CFP Exam Study Guide

Digital download. No printed book will be shipped. Review financial-planning topics in one concise 29-page PDF. This is a topic and reference guide, not a separate practice-question bank.

Inside the PDF

• Professional conduct and general financial-planning principles.
• Risk, insurance, investment, tax and retirement-planning topics.
• Estate planning and psychology of financial planning.
• Tables, formula references and an internal two-page cram sheet.

This purchase is for CFP study, not CFA or a FINRA licensing exam. It includes only this one PDF, with its notes, formula references and internal two-page cram sheet. No separate practice-question bank, flashcards, planner, course, exam voucher or professional license is included.

Use alongside official exam materials and required training. Check the current official outline and requirements for your exam and jurisdiction before choosing this edition. This is an educational study aid, not personal financial, tax or legal advice. Purchasing it does not guarantee a passing result.

Independent study aid

This study guide is a supplementary resource created from publicly available information and study notes. It is NOT affiliated with CFP Board. CFP, CERTIFIED FINANCIAL PLANNER, and CFP Board are trademarks owned by Certified Financial Planner Board of Standards, Inc. Always verify information against current official guidance. This guide does not guarantee passing the CFP exam.

Digital delivery

After successful payment, Shopify Digital Downloads emails access to the PDF included with this purchase. Check your spam or promotions folder if the email is missing. Save the file for personal study.

Personal use only. Making copies for other individuals, sharing files or download links, distributing or reselling these materials is not allowed.

Last updated: October 2026.

Refund policy

All sales are final. No refunds, returns, exchanges or cancellations on digital downloads or printed books.

Need help with your order or download? Use Order Support. Your order number is optional.