own pace through a series of engaging video and text lessons.
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14 chapters in CFP Certification Exam Study Guide - Certified Financial Planner

Course Progress Best Score
Lesson 1 - The Financial Planning Process Score: {{cp.lessonAssetIdToProgress[13871].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[13871].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - What Are Financial Statements? - Definition, Purpose & Importance Score: {{cp.lessonAssetIdToProgress[9170].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[9170].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - What Is Cash Flow? - Definition, Calculation & Example Score: {{cp.lessonAssetIdToProgress[7564].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[7564].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - Control of Cash: Definition & Methods Score: {{cp.lessonAssetIdToProgress[15042].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[15042].bestScoreQuestions}}  Take Quiz Optional
Lesson 5 - What Is Financing? - Definition & Types Score: {{cp.lessonAssetIdToProgress[9603].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[9603].bestScoreQuestions}}  Take Quiz Optional
Lesson 6 - Financing Strategies for Borrowing Money Score: {{cp.lessonAssetIdToProgress[169099].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169099].bestScoreQuestions}}  Take Quiz Optional
Lesson 7 - What is Economics? - Definition & Principles Score: {{cp.lessonAssetIdToProgress[7905].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[7905].bestScoreQuestions}}  Take Quiz Optional
Lesson 8 - Present and Future Value: Calculating the Time Value of Money Score: {{cp.lessonAssetIdToProgress[1984].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[1984].bestScoreQuestions}}  Take Quiz Optional
Lesson 9 - What is Effective Business Communication? Score: {{cp.lessonAssetIdToProgress[58590].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[58590].bestScoreQuestions}}  Take Quiz Optional
Lesson 10 - Financial Counseling Services: Types & Process Score: {{cp.lessonAssetIdToProgress[149971].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[149971].bestScoreQuestions}}  Take Quiz Optional
Lesson 11 - Debt Management: Definition, Types & Examples Score: {{cp.lessonAssetIdToProgress[56046].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[56046].bestScoreQuestions}}  Take Quiz Optional
Course Progress Best Score
Lesson 1 - Health Insurance and Health Care: Overview, Roles & Regulations Score: {{cp.lessonAssetIdToProgress[18527].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[18527].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - The U.S. Health Care System: Description, Structure, Cost, Quality & Access Score: {{cp.lessonAssetIdToProgress[18526].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[18526].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - Long-Term & Short-Term Disability Insurance Score: {{cp.lessonAssetIdToProgress[83262].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[83262].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - Long-Term Care Insurance (LTCI): Definition & Features Score: {{cp.lessonAssetIdToProgress[169115].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169115].bestScoreQuestions}}  Take Quiz Optional
Lesson 5 - Annuities: Types & Benefits Score: {{cp.lessonAssetIdToProgress[59898].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[59898].bestScoreQuestions}}  Take Quiz Optional
Lesson 6 - Personal Property & Liability Insurance Score: {{cp.lessonAssetIdToProgress[59899].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[59899].bestScoreQuestions}}  Take Quiz Optional
Lesson 7 - Casualty Insurance Policy: Definition & Uses Score: {{cp.lessonAssetIdToProgress[169117].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169117].bestScoreQuestions}}  Take Quiz Optional
Lesson 8 - Choosing a Life Insurance Policy Score: {{cp.lessonAssetIdToProgress[59897].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[59897].bestScoreQuestions}}  Take Quiz Optional
Lesson 9 - Insurance Policy Selection: Needs Analysis & Premiums Score: {{cp.lessonAssetIdToProgress[169119].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169119].bestScoreQuestions}}  Take Quiz Optional
Lesson 10 - Choosing Between Insurance Companies: Criteria & Policies Score: {{cp.lessonAssetIdToProgress[169121].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169121].bestScoreQuestions}}  Take Quiz Optional
Course Progress Best Score
Lesson 1 - Investment Risks: Definition & Types Score: {{cp.lessonAssetIdToProgress[169135].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169135].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - Quantitative Investment Concepts: Definition & Examples Score: {{cp.lessonAssetIdToProgress[169137].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169137].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - Return on Investment: Definition, Formula & Example Score: {{cp.lessonAssetIdToProgress[9539].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[9539].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - Value of Stocks & Bonds: Factors & Calculation Score: {{cp.lessonAssetIdToProgress[169139].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169139].bestScoreQuestions}}  Take Quiz Optional
Lesson 5 - Investment Portfolios: Development & Analysis Score: {{cp.lessonAssetIdToProgress[169141].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169141].bestScoreQuestions}}  Take Quiz Optional
Lesson 6 - Investment Portfolios: Asset Allocation & Diversification Score: {{cp.lessonAssetIdToProgress[169143].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169143].bestScoreQuestions}}  Take Quiz Optional
Lesson 7 - Successful Investment Plan Strategy: Components & Decisions Score: {{cp.lessonAssetIdToProgress[169145].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169145].bestScoreQuestions}}  Take Quiz Optional
Lesson 8 - Alternative Investments: Definition, Benefits & Drawbacks Score: {{cp.lessonAssetIdToProgress[169147].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169147].bestScoreQuestions}}  Take Quiz Optional
Course Progress Best Score
Lesson 1 - U.S Tax Law: Overview & Basic Principles Score: {{cp.lessonAssetIdToProgress[169151].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169151].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - Income Tax Issues in Personal Investments Score: {{cp.lessonAssetIdToProgress[47281].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[47281].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - Income Tax: Tax Liability & Deductions Score: {{cp.lessonAssetIdToProgress[59894].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[59894].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - Business Income Tax Calculations Score: {{cp.lessonAssetIdToProgress[40544].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[40544].bestScoreQuestions}}  Take Quiz Optional
Lesson 5 - Alternative Minimum Tax: Definition & Example Score: {{cp.lessonAssetIdToProgress[89910].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[89910].bestScoreQuestions}}  Take Quiz Optional
Lesson 6 - Personal Tax Planning Score: {{cp.lessonAssetIdToProgress[59895].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[59895].bestScoreQuestions}}  Take Quiz Optional
Lesson 7 - Tax Consequences & Deductions in Real Estate Transactions Score: {{cp.lessonAssetIdToProgress[63198].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[63198].bestScoreQuestions}}  Take Quiz Optional
Lesson 8 - Tax Shelters & Passive Activity Loss: Definition & Rules Score: {{cp.lessonAssetIdToProgress[63163].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[63163].bestScoreQuestions}}  Take Quiz Optional
Lesson 9 - Tax Implications of Special Circumstances Score: {{cp.lessonAssetIdToProgress[169157].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169157].bestScoreQuestions}}  Take Quiz Optional
Lesson 10 - Tax Planning for Charitable Contributions & Deductions Score: {{cp.lessonAssetIdToProgress[169159].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169159].bestScoreQuestions}}  Take Quiz Optional
Course Progress Best Score
Lesson 1 - Retirement Planning: Steps & Calculating Needs Score: {{cp.lessonAssetIdToProgress[169163].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169163].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - Social Security: Legislation and Issues Score: {{cp.lessonAssetIdToProgress[10870].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[10870].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - Medicare and Medicaid: Definitions & Functions Score: {{cp.lessonAssetIdToProgress[18529].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[18529].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - Sources of Income in Retirement Score: {{cp.lessonAssetIdToProgress[21669].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[21669].bestScoreQuestions}}  Take Quiz Optional
Lesson 5 - Understanding Retirement and Pension Plans Score: {{cp.lessonAssetIdToProgress[10871].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[10871].bestScoreQuestions}}  Take Quiz Optional
Lesson 6 - What is a Qualified Retirement Plan? - Rules & Options Score: {{cp.lessonAssetIdToProgress[169165].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169165].bestScoreQuestions}}  Take Quiz Optional
Lesson 7 - Traditional IRA: Definition & Benefits Score: {{cp.lessonAssetIdToProgress[169167].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169167].bestScoreQuestions}}  Take Quiz Optional
Lesson 8 - What Is a Roth IRA? - Definition, Rules & Benefits Score: {{cp.lessonAssetIdToProgress[16103].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[16103].bestScoreQuestions}}  Take Quiz Optional
Lesson 9 - Tax-Advantaged Retirement Investments: Types & Definitions Score: {{cp.lessonAssetIdToProgress[169169].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169169].bestScoreQuestions}}  Take Quiz Optional
Lesson 10 - Required Minimum Distributions for Retirement Savings Accounts Score: {{cp.lessonAssetIdToProgress[169171].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169171].bestScoreQuestions}}  Take Quiz Optional
Course Progress Best Score
Lesson 1 - What is a Property Title Search? - Definition & Importance Score: {{cp.lessonAssetIdToProgress[63111].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[63111].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - What is Voluntary Property Transfer? - Defining Title by Deed Score: {{cp.lessonAssetIdToProgress[9678].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[9678].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - Transferring Property Rights to a Personal or Family Trust Score: {{cp.lessonAssetIdToProgress[63105].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[63105].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - Estate Planning: Taxes, Trusts & Gifts Score: {{cp.lessonAssetIdToProgress[59904].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[59904].bestScoreQuestions}}  Take Quiz Optional
Lesson 5 - Calculating Gift & Estate Tax: How-To & Example Score: {{cp.lessonAssetIdToProgress[169183].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169183].bestScoreQuestions}}  Take Quiz Optional
Lesson 6 - Essential Estate Planning Documents: Importance & Strategies Score: {{cp.lessonAssetIdToProgress[169185].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169185].bestScoreQuestions}}  Take Quiz Optional
Lesson 7 - Sources of Estate Liquidity Score: {{cp.lessonAssetIdToProgress[169187].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169187].bestScoreQuestions}}  Take Quiz Optional
Lesson 8 - Postmortem Estate Planning Strategies Score: {{cp.lessonAssetIdToProgress[169189].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169189].bestScoreQuestions}}  Take Quiz Optional
Lesson 9 - Trust Accounts: Definition & Management Score: {{cp.lessonAssetIdToProgress[63211].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[63211].bestScoreQuestions}}  Take Quiz Optional
Lesson 10 - Trust Accounts: Types & Taxation Score: {{cp.lessonAssetIdToProgress[169191].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169191].bestScoreQuestions}}  Take Quiz Optional
Lesson 11 - Marital Deductions in Estate Planning: Rules & Strategies Score: {{cp.lessonAssetIdToProgress[169193].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169193].bestScoreQuestions}}  Take Quiz Optional
Lesson 12 - Intra-Family & Other Business Transfers: Definition & Benefits Score: {{cp.lessonAssetIdToProgress[169195].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169195].bestScoreQuestions}}  Take Quiz Optional

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