PlannerPrep’s AFP Study Guide and Exam Bank

Online Access to:

PlannerPrep’s AFP Study Guide 2026

• Downloadable PDF for smartphones, computers and print-outs.
• All Financial Planning Areas covered
• Updated December 10, 2025
• Includes Essential Tax Numbers for 2026

-> View the intro and table of contents for PlannerPrep’s AFP Study Guide 2026 <-

AFP Exam Bank

• 500 multiple choice questions
• Unlimited attempts
• Correct answers and rationale available after each question
• Result breakdown based on competency

Percentage of questions based on:

• • • Professional Conduct and Regulatory Compliance – 7%
    • Client Relationship and Practice Management – 5%
    • Asset and Liability Management – 10%
    • Risk Management and Insurance – 14%
    • Investment Planning – 20%
    • Tax Planning – 14%
    • Retirement Planning – 20%
    • Estate Planning – 10%