Learn How to Quickly Solve Difficult
CFP® Test Questions
Includes CFP® Practice Test Questions
Dear Friend,
Here's a little "secret" about the CFP Test: the CFP® test is what we in the test preparation field call a "content driven" test.
While some tests are looking to see what you are ABLE to learn, the purpose of the Certified Financial Planner™ (CFP) Certification Examination, offered by the Certified Financial Planner Board of Standards Inc. (CFP Board), is to test your understanding of what you have already learned. The goal of the CFP® test is to use a standardized testing process to create an objective assessment of a test taker's knowledge and skills.
Here's Exactly What You Get With the
Flashcard Study System for the CFP® Exam
When you order the Flashcard Study System for the CFP® Exam, you'll get our set of flashcards specially selected to give you the most CFP® test performance improvement for the least time. This is just a small sampling of the topics covered:
I. General Principles of Financial Planning:
- Financial Planning Process
- Code of Ethics
- Brokerage Companies
- Hope Credit
- Balance Sheet
- Consumer Protection Laws
- Chapter 13 Bankruptcy
- Rules
- Professional Liability
- Child Support
- Calculations: Buying or Leasing
- (SIPC)
- Fixed Rate Loans
- Disciplinary Rules and Procedures
- Professional Responsibility
- Life Cycle and Age
- Lifetime Learning Credit
- Cash Flow Statement
- Education IRAs
- Monetary Settlement Planning
- Section 2503(c) Minor's Trust
- Consumer Debt
- Emergency Fund Planning
- Bankruptcy Code, Chapter 7 Bankruptcy
- Credit and Debt Management
- Client Attitudes
- Fair Credit Reporting Act
- Perkins Loan
- Financing Strategies
- Home Equity Loans
- Financial Planning Practice Standards
II. Insurance Planning and Risk Management:
- Law of Large Numbers
- Automobile Insurance
- Underwriting
- Fundamentals
- Whole Life Insurance
- Contractual Provisions
- Point-Of-Service Plan
- Long-term Care Insurance
- Reinsurance
- Dividend Options
- Endowment Policies
- Appropriateness Of Coverage
- Insurance Company Selection
- Federal and State Law
- Property And Casualty Calculations
- Response To Risk
- Viatical Agreements
- Umbrella Insurance Policy
- Benefit Amount
- Taxation of Benefits
- Risk Exposure: Personal
- Life Insurance Calculation
- Insurance Contracts
- Basic Coverages
III. Employee Benefits Planning:
- Group Term Life Insurance
- Dependent Coverage
- Planning Strategies
- Rabbi Trust
- Restricted Stock
- Income Tax Implications
- Basic Provisions
- Purchase Plans
- Incentive Stock Options
- COBRA
- Employee Benefit Analysis
- Stock Appreciation Right
- Cafeteria Plan
- Flexible Spending Account
- Fringe Benefits
- Junior Stock
- (SERP)
- Business Continuation
- Split-Dollar Policy
- Executive-Bonus Life Insurance
- Key Employee Insurance
- Secular Trusts
- Employee Stock Options
IV. Investment Planning:
- Investment Vehicles
- Certificates of Deposit
- Coefficient of Determination
- US Treasury Bills
- Reinvestment Risk
- Repurchase Agreements
- Savings Bonds
- (REIT)
- Asset-backed Securities
- Investment Companies
- Futures Contracts
- Short Sales
- Federal Agency Debt
- Annualized Return
- Coefficient Of Variation
- Treasury STRIPS
- Required Rate of Return
- After-tax Yield
- Margin Calls
- Investment Grade Corporate Bonds
- High Yield Corporate Bonds
- Callable Bonds
- Natural Resources
- Embedded Options
- Interest Rate Risk
- Types of Common Stock
- Paying Dividends
- Warrants
- Dividend Growth Models
V. Income Tax Planning:
- Filing Requirements
- Itemized Deductions
- Penalties
- Kiddie Tax
- Gross Income
- Hybrid Method
- Qualifying Transactions
- Flow Through of Income
- Grantor Trusts
- Estate Income Tax
- Preferences and Adjustments
- Cost Recovery Concepts
- Related Party Transactions
- Stepped-up Basis
- Tax Credits
- Taxation at Entity Level
- Standard Deduction
- Statutory Law
- Section 1244 Stock
- Tax Liability
- Deferral Items
- Tax Consequences of Gain
- Imputed Interest
- Capital Assets
- MACRS
VI. Retirement Planning:
- Total Return Assumptions
- Roth IRA
- Section 403(b) plans
- Department of Labor Regulations
- Social Security
- Cost Basis Recovery
- Risk Tolerance
- Retirement Plans
- (QDRO)
- Medicare Part A
- Designated Beneficiary
- Section 457 Plans
- Hardship Withdrawals
- Required Minimum Distribution
- Equal Period Payments
- Life Expectancy Method of Calculation
- Traditional IRA
- IRC section 72(t)
- Lump Sum Distributions
- ESOP/Stock Bonus Plans
- Defined Benefit Plan
- Owner's Objectives
- Cash Balance Plan
- ERISA
- SIMPLE IRAs
- Stock Bonus Plan
- Simplified Employee Pensions
- Roth Conversions
- Top-Heavy Plans
- NHCEs
- Qualified Retirement Plan Vesting Schedule
- Eligibility Requirements
- Qualified Retirement Plans
- Section 401(k) plans
- Taxation
- Medicare: Eligibility
VII. Estate Planning:
- Probate Process
- Gifting Strategies
- (CRATs)
- Medicaid Planning
- Transfers Through Trusts
- Wills
- Life Insurance Trusts
- Gift Taxation
- Liquidity Needs
- Private Foundations
- Calculation Of Applicable Credit
- Tax Liability
- Advance Medical Directives
- Gift-Giving
- Rule Against Perpetuities
- Powers of Attorney
- Charitable Lead Trusts
- Estate Taxation
- Guardianships
- Income Taxation
- Incapacity Planning
- Gross Estate Value
- Marketability Discounts
- Powers Of Appointment
- Postmortem Use Valuation
- Marital Deduction (Estate Tax)
- Minority Discount
- Taxation Of Trusts And Estates
- (GRITs)
- Charitable Giving
- Crummey Provisions
- QTIP planning
- Lifetime Planning Techniques
- Tentative Tax Base
Here's How to Order Your Copy of the
Flashcard Study System for the CFP® Exam
The Flashcard Study System for the CFP® Exam is available at this web page. Your copy will typically ship within one business day from our shipping facility. This package retails for $77.99, but is available today for only $49.99. It's easy to get your flashcards; just click one of the links below:
Click here to order Flashcard Study System for the CFP® Exam
If you have any problems or questions, please send an email to and we will usually get back to you within 24 hours.
If you would like to order through the mail, click here to order Flashcard Study System for the CFP® Exam by check or money order.
*Certified Financial Planner Board of Standards Inc. owns the marks CFP®, Certified Financial Planner™ and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements. Certified Financial Planner Board of Standards Inc. was not involved in the production of, and does not endorse, this product.