CFP Exam Test Bank

Gain confidence and knowledge as you cover the course topics.

The test bank cracks the exam code by showing you how to:

  • Pinpoint your weak areas and close knowledge gaps.

  • Identify highly testable items and must know concepts.

  • Easily remember and interpret key terms and definitions.

  • Perform complex financial calculations.

CFP Exam Test Bank content

  • 1

    Free Preview

  • 2

    Message from Prof. Gordon

    • CFP Test Bank Introduction

    • CFP Exam Overview
  • 3

    Calculator Tutorial

    • HP 10B Calculator Tutorial

    • Ti BA 2 Plus Calculator Tutorial

    • Sharpe EL738 Calculator Tutorial
  • 4

    Budget and Cash Flow

    • Practice Question Set 1 - Net Worth / Cash Flow/ Budgeting/ Behavioral

    • Practice Question Set 2 - Debt / Budgeting / Investment Planning
  • 5

    Education and Investment Planning

    • Practice Question Set 4 - RESP

    • Practice Question Set 5 - RESP Calculations

    • Practice Question Set 6 - RESP / RDSP / HBP

    • Practice Question Set 7 - TFSA / RRSP Calculations / Ethics

    • Practice Question Set 22 - Investment Management Calculations
  • 6

    Retirement Planning

    • Retirement Calculation with Inflation Example (the way FP Canada does it)

    • Practice Question Set 8 - Retirement Calculations / Behavioural Biases

    • Practice Question Set 9 - Retirement Planning

    • Practice Question Set 10 - RRSP/Pension Calculations

    • Practice Question Set 11 - RRSP / Behavioural

    • Practice Question Set 12 - CPP / OAS / GIS

    • Practice Question Set 13 - CPP credit splitting

    • Practice Question Set 14 - GIS

    • Practice Question Set 15 - RPP Calculations
  • 7

    Insurance Planning

    • Practice Question Set 16 - Insurance and Estate Planning

    • Practice Question Set 3 - Insurance Planning/ Education Planning

    • Life Insurance Needs Analysis Example
  • 8

    Estate Planning

    • Practice Question Set 17 - Estate Planning

    • Practice Question Set 18 - Wills/ Probate / Estate

    • Practice Question Set 19 - Wills/Estate Planning

    • Practice Question Set 20 - Tax at Death/Probate
  • 9

    Tax Planning

    • Practice Question Set 21 - Minimum Tax / Lifetime Capital Gains Exemption (LCGE)

    • Practice Question Set 23 - Principal Residence Exemption 1 (PRE)

    • Practice Question Set 24 - Principal Residence Exemption 2 (PRE)

    • Practice Question Set 25 - Income Sprinkling Rules

    • Practice Question Set 26 - Dividends

    • Practice Question Set 27 - Superficial Loss

    • Practice Question Set 28 - Auto Benefits

    • Practice Question Set 30 - CCA Example

    • Practice Question Set 31 - Tax Rates

    • Practice Question Set 32 - Tax Personal Property / Life Insurance
  • 10

    Standards of Practice

    • Practice Question Set 29 - Code of Ethics
  • 11

    Multiple Choice Case Study Questions

    • Case Study 1

    • Case Study 1 Questions

    • Case Study 2

    • Case Study 2 Questions

    • Case Study 3

    • Case Study 3 Questions

    • Case Study 4

    • Case Study 4 Questions
  • 12

    Multiple Choice Quizzes

    • Fundamentals of Financial Planning - Quiz

    • Investment Planning - Quiz

    • Retirement Planning - Quiz 1

    • Retirement Planning - Quiz 2

    • Insurance Planning - Quiz

    • Estate Planning - Quiz

    • Tax Planning - Quiz

    • General Topics Quiz

Teaching what you need to know to pass!

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