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Certified Financial Planner (CFP) Syllabus

Personal financial-planning certification from the CFP Board covering investments, retirement, tax, and estate planning. The full Certified Financial Planner (CFP) syllabus: 7 subjects, 28 chapters, 113 topics and 140 sub-topics, with 386 flashcards written against it.

7Subjects
28Chapters
113Topics
140Sub-topics
386Flashcards

Certified Financial Planner (CFP) subjects

Certified Financial Planner (CFP) has 7 subjects. Each one is listed below with its chapters in syllabus order; open a subject for every topic and sub-topic inside them.

Professional Conduct, Regulation, and the Financial Planning Process

4 chapters · 17 topics · 22 sub-topics · 50 flashcards

  1. CFP Board Standards and Code of Ethics · 5 topics
  2. Financial Planning Practice Standards · 4 topics
  3. Regulation of Financial Planners and Advisers · 4 topics
  4. Financial Planning Foundations · 4 topics

General Principles of Financial Planning and Cash Flow

4 chapters · 16 topics · 15 sub-topics · 51 flashcards

  1. Financial Statements and Budgeting · 4 topics
  2. Time Value of Money Applications · 4 topics
  3. Debt and Credit Management · 4 topics
  4. Economic Concepts and Education Planning · 4 topics

Risk Management and Insurance Planning

4 chapters · 16 topics · 23 sub-topics · 62 flashcards

  1. Principles of Risk and Insurance · 4 topics
  2. Life Insurance Planning · 4 topics
  3. Health, Disability, and Long-Term Care · 4 topics
  4. Property, Casualty, and Annuity Risk · 4 topics

Investment Planning

4 chapters · 16 topics · 22 sub-topics · 61 flashcards

  1. Investment Vehicles and Markets · 4 topics
  2. Risk, Return, and Portfolio Theory · 4 topics
  3. Portfolio Construction and Management · 4 topics
  4. Investment Strategies and Analysis · 4 topics

Tax Planning

4 chapters · 16 topics · 18 sub-topics · 51 flashcards

  1. Fundamentals of Income Taxation · 4 topics
  2. Property Transactions and Capital Gains · 4 topics
  3. Tax Planning for Individuals and Businesses · 4 topics
  4. Tax Compliance and Special Situations · 4 topics

Retirement Savings and Income Planning

4 chapters · 16 topics · 17 sub-topics · 60 flashcards

  1. Retirement Needs Analysis · 4 topics
  2. Qualified Retirement Plans · 4 topics
  3. Individual and Small Business Plans · 4 topics
  4. Distributions and Social Security · 4 topics

Estate Planning

4 chapters · 16 topics · 23 sub-topics · 51 flashcards

  1. Estate Planning Fundamentals · 4 topics
  2. Trusts and Estate Transfer Techniques · 4 topics
  3. Transfer Taxation · 4 topics
  4. Specialized Estate Planning · 4 topics

Certified Financial Planner (CFP) flashcards

386 question-and-answer cards across 7 subject decks, each shown in full on its subject page.

Certified Financial Planner (CFP) syllabus FAQ

What subjects are in the Certified Financial Planner (CFP) syllabus?

Certified Financial Planner (CFP) covers 7 subjects: Professional Conduct, Regulation, and the Financial Planning Process, General Principles of Financial Planning and Cash Flow, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning and Estate Planning.

How many chapters and topics are in the Certified Financial Planner (CFP) syllabus?

28 chapters and 113 topics, broken down further into 140 sub-topics, across 7 subjects. Professional Conduct, Regulation, and the Financial Planning Process is the largest subject, with 17 topics in 4 chapters.

Are there Certified Financial Planner (CFP) flashcards?

Yes — 386 question-and-answer flashcards in 7 subject decks. Each deck is printed in full on its subject page here, and the same cards are in the Examius app with spaced repetition. The free plan covers one exam of your choice, including its flashcards; Examius Pro, a one-time purchase, unlocks every other exam and deck.

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