CFP Exam Study Notes

  • 2

    Introduction - Start Here

    • CFP Study Notes Introduction

    • How to Print and Download the Study Notes

  • 3

    Fundamentals of Financial Planning

    • Fundamentals of Financial Planning Study Notes - Update May 2024

  • 4

    Investment Planning

    • Investment Planning Study Notes - Update September 2023

    • Behavioural Finance

  • 5

    Retirement Planning

    • Retirement Planning Study Notes - Update August 2024

    • RDSP Quick Summary

    • The Enhanced CPP

  • 6

    Insurance Planning

    • Insurance Planning Study Notes - Update September 2024

    • Insurance Needs for Business Owners

  • 7

    Estate Planning

    • Estate Planning Study Notes - Update May 2024

  • 8

    Tax Planning

    • Tax Planning Study Notes - Update September 21, 2024

    • New Capital Gains Inclusion Rate - July 2024

  • 9

    Standards of Professional Responsibility (Ethics)

    • FP Canada Standards of Conduct June 2024

Teaching what you need to know to pass!