CFP® Exam Study Notes
Includes:
Printable PDFs (300+ Pages)
100+ Learning Examples and Practice Questions
Canadian Dollar Pricing: $299 (+tax)
CFP Complete Study Package Notes Introduction
FREE PREVIEWHow to Print and Download the Study Notes and Learning Examples
Exam Date Selection
Fundamentals of Financial Planning Study Notes
Economy and Investments
HBP Summary New Rules
LLP Guide
RESP Guide
Budget and Debt Management Guide
New Mortgage Stress Test Rules
Mortgage Guide
GDSR and TDSR Ratios - Debt-Servicing
Debt Management Guide
Bankruptcy Guide
IIROC Quick Facts
CIPF Quick Facts
OSFI Quick Facts
Assuris Quick Facts
Investment Planning Study Notes
Asset Allocation Decisions
Investing Basics
Investment Products Basics
Mutual Fund Example
LSIF Example
Seg Fund vs Mutual Fund Example
Derivatives Example
Retirement Planning Study Notes - Update 2022
Attribution Spousal RRSP
Enhanced GIS Summary
CCB Summary
EI Benefits Summary
RDSP Quick Facts
EFAs Summary
RCAs Summary
PRPPs Summary
RRSP Guide
CPP Benefit Examples
CPP Examples
RPP Example
Pension Plan Examples
Spousal RRSP Example
RRIF Examples
Insurance Planning Study Notes - Updated December 2021
Life Insurance Tax Changes (from 2017)
Life Insurance ACB Examples
Life Insurance Needs Analysis Example
Solution to Life Insurance Needs Analysis Example
Auto Insurance Examples
Home Insurance Examples
Insurance Needs for Business Owners
Estate Planning Study Notes - Updated August 2022
Family Law Overview
Spousal Support Guide
Child Support Guide
Trusts Guide
Alter Ego Trusts
GRE and QDT
Spousal Testamentary Trust
Henson Trusts
Estate Planning Tips for Real Estate Investors
Estate Freeze Examples
Tax Planning Study Notes - Update April 2022
Tax Planning Guide 2021-2022
Capital Gains Guide
Income Sprinkling Rules
Examples of Revised Income Sprinkling Rules
Tax Issues for Real Estate
CCA Learning Example
Superficial Loss Example
Business Valuation Examples
Tax Planning for Farmers (for 2017 but still relevant today) - Quick Summary
Canada / US Tax Planning (for 2015 but still relevant today) - Quick Summary
US Estate Tax Planning for Canadians
Non-Capital Losses, ABILs and LPP
FP Canada Standards of Conduct - Updated July 2021