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Tips, strategies, and insights for your CFP exam preparation.

Featured CFP Guides

Evergreen SEO pillar content with rolling freshness and direct links into practice resources.

April 2026·CFP Exam Overview·25 min read

Complete CFP Exam Study Guide

A comprehensive overview of the CFP exam format, topic weights, study strategy, formulas, and practice resources.

April 2026·Professional Conduct & Regulation·12 min read

CFP Exam Guide to Professional Conduct & Regulation

Master the Professional Conduct and Regulation domain for the CFP exam. Learn how to navigate the Code of Ethics, fiduciary duty, and disciplinary rules to secure your certification.

April 2026·Risk Management & Insurance Planning·12 min read

CFP Exam Guide to Risk Management & Insurance Planning

Master the Risk Management & Insurance Planning domain of the CFP exam. Explore core concepts, exam weighting, study strategies, and real-world client applications.

Concept Articles

Topic-specific study guides designed to interlink with larger anchor content and practice pages.

32 articles

April 2026·Education Planning·10 min read

529 Plans for the CFP Exam

Learn 529 tax treatment, owner control, beneficiary changes, and aid impact for CFP exam scenarios.

April 2026·Education Planning·9 min read

Coverdell ESA vs 529 Plan

Compare Coverdell ESAs and 529 plans through contribution rules, income limits, and planning tradeoffs.

April 2026·Education Planning·10 min read

UGMA, UTMA, and Education Trusts

Review custodial accounts, trusts, control rules, tax treatment, and aid impact for education funding.

April 2026·General Principles of Financial Planning·8 min read

Time Value of Money for the CFP Exam

Master present value, future value, annuities, and calculator logic for core CFP exam math questions.

April 2026·Professional Conduct & Regulation·10 min read

CFP Board Code of Ethics

Understand the CFP Board Code of Ethics and Standards of Conduct tested on the CFP exam.

April 2026·Professional Conduct & Regulation·9 min read

Fiduciary Duty vs Suitability Standard

Learn when fiduciary duty applies, how it differs from suitability, and how the CFP exam tests the distinction.

April 2026·Professional Conduct & Regulation·10 min read

CFP Board Disciplinary Process

Review grounds for discipline, sanctions, reinstatement, and the question patterns candidates should expect.

April 2026·General Principles of Financial Planning·11 min read

The 7-Step Financial Planning Process

Break down each step of the CFP financial planning process with exam-focused examples and common pitfalls.

April 2026·General Principles of Financial Planning·9 min read

Economic Concepts for the CFP Exam

Review interest rates, inflation, business cycles, and policy concepts that drive planning recommendations.

April 2026·General Principles of Financial Planning·9 min read

Risk Tolerance vs Risk Capacity

Learn how risk tolerance and risk capacity differ and how that changes the best CFP planning recommendation.

April 2026·Risk Management & Insurance Planning·10 min read

Life Insurance Types Compared

Compare term, whole life, universal, variable, and indexed life insurance for CFP exam scenarios.

April 2026·Risk Management & Insurance Planning·10 min read

Disability Insurance for the CFP Exam

Master own-occupation vs any-occupation coverage, elimination periods, and disability tax treatment.

April 2026·Risk Management & Insurance Planning·10 min read

Long-Term Care Insurance for the CFP Exam

Study LTC benefit triggers, inflation riders, hybrid policies, and self-insuring tradeoffs for planning cases.

April 2026·Investment Planning·10 min read

Bond Valuation & Duration

Learn pricing, duration, convexity, yield, and bond risk concepts for CFP calculations.

April 2026·Investment Planning·10 min read

Mutual Fund Share Classes

Compare A, B, C, and institutional share classes through fees, breakpoints, and suitability logic.

April 2026·Tax Planning·10 min read

Key Tax Deductions & Credits

Compare above-the-line deductions, itemized deductions, credits, and planning opportunities.

April 2026·Retirement Savings & Income Planning·10 min read

401(k) vs IRA Comparison

Compare major retirement account types, tax treatment, contribution rules, and planning tradeoffs.

April 2026·Retirement Savings & Income Planning·10 min read

Social Security Benefits

Master eligibility, AIME, PIA, claiming strategies, spousal rules, and benefit taxation.

April 2026·Retirement Savings & Income Planning·9 min read

Required Minimum Distributions

Review SECURE Act changes, RMD timing, inherited IRA rules, and common calculation traps.

April 2026·Retirement Savings & Income Planning·9 min read

Roth Conversion Strategies

Analyze when Roth conversions make sense, how taxes apply, and how the pro-rata rule changes outcomes.

April 2026·Retirement Savings & Income Planning·10 min read

Pension Distribution Options

Compare lump sum, annuity, joint-and-survivor, and rollover pension decisions for CFP retirement cases.

April 2026·Estate Planning·10 min read

Revocable vs Irrevocable Trusts

Compare control, tax treatment, asset protection, and trust selection for CFP estate-planning cases.

April 2026·Estate Planning·9 min read

Core Estate Planning Documents

Review wills, powers of attorney, living wills, trusts, titling, and beneficiary designations for CFP cases.

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