CFP Exam Guide
To become a Certified Financial Planner, candidates must pass the CFP Exam. This tests candidates on the topics of:
– Estate Planning
– General Principles
– Retirement and Employee Benefits
– Tax Planning
– Professional Conduct and Regulation
– Education Planning
The CFP exam utilizes a computer-based testing format and is administered through Prometric during three 5-day testing windows every March, July and November. The exam has 170 multiple-choice questions, including stand-alone questions and sets of questions associated with lengthy case histories as well as short scenarios. The exam consists of two 3-hour sessions with a 30-minute break between sessions. To be eligible to take the CFP exam, you must hold a bachelor’s degree (at minimum). The CFP Board requires professional experience prior to becoming certified.
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- The gift tax annual exclusion
- A tax credit
- Tax exemption
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