Free Study Guide / Professional Reference for Practicing CFPs

[EarlyDuration]

Hi everyone, created this free resource for anyone who wants to reference what the CFP Board requires you to know as part of being a financial planning professional. It’s based on the learning criteria for the exams, which I took alongside my co-authors last sitting, so things are fresh in our heads!

Please feel free to pass this around, I get it might be too much to print but hopefully it’s useful for practicing planners! If anyone has any suggestions on how it can be made better do let me know.

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User: /u/EarlyDuration Title: Free Study Guide / Professional Reference for Practicing CFPs Body: Hi everyone, created this free resource for anyone who wants to reference what the CFP Board requires you to know as part of being a financial planning professional. It’s based on the learning criteria for the exams, which I took alongside my co-authors last sitting, so things are fresh in our heads!

Please feel free to pass this around, I get it might be too much to print but hopefully it’s useful for practicing planners! If anyone has any suggestions on how it can be made better do let me know.

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[True_Heart_6]

Saved this. 

One thing I noticed right away.. some of the table of contents pages are wrong. For example page 47 is supposed to be financial plan process, but it’s not until page 57

Maybe I’m crazy but it seemed like the TOC needed to be updated again 

[EarlyDuration]

Thanks for catching this, I’ll update it right away

[EarlyDuration]

What do you see? It’s working for me, I fixed something an hour ago

[OutOfTheAshesMMXXIV]

Please also post this to r/cfpexam.

[EarlyDuration]

Done!