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