CFP Exam Study Notes

  • 1

    Welcome Message

  • 2

    Fundamentals of Financial Planning

    • Fundamentals of Financial Planning Study Notes - Updated May 2024

    • Economy and Investments

    • LLP Guide

    • RESP Guide

    • Tax-Free First Home Savings Account (FHSA) - Update May 2024

    • Budget and Debt Management Guide

    • Mortgage Stress Test Rules (Updated)

    • Mortgage Guide

    • GDSR and TDSR Ratios - Debt-Servicing

    • Debt Management Guide

    • Bankruptcy Guide

    • CIPF Quick Facts

    • OSFI Quick Facts
  • 3

    Investment Planning

    • Investment Planning Study Notes - Update September 2023

    • Behavioural Finance

    • Asset Allocation Decisions

    • Investing Basics

    • Investment Products Basics

    • Mutual Fund Example

    • LSIF Example

    • Seg Fund vs Mutual Fund Example

    • Derivatives Example

    • Security Market Line Introduction

    • SML Example 3 on Page 48
  • 4

    Retirement Planning

    • Retirement Planning Study Notes - Update August 28 2024

    • Attribution Spousal RRSP

    • Enhanced GIS Summary

    • CCB Summary

    • EI Benefits Summary

    • RDSP Guide

    • RDSP Quick Summary

    • EFAs Summary

    • RCAs Summary

    • PRPPs Summary

    • RRSP Guide

    • The Enhanced CPP

    • CPP Benefit Examples

    • CPP Examples

    • RPP Example

    • Pension Plan Examples

    • Spousal RRSP Example

    • RRIF Examples
  • 5

    Insurance Planning

    • Insurance Planning Study Notes - Update September 2024

    • 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

    • Group Benefit Taxation Summary
  • 6

    Estate Planning

    • Estate Planning Study Notes - Update May 2024

    • Family Law Overview

    • Spousal Support Guide

    • Child Support Guide

    • Trusts Guide

    • Alter Ego Trusts

    • GRE and QDT

    • Henson Trusts

    • Estate Planning Tips for Real Estate Investors

    • Estate Freeze Examples
  • 7

    Tax Planning

    • Tax Planning Study Notes - Update September 21, 2024

    • Tax Planning Guide 2023-2024

    • Capital Gains Guide

    • Income Sprinkling Rules

    • Examples of Revised Income Sprinkling Rules

    • Tax Issues for Real Estate

    • Personal Services Business (PSB)

    • CCA Learning Example

    • Superficial Loss Example

    • Business Valuation Examples

    • Business Valuation Examples - HP Calculator

    • Business Valuation Examples - Ti Calculator

    • Business Valuation Examples - Sharp EL738 Calculator

    • 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

    • New Capital Gains Inclusion Rate - July 2024
  • 8

    Standards of Professional Responsibility (Ethics)

    • FP Canada Standards of Conduct June 2024

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