To become a Certified Financial Planner, candidates must pass the CFP Exam. This tests candidates on the topics of:
– Estate Planning
– General Principles
– Insurance
– Investments
– 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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8/10
Completed gifts of a present interest are eligible for what?
The gift tax annual exclusion
A tax credit
Tax exemption
Deferred tax consideration
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CFPCumulative StatsRecent Test Scores
Average Score64%
Exams Taken12
September 28, 2017 at 2:57 PM91%
September 27, 2017 at 10:17 PM34%
September 27, 2017 at 4:29 PM84%
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“Anytime I get a break in my day I use this app. Really like the settings for taking tests. Keeps the exam top-of-mind for me all day without having to drag all my books out.”
CFPMary, iTunes Review
“I found this great to coordinate with the Zahn review and to study anywhere, anytime. It gave me a lot of confidence going into the exam and I passed!”
Cjuiuc77, iTunes Review
*Disclaimer: Pocket Prep, Inc. is not affiliated with or endorsed by the CFP Board. Accordingly, the CFP Board makes no representations regarding the content of Pocket Prep, Inc. materials. All organizational and test names are trademarks of their respective owners.
