Financial Planner Study Guide

Are you looking for Financial Planning study notes?  PlannerPrep has the guide you need to study for both the CFP and QAFP exams.

All 7 Financial Planning Areas are covered within the online study guide.  If you would like a PDF version of the study guide to download and print out, please click here.


Retirement Planning


Fundamental Financial Planning Practices


Financial Management


Investment Planning


Insurance and Risk Management


Tax Planning


Estate Planning and Legal Aspects