CFP Study Guide

CFP® Study Guide

Most CFP® candidates don’t need another 800-page textbook — they need a guide that tells them exactly what’s tested and explains it clearly. PlannerPrep’s study guide is built around one principle: cover everything the exam actually tests, and nothing it doesn’t.

What’s Included

• Complete coverage of every CFP Board Principal Knowledge Topic — Professional Conduct and Regulation, General Financial Planning Principles, Psychology of Financial Planning, Risk Management and Insurance, Investment Planning, Tax Planning, Retirement Savings and Income Planning, and Estate Planning
• Downloadable PDF format — study from your phone, tablet, computer, or print it out
• Clear, exam-focused writing — concepts explained the way they’re tested, not buried in academic language
• Organized to match the exam blueprint, so you can study domain by domain and know exactly how much weight each area carries

Built to Reduce Study Time, Not Add to It

A common mistake candidates make is trying to read everything available on a topic instead of studying what’s actually tested. PlannerPrep’s study guide is deliberately focused — every section maps directly to a Principal Knowledge Topic, so you’re not spending hours on material the exam won’t touch.

Designed to Work Alongside Practice

The study guide isn’t meant to be read once and set aside. It’s built to pair directly with PlannerPrep’s practice exams and question bank: read a section, then immediately test that knowledge with related questions from the bank. That loop — learn, test, review — is far more effective than passive reading alone.

Study Anywhere

Because it’s a downloadable PDF, your study guide isn’t tied to a single device or a login screen. Read it on your commute, print the sections you want to annotate by hand, or keep it open next to the question bank on a second screen — however fits your routine.