CFP® — Certified Financial Planner
12 articles
CFP Exam Pass Rate: What the Data Means and How to Beat It
The CFP exam pass rate is approximately 65% overall. Learn what drives first-time failures, what the data really means, and how to put yourself in the passing group.
June 12, 2026
CFP Exam Study Schedule: Month-by-Month Plan to Pass on Your First Attempt
A detailed CFP exam study schedule — what to cover each month, how to balance domains, calculator practice, and what the final two weeks should look like.
June 12, 2026
CFP® Ethics: Fiduciary Duty, Code of Ethics, and Standards of Conduct
Ethics and professional standards are tested on every CFP® exam. Learn the fiduciary standard, the Code of Ethics, and how the CFP Board evaluates conduct.
June 12, 2025
CFP® Investment Planning Domain: Portfolio Theory and Asset Allocation
Investment planning carries roughly 17% of the CFP® exam. Master portfolio theory, risk measures, and asset allocation principles that show up most on exam day.
June 12, 2025
CFP® Exam Pass Rate: What the Data Means for Your Study Strategy
The CFP® exam has a ~65% pass rate. Understanding what that number means — and doesn't mean — helps you build a smarter study plan.
June 12, 2025
CFP® Tax Planning Domain: High-Yield Topics You Must Know
Tax planning is one of the highest-weight CFP® domains. Learn the income tax concepts, charitable strategies, and deduction rules most commonly tested.
June 12, 2025
Insurance Planning Domain: What the CFP Exam Really Tests
A focused guide to the risk management and insurance planning concepts that appear most frequently on the CFP exam.
April 3, 2025
How to Approach CFP Case Study Questions Systematically
A proven framework for reading, analyzing, and answering CFP exam case study questions without getting overwhelmed by information.
March 25, 2025
Estate Planning for the CFP Exam: Trusts, Wills, and Tax Strategies
A comprehensive review of the estate planning concepts the CFP exam tests, from basic documents to advanced trust strategies.
March 9, 2025
Retirement Planning Essentials: RMDs, Distribution Rules, and Sequencing for the CFP Exam
A thorough review of the retirement distribution rules the CFP exam tests most heavily, including RMDs, Roth conversions, and withdrawal sequencing.
February 17, 2025
CFP® Exam: How to Build a 4-Week Sprint Plan
A focused four-week CFP® sprint that balances case study practice, retention, and life obligations.
February 2, 2025
Time Value of Money Calculations with the TI BA II Plus for the CFP Exam
A step-by-step guide to solving every TVM problem type on the CFP exam using the TI BA II Plus calculator.
January 28, 2025